Ballast Asset Management, LP

Q3 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    54

  • Value ($000)

    $219,139

  • Date Filed
    11/04/2025
  • Form type
    13F-HR
  • CIK
    0001998389
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CLMB
CLMB

CLIMB GLOBAL SOLUTIONS INC

COM
$10.76 M
5 %

79,797

---

NATURAL RESOURCE PARTNERS L

COM UNIT LTD PAR
$7.97 M
4 %

75,868

SEI
SEI

SOLARIS ENERGY INFRAS INC

COM CL A
$7.27 M
3 %

181,774

BELFB
BELFB

BEL FUSE INC

CL B
$7.20 M
3 %

51,080

CVCO
CVCO

CAVCO INDS INC DEL

COM
$7.11 M
3 %

12,239

TPB
TPB

TURNING PT BRANDS INC

COM
$6.68 M
3 %

67,552

AZZ
AZZ

AZZ INC

COM
$6.18 M
3 %

56,596

CBNK
CBNK

CAPITAL BANCORP INC MD

COM
$6.12 M
3 %

191,796

CMPO
CMPO

COMPOSECURE INC

COM CL A
$6.11 M
3 %

293,311

AGM
AGM

FEDERAL AGRIC MTG CORP

CL C
$6.09 M
3 %

36,258

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