Caspian Capital Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Caspian Capital Lp disclosed 12 stock positions valued at approximately $176.13M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, BAUSCH PLUS LOMB CORP, and FTAI INFRASTRUCTURE INC.

Report Period
June 30, 2026
No. of Stocks
12
Portfolio Value
$176.13M
Holdings by Sector
Caspian Capital Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRHYGOther22.70%500,000+500,000+100.00%$39,985,000
BAUSCH PLUS LOMB CORPBLCOHealthcare18.80%1,999,043--$33,104,152
FTAI INFRASTRUCTURE INCFIPIndustrials13.73%5,211,307--$24,180,464
ASTRONICS CORPATROIndustrials13.19%285,965+18,241+6.81%$23,237,516
FTAI AVIATION LTDFTAIOther7.13%46,441--$12,563,684
UNION PAC CORPUNPIndustrials6.49%42,000+42,000+100.00%$11,424,000
AZUL S AAZULOther5.28%1,034,524+1,034,524+100.00%$9,300,371
CLARITEV CORPORATIONCTEVHealthcare3.50%180,826-175,424-49.24%$6,167,975
NRG ENERGY INCNRGUtilities3.32%40,000+18,000+81.82%$5,842,400
HUDSON TECHNOLOGIES INCHDSNBasic Materials2.37%728,306--$4,180,476
XPONENTIAL FITNESS INCXPOFConsumer Cyclical1.77%450,355--$3,116,457
A2Z CUST2MATE SOLUTIONS CORPAZOther1.71%518,476+518,476+100.00%$3,017,530
Showing 12 of 12 holdings in the latest reporting period.