SEC 13F Intelligence

Managers / Q1 2023 · view latest →

325 CAPITAL LLC

CIK 0001873893 · 757 THIRD AVENUE, 20TH FLOOR, NEW YORK, NY, 10017 · 212-376-5325

Reported Value
$114M
Q1 2023
Positions
9
Filings on Record
18
2019–present window
Filed
May 15, 2023
original filing

Summary

325 Capital LLC reported $114M in U.S.-listed holdings across 9 positions for Q1 2023.

The portfolio is heavily concentrated: BLBD alone accounts for 21.1% of reported value.

Compared with Q4 2022, the fund opened 2 new positions and exited 0.

Portfolio Metrics

Turnover
+11.1%
vs prior filed quarter
Largest Position
+21.1%
Blue Bird

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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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 ’21: $102MQ4 ’21Q1 ’22: $132MQ2 ’22: $108MQ3 ’22: $86MQ3 ’22Q4 ’22: $92MQ1 ’23: $114MQ2 ’23: $152MQ2 ’23Q3 ’23: $121MQ4 ’23: $202MQ1 ’24: $217MQ1 ’24Q2 ’24: $238MQ3 ’24: $236MQ4 ’24: $259MQ4 ’24Q1 ’25: $241MQ2 ’25: $253MQ3 ’25: $329MQ3 ’25Q4 ’25: $285MQ1 ’26: $274Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $114M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BTMDBIOTE CORPNEW+1.97M1.97M+$12M$12M
DASEKE INCNEW+290.9K290.9K+$2M$2M
APEIAMERICAN PUB ED INCADDED+229.9K1.17M$5M$6M
BLBDBLUE BIRD CORPHELD+01.18M+$12M$24M
ATROASTRONICS CORPHELD+01.69M+$5M$23M
MPAAMOTORCAR PTS AMER INCHELD+01.03M$5M$8M
ASTHAPOLLO MED HLDGS INCHELD+0357.4K+$2M$13M
NEXTGEN HEALTHCARE INCHELD+01.14M$2M$20M

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

Holdings — Q1 2023

9 positions
#IssuerClass% PortfolioValueShares
1BLBDBLUE BIRD CORPhistory →COM21.14%$24M1.18M
2ATROASTRONICS CORPhistory →COM19.73%$23M1.69M
3NEXTGEN HEALTHCARE INCCOM17.41%$20M1.14M
4ASTHAPOLLO MED HLDGS INChistory →COM NEW11.39%$13M357.4K
5BTMDBIOTE CORPhistory →CLASS A COM10.64%$12M1.97M
6MPAAMOTORCAR PTS AMER INChistory →COM6.72%$8M1.03M
7APEIAMERICAN PUB ED INChistory →COM5.53%$6M1.17M
8TACTTRANSACT TECHNOLOGIES INChistory →COM5.47%$6M1.01M
9DASEKE INCCOM1.96%$2M290.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$274M12May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$285M13Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$329M12Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$253M11Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$241M11May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$259M12Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$236M11Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$238M13Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$217M12May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$202M13Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$121M8Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$152M9Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$114M9May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$92M7Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$86M8Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$108M10Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$132M9May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$102M9Feb 14, 202213F-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 ↗.