Orchard Capital Management, LLC
Orchard Capital Management, LLC reported 44 holdings worth US$103M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Orchard Capital Management, LLC reported 44 holdings worth US$103M as of Jun 30, 2026. Largest: The Bancorp, Inc., Green Dot Corporation and Enova International, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$103M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| The Bancorp, Inc. | 117K | US$7.33M | 7.1% |
| Green Dot Corporation | 409K | US$5.53M | 5.4% |
| Enova International, Inc. | 21,824 | US$5.25M | 5.1% |
| Riot Platforms, Inc. | 190K | US$5.19M | 5.1% |
| Ducommun Incorporated | 23,718 | US$4.39M | 4.3% |
| Arcosa, Inc. | 27,260 | US$3.96M | 3.9% |
| Ftai Infrastructure Inc. | 822K | US$3.82M | 3.7% |
| Triumph Financial, Inc. | 49,633 | US$3.79M | 3.7% |
| Garrett Motion Inc. | 101K | US$3.67M | 3.6% |
| Tidewater Inc. | 48,760 | US$3.25M | 3.2% |
| Hudbay Minerals Inc | 134K | US$3.15M | 3.1% |
| North American Construction Group Ltd. | 227K | US$3.01M | 2.9% |
| Banc Of California, Inc. | 147K | US$3.01M | 2.9% |
| Trinity Industries, Inc. | 78,235 | US$2.71M | 2.6% |
| Myers Industries, Inc. | 75,487 | US$2.67M | 2.6% |
| Metallus Inc. | 137K | US$2.55M | 2.5% |
| United States Antimony Corporation | 307K | US$2.23M | 2.2% |
| Axos Financial, Inc. | 22,491 | US$2.19M | 2.1% |
| Franklin Bsp Realty Trust, Inc. | 268K | US$2.18M | 2.1% |
| Ni Holdings, Inc. | 121K | US$1.9M | 1.8% |
| Pathward Financial, Inc. | 21,144 | US$1.84M | 1.8% |
| Driven Brands Holdings Inc. | 132K | US$1.84M | 1.8% |
| Intellia Therapeutics, Inc. | 79,503 | US$1.35M | 1.3% |
| Atlas Energy Solutions Inc. | 75,237 | US$1.25M | 1.2% |
| Revolve Group, Inc. | 53,916 | US$1.23M | 1.2% |
| Azz Inc. | 3,902 | US$605K | 0.59% |
| Solaris Energy Infrastructure, Inc. | 5,750 | US$463K | 0.45% |
| Talen Energy Corporation | 1,060 | US$407K | 0.40% |
| Franklin Electric Co., Inc. | 3,427 | US$367K | 0.36% |
| L.b. Foster Company | 7,379 | US$333K | 0.32% |
| Idaho Strategic Resources, Inc. | 9,956 | US$326K | 0.32% |
| Caseys General Stores, Inc. | 400 | US$318K | 0.31% |
| Westinghouse Air Brake Technologies Corporation | 912 | US$246K | 0.24% |
| Green Brick Partners, Inc. | 3,000 | US$240K | 0.23% |
| Cf Industries Holdings, Inc. | 2,096 | US$227K | 0.22% |
| Digitalbridge Group, Inc. | 13,862 | US$219K | 0.21% |
| Banner Corporation | 3,029 | US$201K | 0.20% |
| Gladstone Land Corporation | 19,695 | US$168K | 0.16% |
| Dmc Global Inc. | 21,152 | US$123K | 0.12% |
| Arcbest Corporation | 0 | US$0 | 0.00% |
| Central Garden & Pet Company | 0 | US$0 | 0.00% |
| Greenlight Reinsurance, Ltd. | 0 | US$0 | 0.00% |
| Heron Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Taseko Mines Limited | 0 | US$0 | 0.00% |
| Akebia Therapeutics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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