325 CAPITAL LLC

PrivateCIK: 1873893
Location

NEW YORK, NY

📋 What this filing means

325 CAPITAL LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $419.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

12
Positions
$419.50M
Total AUM (reported)
26.55M
Total Shares

Allocation by class

TOTAL AUM$419.50M12 positions
COM$260.24M62.0%
COM NEW$74.90M17.9%
COM CL A NEW$55.18M13.2%
COM SHS$20.58M4.9%
CLASS A COM$8.60M2.0%

Portfolio Concentration

Top 348.4%4–1049.3%11–252.2%TOP 1097.8%0%100%
Top 3$203.24M48.4%
4–10$206.90M49.3%
11–25$9.36M2.2%

Top 3 weight

48.4%

Top 10 weight

97.8%

Voting Authority Distribution

Total shares with voting rights: 26.55M

Sole

Full voting authority

26.55M

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)

Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:

ASTRANA HEALTH INC

SOLE
COM NEW
Shares1.61M
TypeSH
Market value$74.90M
17.85%
Sole
1.61M
Shared
0.00
None
0.00

MAGNITE INC

SOLE
COM
Shares3.41M
TypeSH
Market value$64.77M
15.44%
Sole
3.41M
Shared
0.00
None
0.00

AMERICAN PUB ED INC

SOLE
COM
Shares1.18M
TypeSH
Market value$63.57M
15.15%
Sole
1.18M
Shared
0.00
None
0.00

BLUE BIRD CORP

SOLE
COM
Shares711.39K
TypeSH
Market value$56.17M
13.39%
Sole
711.39K
Shared
0.00
None
0.00

SPIRE GLOBAL INC

SOLE
COM CL A NEW
Shares2.97M
TypeSH
Market value$55.18M
13.16%
Sole
2.97M
Shared
0.00
None
0.00

MOTORCAR PTS AMER INC

SOLE
COM
Shares2.02M
TypeSH
Market value$30.93M
7.37%
Sole
2.02M
Shared
0.00
None
0.00

DIEBOLD NIXDORF INC

SOLE
COM SHS
Shares242.08K
TypeSH
Market value$20.58M
4.91%
Sole
242.08K
Shared
0.00
None
0.00

POWERFLEET INC

SOLE
COM
Shares5.28M
TypeSH
Market value$20.23M
4.82%
Sole
5.28M
Shared
0.00
None
0.00

LIFECORE BIOMEDICAL INC

SOLE
COM
Shares2.90M
TypeSH
Market value$15.20M
3.62%
Sole
2.90M
Shared
0.00
None
0.00

BIOTE CORP

SOLE
CLASS A COM
Shares4.55M
TypeSH
Market value$8.60M
2.05%
Sole
4.55M
Shared
0.00
None
0.00

TRANSACT TECHNOLOGIES INC

SOLE
COM
Shares1.01M
TypeSH
Market value$5.91M
1.41%
Sole
1.01M
Shared
0.00
None
0.00

MULTISENSOR AI HOLDINGS INC

SOLE
COM
Shares662.24K
TypeSH
Market value$3.45M
0.82%
Sole
662.24K
Shared
0.00
None
0.00