IMMERSION CORP

Portfolio Overview

The filing for IMMERSION CORP (CIK: 0001058811) reveals a highly concentrated, mid-cap portfolio that underwent significant deleveraging and consolidation during the quarter ending September 30, 2025. The total portfolio value contracted sharply by 21.6%, declining from $197.38 million to $154.77 million. This reduction in assets under management (AUM) was driven by a combination of asset sales and market depreciation rather than broad-based diversification. The portfolio...