Filed: 2/17/2026ACC: 0001346543-26-000002
📋 What this filing means
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $380.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$380.87M
Total AUM (reported)
21.14M
Total Shares
Allocation by class
CL A$88.29M23.2%
COM$85.74M22.5%
COM NEW$36.30M9.5%
SHS$30.75M8.1%
CL A NEW$26.95M7.1%
COM CL A$26.77M7.0%
CL B COM$24.32M6.4%
Portfolio Concentration
Top 3$87.02M22.8%
4–10$167.21M43.9%
11–25$124.70M32.7%
Rest$1.94M0.5%
Top 3 weight
22.8%
Top 10 weight
66.7%
Voting Authority Distribution
Total shares with voting rights: 21.14M
Sole
Full voting authority
21.14M
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)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
NEWS CORP NEW
SOLEShares1.20M
TypeSH
Market value$31.24M
8.20%
Sole
1.20M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares258.22K
TypeSH
Market value$28.07M
7.37%
Sole
258.22K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares603.20K
TypeSH
Market value$27.71M
7.28%
Sole
603.20K
Shared
0.00
None
0.00
DIGITALBRIDGE GROUP INC
SOLEShares1.76M
TypeSH
Market value$26.95M
7.08%
Sole
1.76M
Shared
0.00
None
0.00
HOWARD HUGHES HOLDINGS INC
SOLEShares336.93K
TypeSH
Market value$26.88M
7.06%
Sole
336.93K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares128.33K
TypeSH
Market value$26.82M
7.04%
Sole
128.33K
Shared
0.00
None
0.00
FOX CORP
SOLEShares374.63K
TypeSH
Market value$24.32M
6.39%
Sole
374.63K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares114K
TypeSH
Market value$22.44M
5.89%
Sole
114K
Shared
0.00
None
0.00
ARES MANAGEMENT CORPORATION
SOLEShares123.34K
TypeSH
Market value$19.94M
5.23%
Sole
123.34K
Shared
0.00
None
0.00
RITHM CAPITAL CORP
SOLEShares1.82M
TypeSH
Market value$19.86M
5.21%
Sole
1.82M
Shared
0.00
None
0.00
MADISON SQUARE GARDEN ENTMT
SOLEShares366.38K
TypeSH
Market value$19.74M
5.18%
Sole
366.38K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares132.09K
TypeSH
Market value$19.12M
5.02%
Sole
132.09K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares557.94K
TypeSH
Market value$14.09M
3.70%
Sole
557.94K
Shared
0.00
None
0.00
STRATA CRITICAL MEDICAL INC
SOLEShares2.87M
TypeSH
Market value$13.80M
3.62%
Sole
2.87M
Shared
0.00
None
0.00
GREAT ELM GROUP INC
SOLEShares4.24M
TypeSH
Market value$10.82M
2.84%
Sole
4.24M
Shared
0.00
None
0.00
DUOS TECHNOLOGIES GROUP INC
SOLEShares777.63K
TypeSH
Market value$8.75M
2.30%
Sole
777.63K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares38.65K
TypeSH
Market value$8.31M
2.18%
Sole
38.65K
Shared
0.00
None
0.00
SMARTRENT INC
SOLEShares3.48M
TypeSH
Market value$7.03M
1.85%
Sole
3.48M
Shared
0.00
None
0.00
GREAT ELM CAP CORP
SOLEShares798.47K
TypeSH
Market value$5.63M
1.48%
Sole
798.47K
Shared
0.00
None
0.00
BROOKFIELD RENEWABLE PARTNER
SOLEShares162.40K
TypeSH
Market value$4.38M
1.15%
Sole
162.40K
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares140.46K
TypeSH
Market value$4.16M
1.09%
Sole
140.46K
Shared
0.00
None
0.00
ENERGY TRANSFER L P
SOLEShares212.51K
TypeSH
Market value$3.50M
0.92%
Sole
212.51K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares363.04K
TypeSH
Market value$2.16M
0.57%
Sole
363.04K
Shared
0.00
None
0.00
MPLX LP
SOLEShares35.04K
TypeSH
Market value$1.87M
0.49%
Sole
35.04K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares29.78K
TypeSH
Market value$1.34M
0.35%
Sole
29.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWS CORP NEWSOLE | CL A | 1.20M | SH | $31.24M 8.20% | 1.20M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 258.22K | SH | $28.07M 7.37% | 258.22K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 603.20K | SH | $27.71M 7.28% | 603.20K | 0.00 | 0.00 |
DIGITALBRIDGE GROUP INCSOLE | CL A NEW | 1.76M | SH | $26.95M 7.08% | 1.76M | 0.00 | 0.00 |
HOWARD HUGHES HOLDINGS INCSOLE | COM | 336.93K | SH | $26.88M 7.06% | 336.93K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 128.33K | SH | $26.82M 7.04% | 128.33K | 0.00 | 0.00 |
FOX CORPSOLE | CL B COM | 374.63K | SH | $24.32M 6.39% | 374.63K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 114K | SH | $22.44M 5.89% | 114K | 0.00 | 0.00 |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 123.34K | SH | $19.94M 5.23% | 123.34K | 0.00 | 0.00 |
RITHM CAPITAL CORPSOLE | COM NEW | 1.82M | SH | $19.86M 5.21% | 1.82M | 0.00 | 0.00 |
MADISON SQUARE GARDEN ENTMTSOLE | COM CL A | 366.38K | SH | $19.74M 5.18% | 366.38K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 132.09K | SH | $19.12M 5.02% | 132.09K | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 557.94K | SH | $14.09M 3.70% | 557.94K | 0.00 | 0.00 |
STRATA CRITICAL MEDICAL INCSOLE | CL A COM | 2.87M | SH | $13.80M 3.62% | 2.87M | 0.00 | 0.00 |
GREAT ELM GROUP INCSOLE | COM NEW | 4.24M | SH | $10.82M 2.84% | 4.24M | 0.00 | 0.00 |
DUOS TECHNOLOGIES GROUP INCSOLE | COM | 777.63K | SH | $8.75M 2.30% | 777.63K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 38.65K | SH | $8.31M 2.18% | 38.65K | 0.00 | 0.00 |
SMARTRENT INCSOLE | COM CL A | 3.48M | SH | $7.03M 1.85% | 3.48M | 0.00 | 0.00 |
GREAT ELM CAP CORPSOLE | COM NEW | 798.47K | SH | $5.63M 1.48% | 798.47K | 0.00 | 0.00 |
BROOKFIELD RENEWABLE PARTNERSOLE | PARTNERSHIP UNIT | 162.40K | SH | $4.38M 1.15% | 162.40K | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL B | 140.46K | SH | $4.16M 1.09% | 140.46K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 212.51K | SH | $3.50M 0.92% | 212.51K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 363.04K | SH | $2.16M 0.57% | 363.04K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 35.04K | SH | $1.87M 0.49% | 35.04K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 29.78K | SH | $1.34M 0.35% | 29.78K | 0.00 | 0.00 |
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