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David K. Sherman

Crossingbridge Advisors, Llc

Assets Managed
$552.746M
Holdings
156
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
55.5%(2Q avg: 68.69%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Crossingbridge Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Crossingbridge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 552.746M in assets, with a quarterly growth rate of 55.5% and a 2-quarter average growth rate of 68.69%. The portfolio is managed by David K. Sherman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-1⤦
Ziff Davis Inc
Recent Activity
Increased 449.64%
5.87%
$32.401M
32.978M shares@ $0.99 avg price
MPKOF
Mercer Park Opportunities Co
Recent Activity
New Position
4.04%
$22.279M
2.092M shares@ $10.65 avg price
ur-4⤦
Braemar Hotels & Resorts Inc
Recent Activity
Increased 18.75%
3.4%
$18.786M
19M shares@ $0.99 avg price
ANSC
Agriculture & Natural Soluti
Recent Activity
Increased 345.74%
3.29%
$18.178M
1.612M shares@ $11.28 avg price
WENN
Wen Acquisition Corp-a
Recent Activity
New Position
2.72%
$15.023M
1.476M shares@ $10.19 avg price
MBAV
M3-brigade Acquisition V-a
Recent Activity
New Position
2.71%
$14.933M
1.39M shares@ $10.74 avg price
CCIX
Churchill Capital Corp Ix
Recent Activity
Increased 201.06%
2.62%
$14.439M
1.352M shares@ $10.68 avg price
IPCX
Inflection Point Acquisiti-a
Recent Activity
Increased 90.28%
2.33%
$12.858M
1.236M shares@ $10.4 avg price
SOUL
Soulpower Acquisition Co-a
Recent Activity
Increased 73.63%
2.29%
$12.604M
1.23M shares@ $10.26 avg price
LOKV
Live Oak Acquisition Corp-a
Recent Activity
Increased 44.25%
2.16%
$11.898M
1.144M shares@ $10.41 avg price

1-10 of 156