Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Gigcapital9 CorpCUSIP G3865B106 | $22.2M | 6.5% | |
| HYTBlackrock Corpor Hi Yld Fd I | $19.8M | 5.8% | −35.1% |
| Topbuild CorCUSIP 89055F103 | $15.7M | 4.6% | New |
| Spacsphere Acquisition CorpCUSIP G8T088125 | $15.2M | 4.5% | |
| KVUEKenvue Inc | $12.2M | 3.6% | +179.6% |
| Electronic Arts IncCUSIP 285512109 | $9.6M | 2.8% | −6.0% |
| Gigcapital8 CorpCUSIP G3864J100 | $9.4M | 2.8% | |
| Chart Inds IncCUSIP 16115Q308 | $8.9M | 2.6% | −20.1% |
| Janus Henderson Group PLCCUSIP G4474Y214 | $8.5M | 2.5% | +109.6% |
| PPLIPeople Inc | $7.8M | 2.3% | −22.0% |
| NSCNorfolk Southn Corp | $7.6M | 2.2% | +6.6% |
| Webster Finl CorpCUSIP 947890109 | $6.8M | 2.0% | −19.2% |
| NATLNcr Atleos Corporation | $6.7M | 2.0% | New |
| AAUCAllied Gold Corp | $6.0M | 1.8% | +30.2% |
| BSXBoston Scientific Corp | $6.0M | 1.8% | New |
| Skywater Technology IncCUSIP 83089J108 | $5.0M | 1.5% | +197.4% |
| Globa Terra Acquisition CorCUSIP G3933N108 | $5.0M | 1.5% | |
| NATHNathans Famous Inc | $4.5M | 1.3% | New |
| Sc II Acquisition CorpCUSIP G7866D128 | $4.4M | 1.3% | |
| Launch Two Acquisition Corp.CUSIP G5S87A105 | $4.2M | 1.3% | |
| Apogee Acquisition CorpCUSIP G04126127 | $4.1M | 1.2% | New |
| West Enclave Merger CorpCUSIP G9600E123 | $3.8M | 1.1% | New |
| CRFCornerstone Total Return Fd | $3.7M | 1.1% | +2.6% |
| Liberty Broadband CorpCUSIP 530307107 | $3.2M | 0.9% | |
| Warner Bros Discovery IncCUSIP 934423104 | $3.1M | 0.9% | +13.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Skywater Technology IncCUSIP 83089J108 | March 31, 2026 | +27.0% | $5.0M |
| LLYVALiberty Live Holdings Inc | December 31, 2025 | +24.2% | $2.5M |
| KVUEKenvue Inc | December 31, 2025 | +10.8% | $12.2M |
| Webster Finl CorpCUSIP 947890109 | March 31, 2026 | +10.1% | $6.8M |
| Affinity Bancshares IncCUSIP 00832E103 | June 30, 2024 | +6.6% | $2.3M |
| Launch Two Acquisition Corp.CUSIP G5S87A105 | March 31, 2025 | +5.9% | $4.2M |
| CLMCornerstone Strategic Invest | December 31, 2023 | +5.1% | $2.4M |
| NSCNorfolk Southn Corp | September 30, 2025 | +4.7% | $7.6M |
| Chart Inds IncCUSIP 16115Q308 | September 30, 2025 | +4.4% | $8.9M |
| Colombier Acquisition Corp ICUSIP G2284A129 | March 31, 2026 | +3.0% | $2.1M |
Sold off last quarter
- Hologic IncCUSIP 436440101 was $15.0M
- Sealed Air Corp NewCUSIP 81211K100 was $7.5M
- Gigcapital7 CorpCUSIP G38648104 was $6.8M
- GDENGolden Entmt Inc was $5.9M
- Diamond Hill Invt Group IncCUSIP 25264R207 was $5.5M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $4.4M
- Air Lease CorpCUSIP 00912X302 was $3.9M
- SUNCSunococorp LLC was $3.6M
- White Pearl Acquisition CorpCUSIP G96193118 was $3.1M
- Arcellx IncCUSIP 03940C100 was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.2% | +14.8% |
| December 31, 2025 | −2.4% | +2.4% |
| September 30, 2025 | +0.6% | +7.8% |
| June 30, 2025 | −0.7% | +10.5% |
| March 31, 2025 | +0.0% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +2.4% | +5.4% |
| June 30, 2024 | −7.1% | +4.0% |
| March 31, 2024 | +0.2% | +10.0% |
| December 31, 2023 | −6.2% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| September 30, 2022 | +0.2% | −5.3% |
| June 30, 2022 | −2.6% | −16.5% |
| March 31, 2022 | −0.3% | −4.9% |
| December 31, 2021 | +1.6% | +10.7% |
| September 30, 2021 | +4.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Yakira Capital Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1584639&type=13F-HR&dateb=&owner=include&count=40CIK 1584639
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1584639/000142050626001553/Filed August 13, 2026 · accession 0001420506-26-001553