Data as of Q4 2025 (Dec 31, 2025)

Northern Right Capital Management, L.P.

•CIK: 1346543•Filing: Q4 2025

**Northern Right Capital Management, L.P.** manages $381M across a portfolio of 27 positions. The fund exhibits significant concentration, with top holdings including NWSA at $31.2M and SATS at $28.1M. Further substantial allocations are evident in HUT ($27.7M), DBRG ($27.0M), and HHH ($26.9M). This positioning suggests a focused, large-cap exposure strategy across diverse sectors.

Total AUM
$380.9M
QoQ Performance
+17.9%
Positions
26
Top 10 Concentration
66.7%
Latest Filing
Q4 2025

Top Holdings Allocation

NWSA
SATS
HUT
DBRG
HHH
TKO
FOX
FTAI
NWSA8.2%
SATS7.4%
HUT7.3%
DBRG7.1%
HHH7.1%
TKO7.0%
FOX6.4%
FTAI5.9%

📈 Biggest Buys

FTAI
FTAI AVIATION LTD
NEW
5.9% of portfolio
SRTA
STRATA CRITICAL MEDICAL INC
NEW
3.6% of portfolio
SATS
ECHOSTAR CORP
+78.1%
7.4% of portfolio
FOX
FOX CORP
+64.9%
6.4% of portfolio
FLUT
FLUTTER ENTMT PLC
NEW
2.2% of portfolio

📉 Biggest Sells

APO
APOLLO GLOBAL MGMT INC
-29.1%
5.0% of portfolio
MSGE
MADISON SQUARE GARDEN ENTMT
-23.0%
5.2% of portfolio
HUT
HUT 8 CORP
-11.9%
7.3% of portfolio
MPLX
MPLX LP
-26.0%
0.5% of portfolio
ET
ENERGY TRANSFER L P
-8.3%
0.9% of portfolio

Sector Breakdown

Other92.9%
Real Estate7.1%

🚪 Exited Positionssold since Q3 2025

PINS
PINTEREST INC
SOLD
$21.3M
NCLH
NORWEGIAN CRUISE LINE HLDG L
SOLD
$19.5M
VRT
VERTIV HOLDINGS CO
SOLD
$8.9M

Changes from Q3 2025

NEW6 new positions
↑11 increased
↓5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NWSA8.2%
NEWS CORP NEW
$31.2M
SATS7.4%
ECHOSTAR CORP
$28.1M
HUT7.3%
HUT 8 CORP
$27.7M
DBRG7.1%
DIGITALBRIDGE GROUP INC
$27.0M
HHH7.1%
HOWARD HUGHES HOLDINGS INC
$26.9M

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