MC

Mast Capital Management, LLC

Concentrated strategyMomentum followerQuality / disciplined sizing

Total reported value

$68.6M

Reporting period: 2015-12-31 · Number of holdings: 6

Mast Capital Management, LLC disclosed 6 holdings in its latest 13F filing for the period ending 2015-12-31, with total reported value of $68.6M and a quarterly turnover rate of 11.6%.

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Personality snowflake

Concentration
100
Portfolio Stability
11.56
Momentum/Contrarian
100
Sector conviction
0
Diversification
10
Sizing Uniformity
86.85

Recent moves

  • Add 91531F103

    0.0% $2.9M

  • Trim 60786L206

    0.0% -$982.0K

  • Add G2C

    +17.3% $148.0K

  • Trim 345143101

    0.0% -$54.0K

  • Sold out IWM

  • New buy SPY

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 5 holdings (of 6 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1G2CEveri Holdings INCStock-Other63.08%+0.65%+17.26%
2Unwired Planet INC NewStock-Other26.49%+4.39%
3Moduslink Global Solutions IStock-Other9.34%-1.36%
4SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.00%+1.00%NEW
5Forbes Energy Svcs LTDStock-Other0.09%-0.08%

Holding changes this quarter

Mast Capital Management, LLC's most significant position changes for 2015-12-31: Sold out: Ishares Russell 2000 ETF (IWM); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); Add: Everi Holdings INC (G2C) — shares +17.26%.

Position changes disclosed by Mast Capital Management, LLC for the quarter ending 2015-12-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1Unwired Planet INC New+4.4%Unchanged
2G2CEveri Holdings INC+0.7%+17.26%Add
3Forbes Energy Svcs LTD-0.1%Unchanged
4Moduslink Global Solutions I-1.4%Unchanged
5IWMIshares Russell 2000 ETFEXITSold out
6SPYSs Spdr S&p 500 ETF Trust-usNEWNew buy

FAQ

What is Mast Capital Management, LLC and what type of investor is it?
Mast Capital Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2015-12-31), the firm manages a tracked equity portfolio valued at approximately $68.6M, spread across 6 disclosed positions.
What are Mast Capital Management, LLC's largest equity positions?
Based on the latest 13F filing, Mast Capital Management, LLC's top holdings by market value are: 1. Everi Holdings INC (G2C) — $43.3M (63.1%) 2. Unwired Planet INC New — $18.2M (26.5%) 3. Moduslink Global Solutions I — $6.4M (9.3%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $689.0K (1.0%) 5. Forbes Energy Svcs LTD — $65.0K (0.1%)
What changes did Mast Capital Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Mast Capital Management, LLC made 3 notable position adjustments: 1 new positions were initiated, 1 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Ishares Russell 2000 ETF (IWM); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); Add: Everi Holdings INC (G2C) — shares +17.26%
What sectors does Mast Capital Management, LLC focus on?
Sector breakdown data is not yet available for Mast Capital Management, LLC. Check back after the next 13F processing cycle.