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