1492 CAPITAL MANAGEMENT LLC

PrivateCIK: 1584087
Location

MILWAUKEE, WI

130
Positions
$262.64M
Total AUM (reported)
13.90M
Total Shares

Allocation by class

TOTAL AUM$262.64M130 positions
COM$181.50M69.1%
CL A$19.46M7.4%
COM NEW$12.34M4.7%
SHS$8.76M3.3%
CLASS A COM$6.30M2.4%
COM SHS$5.82M2.2%
COM PAR $0.01$5.24M2.0%

Portfolio Concentration

Top 311.4%4–1016.3%11–2525.4%Rest46.8%TOP 1027.7%0%100%
Top 3$29.95M11.4%
4–10$42.90M16.3%
11–25$66.79M25.4%
Rest$123.00M46.8%

Top 3 weight

11.4%

Top 10 weight

27.7%

Voting Authority Distribution

Total shares with voting rights: 13.90M

Sole

Full voting authority

13.90M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole130
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings130
Rows:

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares29.18K
TypeSH
Market value$11.50M
4.38%
Sole
29.18K
Shared
0.00
None
0.00

APPLIED OPTOELECTRONICS INC

SOLE
COM
Shares125.14K
TypeSH
Market value$10.59M
4.03%
Sole
125.14K
Shared
0.00
None
0.00

ADTRAN HOLDINGS INC

SOLE
COM
Shares625.02K
TypeSH
Market value$7.86M
2.99%
Sole
625.02K
Shared
0.00
None
0.00

ZETA GLOBAL HOLDINGS CORP

SOLE
CL A
Shares410.26K
TypeSH
Market value$6.53M
2.49%
Sole
410.26K
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares8.99K
TypeSH
Market value$6.32M
2.40%
Sole
8.99K
Shared
0.00
None
0.00

IMAX CORP

SOLE
COM
Shares162.11K
TypeSH
Market value$6.16M
2.35%
Sole
162.11K
Shared
0.00
None
0.00

COPA HOLDINGS SA

SOLE
CL A
Shares53.74K
TypeSH
Market value$6.11M
2.32%
Sole
53.74K
Shared
0.00
None
0.00

ATI INC

SOLE
COM
Shares41.87K
TypeSH
Market value$6.09M
2.32%
Sole
41.87K
Shared
0.00
None
0.00

STIFEL FINL CORP

SOLE
COM
Shares80.92K
TypeSH
Market value$5.98M
2.28%
Sole
80.92K
Shared
0.00
None
0.00

ALIGNMENT HEALTHCARE INC

SOLE
COM
Shares324.02K
TypeSH
Market value$5.71M
2.17%
Sole
324.02K
Shared
0.00
None
0.00

MERITAGE HOMES CORP

SOLE
COM
Shares91.09K
TypeSH
Market value$5.63M
2.14%
Sole
91.09K
Shared
0.00
None
0.00

MAXLINEAR INC

SOLE
COM
Shares316.82K
TypeSH
Market value$5.51M
2.10%
Sole
316.82K
Shared
0.00
None
0.00

KAISER ALUMINUM CORP

SOLE
COM PAR $0.01
Shares43.46K
TypeSH
Market value$5.24M
1.99%
Sole
43.46K
Shared
0.00
None
0.00

THIRD COAST BANCSHARES INC

SOLE
COM
Shares132.76K
TypeSH
Market value$5.02M
1.91%
Sole
132.76K
Shared
0.00
None
0.00

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares11.73K
TypeSH
Market value$4.78M
1.82%
Sole
11.73K
Shared
0.00
None
0.00

HEALTHEQUITY INC

SOLE
COM
Shares55.77K
TypeSH
Market value$4.66M
1.77%
Sole
55.77K
Shared
0.00
None
0.00

JEFFERIES FINL GROUP INC

SOLE
COM
Shares107.77K
TypeSH
Market value$4.45M
1.69%
Sole
107.77K
Shared
0.00
None
0.00

PEGASYSTEMS INC

SOLE
COM
Shares98.57K
TypeSH
Market value$4.20M
1.60%
Sole
98.57K
Shared
0.00
None
0.00

MAGNITE INC

SOLE
COM
Shares340.54K
TypeSH
Market value$4.05M
1.54%
Sole
340.54K
Shared
0.00
None
0.00

KURA ONCOLOGY INC

SOLE
COM
Shares486.12K
TypeSH
Market value$3.95M
1.50%
Sole
486.12K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares15.77K
TypeSH
Market value$3.91M
1.49%
Sole
15.77K
Shared
0.00
None
0.00

ADAPTIVE BIOTECHNOLOGIES COR

SOLE
COM
Shares281.10K
TypeSH
Market value$3.90M
1.49%
Sole
281.10K
Shared
0.00
None
0.00

GRANITE CONSTR INC

SOLE
COM
Shares32.27K
TypeSH
Market value$3.87M
1.47%
Sole
32.27K
Shared
0.00
None
0.00

PRIMORIS SVCS CORP

SOLE
COM
Shares26.72K
TypeSH
Market value$3.82M
1.46%
Sole
26.72K
Shared
0.00
None
0.00

POWERFLEET INC

SOLE
COM
Shares1.24M
TypeSH
Market value$3.81M
1.45%
Sole
1.24M
Shared
0.00
None
0.00
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