GRATIA CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GPMT | 2.24M | $5.37M |
 | TRTX | 2.03M | $17.49M |
 | CMTG | 1.70M | $5.20M |
 | CDZI | 1.50M | $8.40M |
 | FBRT | 863K | $8.66M |
 | NCMI | 650K | $2.53M |
 | BRSP | 502K | $2.81M |
 | SUNS | 454K | $4.28M |
 | MAGN | 315K | $4.76M |
 | WULF | 304K | $3.49M |
 | MCFT | 261K | $4.93M |
 | MFA | 225K | $2.10M |
 | ACHR | 193K | $1.45M |
 | JAKK | 180K | $3.03M |
 | AEHR | 138K | $2.78M |
 | NMM | 135K | $7.06M |
 | BETR | 102K | $3.31M |
 | DDI | 91K | $784.21K |
 | BYD | 46K | $3.95M |
 | BZH | 46K | $935.08K |
Granite Point Mortgage Trust Inc.
GPMT
Shares Held
2.24M
Value
$5.37M
TPG RE Finance Trust, Inc.
TRTX
Shares Held
2.03M
Value
$17.49M
Claros Mortgage Trust, Inc.
CMTG
Shares Held
1.70M
Value
$5.20M
Cadiz Inc.
CDZI
Shares Held
1.50M
Value
$8.40M
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
863K
Value
$8.66M
National CineMedia, Inc.
NCMI
Shares Held
650K
Value
$2.53M
BrightSpire Capital, Inc.
BRSP
Shares Held
502K
Value
$2.81M
Sunrise Realty Trust, Inc.
SUNS
Shares Held
454K
Value
$4.28M
Magnera Corp.
MAGN
Shares Held
315K
Value
$4.76M
TeraWulf Inc.
WULF
Shares Held
304K
Value
$3.49M
MasterCraft Boat Holdings, Inc.
MCFT
Shares Held
261K
Value
$4.93M
MFA Financial, Inc.
MFA
Shares Held
225K
Value
$2.10M
Archer Aviation Inc.
ACHR
Shares Held
193K
Value
$1.45M
JAKKS Pacific, Inc.
JAKK
Shares Held
180K
Value
$3.03M
Aehr Test Systems
AEHR
Shares Held
138K
Value
$2.78M
Navios Maritime Partners L.P.
NMM
Shares Held
135K
Value
$7.06M
Better Home & Finance Holding Company
BETR
Shares Held
102K
Value
$3.31M
DoubleDown Interactive Co., Ltd.
DDI
Shares Held
91K
Value
$784.21K
Boyd Gaming Corporation
BYD
Shares Held
46K
Value
$3.95M
Beazer Homes USA, Inc.
BZH
Shares Held
46K
Value
$935.08K