Black Diamond Capital Management, L.L.C.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Black Diamond Capital Management, L.L.C. reported 12 stock positions worth $165.4 million. Its top holding was Consumer Portfolio Services (CPSS) at 30.4% of the portfolio, followed by Vista Outdoor (VSTO, 15.8%) and Canterbury Park (CPHC, 11.0%). Compared with Q1 2024, it sold out of 1 and added to 3. The biggest buy was Clearwater Paper (CLW, shares +91%) and the biggest sale an exit from Wesco International (WCC).
- Most Recent 13F
- Q2 2025
- Location
- STAMFORD, CT
- CIK
- 0001282197
- Portfolio Value
- $165.4M (Q2 2024)
- SEC Filing
- 0000905148-24-002232 ↗ filed Aug 14, 2024
Holdings Value
Holdings 12 stocks · $165.4M
| CPSS Consumer Portfolio Services | 30.37% | 5,127,165 | $50.2M | No change |
| VSTO Vista Outdoor Inc. | 15.82% | 695,303 | $26.2M | No change |
| CPHC Canterbury Park Holding Corp. | 11.00% | 833,120 | $18.2M | Add +1.4% |
| VZ Verizon Communications Inc. | 9.60% | 385,000 | $15.9M | No change |
| KVHI KVH Industries Inc. | 9.29% | 3,305,048 | $15.4M | Add +0.1% |
| SIX Six Flags Entertainment Corp. | 8.78% | 438,052 | $14.5M | No change |
| UBS UBS Group AG-Reg | 6.25% | 350,000 | $10.3M | No change |
| CLW Clearwater Paper Corp. | 3.62% | 123,508 | $6.0M | Add +90.6% |
| BYD Boyd Gaming Corp. | 2.73% | 82,000 | $4.5M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 1.48% | 4 | $2.4M | No change |
| CVGI Commercial Vehicle Group Inc. | 1.04% | 350,000 | $1.7M | No change |
| NOTVQ Inotiv Inc. | 0.02% | 19,756 | $33K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| WCC Wesco International Inc. | Sold out | 0.00% | −1.47 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 13 | $171.6M | CPSS, VZ, KVHI, CPHC, WYNN |
| Q1 2025 | 13 | $168.5M | CPSS, VZ, KVHI, CPHC, WYNN |
| Q4 2024 | 14 | $185.8M | CPSS, VZ, KVHI, CPHC, FUN |
| Q3 2024 | 12 | $168.8M | CPSS, VZ, VSTO, CPHC, KVHI |
| Q2 2024 | 12 | $165.4M | CPSS, VSTO, CPHC, VZ, KVHI |
| Q1 2024 | 13 | $151.6M | CPSS, VSTO, CPHC, KVHI, VZ |