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Portfolio (Quarterly) Guide ↗

Cruiser Capital Advisors, LLC

· CIK 0001713506
13F Portfolio $257M AUM 53 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 7 Added 10 Reduced 9 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MOD MODINE MFG CO Consumer Cyclical 5,000.0 $1.1M 0.42% $216.71 +15.4%
22 KINGSTONE COS INC CALL 500.0 $875K 0.34% NEW $1750.00
23 GDOT GREEN DOT CORP Financial Services 73,500.0 $825K 0.32% $11.22 +14.6%
24 DUOT DUOS TECHNOLOGIES GROUP INC Technology 94,852.0 $651K 0.25% +80K +533.3% $6.86 +58.0%
25 GREAT ELM CAP CORP 127,470.0 $639K 0.25% -3K -2.6% $5.01
26 ENVIRI CORP 32,257.0 $633K 0.25% -21K -39.6% $19.62
27 URNM SPROTT FDS TR 10,000.0 $632K 0.24% $63.15 -8.0%
28 QXO QXO INC Industrials 10,000.0 $550K 0.21% $54.99 -68.7%
29 COLD AMERICOLD REALTY TRUST INC Real Estate 46,922.0 $538K 0.21% -22K -32.4% $11.46 +26.0%
30 OSG AMBAC FINL GROUP INC Financial Services 108,798.0 $506K 0.20% +2K +1.6% $4.65 +23.4%
31 BLUEROCK PVT REAL ESTATE FD 27,900.0 $463K 0.18% NEW $16.61
32 GTLS CHART INDS INC Industrials 2,200.0 $455K 0.18% $206.75 +0.7%
33 COMSTOCK INC 95,776.0 $292K 0.11% +45K +88.6% $3.05
34 CECO CECO ENVIRONMENTAL CORP Industrials 4,431.0 $264K 0.10% $59.58 +35.4%
35 GPGI GPGI INC Industrials 13,876.0 $237K 0.09% $17.10 -30.1%
36 ACRES COMMERCIAL REALTY CORP 11,742.0 $227K 0.09% $19.32
37 CE CELANESE CORP DEL Basic Materials 4,807.0 $221K 0.09% NEW $46.04 +14.9%
38 BODI THE BEACHBODY COMPANY INC Communication Services 19,830.0 $215K 0.08% $10.86 +0.6%
39 SKILLSOFT CORP 44,794.0 $192K 0.07% -13K -22.5% $4.29
40 INVE IDENTIV INC Technology 31,778.0 $118K 0.05% $3.70 +7.8%
Page 2 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 50.3%
Financial Services 26.5%
Basic Materials 11.6%
Technology 4.2%
Communication Services 3.7%
Consumer Cyclical 2.3%
Real Estate 1.2%
Healthcare 0.2%