BRC Group Holdings
RILY on Nasdaq. BRC Group Holdings sells financial, telecom, retail and investment services to companies and consumers. Market value $196m.
Price checks use the past 12 months to June 2026. Some use the latest annual report instead, as marked. Quality checks use five annual reports, the latest for the year to December 2025.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Financial services stocks that passed both tests
This is not advice. Check the numbers below.
We don't have this figure for this company.
What you pay for each dollar of net assets: $1.38.
Profit per $100 you pay: $209.88.
Quality score: not known. Price score: 50 of 100. Our list needs 70 on quality and 60 on price.
$4.88 a share, 34% above its 1-year low
Over the past year the price has ranged from $3.64 to $11.24.
Pays no dividend
Prices from Monday’s close (5 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $1.6bn | $939m | $1.5bn | $746m | $968m |
| Operating margin | |||||
| Operating margin | n/a | n/a | n/a | n/a | n/a |
| Debt to equity | |||||
| Debt to equity | n/a | n/a | n/a | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.03bn | 0.03bn | 0.03bn | 0.03bn | 0.04bn |
Health checks
- Free cash flow positiveDoesn't apply to banks and insurers
- Accounting checksDoesn't apply to banks and insurers
- DebtDoesn't apply to banks and insurers
- Revenue growth, five yearsSlow, 6.8% a year
- Buying back its own sharesNo, 41% more shares since 2021
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $239 million last quarter, up 6% on a year ago.
- Profit: $21 million, down 85% on a year ago.
- 26% more shares than a year ago. Each share owns a bit less of the company.
- Sales grew on a year ago in each of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $175m |
| December 2024 | $179m |
| March 2025 | $186m |
| June 2025 | $225m |
| September 2025 | $278m |
| December 2025 | $278m |
| March 2026 | $352m |
| June 2026 | $239m |
| Quarter to | Amount |
|---|---|
| September 2024 | -$284m |
| December 2024 | $3m |
| March 2025 | -$10m |
| June 2025 | $139m |
| September 2025 | $91m |
| December 2025 | $87m |
| March 2026 | $213m |
| June 2026 | $21m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 31 March 2026
- Next quarterly (estimated, 10-Q)
- 5 November 2026
Who owns it
2 long-term investors we follow own it, up from 1 last quarter. 94 funds in all.
- Royce & AssociatesChuck Royce
- Value
- $93,441
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| First Eagle Investment ManagementMatthew McLennan | $11m | <0.1% | New |
| Royce & AssociatesChuck Royce | $93,441 | <0.1% |
Largest holders overall
- Equitec Proprietary Markets$27mNew
- DBA Trading$24m
- BlackRock$14mAdded
- First Eagle Investment Management$11mNew
- Vanguard Capital Management$9mAdded
- Charles Schwab Investment Management$7mCut
- Geode Capital Management$5mAdded
- Marshall Wace, LLP$4mNew
- Citadel Advisors$3mAdded
- Federated Hermes$3m
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- Bryant R. RileyInsider or founder20.1%−2.3 ptsSince 19 March 2026
- DANIEL ASHERPassive investorat least 6.5%−2.2 pts(filed with 1 related holder)Since 15 April 2026
- Oaktree Capital Holdings, LLCPassive investorat least 4.7%−1.0 pts(filed with 6 related holders)Since 31 March 2026
- G1 Execution Services, LLCPassive investorat least 4.0%−1.2 pts(filed with 3 related holders)Since 31 December 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 31 March 2025
- GROUP ONE TRADING LLCPassive investorSold down below 5%Since 31 March 2025
| Holder | Stake | Since | |
|---|---|---|---|
Bryant R. Riley Insider or founder | 20.1%−2.3 pts | 19 March 2026 | |
DANIEL ASHER Passive investor | at least 6.5%−2.2 pts (filed with 1 related holder) | 15 April 2026 | |
Oaktree Capital Holdings, LLC Passive investor | at least 4.7%−1.0 pts (filed with 6 related holders) | 31 March 2026 | |
G1 Execution Services, LLC Passive investor | at least 4.0%−1.2 pts (filed with 3 related holders) | 31 December 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 31 March 2025 | |
GROUP ONE TRADING LLC Passive investor | Sold down below 5% | 31 March 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 2 sold $3m.
- RILEY BRYANT RChairman and Co-CEO, DirectorSold
- Date
- 16 June 2026
- Shares
- 195,492
- Price
- $9.00
- Value
- $2m
- Forman Alan NEVP, General Counsel, SecSold
- Date
- 14 May 2026
- Shares
- 79,445
- Price
- $8.56
- Value
- $680,049
- Forman Alan NEVP, General Counsel, SecSold
- Date
- 13 May 2026
- Shares
- 20,555
- Price
- $8.58
- Value
- $176,362
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 16 June 2026 | RILEY BRYANT R Chairman and Co-CEO, Director | Sold | 195,492 | $9.00 | $2m |
| 14 May 2026 | Forman Alan N EVP, General Counsel, Sec | Sold | 79,445 | $8.56 | $680,049 |
| 13 May 2026 | Forman Alan N EVP, General Counsel, Sec | Sold | 20,555 | $8.58 | $176,362 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
- It owes more than it owns on paper (negative equity). Often that's from borrowing to buy back shares.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.