Newtyn Management, LLC

CIK: 0001569241Latest portfolio: $951.8M · Q4 2025

Holdings

31

Total Value

$951.8M

New Positions

8

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
ADARRAY DIGITAL INFRASTRUCTURE
1,700,000$91.2M9.58%+350K
2
INDIVIOR PLC
2,534,538$90.9M9.55%-1,665,462
3
NVRIENVIRI CORP
4,603,387$88.9M9.34%NEWCall
4
QDELQUIDELORTHO CORP
3,014,595$86.1M9.05%+315K
5
TBPHTHERAVANCE BIOPHARMA INC
4,300,000$80.5M8.45%-650,000
6
CNNECANNAE HLDGS INC
3,548,509$55.8M5.86%+137K
7
AIVAPARTMENT INVT & MGMT CO
9,197,325$54.6M5.74%+1.4M
8
RHLDRESOLUTE HLDGS MGMT INC
242,423$50.0M5.26%-7,577
9
ITGRINTEGER HLDGS CORP
550,000$43.1M4.53%NEW
10
VISNCOMMSCOPE HLDG CO INC
2,218,827$40.2M4.23%+1.6M
11
MAGNMAGNERA CORP
2,360,000$35.7M3.75%+100K
12
OGM1COGENT COMMUNICATIONS HLDGS
1,400,000$30.2M3.17%+700K
13
BVBRIGHTVIEW HLDGS INC
2,100,000$26.6M2.80%-199,990
14
0J7QIAC INC
525,000$20.5M2.16%-575,000
15
CIOCITY OFFICE REIT INC
2,800,000$19.6M2.06%-1,138,000
16
CMPCOMPASS MINERALS INTL INC
822,817$16.2M1.70%-40,558
17
PARPAR TECHNOLOGY CORP
424,929$15.4M1.62%
18
SPBSPECTRUM BRANDS HLDGS INC NE
249,937$14.8M1.55%
19
FLWS1 800 FLOWERS COM INC
3,500,000$13.8M1.45%+984K
20
GRALGRAIL INC
150,000$12.8M1.35%-50,000
21
RCKTROCKET PHARMACEUTICALS INC
2,650,000$9.3M0.98%+147K
22
MRPMILLROSE PPTYS INC
300,000$9.0M0.94%NEW
23
NODKNI HLDGS INC
670,000$8.9M0.94%
24
HTDCORCEPT THERAPEUTICS INC
200,000$7.0M0.73%NEW
25
RAREULTRAGENYX PHARMACEUTICAL IN
295,915$6.8M0.72%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AIV9.2M+1.4M
FLWS3.5M+984K
AD1.7M+350K
QDEL3.0M+315K
RCKT2.6M+147K
CNNE3.5M+137K
MAGN2.4M+100K
0J7Q525K+-575000

Decreased Positions

NameSharesChange
INDIVIOR PLC2.5M-1665462
CIO2.8M-1138000
TBPH4.3M-650000
BV2.1M-199990
GRAL150K-50000
CMP823K-40558
RHLD242K-7577
OGM11.4M700K
VISN2.2M1.6M

Sector Breakdown

Healthcare0.0% ($8.609680453431362e+28T)
Industrials0.0% ($889215004335730.3T)
Unknown0.0% ($90939301842.1T)
Real Estate0.0% ($5463.3T)
Consumer Cyclical0.0% ($5.6T)
Technology0.0% ($4.0T)
Financial Services0.0% ($89.1B)
Communication Services0.0% ($91.2M)
Basic Materials0.0% ($16.2M)
Consumer Defensive0.0% ($14.8M)
Energy0.0% ($3.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$951.8M33
Q3 2025Nov 14, 2025$816.9B33
Q2 2025Aug 14, 2025$660.0B34
Q1 2025May 15, 2025$632.1B31
Q4 2024Feb 14, 2025$574.3B33

Fund Information

CIK0001569241
Most Recent FilingFeb 17, 2026
Number of Filings5

Newtyn 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 $951.8M across 31 holdings. The largest position is ARRAY DIGITAL INFRASTRUCTURE (AD), representing 9.6% of the portfolio. Compared to the previous quarter, the fund opened 9 new positions and closed 11 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.