BRC Group Holdings, Inc. — 13F Holdings & Portfolio

CIK 1464790 · latest 13F-HR filed 2026-05-15

BRC Group Holdings, Inc. manages $456.2M in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BW (88.37%), DDI (6.42%), SQNS (0.97%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 10, added to 4, and trimmed 4.

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.

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AUM

$456.2M

Long-equity book

Holdings

21

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+10 / −10 / ↑4 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BABCOCK & WILCOX ENTERPRISES, INC.$229.2M +131.7%
  • LIFEMD, INC.$2.9M +1146.9%
  • ROMAN DBDR ACQUISITION CORP II$1.9M +144.9%
  • THE ONCOLOGY INSTITUTE, INC.$492.7K +20.9%
Show all 4

Top Trims

  • TRANSACT TECHNOLOGIES INCORPORATED.-$387.5K -17.8%
  • SEQUANS COMMUNICATIONS S.A.-$257.7K -5.5%
  • XEROX HOLDINGS CORPORATION-$45.3K -45.9%
  • BLAIZE HOLDINGS, INC.-$10.8K -6.7%
Show all 4

New Positions

  • RIOT PLATFORMS, INC.$4.0M
  • DAVE INC.$1.2M
  • UR-ENERGY INC.$894.0K
  • NEXTNAV INC.$801.0K
  • XBP GLOBAL HOLDINGS, INC.$324.1K
Show all 10

Exited Positions

  • APPLIED DIGITAL CORPORATION$12.1M
  • SYNCHRONOSS TECHNOLOGIES, INC.$3.5M
  • XBP GLOBAL HOLDINGS, INC.$639.8K
  • ISHARES BITCOIN TRUST ETF$496.5K
  • CELSIUS HOLDINGS, INC.$393.4K
Show all 10
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 BABCOCK & WILCOX ENTERPRISES, INC. BW 05614L209 $403.2M 88.37% 27,446,522 SH
2 DOUBLEDOWN INTERACTIVE CO., LTD. DDI 25862B109 $29.3M 6.42% 3,467,509 SH
3 SEQUANS COMMUNICATIONS S.A. SQNS 817323405 $4.4M 0.97% 1,757,340 SH
4 RIOT PLATFORMS, INC. RIOT 767292105 $4.0M 0.88% 325,000 SH
5 ROMAN DBDR ACQUISITION CORP II DRDB G7633M104 $3.2M 0.70% 605,913 SH
6 LIFEMD, INC. LFMD 53216B104 $3.1M 0.69% 871,580 SH
7 THE ONCOLOGY INSTITUTE, INC. TOI 68236X100 $2.9M 0.63% 929,734 SH
8 TRANSACT TECHNOLOGIES INCORPORATED. TACT 892918103 $1.8M 0.39% 545,812 SH
9 DAVE INC. DAVE 23834J201 $1.2M 0.27% 7,000 SH
10 UR-ENERGY INC. URG 91688R108 $894.0K 0.20% 600,000 SH
11 NEXTNAV INC. NN 65345N106 $801.0K 0.18% 50,000 SH
12 XBP GLOBAL HOLDINGS, INC. XBP 98400V200 $324.1K 0.07% 73,657 SH
13 OTG ACQUISITION CORP. I OTGA G6791A100 $235.5K 0.05% 115,000 SH
14 MISTER CAR WASH, INC. MCW 60646V105 $209.1K 0.05% 30,000 SH
15 BLAIZE HOLDINGS, INC. BZAI 092915107 $151.7K 0.03% 83,353 SH
16 NEXTNAV INC. NNAVW 65345N114 $132.9K 0.03% 21,000 SH
17 STARDUST POWER INC. SDST 854936200 $99.4K 0.02% 42,122 SH
18 DIVERSIFIED HEALTHCARE TRUST DHC 25525P107 $66.4K 0.01% 10,000 SH
19 GCT SEMICONDUCTOR HOLDING, INC. GCTS 36170N107 $64.8K 0.01% 56,818 SH
20 ROYALTY MANAGEMENT HOLDING CORPORATION RMCO 02369M102 $59.4K 0.01% 20,000 SH
21 XEROX HOLDINGS CORPORATION XRXDW 98421MAE6 $53.3K 0.01% 200,000 PRN
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $456.2M 21 0001213900-26-057752
2025-12-31 2026-02-10 $234.0M 21 0001213900-26-013962
2025-09-30 2026-02-03 $147.9M 25 0001213900-26-011557