ALDEN GLOBAL CAPITAL LLC

PrivateCIK: 1616882
Location

BRANDON, FL

📋 What this filing means

ALDEN GLOBAL CAPITAL LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $212.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

19
Positions
$212.52M
Total AUM (reported)
4.52M
Total Shares

Allocation by class

TOTAL AUM$212.52M19 positions
COM$125.79M59.2%
COM NEW$28.78M13.5%
COM UT LTD PTN$22.60M10.6%
SPONSORED ADS$11.24M5.3%
SPONSORED ADS A$9.10M4.3%
CL C$8.80M4.1%
SPON ADS CL A$3.25M1.5%

Portfolio Concentration

Top 344.6%4–1038.2%11–2517.2%TOP 1082.8%0%100%
Top 3$94.87M44.6%
4–10$81.17M38.2%
11–25$36.48M17.2%

Top 3 weight

44.6%

Top 10 weight

82.8%

Voting Authority Distribution

Total shares with voting rights: 4.52M

Sole

Full voting authority

4.52M

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)

Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares260.19K
TypeSH
Market value$48.52M
22.83%
Sole
260.19K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares203.51K
TypeSH
Market value$23.75M
11.17%
Sole
203.51K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares1.37M
TypeSH
Market value$22.60M
10.63%
Sole
1.37M
Shared
0.00
None
0.00

EXPAND ENERGY CORPORATION

SOLE
COM
Shares131.08K
TypeSH
Market value$14.47M
6.81%
Sole
131.08K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares68.33K
TypeSH
Market value$13.32M
6.27%
Sole
68.33K
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares75.55K
TypeSH
Market value$12.19M
5.74%
Sole
75.55K
Shared
0.00
None
0.00

HCI GROUP INC

SOLE
COM
Shares62.94K
TypeSH
Market value$12.06M
5.68%
Sole
62.94K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares76.67K
TypeSH
Market value$11.24M
5.29%
Sole
76.67K
Shared
0.00
None
0.00

VNET GROUP INC

SOLE
SPONSORED ADS A
Shares1.08M
TypeSH
Market value$9.10M
4.28%
Sole
1.08M
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares69.90K
TypeSH
Market value$8.80M
4.14%
Sole
69.90K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares17.75K
TypeSH
Market value$5.86M
2.76%
Sole
17.75K
Shared
0.00
None
0.00

KODIAK GAS SVCS INC

SOLE
COM
Shares148.85K
TypeSH
Market value$5.57M
2.62%
Sole
148.85K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares22.40K
TypeSH
Market value$5.17M
2.43%
Sole
22.40K
Shared
0.00
None
0.00

RITHM CAPITAL CORP

SOLE
COM NEW
Shares461.58K
TypeSH
Market value$5.03M
2.37%
Sole
461.58K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares50.14K
TypeSH
Market value$4.10M
1.93%
Sole
50.14K
Shared
0.00
None
0.00

JD.COM INC

SOLE
SPON ADS CL A
Shares113.22K
TypeSH
Market value$3.25M
1.53%
Sole
113.22K
Shared
0.00
None
0.00

EXZEO GROUP INC

SOLE
COM SHS
Shares122.51K
TypeSH
Market value$2.97M
1.40%
Sole
122.51K
Shared
0.00
None
0.00

SLIDE INS HLDGS INC

SOLE
COM
Shares130K
TypeSH
Market value$2.53M
1.19%
Sole
130K
Shared
0.00
None
0.00

TREX CO INC

SOLE
COM
Shares57K
TypeSH
Market value$2.00M
0.94%
Sole
57K
Shared
0.00
None
0.00