325 CAPITAL LLC — 13F holdings

325 CAPITAL LLC reported 12 holdings worth $419M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. ASTH ASTRANA HEALTH INC — $74.9M (17.9%)
  2. MGNI MAGNITE INC — $64.8M (15.4%)
  3. APEI AMERICAN PUB ED INC — $63.6M (15.2%)
  4. BLBD BLUE BIRD CORP — $56.2M (13.4%)
  5. SPIR SPIRE GLOBAL INC — $55.2M (13.2%)
  6. MPAA MOTORCAR PTS AMER INC — $30.9M (7.4%)
  7. DBD DIEBOLD NIXDORF INC — $20.6M (4.9%)
  8. AIOT POWERFLEET INC — $20.2M (4.8%)
  9. LFCR LIFECORE BIOMEDICAL INC — $15.2M (3.6%)
  10. BTMD BIOTE CORP — $8.60M (2.0%)