BCK CAPITAL MANAGEMENT LP

Fundamental concentrated ★Signal financials specialist (65%) CIK 1819275
Long book
$23.0M
Q1 2026
Positions
21
Top-10 weight
84%
concentration
Last quarter
-1.0%
SPY +14.8%
Turnover
83%
of book per quarter

Strategy in plain words

auto-generated from filings

BCK CAPITAL MANAGEMENT LP is a concentrated fundamental stock-picker, specialised in financials (65% of the long book), running a $23.0M US long book across 21 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: M3-BRIGADE ACQUISITION V-A, CANTOR EQUITY PARTNERS I-A, YORKVILLE ACQUISITION CORP-A, WARNER BROS DISCOVERY INC, ELECTRONIC ARTS INC.

Over the last 9 quarters its long book ran on average 5.2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-11.0%
Q2 2024
+4.1%
Q3 2024
+5.4%
Q4 2024
-8.1%
Q1 2025
+3.4%
Q2 2025
+3.3%
Q3 2025
-0.4%
Q4 2025
-2.2%
Q1 2026
-1.0%

Sector allocation

Financials
57%
Other
13%
Communications
9%
Technology
7%
Services media
5%
Industrials
5%
Consumer discretionary
3%
Utilities
2%

Long book by quarter

$147.3M
Q1 2024
$155.0M
Q2 2024
$167.2M
Q3 2024
$138.2M
Q4 2024
$128.7M
Q1 2025
$115.9M
Q2 2025
$94.0M
Q3 2025
$18.0M
Q4 2025
$23.0M
Q1 2026

What does BCK CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MBAV M3-BRIGADE ACQUISITION V-AFinancials388.0K$4.2M18.2%Held
CEPO CANTOR EQUITY PARTNERS I-AFinancials388.0K$4.1M17.7%Held
MCGA YORKVILLE ACQUISITION CORP-AFinancials379.0K$3.8M16.7%Held
WBD WARNER BROS DISCOVERY INCCommunications68.0K$1.9M8.1%New
EA ELECTRONIC ARTS INCTechnology7.0K$1.4M6.2%New
GTLS CHART INDUSTRIES INCIndustrials5.5K$1.1M5.0%New
HO1 HOLOGIC INC14.0K$1.1M4.6%New
ACLXGBX ARCELLX INC4.0K$459K2.0%New
AES AES CORPUtilities30.0K$423K1.8%New
SDA SEALED AIR CORPServices media10.0K$421K1.8%New
UNF UNIFIRST CORP/MAServices media1.6K$403K1.8%New
ACI ALBERTSONS COS INC - CLASS AConsumer discretionary21.7K$370K1.6%Held
APLSUSD APELLIS PHARMACEUTICALS INC8.0K$322K1.4%New
IMXI INTERNATIONAL MONEY EXPRESSServices media20.0K$316K1.4%New
DBRG DIGITALBRIDGE GROUP INCFinancials20.0K$308K1.3%New
T86 TRI POINTE HOMES INC6.5K$304K1.3%New
NATH NATHAN'S FAMOUS INCConsumer discretionary3.0K$302K1.3%New
ONTF ON24 INC37.0K$300K1.3%New
AM6 AMICUS THERAPEUTICS INC20.0K$289K1.3%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 1, 202621$23.0M canonicalSEC ↗
Q4 202513F-HRFeb 11, 20267$22.7M canonicalSEC ↗
Q3 202513F-HRNov 10, 202593$94.0M canonicalSEC ↗
Q2 202513F-HRAug 7, 202584$115.9M canonicalSEC ↗
Q1 202513F-HRMay 8, 202572$128.7M canonicalSEC ↗
Q4 202413F-HRFeb 18, 202570$138.2M canonicalSEC ↗
Q3 202413F-HRNov 7, 202483$167.2M canonicalSEC ↗
Q2 202413F-HRAug 8, 202494$155.0M canonicalSEC ↗
Q1 202413F-HRMay 8, 202491$147.3M canonicalSEC ↗