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RILY
NASDAQ Finance

BRC Group Holdings Discloses $456M Investment Portfolio, Exceeding Its Market Cap

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Healthcare
Sentiment info
Positive
Importance info
8
Price
$9.1
Mkt Cap
$334.547M
52W Low
$2.785
52W High
$10.97
52W Position info
227% above low
Off High info
17% below high
Rel. Volume info
0.9× avg
Market data snapshot near publication time

RILY has more than doubled off its 52-week low of $2.785.

Summary

BRC Group Holdings reported an investment portfolio valued at $456.2 million as of March 31, 2026, a figure that exceeds its current market capitalization, potentially indicating undervaluation of the company's assets.


Key Events · Ownership and Investor Activity · RILY

  • Substantial Investment Portfolio Disclosed

    BRC Group Holdings reported total investment holdings of $456.2 million as of March 31, 2026.

  • Portfolio Value Exceeds Market Capitalization

    The disclosed investment portfolio value is approximately 136% of the company's current market capitalization, suggesting potential undervaluation of its assets.

  • Concentrated Holdings

    The portfolio is heavily concentrated, with Babcock & Wilcox Enterprises, Inc. representing the largest position at $403.1 million.


Analysis · RILY · Finance

This 13F-HR filing reveals BRC Group Holdings' investment portfolio as of March 31, 2026, totaling $456.2 million. This amount significantly surpasses the company's current market capitalization, suggesting that the market may be undervaluing the company's underlying assets. The portfolio is heavily concentrated, with a substantial position in Babcock & Wilcox Enterprises, Inc.

How filings like this one have moved

In the 30 days to Sep 14, 2026, 35.8% of the 1045 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.43%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, RILY was trading at $9.10 on NASDAQ in the Finance sector, with a market capitalization of approximately $334.5M. The 52-week trading range was $2.79 to $10.97. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.

View Main SEC Filing

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RILY - Latest Insights

RILY
Aug 28, 2026, 5:20 PM EDT
Filing Type: SCHEDULE 13D
Importance Score:
7
Price at Filing: $7.05
Real-time Price: $6.27 info
Change: -$0.780 (-11%) info
Market Cap: $252.052M info
RILY
Aug 13, 2026, 4:30 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $7.54
Real-time Price: $6.27 info
Change: -$1.27 (-17%) info
Market Cap: $252.052M info
RILY
Aug 06, 2026, 4:06 PM EDT
Filing Type: 10-Q
Importance Score:
8
Price at Filing: $7.60
Real-time Price: $6.27 info
Change: -$1.33 (-18%) info
Market Cap: $252.052M info
RILY
Jul 02, 2026, 4:43 PM EDT
Source: Wiseek News
Importance Score:
7
Price at Filing: $8.00
Real-time Price: $6.27 info
Change: -$1.73 (-22%) info
Market Cap: $252.052M info
RILY
Jul 02, 2026, 4:30 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $8.00
Real-time Price: $6.27 info
Change: -$1.73 (-22%) info
Market Cap: $252.052M info