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BRC Group Holdings, Inc. filed a quarterly report as an institutional investment manager, disclosing that it is submitting a Form 13F holdings report covering all of its reportable positions. The report is signed by Co-Chief Executive Officer Bryant R. Riley.
The filing lists 37 reportable positions in the Form 13F information table, with an aggregate reported value of $433,573,984 (rounded to the nearest dollar). No other investment managers are included in this report, indicating BRC Group Holdings, Inc. is reporting solely on its own behalf.
BRC Group Holdings, Inc. entered into Amendment No. 5 to its Credit Agreement with Oaktree Fund Administration, LLC and other lenders through subsidiary BR Financial Holdings, LLC. The amendment updates the borrowing base by removing certain assets and increasing the percentage credit for others.
It clarifies that the springing maturity of the Initial Term Loan will not be triggered by the Company’s September 2026 or December 2026 bonds. The amendment replaces the Initial Term Loan exit fee with an amendment fee of $3,1250,000, which is added to the term loan principal and payable at maturity. Additional carve-outs and baskets are added, including capacity to repurchase up to $25 million of unsecured notes, expanded flexibility for equity line and variable rate transactions by subsidiaries, and an extended investment basket through the Maturity Date.
BRC Group Holdings, Inc. reported strong profitability for the six months ended June 30, 2026, with total revenues of 591,177 (dollars in thousands) and net income of 243,756, compared with 411,365 and 124,432 a year earlier. Diluted income per common share from continuing operations was 6.47 for the six-month period and 0.45 for the quarter.
Total assets rose to 1,967,538, while stockholders’ equity improved to 142,169 from a deficit of 171,533 at December 31, 2025, aided by redeeming 95,991 of 5.50% Senior Notes due 2026 and exchanging 69,054 of senior notes for 8,358,495 common shares. Senior notes payable, net, declined to 1,129,966. Cash, cash equivalents and restricted cash were 155,642, and management states existing liquidity and credit facilities are expected to cover obligations for the next 12 months. The investment portfolio is concentrated, including a 386,996 equity stake in Babcock & Wilcox Enterprises, Inc. and sizable loans to XBP Americas, LLC and Enovum NC-1 Venture, LLC.
BRC Group Holdings, Inc. reported second quarter 2026 revenue of $239.1 million and net income available to common shareholders of $18.5 million, or $0.45 per diluted share. For the first six months, revenue rose 44% to $591.2 million and net income to $229.8 million, or $6.47 per diluted share.
Second quarter Adjusted EBITDA was $61.3 million and Operating Adjusted EBITDA $66.0 million; year‑to‑date Adjusted EBITDA reached $323.4 million and Operating Adjusted EBITDA $100.4 million. Net debt fell to $285.2 million from $627.0 million at December 31, 2025, while Total Investments increased to $804.5 million.
Capital Markets generated six‑month segment income of $150.4 million versus a loss in 2025, and Wealth Management and the Communications Business Group also improved profitability. Management updated its Operating Adjusted EBITDA definition to better separate investment results from core operating performance.
BRC Group Holdings, Inc. disclosed a change to compensation timing for its executive chairman, Bryant Riley. Under his Amended and Restated Employment Agreement, beginning in fiscal 2026, 20% of compensation is deposited into a Holdback Account, with potential release in the first quarter of fiscal 2027 at the Compensation Committee’s discretion. On June 29, 2026, the Committee approved a limited waiver to Section 3.2 of the agreement, allowing the immediate release of Holdback Account amounts attributable to the first and second quarters of 2026. The company states this waiver reflects “exemplary performance and results” for the first half of fiscal 2026. All other terms of the Employment Agreement and the Holdback Account remain in effect.
BRC Group Holdings, Inc. executive Fred Nachum Knopf, EVP, General Counsel and Secretary, has reported his initial ownership of the company’s common stock. The filing shows direct ownership of 8,829 common shares. A related award of restricted stock units covers 7,369 vested shares and 1,460 unvested shares that will vest in full on March 15, 2027, settling in common stock.
BRC Group Holdings, Inc. insider Alan N. Forman reported a routine tax-related share disposition. On the RSU vesting date, the company withheld 2,853 shares of common stock at $8.18 per share to cover income taxes tied to the accelerated vesting of Restricted Stock Units granted on March 4, 2024. After this withholding, Forman directly holds 34,974 shares of common stock.
BRC Group Holdings, Inc. Co-CEO Thomas J. Kelleher reported a bona fide gift of 3,000 shares of common stock held indirectly. The shares were given to a trust that is unaffiliated with him and the issuer, and he received no consideration for the transfer.
After the gift, an indirect account referenced in the filing holds 899,288 shares of common stock. The filing also shows 70,541 shares held directly, along with additional indirect holdings through a family trust, a self-directed IRA, and accounts over which he has dispositive power for his wife and daughters.
BRC Group Holdings, Inc. director and Co-CEO Bryant R. Riley reported an open-market sale of 195,492 shares of Common Stock at $9.00 per share. After this transaction, he holds 6,574,236 shares directly. The filing also lists additional indirect holdings through a 401(k) plan and several Uniform Transfers to Minors Act custodial accounts for his children, for which he disclaims beneficial ownership except for any pecuniary interest.
B. Riley Securities, Inc. submitted a Form 144 reporting proposed sales of Common Stock of RILY and listing specific recent transactions and settlement methods. The filing lists shares outstanding of 40,194,696 shares as of 06/16/2026 and records open‑market purchases, a follow‑on offering, and cash settlements on listed dates.