Black Diamond Capital Management I, LLLP

CIK 2084285 · View on SEC EDGAR ↗

Portfolio value
$151.0M
#7,370 of 9,443 by 13F value · top 78.0%
Positions
8
As of
June 30, 2026

Portfolio value QoQ: +11.2% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
8
Effective number of positions
4.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $6,968,446 · sells $5,384

Median holding: 3.0 quarters Tracked Q3 2025–Q2 2026 · 53.3% still held

New positions
1
Increased
1
Decreased
0
Closed
1
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Performance vs S&P 500

Tracked Q3 2025–Q2 2026
+16.9%
S&P 500 total return (same window)
+13.0%
Excess return
+3.9%

Annualized: +23.2% · S&P 500: +17.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.0% · Options excluded: 0.0%

Sector breakdown

Financial Services
32.6%
Communications
23.0%
Consumer Discretionary
20.4%
Telecommunication
17.5%
Technology
4.6%
Other/Unmapped
2.0%

Full portfolio 8 positions

Type Streak 8Q trend
CPSS Consumer Portfolio Services, Inc. - Common Stock $49,195,148 32.57% 5,127,165 $9,562,163
KVHI KVH Industries, Inc. - Common Stock $34,772,446 23.02% 3,508,824 $3,394,481 Up ×3
VZ Verizon Communications Inc. Common Stock $26,385,060 17.47% 623,171 $-4,898,124
CPHC Canterbury Park Holding Corporation - Common Stock $13,540,503 8.96% 859,169 $146,058
WYNN Wynn Resorts, Limited - Common Stock $10,015,610 6.63% 103,158 $-460,085
BYD Boyd Gaming Corporation Common Stock $7,243,060 4.80% 82,000 $504,300
MSFT Microsoft Corporation - Common Stock $6,900,870 4.57% 18,500 Up ×1
BRKA $2,995,400 1.98% 4 $122,840

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
KVHI $34,772,446 23.02% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
MSFT $6,900,870 18,500 4.57%

Top movers (QoQ)

Security Action Shares Δ Value Δ
CPSS Price move only +0 +$9.6M
VZ Price move only +0 -$4.9M
KVHI Bought more +7K +$3.4M
BYD Price move only +0 +$504K
WYNN Price move only +0 -$460K
CPHC Price move only +0 +$146K
BRKA Price move only +0 +$123K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
UBS March 31, 2026 200,000 $9,262,000 36.2%
MAGN Dec. 31, 2025 750,000 $8,790,000 -18.6%
FUN March 31, 2026 329,920 $5,060,973 -4.7%
CLW March 31, 2026 123,508 $2,149,039 50.8%
CVGI March 31, 2026 350,000 $504,000 -7.9%
WCC Dec. 31, 2025 1,000 $211,500 40.3%
NOTV June 30, 2026 19,756 $5,384 No longer tracked