GRATIA CAPITAL, LLC

Fundamental concentrated ★Signal CIK 1599793
League rank
#278
in Fundamental concentrated · #513 overall
Long book
$105.7M
Q1 2026
Positions
24
Top-10 weight
74%
concentration
Last quarter
+21.0%
SPY +14.8%
Turnover
45%
of book per quarter

Strategy in plain words

auto-generated from filings

GRATIA CAPITAL, LLC is a concentrated fundamental stock-picker, running a $105.7M US long book across 24 positions.

The portfolio is concentrated: the top 10 names carry 74% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: TPG RE FINANCE TRUST INC, FRANKLIN BSP REALTY TRUST IN, NAVIOS MARITIME PARTNERS LP, DAVE INC, WALKER & DUNLOP INC.

Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 3 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
-0.4%
Q2 2024
+2.8%
Q3 2024
+1.4%
Q4 2024
-5.9%
Q1 2025
-4.4%
Q2 2025
+18.2%
Q3 2025
-2.6%
Q4 2025
-3.2%
Q1 2026
+21.0%

Sector allocation

Industrials
29%
Financials
27%
Other
11%
Technology
11%
Communications
6%
Services media
6%
Utilities
5%
Energy
4%

Long book by quarter

$58.2M
Q1 2024
$64.9M
Q2 2024
$70.0M
Q3 2024
$85.5M
Q4 2024
$87.7M
Q1 2025
$91.8M
Q2 2025
$112.9M
Q3 2025
$111.8M
Q4 2025
$105.7M
Q1 2026

What does GRATIA CAPITAL, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NMM NAVIOS MARITIME PARTNERS LPIndustrials101.9K$6.9M6.5%-24.4%
DAVE DAVE INCFinancials34.2K$6.0M5.6%+15.5%
WD WALKER & DUNLOP INCFinancials113.0K$5.0M4.7%New
MCFT MASTERCRAFT BOAT HOLDINGS INIndustrials195.0K$4.0M3.8%-25.2%
DUOT DUOS TECHNOLOGIES GROUP INCTechnology580.0K$4.0M3.8%New
TEN TSAKOS ENERGY NAVIGATION LTDIndustrials100.0K$3.9M3.7%-30.2%
BETR BETTER HOME & FINANCE HOLDINFinancials110.4K$3.9M3.7%+8.5%
LODE COMSTOCK INCOther1.1M$3.4M3.2%-4.3%
ATEX ANTERIX INCCommunications87.5K$3.3M3.2%New
MAGN MAGNERA CORPOther299.6K$2.8M2.7%-4.8%
CDZI CADIZ INCUtilities506.0K$2.5M2.4%-66.2%
UHAL/B U-HAUL HOLDING CO-NON VOTINGServices media46.5K$2.1M2.0%New
KOS KOSMOS ENERGY LTDEnergy719.8K$2.0M1.9%New
AEHR AEHR TEST SYSTEMSTechnology51.6K$1.9M1.8%-62.5%
ACHR ARCHER AVIATION INC-AIndustrials192.8K$997K0.9%Held
NCMI NATIONAL CINEMEDIA INCServices media318.0K$970K0.9%-51.1%
SNYR SYNERGY CHC CORPMaterials550.0K$710K0.7%-0.9%
UAMY UNITED STATES ANTIMONY CORPIndustrials900$8K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202664$227.2M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202660$134.1M canonicalSEC ↗
Q3 202513F-HRNov 14, 202566$139.4M canonicalSEC ↗
Q2 202513F-HRAug 14, 202551$102.5M canonicalSEC ↗
Q1 202513F-HRMay 15, 202548$122.3M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202552$102.2M canonicalSEC ↗
Q3 202413F-HRNov 14, 202438$88.4M canonicalSEC ↗
Q2 202413F-HRAug 14, 202436$105.4M canonicalSEC ↗
Q1 202413F-HRMay 15, 202438$91.4M canonicalSEC ↗