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KING STREET CAPITAL MANAGEMENT, L.P.

Q4 2025 · Filed 2026-02-17
Market Value
$461M
-5.6%
Holdings
14
New Purchases
2
Added To
5
Closed
5
Reduced
2
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LPLA 8.07% 0.00% +8.07% $37M
BA 31.30% 25.84% +5.46% $144M
AGNCZ 7.57% 2.66% +4.91% $35M
RH 3.38% 0.00% +3.38% $16M
ATUS 2.88% 2.00% +0.88% $13M
UWMC 4.37% 3.50% +0.87% $20M
ALLY 4.31% 3.54% +0.77% $20M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SGRY 34.32% 41.44% -7.12% $158M
SLG 0.00% 5.52% -5.52% $0
KRE 0.00% 3.57% -3.57% $0
VNO 0.00% 2.44% -2.44% $0
AVAH 0.00% 2.34% -2.34% $0
UNIT 3.80% 5.64% -1.83% $18M
VLYPN 0.00% 1.52% -1.52% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $236M 51.2%
Mid Cap 6 $53M 11.6%
Small Cap 3 $171M 37.2%

Portfolio Analytics

Avg Market Cap
$19.9B
Median Market Cap
$4.4B
Avg P/E
18.3
Median P/E
10.5
Avg Dividend Yield
0.03%
Avg Beta
1.45
# Stocks
13
# ETFs / Funds
1

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SGRY 34.32% 10,229,730 $158M $15.45 -$44M +889,800 +9.5%
2 BA 31.30% 664,000 $144M $217.12 $18M +80,000 +13.7%
3 LPLA 8.07% 104,000 $37M $357.17 +104,000 NEW
4 AGNCZ 7.57% 3,251,000 $35M $10.72 $22M +1,926,000 +145.4%
5 UWMC 4.37% 4,594,000 $20M $4.38 $3M +1,794,000 +64.1%
6 ALLY 4.31% 438,500 $20M $45.29 $3M -2,500 -0.6%
7 UNIT 3.80% 2,498,226 $18M $7.01 -$10M -1,993,256 -44.4%
8 RH 3.38% 87,000 $16M $179.15 +87,000 NEW
9 ATUS 2.88% 8,032,126 $13M $1.65 $4M +3,993,552 +98.9%
10 SLG —% -$27M -450,330 -100.0% SOLD
11 VNO —% -$12M -293,879 -100.0% SOLD
12 VLYPN —% -$7M -700,000 -100.0% SOLD
13 AVAH —% -$11M -1,286,000 -100.0% SOLD
14 KRE —% -$17M -275,000 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 3 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
HYG $0 SOLD
LQD $0 SOLD
NVDA $0 SOLD

New Positions

SymbolValue% Port
LPLA $37M 8.07%
RH $16M 3.38%

Sold Out Positions

SymbolValue% Port
SLG —%
VNO —%
AVAH —%
KRE —%
VLYPN —%
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