Flat Footed LLC
Net buyer this quarter
$1.31B
20
+$203M
41.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DHC | $218M | 16.71% | 9.70% | Not reported | Q4 2021 |
 CNR | $93.3M | 7.14% | 2.34% | +2492.6% | Q1 2025 |
 SVC | $86.2M | 6.59% | 39.38% | +5883.9% | Q4 2021 |
 HHH | $44.4M | 3.39% | 1.04% | +188.2% | Q1 2026 |
 GRFS | $30.8M | 2.36% | Not reported | +216.9% | Q4 2021 |
 TK | $17.7M | 1.35% | 2.06% | +9.0% | Q2 2025 |
 RMR | $17.7M | 1.35% | 5.74% | +7.3% | Q4 2021 |
 ASC | $13.3M | 1.02% | 2.33% | -5.6% | Q2 2025 |
 FISV | $11.8M | 0.90% | 0.05% | New | Q2 2026 |
 RIG | $7.84M | 0.60% | 0.14% | Not reported | Q4 2021 |
 EQT | $7.71M | 0.59% | 0.02% | New | Q2 2026 |
 FMC | $7.45M | 0.57% | 0.52% | New | Q2 2026 |
 SMHI | $5.23M | 0.40% | 2.53% | Not reported | Q4 2021 |
 SMC | $4.51M | 0.35% | 1.49% | +27.6% | Q4 2025 |
 ILPT | $3.29M | 0.25% | 0.56% | -74.1% | Q4 2021 |
 IAUX | $2.6M | 0.20% | 0.21% | -67.4% | Q4 2025 |
 BTU | $1.72M | 0.13% | 0.06% | Not reported | Q1 2022 |
 OBIO | $1.08M | 0.08% | 0.42% | New | Q2 2026 |
 PANL | $974K | 0.07% | 0.23% | Not reported | Q2 2025 |
 SEVN | $700K | 0.05% | 0.37% | -80.8% | Q4 2025 |
| Q1 2026 | |||||
| DHC | $156M | 16.94% | 9.70% | Not reported | Q4 2021 |
 BKD | $32.7M | 3.55% | 1.00% | -71.9% | Q4 2022 |
| TK | $19.8M | 2.15% | 1.89% | -8.0% | Q2 2025 |
| ASC | $15.3M | 1.66% | 2.47% | -19.6% | Q2 2025 |
| HHH | $13.6M | 1.48% | 0.36% | New | Q1 2026 |
| RMR | $12.4M | 1.35% | 5.35% | +2.4% | Q4 2021 |
| GRFS | $11M | 1.20% | Not reported | +26.5% | Q4 2021 |
 CVEO | $9.19M | 1.00% | 3.17% | -25.0% | Q2 2025 |
| IAUX | $8.42M | 0.92% | 0.65% | -0.2% | Q4 2025 |
| ILPT | $8.15M | 0.89% | 2.15% | -15.6% | Q4 2021 |
| CNR | $4.71M | 0.51% | 0.09% | -96.8% | Q1 2025 |
| SMC | $3.76M | 0.41% | 1.17% | -65.2% | Q4 2025 |
| SEVN | $3.56M | 0.39% | 1.92% | -34.8% | Q4 2025 |
| SVC | $1.16M | 0.13% | 0.51% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| CNR | $123M | 13.42% | 2.72% | -24.5% | Q1 2025 |
| DHC | $114M | 12.45% | 9.70% | 0.0% | Q4 2021 |
| BKD | $91.7M | 10.02% | 3.57% | -33.1% | Q4 2022 |
| TK | $15.9M | 1.74% | 2.05% | -4.3% | Q2 2025 |
| ASC | $13.2M | 1.45% | 3.07% | +83.6% | Q2 2025 |
| RMR | $11.7M | 1.28% | 5.23% | +11371.5% | Q4 2021 |
| CVEO | $10.6M | 1.16% | 4.05% | +61.6% | Q2 2025 |
| GRFS | $10.1M | 1.11% | Not reported | -1.3% | Q4 2021 |
| SMC | $9.51M | 1.04% | 3.35% | New | Q4 2025 |
| ILPT | $9.42M | 1.03% | 2.55% | +9.7% | Q4 2021 |
| IAUX | $8.11M | 0.89% | 0.67% | New | Q4 2025 |
| SEVN | $5.91M | 0.65% | 2.94% | New | Q4 2025 |
| SVC | $1.57M | 0.17% | 2.54% | +52.5% | Q4 2021 |
| PANL | $83.5K | 0.01% | 0.02% | -94.0% | Q2 2025 |
| Q3 2025 | |||||
| CNR | $153M | 18.93% | 3.59% | +59.2% | Q1 2025 |
| BKD | $108M | 13.28% | 5.35% | -18.0% | Q4 2022 |
| DHC | $104M | 12.78% | 9.70% | Not reported | Q4 2021 |
 MATX | $31M | 3.82% | 1.01% | New | Q3 2025 |
 JBS | $22.9M | 2.82% | Not reported | +72.4% | Q2 2025 |
| TK | $15.1M | 1.86% | 2.19% | +17.8% | Q2 2025 |
 GOLD | $12.2M | 1.50% | 1.91% | -0.1% | Q2 2024 |
| GRFS | $10.9M | 1.35% | Not reported | -32.8% | Q4 2021 |
| ILPT | $9.04M | 1.12% | 2.33% | +27.1% | Q4 2021 |
| ASC | $8.08M | 1.00% | 1.68% | +45.2% | Q2 2025 |
 KODK | $7.95M | 0.98% | 1.29% | Not reported | Q2 2024 |
| CVEO | $6.59M | 0.81% | 2.46% | +212.1% | Q2 2025 |
| SVC | $1.51M | 0.19% | 0.33% | Not reported | Q4 2021 |
 FLR | $1.26M | 0.16% | 0.02% | New | Q3 2025 |
| PANL | $1.02M | 0.13% | 0.31% | +3.9% | Q2 2025 |
| RMR | $107K | 0.01% | 0.05% | -88.5% | Q4 2021 |