Black Diamond Capital Management I, LLLP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Black Diamond Capital Management I, LLLP reported 14 stock positions worth $150.4 million. Its top holding was Consumer Portfolio Services (CPSS) at 25.7% of the portfolio, followed by Verizon Communications (VZ, 18.2%) and KVH Industries (KVHI, 12.6%).

Most Recent 13F
Q2 2026
Location
ST. THOMAS, VI
CIK
0002084285
Portfolio Value
$150.4M (Q3 2025)
SEC Filing
0000905148-25-004040 ↗ filed Nov 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q3 2025: $150.4M $150.4M Q3 2025 Q4 2025: $150.2M Q4 2025 Q1 2026: $135.8M Q1 2026 Q2 2026: $151.0M Q2 2026

Holdings 14 stocks · $150.4M

CPSS Consumer Portfolio Services 25.73% 5,127,165 $38.7M —
VZ Verizon Communications Inc. 18.21% 623,171 $27.4M —
KVHI KVH Industries Inc. 12.64% 3,396,527 $19.0M —
CPHC Canterbury Park Holding Corp. 9.36% 859,169 $14.1M —
WYNN WYNN Resorts Ltd. 8.80% 103,158 $13.2M —
MAGN Magnera Corp. 5.84% 750,000 $8.8M —
UBS UBS Group AG-Reg 5.45% 200,000 $8.2M —
FUN Six Flags Entertainment Corp. 4.98% 329,920 $7.5M —
BYD Boyd Gaming Corp. 4.71% 82,000 $7.1M —
BRK.A Berkshire Hathaway Inc. Class A 2.01% 4 $3.0M —
CLW Clearwater Paper Corp. 1.70% 123,508 $2.6M —
CVGI Commercial Vehicle Group Inc. 0.40% 350,000 $595K —
WCC Wesco International Inc. 0.14% 1,000 $212K —
NOTVQ Inotiv Inc. 0.02% 19,756 $29K —

Portfolio Sells Q3 2025

No earlier filing to compare with.

Portfolio Buys Q3 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$151.0MCPSS, KVHI, VZ, CPHC, WYNN
Q1 2026 8$135.8MCPSS, KVHI, VZ, CPHC, WYNN
Q4 2025 12$150.2MCPSS, VZ, KVHI, CPHC, WYNN
Q3 2025 14$150.4MCPSS, VZ, KVHI, CPHC, WYNN