Edenbrook Capital, LLC

CIK 1666682 · View on SEC EDGAR ↗

Portfolio value
$230.7M
#5,984 of 9,443 by 13F value · top 63.4%
Positions
17
As of
June 30, 2026

Portfolio value QoQ: +88.2% 13F does not disclose cash

Top 10 holdings weight
92.11%
Top 25 holdings weight
100.00%
Positions above 1%
13
Effective number of positions
4.1

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

Turnover Q2 2026: 37.08% Est. buys $159,347,535 · sells $65,486,506

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 43.6% still held

New positions
8
Increased
5
Decreased
2
Closed
3

Put-notional exposure: 41.8% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+21.7%
S&P 500 total return (same window)
+28.1%
Excess return
-6.4%

Annualized: +14.0% · S&P 500: +18.0%

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: 98.6% · Options excluded: 52.7%

Sector breakdown

Industrials
46.1%
Communication Services
5.6%
Technology
4.3%
Consumer Discretionary
0.2%
Other/Unmapped
43.8%

Full portfolio 17 positions

Type Streak 8Q trend
FEIM Frequency Electronics, Inc. - Common Stock $106,313,003 46.09% 1,602,306 $94,296,236 Up ×1
IWM $25,538,250 11.07% 85,000 Put option $20,181,450 Up ×1
HYG $13,532,204 5.87% 170,000 Put option $-13,387,738 Down ×1
IEF iShares 7-10 Year Treasury Bond ETF $12,018,010 5.21% 127,500 Put option Up ×1
TLT iShares 20+ Year Treasury Bond ETF $10,978,005 4.76% 127,500 Put option Up ×1
MGNI Magnite, Inc. - Common Stock $10,155,667 4.40% 535,072 $3,799,012
CGNT Cognyte Software Ltd. - Ordinary Shares $9,892,452 4.29% 1,126,703 $-37,661,781 Down ×2
SPY SPY $8,961,240 3.89% 12,000 Put option $4,083,690 Up ×1
XLK XLK $8,097,100 3.51% 42,500 Put option
EEM $6,977,820 3.03% 102,000 Put option Up ×1
QQQ Invesco QQQ Trust, Series 1 $6,627,600 2.87% 9,000 Put option $4,030,290 Up ×1
XLE XLE $4,514,350 1.96% 85,000 Call option
FXI $2,685,150 1.16% 85,000 Put option $398,320 Up ×1
MCHX Marchex, Inc. - Class B Common Stock $2,293,949 0.99% 1,424,813 $85,489
FEZ $1,030,200 0.45% 15,000 Put option
DV DoubleVerify Holdings, Inc. Common Stock $552,938 0.24% 51,009 Up ×1
THRM Gentherm Inc - Common Stock $484,737 0.21% 14,211

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IEF $12,018,010 127,500 5.21%
TLT $10,978,005 127,500 4.76%
XLK $8,097,100 42,500 3.51%
EEM $6,977,820 102,000 3.03%
XLE $4,514,350 85,000 1.96%
FEZ $1,030,200 15,000 0.45%
DV $552,938 51,009 0.24%
THRM $484,737 14,211 0.21%

Top movers (QoQ)

Security Action Shares Δ Value Δ
CGNT Trimmed -4.7M -$37.7M
IWM Bought more +63K +$20.2M
HYG Trimmed -170K -$13.4M
SPY Bought more +4K +$4.1M
QQQ Bought more +4K +$4.0M
MGNI Price move only +0 +$3.8M
FXI Bought more +21K +$398K
MCHX Price move only +0 +$85K

1 position hidden (data completeness check)

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
XLK June 30, 2025 87,000 $17,963,760 No longer tracked
TLT Sept. 30, 2025 191,300 $16,882,225
LQD June 30, 2026 85,000 $9,226,240 No longer tracked
TLT March 31, 2026 84,000 $7,321,440
KRE Dec. 31, 2025 87,000 $5,507,100 No longer tracked
XLY Dec. 31, 2025 19,500 $4,672,980 No longer tracked
BKLN Sept. 30, 2025 174,000 $3,640,080 No longer tracked
BCOV March 31, 2025 818,785 $3,561,715 No longer tracked
XLE Sept. 30, 2025 34,800 $2,951,388 No longer tracked
ALLY Dec. 31, 2025 52,200 $2,046,240 -5.9%
PHX June 30, 2025 465,546 $1,838,907 No longer tracked
BITQ Dec. 31, 2025 69,600 $1,744,872 No longer tracked
ARKK March 31, 2026 22,500 $1,730,700 No longer tracked
XLP Dec. 31, 2025 19,500 $1,528,215 No longer tracked
PSEC March 31, 2025 348,000 $1,499,880 -44.3%
EFA June 30, 2025 13,000 $1,062,490 No longer tracked
FEZ Sept. 30, 2025 13,000 $776,490 No longer tracked
XRT Dec. 31, 2025 7,800 $672,204 No longer tracked
XLP June 30, 2026 7,500 $614,850 No longer tracked
ARCC Sept. 30, 2025 26,100 $573,156 -2.6%
BKLN June 30, 2026 22,500 $459,225 No longer tracked
EWZ Dec. 31, 2025 13,000 $403,000 No longer tracked
IBIT March 31, 2026 7,500 $372,375
AAPL Sept. 30, 2025 1,300 $266,721 24.7%
THRM March 31, 2026 7,156 $260,264 46.3%
VIXM Sept. 30, 2025 6,500 $108,940 No longer tracked