Helix Partners Management Lp Portfolio Stock Holdings

Helix Partners Management Lp disclosed 11 stock positions valued at approximately $156.7 million in its latest SEC 13F filing. The largest holdings include CORE SCIENTIFIC INC NEW, GLOBAL NET LEASE INC, and ECHOSTAR CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
11
Portfolio Value
$156.7M
Holdings by Sector
Helix Partners Management Lp Portfolio Holdings in Q1 2026

11 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CORE SCIENTIFIC INC NEWCORZTechnology42.10%4,411,000-1,189,000-21.23%$65,988,560
GLOBAL NET LEASE INCGNLReal Estate18.05%3,021,832-578,168-16.06%$28,284,348
ECHOSTAR CORPSATSTechnology13.54%181,320-58,680-24.45%$21,227,132
CAPITAL ONE FINL CORPCOFFinancial Services8.97%77,100+66,100+600.91%$14,065,353
PENNYMAC FINL SVCS INC NEWPFSIFinancial Services4.41%79,000+79,000+100.00%$6,904,600
ROYAL CARIBBEAN GROUPRCLOther3.67%20,900+20,900+100.00%$5,751,262
SYNCHRONY FINANCIALSYFFinancial Services3.34%77,000+33,000+75.00%$5,237,540
CIPHER DIGITAL INCCIFRFinancial Services2.29%279,200+279,200+100.00%$3,593,304
PIEDMONT REALTY TRUST INCPDMReal Estate1.84%439,787-185,213-29.63%$2,889,401
OPTIMUM COMMUNICATIONS INCATUSCommunication Services1.41%1,700,000+450,000+36.00%$2,210,000
COMMUNITY HEALTH SYS INC NEWCYHHealthcare0.38%200,000-172,607-46.32%$588,000
Helix Partners Management Lp Options Holdings in Q1 2026

2 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT225,000$146,326,500
Q1 2026QQQInvesco QQQ Trust, Series 1PUT122,500$70,704,550

Notional value represents the total exposure of the options position.

Helix Partners Management Lp Portfolio Stock Holdings | InsiderSet