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Nokomis Capital, L.L.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Nokomis Capital, L.L.C.

报告期 2026-03-31 · CIK 0001541055

持仓数

55

前50大市值合计

$348.5M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q2

22Q1 调仓2021-06-30 → 2022-03-31 · 共 94 项建仓 43增持 8减持 17清仓 26

方向

标的

Δ市值

现股数(环比)

建仓

— FERROGLOBE PLC

+$18.2M

2,364,040

增持

GDX VANECK ETF TRUST

+$14.6M

951,528 +47%

清仓

— XPERI HOLDING CORP

-$14.2M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

— B RILEY PRIN 250 MERGER CORP

-$11.8M

0 -100%

建仓

— B RILEY PRIN 250 MERGER CORP

+$9.8M

1,006,122

减持

BXC BLUELINX HLDGS INC

+$8.4M

444,394 -5%

清仓

— PDC ENERGY INC

-$8.3M

0 -100%

减持

DELL DELL TECHNOLOGIES INC

-$7.7M

10,456 -87%

建仓

AR ANTERO RESOURCES CORP

+$6.6M

215,731

建仓

— LAZYDAYS HLDGS INC

+$5.8M

287,658

建仓

— BLUEGREEN VACATIONS HLDG COR

+$5.7M

194,376

建仓

PPTA PERPETUA RESOURCES CORP

+$5.1M

1,235,016

减持

SIMO SILICON MOTION TECHNOLOGY CO

-$5.0M

20,637 -79%

建仓

ASO ACADEMY SPORTS & OUTDOORS IN

+$5.0M

125,793

增持

GDXJ VANECK ETF TRUST

+$4.6M

225,915 +77%

建仓

THO THOR INDS INC

+$4.6M

58,750

清仓

— AFRICAN GOLD ACQUISITION COR

-$4.5M

0 -100%

减持

SXC SUNCOKE ENERGY INC

-$4.2M

736,629 -51%

建仓

— ORION ENGINEERED CARBONS S A

+$4.0M

250,519

增持

DVN DEVON ENERGY CORP NEW

+$4.0M

131,617 +0%

清仓

— SELECT INTERIOR CONCEPTS INC

-$3.9M

0 -100%

减持

RILY B. RILEY FINANCIAL INC

-$3.8M

171,565 -18%

清仓

VRA VERA BRADLEY INC

-$3.6M

0 -100%

清仓

— COLOMBIER ACQUISITION CORP

-$3.5M

0 -100%

增持

SD SANDRIDGE ENERGY INC

+$3.3M

333,880 +1%

清仓

— 890 5TH AVE PARTNERS INC

-$3.2M

0 -100%

建仓

VST VISTRA CORP

+$3.0M

128,381

清仓

AAL AMERICAN AIRLS GROUP INC

-$2.8M

0 -100%

清仓

— B RILEY PRINCIPAL 150 MERGER

-$2.8M

0 -100%

减持

VPG VISHAY PRECISION GROUP INC

-$2.7M

274,638 -19%

建仓

— COLOMBIER ACQUISITION CORP

+$2.4M

249,023

减持

— SYNCHRONOSS TECHNOLOGIES INC

-$2.3M

588,984 -37%

建仓

— SEAPORT GLOBAL ACQUISITION I

+$2.3M

225,800

建仓

— CRYPTO 1 ACQUISITION CORP

+$2.1M

205,000

清仓

— ROTH CH ACQUISITION III CO

-$2.0M

0 -100%

建仓

— ROTH CH ACQUISITION V CO

+$2.0M

200,100

清仓

— IMEDIA BRANDS INC

-$2.0M

0 -100%

建仓

ET ENERGY TRANSFER L P

+$1.9M

170,779

建仓

— MACONDRAY CAP ACQUISITN CORP

+$1.9M

193,002

建仓

— ALTENERGY ACQUISITION CORP

+$1.7M

168,938

减持

— WARRIOR TECHNOLOGIES ACQUI C

-$1.6M

128,000 -57%

清仓

— REALOGY HLDGS CORP

-$1.6M

0 -100%

减持

— AFRICAN GOLD ACQUISITION COR

-$1.5M

1,226,573 -13%

建仓

NEM NEWMONT CORP

+$1.4M

17,200

建仓

— EXCHANGE TRADED CONCEPTS TR

+$1.3M

15,215

清仓

PLAB PHOTRONICS INC

-$1.2M

0 -100%

建仓

— STRONGHOLD DIGITAL MINING IN

+$1.1M

193,432

清仓

— B RILEY PRINCIPAL 150 MERGER

-$1.1M

0 -100%

减持

KRP KIMBELL RTY PARTNERS LP

+$1.1M

379,673 -4%

减持

— LAKESHORE ACQUISITION I CORP

-$1.1M

30,760 -77%

建仓

— MACONDRAY CAP ACQUISITN CORP

+$1.1M

105,278

减持

NOG NORTHERN OIL AND GAS INC MN

+$1.0M

328,611 -17%

建仓

TLYS TILLYS INC

+$1.0M

111,027

建仓

AGI ALAMOS GOLD INC NEW

+$930.0K

110,400

建仓

RDNW RUMBLEON INC

+$881.0K

25,742

清仓

— H & E EQUIPMENT SERVICES INC

-$837.0K

0 -100%

清仓

— BARRICK GOLD CORP

-$759.0K

0 -100%

建仓

— LAKESHORE ACQUISITION I CORP

+$751.0K

75,824

建仓

MTH MERITAGE HOMES CORP

+$713.0K

9,000

减持

GLD SPDR GOLD TR

-$691.0K

8,048 -38%

建仓

PATK PATRICK INDS INC

+$617.0K

10,225

清仓

— NEW GOLD INC CDA

-$537.0K

0 -100%

建仓

— QUALTEK SERVICES INC

+$529.0K

164,776

清仓

CULP CULP INC

-$526.0K

0 -100%

建仓

— SEQUANS COMMUNICATIONS S A

+$521.0K

171,538

增持

AEM AGNICO EAGLE MINES LTD

+$499.0K

30,749 +34%

增持

— AFRICAN GOLD ACQUISITION COR

-$481.0K

1,425,039 +17%

清仓

— ROTH CH ACQUISITION II CO

-$431.0K

0 -100%

建仓

— CHAVANT CAPITAL ACQUISITN CO

+$401.0K

40,125

减持

BW BABCOCK & WILCOX ENTERPRISES

-$349.0K

377,873 -13%

减持

— GLOBAL SHIP LEASE INC NEW

+$312.0K

892,460 -30%

建仓

FTHM FATHOM HOLDINGS INC

+$296.0K

27,700

建仓

SBSW SIBANYE STILLWATER LTD

+$278.0K

17,150

建仓

— SPORTSMAP TECH ACQUISITIN CO

+$252.0K

25,000

清仓

— 890 5TH AVE PARTNERS INC

-$218.0K

0 -100%

建仓

— B RILEY PRIN 250 MERGER CORP

+$198.0K

395,717

清仓

— SPARTACUS ACQUISITION CORP

-$193.0K

0 -100%

建仓

— OMNICHANNEL ACQUISITION CORP

+$121.0K

12,125

建仓

— ROTH CH ACQUISITION IV CO

+$120.0K

11,941

清仓

— OMNICHANNEL ACQUISITION CORP

-$119.0K

0 -100%

清仓

— ROTH CH ACQUISITION III CO

-$84.0K

0 -100%

建仓

— LIVEONE INC

+$84.0K

103,199

减持

— B RILEY PRINCIPAL 150 MERGER

-$71.0K

48,284 -49%

清仓

— GOOD WORKS ACQUISITION CORP

-$36.0K

0 -100%

建仓

— QUALTEK SERVICES INC

+$30.0K

51,171

建仓

— COLOMBIER ACQUISITION CORP

+$23.0K

83,007

建仓

— LAKESHORE ACQUISITION I CORP

+$20.0K

57,243

建仓

— MACONDRAY CAP ACQUISITN CORP

+$19.0K

64,334

建仓

— CIPHER MINING INC

+$14.0K

21,310

建仓

BZFDW BUZZFEED INC

+$9.0K

10,375

减持

— LANDSEA HOMES CORP

-$8.0K

308,407 -2%

增持

INSE INSPIRED ENTMT INC

+$6.0K

434,357 +4%

增持

— ETF MANAGERS TR

-$3.0K

149,443 +8%

清仓

— ROTH CH ACQUISITION III CO

+$0

0 -100%