BROOKTREE CAPITAL MANAGEMENT

CIK: 0001021296Latest portfolio: $150.3M · Q4 2025

Holdings

41

Total Value

$150.3M

New Positions

0

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
IBKRINTERACTIVE BROKERS GROUP IN
400,728$25.8M17.14%-16,138
2
RMNIRIMINI STR INC DEL
3,836,703$14.9M9.90%-60,673
3
PARPAR TECHNOLOGY CORP
389,408$14.1M9.40%+35K
4
0J7QIAC INC
320,899$12.5M8.35%+28K
5
BFHBREAD FINANCIAL HOLDINGS INC
162,064$12.0M7.98%-2,020
6
BRK/BBERKSHIRE HATHAWAY INC DEL
21,916$11.0M7.33%-238
7
QCOMQUALCOMM INC
52,124$8.9M5.93%+1K
8
THRYTHRYV HLDGS INC
1,358,938$8.2M5.47%+518K
9
JNJJOHNSON & JOHNSON
29,879$6.2M4.11%-349
10
EXTREXTREME NETWORKS
222,085$3.7M2.46%-3,128
11
PFEPFIZER INC
120,510$3.0M2.00%-9,136
12
DC4DEXCOM INC
44,657$3.0M1.97%+3K
13
RKTROCKET COS INC
145,644$2.8M1.88%-3,009
14
FISVFISERV INC
40,069$2.7M1.79%-15,326
15
GDGENERAL DYNAMICS CORP
6,859$2.3M1.54%-157
16
MSFTMICROSOFT CORP
4,584$2.2M1.47%-86
17
LLYELI LILLY & CO
2,058$2.2M1.47%-10
18
DXCDXC TECHNOLOGY CO
103,308$1.5M1.01%-1,953
19
WSTWEST PHARMACEUTICAL SVSC INC
5,159$1.4M0.94%-140
20
IYWISHARES TR
6,476$1.3M0.86%-270
21
XOMEXXON MOBIL CORP
10,076$1.2M0.81%
22
ABBVABBVIE INC
4,958$1.1M0.75%
23
SYKSTRYKER CORPORATION
2,693$946K0.63%
24
MCDMCDONALDS CORP
2,296$701K0.47%
25
JPMJPMORGAN CHASE & CO.
2,000$644K0.43%

Quarterly Changes

New Positions

No new positions this quarter

Closed Positions

Increased Positions

NameSharesChange
PAR389K+35K
0J7Q321K+28K
DC445K+3K
QCOM52K+1K
WIX2K+479

Decreased Positions

NameSharesChange
RMNI3.8M-60673
IBKR401K-16138
FISV40K-15326
PFE121K-9136
EXTR222K-3128
RKT146K-3009
BFH162K-2020
DXC103K-1953
JNJ30K-349
IYW6K-270

Sector Breakdown

Technology0.0% ($1.488614127891537e+29T)
Healthcare0.0% ($61833000221114187776.0T)
Financial Services0.0% ($257701199728191.3T)
Consumer Defensive0.0% ($423279.2T)
Unknown0.0% ($12547.1T)
Communication Services0.0% ($8.2T)
Consumer Cyclical0.0% ($701.3B)
Industrials0.0% ($2.3B)
Energy0.0% ($1.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 2, 2026$150.3M41
Q3 2025Nov 7, 2025$157.4B42
Q2 2025Aug 6, 2025$152.9B41
Q1 2025May 6, 2025$133.3B24
Q4 2024Feb 10, 2025$134.8B22

Fund Information

CIK0001021296
Most Recent FilingFeb 2, 2026
Number of Filings5

BROOKTREE CAPITAL MANAGEMENT is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $150.3M across 41 holdings. The largest position is INTERACTIVE BROKERS GROUP IN (IBKR), representing 17.1% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.