BRC Group Holdings Inc. (rily 6.5 09/30/26)Preferred / convertible

13F holders, Q2 2025 (June 30)
2holders +1
1new positions
0sold out
$12.29avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding BRC Group Holdings Inc. (rily 6.5 09/30/26) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Lanark Financial, Inc. ($97K) and Archer Investment Corp ($49K).

Company
BRC Group Holdings Inc. (rily 6.5 09/30/26)
Filed as
B RILEY FINANCIAL INC 6.50 SENIOR NOTES DUE 2026 (Q2 2025)
CUSIP
05580M801
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$97K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 7,893 shares bought, net +7,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Lanark Financial, Inc. — New 7,893 $97K
Archer Investment Corp — No change 4,000 $49K

"% of holder's portfolio" is BRC GROUP HOLDINGS INC (RILY 6.5 09/30/26)'s weight in each manager's 13F, not the share of BRC Group Holdings Inc. (rily 6.5 09/30/26) the manager owns.