Cruiser Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 1713506 · latest 13F-HR filed 2026-05-15

Cruiser Capital Advisors, LLC manages $257.3M in 13F-reported U.S. long-equity assets across 53 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IFXAF (35.95%), XCNY (23.71%), FTAI (13.10%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 9, added to 19, and trimmed 15.

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

$257.3M

Long-equity book

Holdings

53

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+7 / −9 / ↑19 / ↓15

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$40.3M +194.6%
  • ASHLAND INC - CALL$2.0M +70.9%
  • ASHLAND INC$2.0M +112.0%
  • API GROUP CORP$573.5K +6.2%
  • FTAI INFRASTRUCTURE INC$524.2K +19.4%
Show all 19

Top Trims

  • CRH PLC-$1.2M -15.8%
  • TIC SOLUTIONS INC-$1.2M -51.1%
  • KINGSTONE COS INC-$927.7K -16.0%
  • AMERICAN VANGUARD CORP-$760.5K -34.8%
  • ALIGHT INC-$595.7K -91.4%
Show all 15

New Positions

  • ISHARES TR$92.5M
  • SPDR GOLD TR$4.4M
  • SUNOPTA INC$2.2M
  • KYNDRYL HLDGS INC$1.1M
  • KINGSTONE COS INC CALL$875.0K
Show all 7

Exited Positions

  • PITNEY BOWES INC$664.9K
  • UNITEDHEALTH GROUP INC$660.2K
  • SUNOPTA INC$513.0K
  • BANC OF CALIFORNIA INC$482.2K
  • LIGHTWAVE LOGIC INC$243.0K
Show all 9
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 ISHARES TR IFXAF 464287955 $92.5M 35.95% 4,000 SH
2 STATE STR SPDR S&P 500 ETF T XCNY 78462F953 $61.0M 23.71% 1,000 SH
3 FTAI AVIATION LTD FTAI G3730V105 $33.7M 13.10% 122,676 SH
4 API GROUP CORP APG 00187Y100 $9.8M 3.79% 240,726 SH
5 CRH PLC CRH G25508105 $6.6M 2.57% 62,791 SH
6 GFL ENVIRONMENTAL INC GFL 36168Q104 $4.9M 1.92% 118,767 SH
7 NEBIUS GROUP N.V. NBIS N97284108 $4.9M 1.91% 47,357 SH
8 ASHLAND INC - CALL ASH 044186904 $4.9M 1.89% 750 SH
9 KINGSTONE COS INC KINS 496719105 $4.9M 1.89% 333,711 SH
10 SPDR GOLD TR GLD 78463V107 $4.4M 1.71% 10,228 SH
11 ASHLAND INC ASH 044186104 $3.7M 1.44% 66,784 SH
12 FTAI INFRASTRUCTURE INC FIP 35953C106 $3.2M 1.26% 654,423 SH
13 ORION GROUP HLDGS INC ORN 68628V308 $2.7M 1.03% 244,104 SH
14 SUNOPTA INC STKL 8676EP908 $2.2M 0.84% 335,296 SH
15 FEDERAL AGRIC MTG CORP AGM 313148306 $1.6M 0.63% 10,981 SH
16 AMERICAN VANGUARD CORP AVD 030371108 $1.4M 0.55% 571,781 SH
17 NEXTNAV INC NN 65345N106 $1.4M 0.55% 88,854 SH
18 SPROTT FDS TRUST SCOP 85210A104 $1.4M 0.53% 67,100 SH
19 TIC SOLUTIONS INC TIC 00510N102 $1.1M 0.44% 172,708 SH
20 KYNDRYL HLDGS INC KD 50155Q100 $1.1M 0.44% 86,030 SH
21 MODINE MFG CO MOD 607828100 $1.1M 0.42% 5,000 SH
22 KINGSTONE COS INC CALL KINS 496719905 $875.0K 0.34% 500 SH
23 GREEN DOT CORP GDOT 39304D102 $824.7K 0.32% 73,500 SH
24 DUOS TECHNOLOGIES GROUP INC DUOT 266042407 $650.7K 0.25% 94,852 SH
25 GREAT ELM CAP CORP GECC 390320703 $638.6K 0.25% 127,470 SH
26 ENVIRI CORP NVRI 415864107 $632.9K 0.25% 32,257 SH
27 SPROTT FDS TR URNM 85208P303 $631.5K 0.25% 10,000 SH
28 QXO INC QXO 82846H405 $549.9K 0.21% 10,000 SH
29 AMERICOLD REALTY TRUST INC COLD 03064D108 $537.7K 0.21% 46,922 SH
30 BLUEROCK PVT REAL ESTATE FD BPRE 09631P102 $463.4K 0.18% 27,900 SH
31 CHART INDS INC GTLS 16115Q308 $454.9K 0.18% 2,200 SH
32 OCTAVE SPECIALTY GROUP INC OSG 023139884 $373.7K 0.15% 80,359 SH
33 COMSTOCK INC LODE 205750409 $292.1K 0.11% 95,776 SH
34 CECO ENVIRONMENTAL CORP CECO 125141101 $264.0K 0.10% 4,431 SH
35 GPGI INC GPGI 20459V105 $237.3K 0.09% 13,876 SH
36 ACRES COMMERCIAL REALTY CORP ACR 00489Q102 $226.9K 0.09% 11,742 SH
37 CELANESE CORP DEL CE 150870103 $221.3K 0.09% 4,807 SH
38 THE BEACHBODY COMPANY INC BODI 073463309 $215.4K 0.08% 19,830 SH
39 SKILLSOFT CORP SKIL 83066P309 $192.2K 0.07% 44,794 SH
40 AMBAC FINL GROUP INC OSG 023139884 $132.2K 0.05% 28,439 SH
41 IDENTIV INC INVE 45170X205 $117.6K 0.05% 31,778 SH
42 USA TODAY CO INC TDAY 36472T109 $78.1K 0.03% 11,075 SH
43 NEURONETICS INC STIM 64131A105 $70.9K 0.03% 48,900 SH
44 ALIGHT INC ALIT 01626W101 $55.9K 0.02% 95,851 SH
45 PYROPHYTE ACQUISITION CORP PAII G7308P127 $11.8K 0.00% 37,500 SH
46 RESERVOIR MEDIA INC RSVRW 76119X113 $6.1K 0.00% 30,503 SH
47 SCILEX HOLDING CO SCLXW 80880W114 $5.5K 0.00% 49,999 SH
48 ALTENERGY ACQUISITION CORP AEAE 02157M116 $3.6K 0.00% 20,000 SH
49 BAIRD MED INVT HLDGS LTD BDMDW G0705H111 $2.4K 0.00% 25,000 SH
50 MULTISENSOR AI HOLDINGS INC MSAIW 456948116 $1.5K 0.00% 37,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $257.3M 53 0000897069-26-001135
2025-12-31 2026-02-12 $118.0M 55 0000897069-26-000295
2025-09-30 2025-11-14 $100.2M 57 0000897069-25-001697