Angelo Gordon & Co., L.P.
Last filed Feb 17, 2026
Inactive · not filing 13F
$1.06B
22
+$183M
40.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q4 2025 | |||||
| HOUS | $137M | 12.96% | 8.64% | Not reported | Q1 2022 |
 NVRI | $63.1M | 5.95% | Not reported | +198.5% | Q2 2025 |
 BRKRP | $48.3M | 4.56% | Not reported | +166.0% | Q3 2025 |
 NGL | $46.9M | 4.43% | 3.73% | +87.4% | Q2 2025 |
 NOVTU | $36M | 3.40% | Not reported | New | Q4 2025 |
 NX | $31.6M | 2.98% | 4.50% | New | Q4 2025 |
 MITT | $19.7M | 1.86% | 7.30% | Not reported | Q3 2021 |
| DAY | $14.5M | 1.37% | 0.13% | New | Q4 2025 |
 EXK | $14.2M | 1.34% | 0.05% | New | Q4 2025 |
| FYBR | $13.3M | 1.26% | Not reported | +147.2% | Q1 2025 |
 NSC | $8.81M | 0.83% | 0.01% | +525.7% | Q3 2025 |
| EA | $8.17M | 0.77% | Not reported | New | Q4 2025 |
 WBD | $6.63M | 0.63% | 0.01% | New | Q4 2025 |
| GTLS | $4.12M | 0.39% | 0.04% | +53.9% | Q3 2025 |
| AL | $3.85M | 0.36% | 0.05% | New | Q4 2025 |
| RNAM | $3.25M | 0.31% | 0.03% | New | Q4 2025 |
| CFLT | $3.02M | 0.29% | 0.09% | New | Q4 2025 |
 TXNM | $2.65M | 0.25% | 0.04% | -55.3% | Q4 2022 |
 KVUE | $1.73M | 0.16% | 0.01% | New | Q4 2025 |
| FOLD | $1.42M | 0.13% | 0.03% | New | Q4 2025 |
 CORZ | $473K | 0.04% | 0.01% | New | Q4 2025 |
 PAYO | $377K | 0.04% | 0.02% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| HOUS | $103M | 12.56% | 8.65% | Not reported | Q1 2022 |
| MITT | $16.8M | 2.05% | 7.30% | +703.4% | Q3 2021 |
| VRNA | $15.5M | 1.89% | 0.02% | New | Q3 2025 |
| NGL | $15M | 1.84% | 1.96% | +291.7% | Q2 2025 |
| NVRI | $15M | 1.83% | Not reported | -4.4% | Q2 2025 |
| BRKRP | $13.6M | 1.66% | Not reported | New | Q3 2025 |
 DKS | $8.64M | 1.06% | 0.04% | New | Q3 2025 |
| SPR | $7.72M | 0.94% | 0.17% | +14.3% | Q3 2024 |
| TXNM | $5.69M | 0.70% | 0.09% | Not reported | Q4 2022 |
| FYBR | $5.29M | 0.65% | Not reported | -38.4% | Q1 2025 |
| IPG | $2.74M | 0.33% | 0.03% | -21.6% | Q2 2025 |
| GTLS | $2.6M | 0.32% | 0.03% | New | Q3 2025 |
| NSC | $1.46M | 0.18% | 0.00% | New | Q3 2025 |
| INFA | $1.45M | 0.18% | 0.06% | New | Q3 2025 |
| TGNA | $1.32M | 0.16% | Not reported | Not reported | Q4 2022 |
| PAYO | $406K | 0.05% | 0.02% | Not reported | Q3 2021 |
 WW | $338K | 0.04% | 0.12% | New | Q3 2025 |
| SRDX | $210K | 0.03% | 0.05% | -82.4% | Q2 2024 |
| Q2 2025 | |||||
| HOUS | $35.1M | 4.67% | 8.65% | Not reported | Q1 2022 |
| NVRI | $10.7M | 1.42% | Not reported | New | Q2 2025 |
| SKX | $10.1M | 1.34% | Not reported | New | Q2 2025 |
| HES | $9.7M | 1.29% | Not reported | Not reported | Q2 2013 |
| FYBR | $8.37M | 1.11% | Not reported | -16.4% | Q1 2025 |
| SPR | $6.68M | 0.89% | 0.15% | Not reported | Q3 2024 |
| EVRI | $4.56M | 0.61% | Not reported | -50.8% | Q4 2024 |
| ANSS | $4.39M | 0.58% | 0.01% | New | Q2 2025 |
| SPTN | $3.97M | 0.53% | 0.44% | New | Q2 2025 |
| TGI | $3.18M | 0.42% | 0.16% | -53.5% | Q1 2025 |
| IPG | $3.06M | 0.41% | 0.03% | New | Q2 2025 |
| NGL | $2.73M | 0.36% | 0.48% | New | Q2 2025 |
| MITT | $2.18M | 0.29% | 0.97% | Not reported | Q3 2021 |
| AGS | $1.98M | 0.26% | 0.38% | -24.4% | Q1 2025 |
| SRDX | $1.19M | 0.16% | 0.28% | Not reported | Q2 2024 |
| NETD | $1.11M | 0.15% | Not reported | Not reported | Q3 2024 |
| HYAC | $555K | 0.07% | Not reported | Not reported | Q4 2017 |
| PAYO | $460K | 0.06% | 0.02% | Not reported | Q3 2021 |
| Q1 2025 | |||||
| HOUS | $32.3M | 5.60% | 8.67% | Not reported | Q1 2022 |
| HES | $11.2M | 1.94% | Not reported | -12.5% | Q2 2013 |
| FYBR | $9.86M | 1.71% | Not reported | New | Q1 2025 |
| EVRI | $8.89M | 1.54% | Not reported | +85.7% | Q4 2024 |
| TGI | $6.72M | 1.17% | 0.34% | New | Q1 2025 |
| BECN | $6.18M | 1.07% | 0.08% | New | Q1 2025 |
| HEES | $4.44M | 0.77% | 0.13% | New | Q1 2025 |
| AGS | $2.54M | 0.44% | 0.51% | New | Q1 2025 |
| AMED | $2.32M | 0.40% | 0.08% | Not reported | Q4 2023 |
| MITT | $2.1M | 0.37% | 0.97% | Not reported | Q3 2021 |
 MCHPP | $2M | 0.35% | Not reported | New | Q1 2025 |
| SRDX | $1.22M | 0.21% | 0.28% | +60.0% | Q2 2024 |
 AACT | $1.12M | 0.19% | Not reported | Not reported | Q3 2024 |
| NETD | $1.1M | 0.19% | Not reported | Not reported | Q3 2024 |
| PAYO | $491K | 0.09% | 0.02% | Not reported | Q3 2021 |
 AMODW | $35.6K | 0.01% | Not reported | New | Q1 2025 |
 FBYDW | $25K | 0.00% | Not reported | New | Q1 2025 |
 MDAIW | $19.3K | 0.00% | Not reported | New | Q1 2025 |
 CNCKW | $16.8K | 0.00% | Not reported | New | Q1 2025 |
| KDKRW | $14.5K | 0.00% | Not reported | New | Q1 2025 |
 SPWRW | $5K | 0.00% | Not reported | Not reported | Q3 2021 |
 BDMDW | $3.76K | 0.00% | Not reported | New | Q1 2025 |
 LOTWW | $3.06K | 0.00% | Not reported | New | Q1 2025 |
 RDZNW | $1.4K | 0.00% | Not reported | New | Q1 2025 |
 XBPEW | $1.17K | 0.00% | Not reported | New | Q1 2025 |
 LANWF | $396 | 0.00% | Not reported | Not reported | Q4 2022 |
 PIIIW | $200 | 0.00% | Not reported | Not reported | Q4 2021 |