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BRC Group Holdings, Inc. is providing updated information about its indirect economic interest in Space Exploration Technologies Corp. (“SpaceX”) through carried interests in special purpose vehicles formed for client investments. Between 2018 and 2021, clients invested approximately $233 million into these SPVs.
The company explains that its subsidiaries earn a share of returns on a portion of these investments and that the value of this carried interest depends on SpaceX’s trading price. At a SpaceX share price reference of $160.95, each $5.00 move in the stock is estimated to change BRC’s net carried interest by about $2.3 million.
All amounts are preliminary, unaudited management estimates and are subject to IPO lock-up restrictions that expire in stages through the rest of the calendar year. The company cautions that SpaceX’s stock could be volatile and that actual value or net proceeds from this carried interest may ultimately be materially lower or may not be realized.
BRC Group Holdings, Inc. is providing updated information about its indirect economic interest in Space Exploration Technologies Corp. (“SpaceX”) through carried interests in special purpose vehicles formed for client investments. Between 2018 and 2021, clients invested approximately $233 million into these SPVs.
The company explains that its subsidiaries earn a share of returns on a portion of these investments and that the value of this carried interest depends on SpaceX’s trading price. At a SpaceX share price reference of $160.95, each $5.00 move in the stock is estimated to change BRC’s net carried interest by about $2.3 million.
All amounts are preliminary, unaudited management estimates and are subject to IPO lock-up restrictions that expire in stages through the rest of the calendar year. The company cautions that SpaceX’s stock could be volatile and that actual value or net proceeds from this carried interest may ultimately be materially lower or may not be realized.
BRC Group Holdings, Inc. reported unregistered exchanges of senior notes for common stock under Section 3(a)(9) of the Securities Act. On May 14, 2026, it agreed to issue 1,129,918 shares of common stock to DBA Trading, LLC in exchange for several series of its Senior Notes.
On June 4, 2026, the company issued an additional 930,765 shares of common stock to the same institutional accredited investor in a similar exchange for various Senior Notes. In total, 780,070 units of exchanged Senior Notes were cancelled, and the company received no cash proceeds. As of June 4, 2026, common shares outstanding were 40,194,696.
BRC Group Holdings, Inc. reported unregistered exchanges of senior notes for common stock under Section 3(a)(9) of the Securities Act. On May 14, 2026, it agreed to issue 1,129,918 shares of common stock to DBA Trading, LLC in exchange for several series of its Senior Notes.
On June 4, 2026, the company issued an additional 930,765 shares of common stock to the same institutional accredited investor in a similar exchange for various Senior Notes. In total, 780,070 units of exchanged Senior Notes were cancelled, and the company received no cash proceeds. As of June 4, 2026, common shares outstanding were 40,194,696.
BRC Group Holdings, Inc. reported the final results of stockholder voting from its 2026 annual meeting held on May 19, 2026. Seven director nominees, including Bryant R. Riley and Thomas J. Kelleher, each received over 11.4 million votes in favor, with significantly fewer votes against.
Stockholders also voted on two additional proposals, with one receiving about 21.7 million votes for and another receiving about 10.7 million votes for, alongside reported abstentions and broker non-votes. The company also listed its common stock, preferred share depositary shares, and several series of senior notes as securities registered on the Nasdaq Global Market.
BRC Group Holdings, Inc. reported the final results of stockholder voting from its 2026 annual meeting held on May 19, 2026. Seven director nominees, including Bryant R. Riley and Thomas J. Kelleher, each received over 11.4 million votes in favor, with significantly fewer votes against.
Stockholders also voted on two additional proposals, with one receiving about 21.7 million votes for and another receiving about 10.7 million votes for, alongside reported abstentions and broker non-votes. The company also listed its common stock, preferred share depositary shares, and several series of senior notes as securities registered on the Nasdaq Global Market.
BRC Group Holdings, Inc. files an amendment to a Schedule 13G/A reporting warrants to purchase common stock held by several Oaktree-related entities. The Reporting Persons collectively directly hold 1,832,289.96 Warrants exercisable into common stock.
The filing cites 37,130,592 shares of common stock outstanding as of May 5, 2026 and an aggregate of 38,962,881.96 shares of common stock used to calculate percent of class (which includes 1,832,289.96 shares underlying the Warrants), as reported in the issuer's 10-Q filed May 7, 2026. Individual fund holdings shown include RPVOF 89,133.58, OPIF 38,740.11, Copley 58,286.98, Opps XII 959,020.57, and OCM SSF 687,108.74 Warrants.
BRC Group Holdings, Inc. files an amendment to a Schedule 13G/A reporting warrants to purchase common stock held by several Oaktree-related entities. The Reporting Persons collectively directly hold 1,832,289.96 Warrants exercisable into common stock.
The filing cites 37,130,592 shares of common stock outstanding as of May 5, 2026 and an aggregate of 38,962,881.96 shares of common stock used to calculate percent of class (which includes 1,832,289.96 shares underlying the Warrants), as reported in the issuer's 10-Q filed May 7, 2026. Individual fund holdings shown include RPVOF 89,133.58, OPIF 38,740.11, Copley 58,286.98, Opps XII 959,020.57, and OCM SSF 687,108.74 Warrants.
BRC Group Holdings, Inc. filed a Form 13F reporting its institutional holdings. The report lists 21 holdings with an Information Table value total of $456,231,566, and the filing was signed by Bryant R. Riley on 05-15-2026.
The filing is a standard quarterly holdings disclosure by an institutional investment manager and lists the total market value and number of reported positions; it does not itself describe trades, performance, or strategy.
BRC Group Holdings, Inc. filed a Form 13F reporting its institutional holdings. The report lists 21 holdings with an Information Table value total of $456,231,566, and the filing was signed by Bryant R. Riley on 05-15-2026.
The filing is a standard quarterly holdings disclosure by an institutional investment manager and lists the total market value and number of reported positions; it does not itself describe trades, performance, or strategy.
BRC Group Holdings, Inc. executive Alan N. Forman, EVP, General Counsel and Secretary, reported open-market sales of a total of 100,000 shares of BRC Group common stock. The sales occurred in two transactions on May 13 and May 14.
He sold 20,555 shares at a weighted average price of $8.5805 per share and 79,445 shares at a weighted average price of $8.5634 per share, with prices in multiple lots ranging roughly between $8.40 and $9.26. After these sales, he directly holds 37,827 common shares.
BRC Group Holdings, Inc. executive Alan N. Forman, EVP, General Counsel and Secretary, reported open-market sales of a total of 100,000 shares of BRC Group common stock. The sales occurred in two transactions on May 13 and May 14.
He sold 20,555 shares at a weighted average price of $8.5805 per share and 79,445 shares at a weighted average price of $8.5634 per share, with prices in multiple lots ranging roughly between $8.40 and $9.26. After these sales, he directly holds 37,827 common shares.
BRC Group Holdings, Inc. affiliate filed an amended Form 144/A reporting proposed sales of Common Stock by an affiliate. The filing lists multiple previously vested restricted stock unit grants with discrete grant/vesting dates and share counts (examples include 27,231 shares vested 12/15/2020 and 21,532 shares vested 02/08/2023). The cover data shows 100,000 and 905,000.00 (currency) and an NASDAQ listing entry with an 05/13/2026 reference. The filing identifies Alan N. Forman as a selling affiliate and reports sales during the past three months of 3,741 shares for $27,047.43.
BRC Group Holdings, Inc. affiliate filed an amended Form 144/A reporting proposed sales of Common Stock by an affiliate. The filing lists multiple previously vested restricted stock unit grants with discrete grant/vesting dates and share counts (examples include 27,231 shares vested 12/15/2020 and 21,532 shares vested 02/08/2023). The cover data shows 100,000 and 905,000.00 (currency) and an NASDAQ listing entry with an 05/13/2026 reference. The filing identifies Alan N. Forman as a selling affiliate and reports sales during the past three months of 3,741 shares for $27,047.43.
BRC Group Holdings Inc. submitted a notice of proposed sale of 100,000 shares of Common Stock via NewEdge Securities LLC.
Aggregate offering consideration is listed as $905,000.00. Shares outstanding were 37,130,592 as of 05/13/2026 (contextual baseline).
BRC Group Holdings Inc. submitted a notice of proposed sale of 100,000 shares of Common Stock via NewEdge Securities LLC.
Aggregate offering consideration is listed as $905,000.00. Shares outstanding were 37,130,592 as of 05/13/2026 (contextual baseline).
BRC Group Holdings, Inc. reported net income of $222.2 million for the quarter ended March 31, 2026, compared with a net loss of $16.6 million a year earlier. Revenue rose to $352.1 million from $186.1 million, helped by $145.1 million of net trading gains and $105.1 million of realized and unrealized investment gains. Operating expenses fell to $199.1 million from $247.5 million, turning operating income to $152.9 million from a loss. The company used gains and cash to reduce senior notes payable, net, to $1.17 billion from $1.30 billion and fully redeemed $96.0 million of 5.50% senior notes due 2026. It also exchanged $36.1 million of various senior notes for 4.55 million common shares, which, along with earnings, moved total equity from a deficit of $120.3 million at December 31, 2025 to positive equity of $136.3 million at March 31, 2026.
BRC Group Holdings, Inc. reported net income of $222.2 million for the quarter ended March 31, 2026, compared with a net loss of $16.6 million a year earlier. Revenue rose to $352.1 million from $186.1 million, helped by $145.1 million of net trading gains and $105.1 million of realized and unrealized investment gains. Operating expenses fell to $199.1 million from $247.5 million, turning operating income to $152.9 million from a loss. The company used gains and cash to reduce senior notes payable, net, to $1.17 billion from $1.30 billion and fully redeemed $96.0 million of 5.50% senior notes due 2026. It also exchanged $36.1 million of various senior notes for 4.55 million common shares, which, along with earnings, moved total equity from a deficit of $120.3 million at December 31, 2025 to positive equity of $136.3 million at March 31, 2026.
BRC Group Holdings, Inc. reported a sharp turnaround in first quarter 2026, with net income available to common shareholders of $211.3 million and total revenues of $352.1 million, compared with a loss and $186.1 million of revenues a year earlier. Basic EPS rose to $6.62 from $(0.39), reflecting strong trading gains and lower operating expenses.
Adjusted EBITDA reached $262.2 million and Operating Adjusted EBITDA was $34.6 million, both improving from losses in 2025. The company reduced total debt to $1.30 billion and Net Debt to $372.4 million, while securities and other investments owned increased to $639.7 million.
Capital Markets segment revenues jumped to $172.1 million with segment income of $137.2 million, and Wealth Management generated $52.2 million of revenue and $16.0 million of income, with $11.9 billion of client assets under management. BRC plans to repurchase minority shares of B. Riley Securities and merge it with B. Riley Wealth, targeting completion by year-end.
BRC Group Holdings, Inc. reported a sharp turnaround in first quarter 2026, with net income available to common shareholders of $211.3 million and total revenues of $352.1 million, compared with a loss and $186.1 million of revenues a year earlier. Basic EPS rose to $6.62 from $(0.39), reflecting strong trading gains and lower operating expenses.
Adjusted EBITDA reached $262.2 million and Operating Adjusted EBITDA was $34.6 million, both improving from losses in 2025. The company reduced total debt to $1.30 billion and Net Debt to $372.4 million, while securities and other investments owned increased to $639.7 million.
Capital Markets segment revenues jumped to $172.1 million with segment income of $137.2 million, and Wealth Management generated $52.2 million of revenue and $16.0 million of income, with $11.9 billion of client assets under management. BRC plans to repurchase minority shares of B. Riley Securities and merge it with B. Riley Wealth, targeting completion by year-end.