Filer Snapshot

272 Capital LP

CIK 0001841077. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

23

Latest filing

17 Feb 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

APLD

$40M reported value

Open holding

13D/G large stake

CDZI

31 Dec 2024 · 1.4% ownership

Open 13D/G

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Source: SEC Form 13F

13F-HR filed on 17 Feb 2026 for CIK 0001841077.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$40M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$9.58M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$40M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$9.58M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
APLD

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

CAMP

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

APLD

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

SQNS

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

CDZI
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
3811 Turtle Creek Blvd, Suite 2100, Dallas, TX, 75219
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
B. Riley Asset Management, LLC (to 15 Feb 2024)

Filer intelligence

What SEC filings say about 272 Capital LP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $40M across 1 reported holdings for Q4 2025.
  • Largest parsed 13F holding: APLD at $40M.
  • 2 recent 13D/G stake rows found; top row is CDZI at 1.4% ownership.
  • Forms 3/4/5 show insider context for CAMP worth $9.58M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2025 - 17 Feb 2026

Top 5 concentration

100%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$40M

Compared with $40M total 13F value.

Top 5 net change

-$1.87M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest trim: SQNS

APLD BITF MSAIW RSVRW SQNS

APLD

100%

Applied Digital Corp

$40M

BITF

0%

Bitfarms Ltd

$0

MSAIW

0%

Multisensor Ai Holdings Inc

$0

RSVRW

0%

Reservoir Media Inc

$0

SQNS

0%

Sequans Communications S A

$0

13D/G large-stake context

CDZI

31 Dec 2024 · Common Stock, par value $0.01 per share

1.4%

SQNS

17 Jun 2024 · Ordinary Shares, nominal value euro 0.01 per share

2.8%

Forms 3/4/5 insider context

CAMP

13 Jul 2022

$9.58M

Latest update

What changed recently for 272 Capital LP

New filing available

Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

17 Feb 2026

Page type

Filer profile

Latest period

Q4 2025

Institutional portfolio context was refreshed from a 13F filing filed on 17 Feb 2026.

Benchmark Context

Benchmark context for this company

272 Capital LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001841077 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
23
First seen
09 Feb 2022
Latest filing
17 Feb 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 4 SCHEDULE 13D/A SCHEDULE 13G/A

Latest Filings

Showing the latest 12 of 23 SEC filings for 272 Capital LP.

13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
11 Jul 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
05 Dec 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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