Caspian Capital LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Caspian Capital LP reported 8 stock positions worth $102.8 million. Its top holding was Bausch + Lomb (BLCO) at 30.9% of the portfolio, followed by Ftai Infrastructure (FIP, 25.0%) and Astronics (ATRO, 17.4%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 2 and reduced 1. The biggest buy was Astronics (ATRO, shares +18%) and the biggest sale an exit from Clear Channel Outdoor Holdin (CCO).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001518999
- Portfolio Value
- $102.8M (Q1 2026)
- SEC Filing
- 0001172661-26-002232 ↗ filed May 15, 2026
Holdings Value
Holdings 8 stocks · $102.8M
| BLCO Bausch + Lomb Corp. | 30.92% | 1,999,043 | $31.8M | No change |
| FIP Ftai Infrastructure Inc. | 25.04% | 5,211,307 | $25.7M | No change |
| ATRO Astronics Corp. | 17.38% | 267,724 | $17.9M | Add +17.6% |
| FTAI Ftai Aviation Ltd. | 11.07% | 46,441 | $11.4M | Reduce -58.3% |
| CTEV Claritev Corp. | 5.66% | 356,250 | $5.8M | Add +42.5% |
| HDSN Hudson Technologies Inc. | 4.17% | 728,306 | $4.3M | No change |
| NRG NRG Energy Inc. | 3.13% | 22,000 | $3.2M | New |
| XPOF Xponential Fitness Inc. Class A | 2.64% | 450,355 | $2.7M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $13K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SDAWW Suncar Technology Group -28 | *W EXP 05/17/202 | 50,000 | $13K | No change |
Total filed on the 13F, all lines: $102.8M.