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13-F holdings, Q2 2026

Orchard Capital Management, LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$91.2M
Positions
43
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. TBBK$7.3M
    116,995 shares8% of the book
  2. GDOT$5.5M
    409,059 shares6.1% of the book
  3. ENVA$5.3M
    21,824 shares5.8% of the book
  4. RIOT$5.2M
    189,729 shares5.7% of the book
  5. DCO$4.4M
    23,718 shares4.8% of the book
  6. ACA$4M
    27,260 shares4.3% of the book
  7. FIP$3.8M
    822,351 shares4.2% of the book
  8. TFIN$3.8M
    49,633 shares4.2% of the book
  9. GTX$3.7M
    101,167 shares4% of the book
  10. TDW$3.2M
    48,760 shares3.6% of the book

What changed this quarter

4 new positions and 7 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • GDOT

    GREEN DOT CORP

    +$5.5M

    New

  • DRVN

    DRIVEN BRANDS HLDGS INC

    +$1.8M

    New

  • TFIN

    TRIUMPH FINANCIAL INC

    +$1.1M

    +42.5% shares

  • AEBI SCHMIDT HLDG AG

    +$1M

    +52.2% shares

  • FBRT

    FRANKLIN BSP RLTY TR INC

    +$864K

    +65.6% shares

Largest sells

  • ARCB

    ARCBEST CORP

    −$2.7M

    Sold out, was 3.5% of the book

  • GLRE

    GREENLIGHT CAP RE LTD

    −$2.4M

    Sold out, was 3.1% of the book

  • GTX

    GARRETT MOTION INC

    −$1.9M

    -33.9% shares

  • CENT

    CENTRAL GARDEN & PET CO

    −$1.6M

    Sold out, was 2.1% of the book

  • TGB

    TASEKO MINES LTD

    −$1.4M

    Sold out, was 1.9% of the book

What was sold out, by size

  • 6 real positions, 0.25% of the book or more
  • 1 small, between 0.015% and 0.25%

Not counted as trades: TREKOR METALS LTD (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.