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Portfolio (Quarterly) Guide ↗

Cruiser Capital Advisors, LLC

· CIK 0001713506
13F Portfolio $257M AUM 53 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 7 Added 10 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISHARES TR 4,000.0 $92.5M 35.95% NEW $23125.00
2 GLD SPDR GOLD TR Financial Services 10,228.0 $4.4M 1.71% NEW $430.29 -3.1%
3 SUNOPTA INC 335,296.0 $2.2M 0.84% NEW $6.48
4 KD KYNDRYL HLDGS INC Technology 86,030.0 $1.1M 0.44% NEW $13.12 -8.0%
5 KINGSTONE COS INC CALL 500.0 $875K 0.34% NEW $1750.00
6 BLUEROCK PVT REAL ESTATE FD 27,900.0 $463K 0.18% NEW $16.61
7 CE CELANESE CORP DEL Basic Materials 4,807.0 $221K 0.09% NEW $46.04 +14.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 50.3%
Financial Services 26.5%
Basic Materials 11.6%
Technology 4.2%
Communication Services 3.7%
Consumer Cyclical 2.3%
Real Estate 1.2%
Healthcare 0.2%