Collar Capital Management, LLC

CIK: 0002056719Latest portfolio: $149.7M · Q4 2025

Holdings

75

Total Value

$149.7M

New Positions

75

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
MUMICRON TECHNOLOGY INC
25,134$7.2M4.79%NEW
2
TSLATESLA INC
15,020$6.8M4.51%NEW
3
AAPLAPPLE INC
18,959$5.2M3.44%NEW
4
GOOGALPHABET INC
15,515$4.9M3.25%NEW
5
UNHUNITEDHEALTH GROUP INC
12,571$4.1M2.77%NEW
6
TRVCCITIGROUP INC
35,532$4.1M2.77%NEW
7
LNCLINCOLN NATL CORP IND
91,731$4.1M2.73%NEW
8
CRMSALESFORCE INC
14,366$3.8M2.54%NEW
9
INTCINTEL CORP
102,916$3.8M2.54%NEW
10
WDCWESTERN DIGITAL CORP
21,698$3.7M2.50%NEW
11
METAMETA PLATFORMS INC
5,435$3.6M2.40%NEW
12
DYHTARGET CORP
35,834$3.5M2.34%NEW
13
ABBVABBVIE INC
15,307$3.5M2.34%NEW
14
NVDANVIDIA CORPORATION
18,309$3.4M2.28%NEW
15
MIGASTRATEGY INC
22,245$3.4M2.26%NEW
16
UPSUNITED PARCEL SERVICE INC
31,474$3.1M2.09%NEW
17
CLFCLEVELAND-CLIFFS INC NEW
231,494$3.1M2.05%NEW
18
AESAES CORP
206,468$3.0M1.98%NEW
19
COINCOINBASE GLOBAL INC
13,022$2.9M1.97%NEW
20
NOGNORTHERN OIL & GAS INC
134,003$2.9M1.92%NEW
21
EIXEDISON INTL
47,803$2.9M1.92%NEW
22
BABOEING CO
13,131$2.9M1.91%NEW
23
XOMEXXON MOBIL CORP
22,630$2.7M1.82%NEW
24
QCOMQUALCOMM INC
15,123$2.6M1.73%NEW
25
KEYKEYCORP
123,380$2.5M1.70%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($4.084294425461862e+54T)
Technology0.0% ($7.173515438053797e+35T)
Healthcare0.0% ($41493497149513.5T)
Unknown0.0% ($41463502338014.7T)
Real Estate0.0% ($25232320178512.1T)
Consumer Cyclical0.0% ($6754239620741.6T)
Industrials0.0% ($312128512.2T)
Basic Materials0.0% ($3074220.2T)
Energy0.0% ($287727.2T)
Communication Services0.0% ($48.7T)
Utilities0.0% ($29.6B)
Consumer Defensive0.0% ($2.4B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$149.7M75
Q3 2025Oct 16, 2025$142.1B0
Q2 2025Aug 13, 2025$118.9B0
Q1 2025May 14, 2025$110.3B68
Q4 2024Feb 14, 2025$120.1B75

Fund Information

CIK0002056719
Most Recent FilingFeb 10, 2026
Number of Filings5

Collar Capital Management, LLC 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 $149.7M across 75 holdings. The largest position is MICRON TECHNOLOGY INC (MU), representing 4.8% of the portfolio. Compared to the previous quarter, the fund opened 75 new positions and closed 0 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.