Black Diamond Capital Management I, LLLP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Black Diamond Capital Management I, LLLP reported 8 stock positions worth $151.0 million. Its top holding was Consumer Portfolio Services (CPSS) at 32.6% of the portfolio, followed by KVH Industries (KVHI, 23.0%) and Verizon Communications (VZ, 17.5%). Compared with Q1 2026, it opened 1 new position, sold out of 1 and added to 1. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale an exit from Inotiv (NOTVQ).
- Most Recent 13F
- Q2 2026
- Location
- ST. THOMAS, VI
- CIK
- 0002084285
- Portfolio Value
- $151.0M (Q2 2026)
- SEC Filing
- 0000905148-26-003749 ↗ filed Aug 14, 2026
Holdings Value
Holdings 8 stocks · $151.0M
| CPSS Consumer Portfolio Services | 32.57% | 5,127,165 | $49.2M | No change |
| KVHI KVH Industries Inc. | 23.02% | 3,508,824 | $34.8M | Add +0.2% |
| VZ Verizon Communications Inc. | 17.47% | 623,171 | $26.4M | No change |
| CPHC Canterbury Park Holding Corp. | 8.96% | 859,169 | $13.5M | No change |
| WYNN WYNN Resorts Ltd. | 6.63% | 103,158 | $10.0M | No change |
| BYD Boyd Gaming Corp. | 4.80% | 82,000 | $7.2M | No change |
| MSFT Microsoft Corp. | 4.57% | 18,500 | $6.9M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 1.98% | 4 | $3.0M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| NOTVQ Inotiv Inc. | Sold out | 0.00% | −0.00 |