Cruiser Capital Advisors
Stamford, CTfiles as Cruiser Capital Advisors, LLC
$162m in 51 US stocks at the end of 30 June 2026. The top 10 are 86.6% of the money. It changed about 30.8% of the portfolio this quarter.
Value
$162m
Stocks
51
Top 10 share
86.6%
Turnover
30.8%
What changed this quarter
New
Bought for the first time this quarter.
- Nomad FoodsNOMD1.7% of the fund
- AIB Data CentersAIB0.6% of the fund
- Fuller H BFUL0.6% of the fund
- ChemoursCC0.3% of the fund
- Baker HughesBKR0.1% of the fund
- Rocket LabRKLB0.1% of the fund
Added
Bought more of a stock they already held.
- FTAI AviationFTAI24.0% of the fund+17%
- FTAI InfrastructureFIP2.0% of the fund+6%
- Duos Technologies GroupDUOT0.9% of the fund+26%
- CelaneseCE0.6% of the fund+362%
- QXOQXO0.3% of the fund+16%
Cut
Sold some of their stake.
- Ishares TR34.5% of the fund-50%
- Nebius GroupNBIS4.1% of the fund-49%
- Kingstone CompaniesKINS3.6% of the fund-9%
- NextnavNN0.7% of the fund-32%
- TIC SolutionsTIC0.5% of the fund-37%
- EnviriNVRI0.3% of the fund-24%
- Great Elm CapitalGECC0.3% of the fund-23%
- Kyndryl HoldingsKD0.3% of the fund-52%
- Americold Realty TrustCOLD0.2% of the fund-64%
- SkillsoftSKIL<0.1% of the fund-34%
- Alight, Inc. / DelawareALIT<0.1% of the fund-6%
Sold out
Sold their entire stake.
- State STR Spdr S&P 500 ETF T-100%
- Ashland-100%
- Spdr Gold TRGLD-100%
- Sunopta-100%
- Sprott Physical Uraniu FSRUUF-100%
- Kingstone COS-100%
- Octave Specialty GroupOSG-100%
Holdings
- Ishares TR
- Share
- 34.5%
- Value
- $56m
- Shares
- 2,000
-50%
- GFL EnvironmentalGFL
- Share
- 2.7%
- Value
- $4m
- Shares
- 119,267
Held
- EnviriNVRI
- Share
- 0.3%
- Value
- $537,446
- Shares
- 24,485
-24%
- Sprott FDS TRURNM
- Share
- 0.3%
- Value
- $525,900
- Shares
- 10,000
Held
- Chart Inds
- Share
- 0.3%
- Value
- $459,668
- Shares
- 2,200
Held
- Bluerock Private Real Estate FundBPRE
- Share
- 0.2%
- Value
- $362,979
- Shares
- 27,900
Held
- Pyrophyte AcquisitionPHYWF
- Share
- <0.1%
- Value
- $11,813
- Shares
- 37,500
Held
- Altenergy AcquisitionAEAEW
- Share
- <0.1%
- Value
- $7,196
- Shares
- 20,000
Held
- Scilex HoldingSCLXW
- Share
- <0.1%
- Value
- $6,485
- Shares
- 49,999
Held
- Reservoir MediaRSVRW
- Share
- <0.1%
- Value
- $5,170
- Shares
- 30,503
Held
- Baird MED Invt HldgsBDMDW
- Share
- <0.1%
- Value
- $1,116
- Shares
- 25,000
Held
- Multisensor AI HoldingsMSAIW
- Share
- <0.1%
- Value
- $1,088
- Shares
- 37,500
Held
- Seastar Medical HoldingICUCW
- Share
- <0.1%
- Value
- $562
- Shares
- 32,473
Held
- BeneficientBENFW
- Share
- <0.1%
- Value
- $477
- Shares
- 48,750
Held
- Seqll
- Share
- <0.1%
- Value
- $222
- Shares
- 70,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TR | 34.5% | $56m | 2,000 | -50% |
| FTAI AviationFTAI | 24.0% | $39m | 143,941 | +17% |
| APi GroupAPG | 6.3% | $10m | 240,726 | Held |
| Nebius GroupNBIS | 4.1% | $7m | 24,357 | -49% |
| CRH PublicCRH | 4.1% | $7m | 62,791 | Held |
| Kingstone CompaniesKINS | 3.6% | $6m | 304,701 | -9% |
| AshlandASH | 2.7% | $4m | 66,784 | Held |
| GFL EnvironmentalGFL | 2.7% | $4m | 119,267 | Held |
| Orion Group HoldingsORN | 2.5% | $4m | 244,104 | Held |
| FTAI InfrastructureFIP | 2.0% | $3m | 694,431 | +6% |
| Nomad FoodsNOMD | 1.7% | $3m | 246,066 | New |
| Federal Agricultural MortgageAGM | 1.3% | $2m | 10,981 | Held |
| American VanguardAVD | 1.0% | $2m | 571,781 | Held |
| Duos Technologies GroupDUOT | 0.9% | $1m | 119,852 | +26% |
| Modine ManufacturingMOD | 0.8% | $1m | 5,000 | Held |
| NextnavNN | 0.7% | $1m | 60,508 | -32% |
| CelaneseCE | 0.6% | $1m | 22,211 | +362% |
| Green DOTGDOT | 0.6% | $992,985 | 73,500 | Held |
| AIB Data CentersAIB | 0.6% | $954,000 | 450,000 | New |
| Fuller H BFUL | 0.6% | $920,982 | 15,800 | New |
| TIC SolutionsTIC | 0.5% | $874,019 | 108,037 | -37% |
| ChemoursCC | 0.3% | $556,092 | 27,100 | New |
| EnviriNVRI | 0.3% | $537,446 | 24,485 | -24% |
| Great Elm CapitalGECC | 0.3% | $532,896 | 97,779 | -23% |
| Sprott FDS TRURNM | 0.3% | $525,900 | 10,000 | Held |
| QXOQXO | 0.3% | $515,566 | 11,630 | +16% |
| Kyndryl HoldingsKD | 0.3% | $464,049 | 41,030 | -52% |
| Chart Inds | 0.3% | $459,668 | 2,200 | Held |
| Ceco EnvironmentalCECO | 0.2% | $402,069 | 4,431 | Held |
| ComstockLODE | 0.2% | $398,428 | 95,776 | Held |
| Bluerock Private Real Estate FundBPRE | 0.2% | $362,979 | 27,900 | Held |
| Americold Realty TrustCOLD | 0.2% | $266,014 | 16,922 | -64% |
| Baker HughesBKR | 0.1% | $227,550 | 4,100 | New |
| GpgiGPGI | 0.1% | $219,935 | 13,876 | Held |
| ACRES Commercial RealtyACR | 0.1% | $208,890 | 11,742 | Held |
| Rocket LabRKLB | 0.1% | $203,300 | 2,000 | New |
| Beachbody CompanyBODI | 0.1% | $202,663 | 19,830 | Held |
| SkillsoftSKIL | <0.1% | $153,779 | 29,687 | -34% |
| USA TodayTDAY | <0.1% | $94,691 | 11,075 | Held |
| INVE TechnologiesINVE | <0.1% | $80,081 | 31,778 | Held |
| NeuroneticsSTIM | <0.1% | $63,570 | 48,900 | Held |
| Alight, Inc. / DelawareALIT | <0.1% | $50,456 | 90,100 | -6% |
| Pyrophyte AcquisitionPHYWF | <0.1% | $11,813 | 37,500 | Held |
| Altenergy AcquisitionAEAEW | <0.1% | $7,196 | 20,000 | Held |
| Scilex HoldingSCLXW | <0.1% | $6,485 | 49,999 | Held |
| Reservoir MediaRSVRW | <0.1% | $5,170 | 30,503 | Held |
| Baird MED Invt HldgsBDMDW | <0.1% | $1,116 | 25,000 | Held |
| Multisensor AI HoldingsMSAIW | <0.1% | $1,088 | 37,500 | Held |
| Seastar Medical HoldingICUCW | <0.1% | $562 | 32,473 | Held |
| BeneficientBENFW | <0.1% | $477 | 48,750 | Held |
| Seqll | <0.1% | $222 | 70,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 28.1% since 30 June 2025.
Where the money is
Technology30.1%
Industrials12.2%
Materials9.6%
Financial services6.3%
Utilities3.0%
Everyday goods1.7%
Retail & consumer0.9%
Real estate0.3%
Energy0.1%
Media & telecom0.1%
Health care0.0%
Other35.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.