Cruiser Capital Advisors, LLC

Hedge Fund • Long/Short

Cruiser Capital Advisors, LLC is a Long/Short Hedge Fund based in Stamford, CT led by Keith Michael Rosenbloom, reporting $106.7M in AUM as of Q3 2025 with 55% Industrials concentration, 80% concentrated in top 10 holdings, and 33% allocation to FTAI.

Managing PartnerKeith Michael Rosenbloom

Portfolio Value: $93.0M
Positions: 50
Top Holding: FTAI at 33.49%
Last Reported: Q3 2025

Address243 Tresser Blvd, 17th Floor, Stamford, CT, 06901, United States

Top Holdings

Largest long holdings in Cruiser Capital Advisors, LLC's portfolio (79.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 FTAI Aviation Ltd. FTAI	Rental & Leasing Services Industrials	$31.2M	33.49%	-$450.5K Sold	0.18% 186.7K shares	Q4 2017 Held for 7y 11m
2 APi Group APG	Engineering & Construction Industrials	$8.6M	9.26%	-$17.2 Sold	0.06% 250.7K shares	Q2 2020 Held for 5y 5m
3 CRH CRH	Construction Materials Basic Materials	$7.5M	8.09%	-$1.2M Sold	0.01% 62.8K shares	Q4 2023 Held for 1y 11m
4 GFL Environmental Inc. GFL	Waste Management Industrials	$5.6M	6.00%	+$183.2K Bought	0.03% 117.8K shares	Q2 2020 Held for 5y 5m
5 Kingstone Companies KINS	Insurance - Property & Casualty Financial Services	$5.1M	5.44%	+$1.6M Bought	2.43% 344.0K shares	Q3 2024 Held for 1y 2m
6 Nebius Group N.V. NBIS	Unknown Unknown	$4.7M	5.06%	—	0.02% 41.9K shares	Q1 2025 Held for 8 months
7 American Vanguard AVD	Agricultural Inputs Basic Materials	$4.4M	4.76%	—	2.78% 789.3K shares	Q3 2021 Held for 4y 2m
8 TIC Solutions TIC	Unknown Unknown	$2.8M	2.97%	+$2.8M New	0.10% 207.6K shares	Q3 2025 Held for 2 months
9 FTAI Infrastructure Inc. FIP	Conglomerates Industrials	$2.3M	2.47%	+$199.0K Bought	0.46% 527.6K shares	Q3 2022 Held for 3y 2m
10 Orion Group Holdings ORN	Engineering & Construction Industrials	$2.0M	2.18%	+$84.0K Bought	0.61% 244.1K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cruiser Capital Advisors, LLC's latest filing

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Market Value

$93.0M

Prior: $78.2M

Q/Q Change

+18.95%

+$14.8M

Net Flows % of MV

-0.815%

Turnover Ratio

11.44%

New Purchases

9 stocks

$6.5M

Added To

7 stocks

+$3.2M

Sold Out Of

5 stocks

$8.6M

Reduced Holdings

5 stocks

-$1.9M

Increased Positions

Position	Shares Δ	Change
1 TIC Solutions TIC	New	0 → 207.6K +$2.8M
2 Ambac Financial Group AMBC	New	0 → 111.8K +$932.4K
3 UnitedHealth Group UNH	New	0 → 2.0K +$690.6K
4 Duos Technologies Group, Inc. DUOT	New	0 → 72.3K +$531.8K
5 Comstock Inc. LODE	New	0 → 155.0K +$530.1K

Decreased Positions

Position	Shares Δ	Change
1 NV5 Global, Inc. NVEE	Sold	203.2K → 0 −$4.7M
2 Amrize Ltd AMRZ	Sold	27.0K → 0 −$1.3M
3 SPDR S&P 500 ETF Trust SPY	Sold	2.0K → 0 −$1.2M
4 Core Scientific, Inc. CORZ	Sold	61.9K → 0 −$1.1M
5 SOC.WS Sable Offshore Corp. SOC.WS	Sold	11.4K → 0 −$249.8K

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Analytics

Portfolio insights and performance metrics for Cruiser Capital Advisors, LLC

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Sector Allocation

Industrials

54.90%

Basic Materials

15.90%

Financial Services

11.70%

Communication Services

2.00%

Technology

1.70%

Real Estate

1.60%

ETF

1.40%

Consumer Cyclical

1.30%

Healthcare

0.90%

Consumer Defensive

0.30%

Market Cap Distribution

Mega Cap (> $200B)

0.74%

Large Cap ($10B - $200B)

64.42%

Mid Cap ($2B - $10B)

7.00%

Small Cap ($300M - $2B)

12.02%

Micro Cap ($50M - $300M)

13.98%

Nano Cap (< $50M)

0.37%

N/A (ETF or Unknown)

1.47%

Portfolio Concentration

Top 10 Holdings %

79.71%

Top 20 Holdings %

91.98%

Top 50 Holdings %

100.0%

Top 100 Holdings %