RILY

RILY

RILY

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q1 Apr 27, 2024 White Brook Capital 0.0% 6.5% PETQ, RILY -
2023 Q4 Oct 1, 2024 Miller Value Partners Income Strategy 11.7% 11.7% BKE, JXN, MED, OGN, RILY, WAL -
2023 Q2 Jul 24, 2023 Miller Value Partners Income Strategy 11.7% 11.7% JXN, MPW, OGN, OMF, RILY, STLA, VALE, WAL -
2023 Q2 Jul 15, 2023 White Brook Capital 0.0% 6.5% MOS, RILY, U -
2023 Q1 Apr 19, 2023 White Brook Capital 0.0% 6.5% AFYA, GBX, GPRE, ITRI, KAR, MOS, PSPC, RILY -
2023 Q4 Jan 25, 2024 White Brook Capital 0.0% 6.5% BLDR, GPRE, MOS, RILY -
2022 Q4 Jan 25, 2023 White Brook Capital 0.0% 6.5% BOX, GBX, MOS, RILY -
2023 Q4 Jan 19, 2024 Miller Value Partners Deep Value Strategies 4.6% 20.1% BKE, JXN, MED, OGN, RILY, WAL -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 16, 2025 Short Thesis The Bear Cave B Riley Financial Inc Financials Capital Markets Bear NASDAQ Baby bonds, Credit, Related-party, Solvency, valuation
Sep 16, 2025 Short Thesis Friendly Bear B Riley Financial Inc Financials Capital Markets Bear NASDAQ leverage, Loans, Refinancing, Transparency, valuation

BSD Shareholders of RILY

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.