Black Diamond Capital Management I, LLLP

ST. THOMAS, VI · CIK 2084285 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2010 · other (specify)

Assets managed$10.7bn
Staff100 · 44 in investment roles
Main clients (by assets)Private funds 100%
Private funds33 (5 hedge) · $12.5bn gross assets
Websitebdcm.com
Form ADV · 2026-07-13SEC adviser record

$151.0m reported value +11.2% vs Q1 2026

8positions

100.0%in top 10

1 new 1 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CONSUMER PORTFOLIO SVCS INC COM CPSS	CPSS	5,127,165	$49.2m32.57%	32.57%	Unchanged
2	KVH INDS INC COM KVHI	KVHI	3,508,824	$34.8m23.02%	23.02%	Added +6.8k	+6,819 0.2%
3	VERIZON COMMUNICATIONS INC COM VZ	VZ	623,171	$26.4m17.47%	17.47%	Unchanged
4	CANTERBURY PK HLDG CORP COM CPHC	CPHC	859,169	$13.5m8.96%	8.96%	Unchanged
5	WYNN RESORTS LTD COM WYNN	WYNN	103,158	$10.0m6.63%	6.63%	Unchanged
6	BOYD GAMING CORP COM BYD	BYD	82,000	$7.2m4.80%	4.80%	Unchanged
7	MICROSOFT CORP COM MSFT	MSFT	18,500	$6.9m4.57%	4.57%	New
8	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$3.0m1.98%	1.98%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INOTIV INC NOTVQ	NOTVQ	19,756	$5.4k19.8k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
CONSUMER PORTFOLIO SVCS INC CPSS · 13D · filed 2025-11-13	CPSS	23.2%≈ $49.2m		13D	2025-11-13
CANTERBURY PK HLDG CORP CPHC · 13G · filed 2025-11-14	CPHC	16.8%≈ $13.5m		13G	2025-11-14