DG Capital Management, LLC

CIK: 0001512716SEC EDGAR →

Portfolio Value

$227.9M

Holdings

18

As of

Q4 2025

New Positions

7

Closed Positions

7

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
MCYCall

MERCURY GENL CORP NEW

1,104,669$103.9M
45.58%
2
SPYPut

SPDR S&P 500 ETF TR

50,000$34.1M
14.96%
3

SAREPTA THERAPEUTICS INC

22,245,000$20.0M
8.75%
4
ACICCall

AMERICAN COASTAL INS CORP

1,108,828$14.0M
6.14%
5

RIOT PLATFORMS INC

11,500,000$13.0M
5.72%
6

CAPRICOR THERAPEUTICS INC

413,963$11.9M
5.24%
7
TLTCall

ISHARES TR

100,000$8.7M
3.82%
8
OKLOPut

OKLO INC

111,500$8.0M
3.51%
9
GELCall

GENESIS ENERGY L P

439,716$6.9M
3.01%
10
SMRPut

NUSCALE PWR CORP

178,000$2.5M
1.11%

Quarterly Changes

Top Buys

SPYNEW
$34.1M
MCY↑ Increased
$20.9M
ACICNEW
$14.0M
OKLONEW
$8.0M

Top Sells

TLT↓ Decreased
$27.0M
BUR↓ Decreased
$25.2M
GEGCLOSED
$20.0M
CZR↓ Decreased
$17.4M
IWMCLOSED
$16.9M

New Positions (7)

$34.1M · 50K shares
$14.0M · 1.1M shares
$13.0M · 11.5M shares
$8.0M · 112K shares
$2.5M · 178K shares
$941K · 3K shares
$913K · 65K shares

Closed Positions (7)

$20.0M · 978K shares
$16.9M · 70K shares
$11.2M · 982K shares
$8.6M · 421K shares
$1.4M · 185K shares
$247K · 77K shares
$2K · 46K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services5$161.5M70.9%
Unknown3$33.3M14.6%
Healthcare1$11.9M5.2%
Utilities3$11.5M5.0%
Energy2$7.1M3.1%
Industrials2$1.5M0.6%
Consumer Cyclical1$718K0.3%
Communication Services1$463K0.2%