Yakira Capital Management, Inc. CLM CORNERSTONE STRATEGIC VALUE

Ownership history in Yakira Capital Management, Inc.  ·  41 quarters on record

AI Ownership Summary

Yakira Capital Management, Inc. reported CORNERSTONE STRATEGIC VALUE (CLM) in 41 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.3% in 2025 Q2. The latest visible filing shows CLM at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yakira Capital Management, Inc.'s position in CORNERSTONE STRATEGIC VALUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLM was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.3% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Yakira Capital Management, Inc. held CLM — position size vs. price
% of Fund (quarterly)    CLM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 306,712 -180,495 -37.0% 0.65% $2.2M 2026-05-14 $7.70
2025 Q4 REDUCED 52.3% -8.8% 487,207 -534,446 -52.3% 1.37% $4.1M 2026-02-13 $7.55
2025 Q3 REDUCED 14.7% +5.3% 1,021,653 -176,116 -14.7% 2.96% $8.5M 2025-11-13 $7.44
2025 Q2 ADDED 1,197,769 +535,009 +80.7% 3.30% $9.7M 2025-08-13 $7.04
2025 Q1 ADDED 662,760 +628,587 +1839.4% 1.87% $4.92B 2025-05-14 $6.02
2024 Q4 REDUCED 91.6% -9.7% 34,173 -373,147 -91.6% 0.11% $293.5M 2025-02-13 $7.00
2024 Q3 ADDED 407,320 +19,103 +4.9% 1.12% $3.13B 2024-11-13 $6.62
2024 Q2 REDUCED 10.8% +4.1% 388,217 -46,893 -10.8% 1.09% $2.99B 2024-08-13 $5.36
2024 Q1 ADDED 435,110 +253,626 +139.8% 0.99% $3.27B 2024-05-14 $5.17
2023 Q4 ADDED 181,484 +140,686 +344.8% 0.43% $1.30B 2024-02-13 $4.69
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Yakira Capital Management, Inc. and CLM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yakira Capital Management, Inc. reported owning CLM?

Yakira Capital Management, Inc. reported CLM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CLM position in Yakira Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for CLM was 3.30% in 2025 Q2.

What is the latest reported CLM position on this page?

The most recent filing on this page is 2026 Q1, when Yakira Capital Management, Inc. reported 306,712 shares, equal to 0.65% of portfolio, with an estimated market value of $2.2M.

What does the chart on this CLM ownership page compare?

The chart compares Yakira Capital Management, Inc.'s quarterly CLM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Yakira Capital Management, Inc. time their CLM position?

Based on 13F filing dates vs. subsequent CLM price moves, Yakira Capital Management, Inc. correctly timed 17 out of 40 reported position changes (42%). The annualised alpha on CLM relative to SPY over the holding period was -1.6%.

← Back to Yakira Capital Management, Inc. Holdings