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KING STREET CAPITAL MANAGEMENT, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$344M
-1.0%
Holdings
7
-2
New Purchases
0
Added To
2
Closed
2
Reduced
3
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SGRY 40.20% 34.15% +6.06% $138M
HOUS 5.05% 1.68% +3.37% $17M
BA 45.66% 44.14% +1.52% $157M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PCG 0.00% 4.94% -4.94% $0
ATUS 0.00% 2.91% -2.91% $0
AVAH 6.91% 9.76% -2.84% $24M
AMBP 2.18% 2.43% -0.26% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $157M 45.7%
Mid Cap 1 $7M 2.2%
Small Cap 4 $180M 52.2%

Portfolio Analytics

Avg Market Cap
$31.1B
Median Market Cap
$2.0B
Avg P/E
79.2
Median P/E
45.6
Avg Dividend Yield
0.02%
Avg Beta
1.34
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BA 45.66% 750,000 $157M $209.53 $4M -150,000 -16.7%
2 SGRY 40.20% 6,225,000 $138M $22.23 $20M +1,225,000 +24.5%
3 AVAH 6.91% 4,550,000 $24M $5.23 -$10M -1,710,000 -27.3%
4 HOUS 5.05% 4,800,000 $17M $3.62 $12M +3,050,000 +174.3%
5 AMBP 2.18% 1,750,000 $7M $4.28 -$966K -1,050,000 -37.5%
6 PCG —% -$17M -1,000,000 -100.0% SOLD
7 ATUS —% -$10M -3,800,000 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 2 Puts $417M Put Value

Top Calls

SymbolSharesValueStatus
PCG $0 SOLD

Top Puts

SymbolSharesValueStatus
HYG 4,000,000 $323M NEW
NVDA 600,000 $95M

Sold Out Positions

SymbolValue% Port
PCG —%
ATUS —%
View SEC EDGAR Filings for KING STREET CAPITAL MANAGEMENT, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms