Bracebridge Capital, Llc Portfolio Stock Holdings

Bracebridge Capital, Llc disclosed 28 stock positions valued at approximately $556.2 million in its latest SEC 13F filing. The largest holdings include SPDR GOLD TR, TESLA INC, and ADT INC DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
28
Portfolio Value
$556.2M
Holdings by Sector
Bracebridge Capital, Llc Portfolio Holdings in Q1 2026

20 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR GOLD TRGLDOther73.76%953,450+554,750+139.14%$410,260,001
TESLA INCTSLAConsumer Cyclical2.63%39,400+39,400+100.00%$14,646,950
ADT INC DELADTIndustrials2.51%2,126,000--$13,967,820
ALVOTECHL01800108Other1.67%2,705,304--$9,279,193
GENWORTH FINL INCGNWFinancial Services1.04%714,388+714,388+100.00%$5,800,831
BLACKSTONE MORTGAGE TRUST INBXMTReal Estate0.83%241,700--$4,628,555
ALGOMA STL GROUP INCASTLBasic Materials0.69%924,931--$3,819,965
ISHARES TRHYGOther0.54%37,500+37,500+100.00%$2,983,500
AMC ENTMT HLDGS INCAMCCommunication Services0.48%2,751,699+2,751,699+100.00%$2,696,665
OCTAVE SPECIALTY GROUP INCAMBCFinancial Services0.48%579,234--$2,693,438
OPTIMUM COMMUNICATIONS INCATUSCommunication Services0.41%1,765,918-1,365,100-43.60%$2,295,693
AQUESTIVE THERAPEUTICS INCAQSTHealthcare0.34%459,216--$1,905,746
CLEAR CHANNEL OUTDOOR HLDGSCCOCommunication Services0.32%756,426--$1,792,730
TPG RE FIN TR INCTRTXReal Estate0.26%182,157--$1,422,646
PDD HOLDINGS INCPDDConsumer Cyclical0.21%11,600+2,600+28.89%$1,185,288
BRAND ENGAGEMENT NETWORK INCBNAIWTechnology0.01%166,666--$43,333
AIRJOULE TECHNOLOGIES CORPAIRJWIndustrials0.01%50,000--$28,000
ENVOY MEDICAL INCCOCHWHealthcare0.00%262,156--$17,407
GCT SEMICONDUCTOR HLDG INCGCTS-WSOther0.00%75,000--$13,575
TEVOGEN BIO HLDGS INCTVGNWHealthcare0.00%12,500--$424
Bracebridge Capital, Llc Options Holdings in Q1 2026

2 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IWMiShares Russell 2000 ETFPUT62,365$1,546,652,000
Q1 2026IGViShares Expanded Tech-Software PUT2,000$16,010,000

Notional value represents the total exposure of the options position.