Indaba Capital Management, L.P.

CIK 1524362 · View on SEC EDGAR ↗

Portfolio value
$33.8M
#8,830 of 9,443 by 13F value · top 93.5%
Positions
1
As of
Dec. 31, 2025 Data as of Q4 2025

Portfolio value QoQ: -44.4% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
1
Effective number of positions
1.0

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

Turnover Q4 2025: 0.0% Est. buys $0 · sells $1,121,224

Median holding: 2.0 quarters Tracked Q4 2024–Q4 2025 · 6.7% still held

New positions
0
Increased
0
Decreased
0
Closed
1
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 1 positions

Type Streak 8Q trend
ONTF $33,752,438 100.00% 4,240,256 $9,498,174

Top movers (QoQ)

Security Action Shares Δ Value Δ
ONTF Price move only +0 +$9.5M

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
OBDE March 31, 2025 2,793,366 $40,280,338 No longer tracked
EQC June 30, 2025 8,403,411 $13,529,492 No longer tracked
BLKB Sept. 30, 2025 193,000 $12,392,530 -28.3%
BATRK Sept. 30, 2025 93,811 $4,387,540 26.7%
ESPR Sept. 30, 2025 3,000,000 $2,953,200 No longer tracked
EMBC Sept. 30, 2025 221,938 $2,150,579 -62.5%
ADV Sept. 30, 2025 980,865 $1,294,742 2126.8%
ELME Dec. 31, 2025 66,502 $1,121,224 -90.3%