Institutions / Gratia Capital, LLC

Gratia Capital, LLC

CIK 1599793 · Institution · as of Dec 31, 2025
Portfolio value
$111.77M
Positions
27
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 27 →
CompanyClassValueShares% of portfolio
TPG RE Finance Trust, Inc.$17.49M2,031,36815.6%
Franklin BSP Realty Trust, Inc.$8.66M862,9227.7%
Cadiz IncCDZICommon Stock$8.40M1,496,4947.5%
Navios Maritime Partners L P$7.06M134,6566.3%
Dave Inc./DE$6.56M29,6255.9%
Granite Point Mortgage Trust Inc.$5.37M2,239,3094.8%
Claros Mortgage Trust, Inc.CMTGREIT$5.20M1,700,0844.7%
MasterCraft Boat Holdings, Inc.$4.93M260,8404.4%
Magnera Corp$4.76M314,6274.3%
Comstock Inc.$4.35M1,156,4233.9%
Sunrise Realty Trust IncSUNSREIT$4.28M453,8163.8%
Boyd Gaming Corp$3.95M46,3893.5%
Terawulf Inc.$3.49M304,0383.1%
Better Home & Finance Holding Co$3.31M101,6633.0%
Tsakos Energy Navigation Ltd$3.21M143,2282.9%
JAKKS Pacific, Inc.$3.03M179,5202.7%
BrightSpire Capital, Inc.$2.81M501,5852.5%
Aehr Test Systems$2.78M137,5602.5%
A2Z CUST2MATE Solutions Corp.$2.57M395,4102.3%
National CineMedia, Inc.$2.53M650,0002.3%
MFA Financial Inc$2.10M225,4691.9%
Archer Aviation Inc.$1.45M192,7931.3%
Synergy Chc Corp$1.03M555,0000.9%
Beazer Homes USA Inc$935.1K46,1310.8%
DoubleDown Interactive Co., Ltd.$784.2K90,8700.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.