— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Silver Point Capital L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$1.1B
+19.7%
Holdings
13
New Purchases
3
Added To
3
Closed
0
Reduced
3
Top 10 Concentration
99.4%
Turnover
23.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SATS 15.22% 3.27% +11.94% $166M
USHY 10.12% 0.00% +10.12% $111M
WBA 7.33% 0.00% +7.33% $80M
PCG 6.86% 4.61% +2.26% $75M
DHC 5.07% 4.07% +1.00% $56M
ITOS 0.26% 0.00% +0.26% $3M
SKIN 0.28% 0.23% +0.04% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GPOR 36.73% 54.07% -17.34% $402M
SGI 2.33% 12.52% -10.18% $26M
MSC 8.32% 11.37% -3.05% $91M
TDS 7.09% 9.35% -2.26% $78M
ULCC 0.30% 0.43% -0.13% $3M
CEE 0.08% 0.08% -0.00% $868K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 5 $458M 41.9%
Mid Cap 3 $535M 48.9%
Small Cap 2 $6M 0.6%
Micro Cap 3 $95M 8.7%

Portfolio Analytics

Avg Market Cap
$10.3B
Median Market Cap
$3.2B
Avg P/E
19.7
Median P/E
19.6
Avg Dividend Yield
0.03%
Avg Beta
1.02
# Stocks
11
# ETFs / Funds
2

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GPOR 36.73% 1,997,413 $402M $201.17 -$92M -686,022 -25.6%
2 SATS 15.22% 6,010,000 $166M $27.70 $137M +4,840,000 +413.7%
3 USHY 10.12% 2,950,000 $111M $37.51 +2,950,000 NEW
4 MSC 8.32% 28,680,414 $91M $3.18 -$13M
5 WBA 7.33% 6,980,000 $80M $11.48 +6,980,000 NEW
6 TDS 7.09% 2,180,000 $78M $35.58 -$8M -25,000 -1.1%
7 PCG 6.86% 5,387,000 $75M $13.94 $33M +2,937,000 +119.9%
8 DHC 5.07% 15,504,810 $56M $3.58 $18M
9 SGI 2.33% 375,000 $26M $68.05 -$89M -1,535,124 -80.4%
10 ULCC 0.30% 900,000 $3M $3.63 -$639K
11 SKIN 0.28% 1,592,030 $3M $1.91 $907K
12 ITOS 0.26% 290,000 $3M $9.97 +290,000 NEW
13 CEE 0.08% 55,900 $868K $15.52 $132K +4,900 +9.6%

Options Breakdown

0 Calls $0 Call Value 2 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
SPY $0 SOLD
GM $0 SOLD

New Positions

SymbolValue% Port
USHY $111M 10.12%
WBA $80M 7.33%
ITOS $3M 0.26%
View SEC EDGAR Filings for Silver Point Capital L.P. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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