Black Diamond Capital Management I, LLLP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Black Diamond Capital Management I, LLLP reported 8 stock positions worth $135.8 million. Its top holding was Consumer Portfolio Services (CPSS) at 29.2% of the portfolio, followed by KVH Industries (KVHI, 23.1%) and Verizon Communications (VZ, 23.0%). Compared with Q4 2025, it sold out of 4 and added to 1. The biggest buy was KVH Industries (KVHI, shares +0%) and the biggest sale an exit from UBS Group AG-Reg (UBS).

Most Recent 13F
Q2 2026
Location
ST. THOMAS, VI
CIK
0002084285
Portfolio Value
$135.8M (Q1 2026)
SEC Filing
0000905148-26-002378 ↗ filed May 15, 2026

Holdings Value

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

Holdings 8 stocks · $135.8M

CPSS Consumer Portfolio Services 29.19% 5,127,165 $39.6M No change
KVHI KVH Industries Inc. 23.11% 3,502,005 $31.4M Add +0.1%
VZ Verizon Communications Inc. 23.04% 623,171 $31.3M No change
CPHC Canterbury Park Holding Corp. 9.86% 859,169 $13.4M No change
WYNN WYNN Resorts Ltd. 7.72% 103,158 $10.5M No change
BYD Boyd Gaming Corp. 4.96% 82,000 $6.7M No change
BRK.A Berkshire Hathaway Inc. Class A 2.12% 4 $2.9M No change
NOTVQ Inotiv Inc. 0.00% 19,756 $5K No change

Portfolio Sells Q4 2025 → Q1 2026

UBS UBS Group AG-Reg Sold out 0.00% −6.16
FUN Six Flags Entertainment Corp. Sold out 0.00% −3.37
CLW Clearwater Paper Corp. Sold out 0.00% −1.43
CVGI Commercial Vehicle Group Inc. Sold out 0.00% −0.34

Portfolio Buys Q4 2025 → Q1 2026

KVHI KVH Industries Inc. Add +0.1% 23.11% +6.88

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