SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Atlas Merchant Capital LLC

CIK 0001945789 · 477 MADISON AVENUE, 22ND FLOOR, NEW YORK, NY, 10022 · (212) 883-4310

Reported Value
Under review
reported total failed a data-quality check
Positions
2
Filings on Record
15
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Compared with Q3 2025, the fund opened 1 new position and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $622MQ4 ’22Q1 ’23: $664MQ2 ’23: $549MQ2 ’23Q3 ’23: $489MQ4 ’23: $367MQ4 ’23Q1 ’24: $285MQ2 ’24: $272MQ2 ’24Q3 ’24: $106MQ4 ’24: $113MQ4 ’24Q1 ’25: $40MQ2 ’25: $9MQ2 ’25Q3 ’25: $226MQ1 ’26: $789,360Q1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 73.8%Other: 26.2%
  • Common Stock · 73.8% · $40,600
  • Other · 26.2% · $14,383

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BNAIBRAND ENGAGEMENT NETWORK INCNEW+17.5K17.5K+$40,600$40,600
CRCLCIRCLE INTERNET GROUPSOLD OUT1.69M0$224M$0
WEBULL CORPSOLD OUT87.0K0$1M$0
COCHENVOY MEDICAL INCSOLD OUT555.5K0$430,922$0
LOGISTIC PROPERTIES OF THE ASOLD OUT49.0K0$228,233$0
BRAND ENGAGEMENT NETWORK INCSOLD OUT175.0K0$51,450$0
ABPRO HLDGS INCSOLD OUT87.5K0$19,618$0
CID HOLDCO INCTRIMMED108.0K32.0K$341,217$14,383

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

Holdings — Q4 2025

2 positions
#IssuerClass% PortfolioValueShares
1BNAIBRAND ENGAGEMENT NETWORK INChistory →COM73.84%$40,60017.5K
2CID HOLDCO INCCOM26.16%$14,38332.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$789,3601May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025Under review2Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$226M7Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$9M10Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$40M19May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$113M29Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$106M48Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$272M58Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$285M72May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$367M83Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$489M104Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$549M122Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$664M144May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$622M184Feb 14, 202313F-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 ↗.