Fortress Investment Group LLC — 13F Holdings & Portfolio

CIK 1380393 · latest 13F-HR filed 2026-05-15

Fortress Investment Group LLC manages $393.8M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NN (57.68%), IBIT (12.93%), FHELF (6.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 20, added to 5, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$393.8M

Long-equity book

Holdings

35

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+17 / −20 / ↑5 / ↓7

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHART INDS INC$2.5M +107.6%
  • LIBERTY BROADBAND CORP$2.2M +113.2%
  • AMICUS THERAPEUTIC$2.0M +127.0%
  • WARNER BROS DISCOVERY INC$1.8M +168.9%
  • ELECTRONIC ARTS INC$986.2K +85.4%
Show all 5

Top Trims

  • ISHARES BITCOIN TRUST ETF-$14.9M -22.6%
  • NEW FORTRESS ENERGY INC-$7.4M -48.2%
  • PLAYBOY INC-$6.0M -19.1%
  • MARA HOLDINGS INC-$11.5K -9.1%
  • SERVICETITAN INC-$1.2K -40.4%
Show all 7

New Positions

  • MASIMO CORP$6.4M
  • PENUMBRA INC$4.8M
  • STELLAR BANCORP INC$3.3M
  • KENVUE INC$2.8M
  • NATIONAL STORAGE AFFILIATES$2.6M
Show all 17

Exited Positions

  • REPUBLIC AWYS HLDGS INC$4.6M
  • ASPEN INSURANCE HOLDINGS LTD$3.7M
  • COMERICA INC$3.2M
  • KARBON CAP PARTNERS CORP$3.1M
  • EXACT SCIENCES CORP$2.9M
Show all 20
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NEXTNAV INC NN 65345N106 $227.1M 57.68% 14,178,054 SH
2 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $50.9M 12.93% 1,325,000 SH
3 FIRST FNDTN INC FHELF 32026V104 $23.8M 6.05% 4,038,750 SH
4 PLAYBOY INC PLBY 72814P109 $21.4M 5.42% 14,054,354 SH
5 NEW FORTRESS ENERGY INC NFE 644393100 $7.9M 2.01% 13,399,317 SH
6 MASIMO CORP MASI 574795100 $6.4M 1.62% 35,900 SH
7 CHART INDS INC GTLS 16115Q308 $4.9M 1.24% 23,701 SH
8 PENUMBRA INC PEN 70975L107 $4.8M 1.22% 14,680 SH
9 LIBERTY BROADBAND CORP LBRDK 530307305 $4.2M 1.07% 84,061 SH
10 PLAYBOY INC PLBY 72814P109 $3.9M 0.98% 2,535,177 SH
11 AMICUS THERAPEUTIC FOLD 03152W109 $3.6M 0.90% 245,900 SH
12 STELLAR BANCORP INC STEL 858927106 $3.3M 0.83% 89,200 SH
13 WARNER BROS DISCOVERY INC WBD 934423104 $2.8M 0.72% 103,275 SH
14 KENVUE INC KVUE 49177J102 $2.8M 0.71% 163,000 SH
15 NATIONAL STORAGE AFFILIATES NSA 637870106 $2.6M 0.66% 68,763 SH
16 ELECTRONIC ARTS INC EA 285512109 $2.1M 0.54% 10,500 SH
17 ARCELLX INC ACLX 03940C100 $2.1M 0.53% 18,183 SH
18 WEBSTER FINL CORP WBS 947890109 $2.0M 0.52% 29,526 SH
19 FORTRESS VALUE ACQU CORP V FVAV G3645T104 $2.0M 0.51% 200,000 SH
20 TRI POINTE HOMES INC TPH 87265H109 $1.9M 0.47% 39,900 SH
21 NORFOLK SOUTHN CORP NSC 655844108 $1.8M 0.45% 6,225 SH
22 CSG SYS INTL INC CSGS 126349109 $1.8M 0.45% 22,290 SH
23 APELLIS PHARMACEUTICALS INC APLS 03753U106 $1.6M 0.41% 40,000 SH
24 TERNS PHARMACEUTICALS INC TERN 880881107 $1.6M 0.40% 30,000 SH
25 COTERRA ENERGY INC CTRA 127097103 $1.4M 0.36% 40,000 SH
26 WARNER BROS DISCOVERY INC Put WBD 934423104 $1.4M 0.35% 50,000 SH
27 SILICON LABORATORIES INC SLAB 826919102 $1.2M 0.29% 5,554 SH
28 CENTESSA PHARMACEUTICALS PLC CNTA 152309100 $794.4K 0.20% 20,000 SH
29 OLAPLEX HLDGS INC OLPX 679369108 $757.5K 0.19% 373,131 SH
30 CLEARWATER ANALYTICS HLDGS I Call CWAN 185123106 $591.2K 0.15% 25,000 SH
31 ATRIUM THERAPEUTICS INC RNA 04965N104 $294.6K 0.07% 22,033 SH
32 MARA HOLDINGS INC MARA 565788106 $114.7K 0.03% 14,056 SH
33 SUPERCOM LTD NEW SPCB M87095309 $4.2K 0.00% 534 SH
34 SERVICETITAN INC TTAN 81764X103 $1.8K 0.00% 28 SH
35 SMARTRENT INC SMRT 83193G107 $1.4K 0.00% 932 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $393.8M 35 0001085146-26-000414
2025-12-31 2026-02-17 $426.2M 38 0001085146-26-000237
2025-09-30 2025-11-14 $753.0M 49 0001085146-25-005998