Fund Holdings — GRATIA CAPITAL, LLC

Total Portfolio Value
$112.87M
Total Bought
$30.23M
Total Sold
$12.92M
Net Transaction
+$17.31M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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AEHR TEST SYS(AEHR)0139,560+139,56004,2023.72%+4,202
DUOS TECHNOLOGIES GROUP INC(DUOT)0495,590+495,59003,6483.23%+3,648
GRANITE PT MTG TR INC(GPMT)665,7831,707,826+1,042,0431,6445,1234.54%+3,479
A2Z CUST2MATE SOLUTIONS CORP0422,000+422,00003,3722.99%+3,372
COMSTOCK INC(LODE)0957,423+957,42303,2742.90%+3,274
NATIONAL CINEMEDIA INC(NCMI)0650,000+650,00002,9322.60%+2,932
CLAROS MTG TR INC(CMTG)1,335,8011,700,084+364,2833,8075,6445.00%+1,837
WW INTL INC(WW)063,241+63,24101,7301.53%+1,730
CADIZ INC(CDZI)737,500828,666+91,1662,2053,9113.47%+1,706
BETTER HOME & FINANCE HOLDIN(BETR)145,00060,700-84,3001,7973,4083.02%+1,611
SYNERGY CHC CORP(SNYR)0555,000+555,00001,3541.20%+1,354
NAVIOS MARITIME PARTNERS L P(NMM)134,356142,156+7,8005,0636,4045.67%+1,342
MASTERCRAFT BOAT HLDGS INC(MCFT)230,000250,000+20,0004,2735,3654.75%+1,092
TSAKOS ENERGY NAVIGATION LTD(TEN)145,228145,22802,7873,2272.86%+440
BOYD GAMING CORP(BYD)47,38946,389-1,0003,7074,0103.55%+303
JAKKS PAC INC149,970179,520+29,5503,1163,3622.98%+246
SUNRISE RLTY TR INC(SUNS)446,720453,816+7,0964,7354,7154.18%-20
HELPORT AI LTD(HPAI)1,304,5141,304,51402862580.23%-29
BRIGHTSPIRE CAPITAL INC(BRSP)600,000550,000-50,0003,0302,9872.65%-43
FRANKLIN BSP RLTY TR INC(FBRT)817,837800,571-17,2668,7438,6947.70%-48
MFA FINL INC(MFA)225,469225,46902,1332,0721.84%-61
MAGNERA CORP(MAGN)314,627314,62703,8013,6873.27%-113
ARCHER AVIATION INC(ACHR)250,000250,00002,7132,3952.12%-317
ACRES COMMERCIAL REALTY CORP(ACR)125,99472,543-53,4512,2601,5351.36%-725
CIBUS INC(CBUS)857,000167,245-689,7551,1832160.19%-967
ARQ INC(ARQ)857,962442,020-415,9424,6073,1652.80%-1,442
XPONENTIAL FITNESS INC(XPOF)771,417475,140-296,2775,7783,7013.28%-2,077
TPG RE FIN TR INC(TRTX)2,664,5892,158,787-505,80220,57118,47916.37%-2,091
BEAZER HOMES USA INC(BZH)161,4000-161,4003,6110—-3,611
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GRATIA CAPITAL, LLC — 13F Holdings — Q3 2025 | TickerTrail