SEC 13F Intelligence

Managers / Q3 2022 · view latest →

EQUITEC PROPRIETARY MARKETS, LLC

CIK 0001143261 · 111 W. JACKSON, 20TH FL.OOR, CHICAGO, IL, 60604 · 312 692-5009

Reported Value
$380M
Q3 2022
Positions
292
Filings on Record
25
2019–present window
Filed
Oct 11, 2022
original filing

Summary

Equitec Proprietary Markets, LLC reported $380M in U.S.-listed holdings across 292 positions for Q3 2022.

Its largest position, RILY, represents 14.9% of the portfolio.

Compared with Q2 2022, the fund opened 50 new positions and exited 66.

Portfolio Metrics

Turnover
+26.6%
vs prior filed quarter
Top-10 Concentration
+43.6%
share of reported value
Largest Position
+14.9%
B Riley Financial
New / Exited
50 / 66
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $257MQ4 ’18Q3 ’20: $131MQ4 ’20: $384MQ1 ’21: $318MQ1 ’21Q2 ’21: $334MQ3 ’21: $540MQ4 ’21: $739MQ4 ’21Q1 ’22: $457MQ2 ’22: $353MQ3 ’22: $380MQ3 ’22Q4 ’22: $315MQ1 ’23: $212MQ2 ’23: $331MQ2 ’23Q3 ’23: $405MQ4 ’23: $135MQ1 ’24: $164MQ1 ’24Q2 ’24: $79MQ3 ’24: $117MQ4 ’24: $102MQ4 ’24Q1 ’25: $141MQ2 ’25: $106MQ3 ’25: $440MQ3 ’25Q4 ’25: $174MQ1 ’26: $187Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 61.7%Other: 24.8%ETP: 7.4%REIT: 2.8%Equity WRT: 1.9%Other: 1.3%
  • Common Stock · 61.7% · $234M
  • Other · 24.8% · $94M
  • ETP · 7.4% · $28M
  • REIT · 2.8% · $11M
  • Equity WRT · 1.9% · $7M
  • Other · 1.3% · $5M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BIOHAVEN PHARMACTL HLDG CO LNEW+298.1K298.1K+$45M$45M
SPDR S&P 500 ETF TRNEW+76.3K76.3K+$27M$27M
GBTUSDGLOBAL BLOOD THERAPEUTICS INNEW+83.7K83.7K+$6M$6M
1LIFE HEALTHCARE INCNEW+95.2K95.2K+$2M$2M
TRQCADTURQUOISE HILL RES LTDNEW+52.4K52.4K+$2M$2M
RFPUSDRESOLUTE FST PRODS INCNEW+37.9K37.9K+$758,000$758,000
COHRCOHERENT CORPNEW+18.2K18.2K+$635,000$635,000
FORMA THERAPEUTICS HLDGS INCNEW+21.7K21.7K+$434,000$434,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

27 positions
#IssuerClass% PortfolioValueShares
1RILYB. RILEY FINANCIAL INChistory →COM14.91%$57M1.27M
2SPDR S&P 500 ETF TRTR UNIT7.18%$27M76.3K
3FRANCHISE GROUP INCCOM5.72%$22M894.0K
4BIOHAVEN PHARMACTL HLDG CO LCOM3.76%$14M94.3K
5ATVIEURACTIVISION BLIZZARD INChistory →COM2.67%$10M136.2K
6CANADIAN PAC RY LTDCOM2.20%$8M125.0K
7ORION ENGINEERED CARBONS S ACOM1.93%$7M548.5K
8GINKGO BIOWORKS HOLDINGS INCCL A SHS1.88%$7M2.29M
9OCCIDENTAL PETE CORP*W EXP 08/03/2021.84%$7M176.3K
10CTXSEURCITRIX SYS INChistory →COM1.49%$6M54.3K
11AFRICAN GOLD ACQUISITION CORSHS CL A1.44%$5M550.7K
12RG6ROGERS CORPhistory →COM1.43%$5M22.4K
13ARENTHE ARENA GROUP HOLDINGS INChistory →COM1.17%$4M337.5K
14CHNGUSDCHANGE HEALTHCARE INCCOM0.91%$3M125.8K
15PARABELLUM ACQUISITION CORPCOM CL A0.77%$3M294.3K
16ANGEL OAK FINL STRATEGIES INCOM BEN INT0.74%$3M210.8K
17BLUEROCK RESIDENTIAL GWT REICOM CL A0.73%$3M103.3K
18G3VGREEN PLAINS INCCOM0.61%$2M80.2K
19APLDAPPLIED BLOCKCHAIN INCCOM NEW0.60%$2M1.33M
20AMDADVANCED MICRO DEVICES INCCOM0.57%$2M33.9K
21MGNIMAGNITE INCCOM0.54%$2M313.0K
22AOMRANGEL OAK MTG INCCOM0.47%$2M149.3K
23BWBABCOCK & WILCOX ENTERPRISESCOM0.41%$2M242.6K
24UISUNISYS CORPCOM NEW0.38%$1M188.7K
25FT2FIRST HORIZON CORPORATIONCOM0.35%$1M58.3K
26SAVEEURSPIRIT AIRLS INCCOM0.35%$1M70.5K
27DDIDOUBLEDOWN INTERACTIVE CO LTADS0.32%$1M131.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$187M81May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$174M84Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$440M77Nov 26, 202513F-HRchanges · EDGAR ↗
Q2 2025$106M65Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$141M66May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$102M72Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$117M73Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$79M80Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$164M90Apr 26, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$135M109Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$405M132Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$331M106Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$212M162Apr 28, 202313F-HRchanges · EDGAR ↗
Q4 2022$315M213Jan 31, 202313F-HRchanges · EDGAR ↗
Q3 2022$380M292Oct 11, 202213F-HRchanges · EDGAR ↗
Q2 2022$353M300Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$457M265Apr 22, 202213F-HRchanges · EDGAR ↗
Q4 2021$739M441Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$540M274Oct 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$334M304Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$318M321Apr 19, 202113F-HRchanges · EDGAR ↗
Q4 2020$384M128Jan 26, 202113F-HRchanges · EDGAR ↗
Q3 2020$131M99Oct 13, 202013F-HRchanges · EDGAR ↗
Q4 2018$257M58Jan 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.