Fund HoldingsOrchard Capital Management, LLC

Total Portfolio Value
$146.25M
Total Bought
$57.02M
Total Sold
$165.09M
Net Transaction
-$108.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BANCORP INC DEL(TBBK)0211,646+211,646011,1837.65%+11,183
FTAI INFRASTRUCTURE INC179,0551,615,755+1,436,7001,3007,3195.00%+6,019
HUDBAY MINERALS INC(HBM)52,520720,927+668,4074255,4723.74%+5,046
NORTH AMERN CONSTR GROUP LTD30,626347,957+317,3316625,4943.76%+4,832
TIDEWATER INC NEW(TDW)0102,414+102,41404,3292.96%+4,329
FRANKLIN BSP RLTY TR INC30,304365,322+335,0183804,6543.18%+4,274
BANC OF CALIFORNIA INC(BANC)99,854403,252+303,3981,5445,7223.91%+4,178
REVOLVE GROUP INC(RVLV)21,532208,209+186,6777214,4743.06%+3,753
IDT CORP(IDT)19,55078,945+59,3959294,0512.77%+3,122
89BIO INC42,625464,358+421,7333333,3762.31%+3,043
ATLAS ENERGY SOLUTIONS INC(AESI)9,251162,222+152,9712052,8941.98%+2,689
SHYFT GROUP INC24,098341,391+317,2932832,7621.89%+2,479
INTELLIA THERAPEUTICS INC(NTLA)12,157185,496+173,3391421,3190.90%+1,177
CENTRAL GARDEN & PET CO(CENT)026,222+26,22208580.59%+858
HERON THERAPEUTICS INC1,876,4601,431,758-444,7022,8383,1502.15%+312
TRANSOCEAN LTD(RIG)010,185+10,1850320.02%+32
AZZ INC3,9023,90203203260.22%+7
POTBELLY CORP20,88820,88801971990.14%+2
ARMSTRONG WORLD INDS INC NEW(AWI)1,8161,81602572560.17%-1
PERFORMANT HEALTHCARE INC20,00020,000060590.04%-1
TALEN ENERGY CORP(TLN)2,8592,85905765710.39%-5
FRANKLIN ELEC INC(FELE)3,4273,42703343220.22%-12
AKEBIA THERAPEUTICS INC60,71053,510-7,2001151030.07%-13
TRANSOCEAN LTD REGISTERED SHS(RIG)10,1850-10,185380-38
DIGITALBRIDGE GROUP INC(DBRG)20,70813,862-6,8462341220.08%-111
BANNER CORP COM NEW(BANR)3,0290-3,0292020-202
PAYPAL HLDGS INC COM(PYPL)2,3700-2,3702020-202
FTAI AVIATION LTD SHS(FTAI)1,7620-1,7622540-254
TIDEWATER INC NEW COM(TDW)5,2990-5,2992900-290
REVELYST INC COM SHS23,2100-23,2104460-446
OMNIAB INC COM218,7650-218,7657740-774
CENTRAL GARDEN & PET CO CL A NON-VTG33,5830-33,5831,1050-1,105
NI HLDGS INC298,525230,626-67,8994,7193,2892.25%-1,431
FERROGLOBE PLC1,533,6481,144,520-389,1285,7994,2462.90%-1,553
CENTRAL GARDEN & PET CO(CENT)140,740104,902-35,8385,4553,8462.63%-1,610
DUCOMMUN INC DEL(DCO)92,01268,377-23,6355,6173,9682.71%-1,650
INTELLIA THERAPEUTICS INC COM182,7500-182,7502,0850-2,085
GREENLIGHT CAPITAL RE LTD666,181509,940-156,2419,2276,9104.72%-2,317
GARRETT MOTION INC(GTX)955,258714,089-241,1698,5095,9774.09%-2,532
CENTURY CASINOS INC1,087,710369,900-717,8103,2436250.43%-2,617
AXOS FINANCIAL INC(AX)130,15798,899-31,2589,2146,3814.36%-2,834
PATHWARD FINANCIAL INC(CASH)155,831116,195-39,63611,5668,4765.80%-3,089
ATLAS ENERGY SOLUTIONS INC COM NEW139,1220-139,1223,1050-3,105
OMNIAB INC COM936,8460-936,8463,3350-3,335
ARCBEST CORP(ARCB)84,69863,300-21,3987,8854,4683.05%-3,417
TRIUMPH FINANCIAL INC72,21254,450-17,7626,5823,1472.15%-3,435
DIGITALBRIDGE GROUP INC CL A NEW328,0590-328,0593,6710-3,671
ARCOSA INC97,60073,835-23,7659,4885,6943.89%-3,794
89BIO INC COM575,2040-575,2044,4810-4,481
SHYFT GROUP INC COM431,9460-431,9465,0060-5,006
FRANKLIN BSP RLTY TR INC COMMON STOCK456,9310-456,9315,7160-5,716
TIDEWATER INC NEW COM132,4540-132,4547,0470-7,047
CRITEO S A(CRTO)377,615214,897-162,71814,8337,6105.20%-7,224
TRINITY INDS INC(TRN)314,707111,886-202,82111,0973,1402.15%-7,957
MUELLER WTR PRODS INC(MWA)416,05330,154-385,8999,3927670.52%-8,625
SUMMIT MATLS INC CL A171,0000-171,0008,6430-8,643
ENOVA INTL INC(ENVA)193,84989,662-104,18718,7738,6585.92%-10,115
IDT CORP CL B NEW218,0000-218,00010,3050-10,305
REVOLVE GROUP INC CL A339,7090-339,70911,6110-11,611
FTAI INFRASTRUCTURE INC COMMON STOCK1,896,0930-1,896,09313,4050-13,405
BANCORP INC DEL COM(TBBK)352,5570-352,55718,7340-18,734
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