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Institutional

Arini Captial Management Ltd

CIK 0002056819
$633.8M
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Arini Captial Management Ltd · Q1 2026

AI · grounded in 13F

Arini Captial Management Ltd established a new position in SATS valued at $404.0M. The fund also opened new stakes in SABR for $53.1M and KD for $3.9M, while increasing its holding in CZR by 254.5%. These additions offset the closure of positions in DHC, which represented a $14.4M reduction, and CRMLW.

Portfolio · Q1 2026

SATS$404.0MCZR$102.1MSABR$53.1MAMBP$45.5MCTEVAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SATSECHOSTAR CORP$116.28-6.71%565.22%421.43%$404.0M63.75%+3,451,345NEW
2CZRCAESARS ENTERTAINMENT INC NE$29.270.26%13.49%-66.58%$102.1M16.11%+2,773,804+254.5%
3SABRSABRE CORP$1.755.12%-39.86%-85.92%$53.1M8.38%+36,608,248NEW
4AMBPARDAGH METAL PACKAGING S A$3.91-0.63%5.08%-40.71%$45.5M7.19%HELD
5CTEVCLARITEV CORPORATION$25.84-6.27%-34.68%-91.98%$25.1M3.96%+30,795+2.0%
6KDKYNDRYL HLDGS INC$11.620.00%-71.22%-26.46%$3.9M0.62%+300,000NEW
7DHCDIVERSIFIED HEALTHCARE TR$8.53-0.81%154.48%139.75%2,969,128EXITED
8CRMLWCRITICAL METALS CORP$3.90-16.13%-16.67%14,993EXITED

Source: SEC EDGAR · accession 0001172661-26-002299. 13F discloses long positions only — shorts, foreign equities, and options are excluded.