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One William Street Capital Management, L.P.

Q4 2025 · Filed 2026-02-17
Market Value
$43M
+174.0%
Holdings
9
+1
New Purchases
3
Added To
2
Closed
3
Reduced
0
Top 10 Concentration
100.0%
Turnover
66.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RSP 67.29% 0.00% +67.29% $29M
HYG 9.44% 0.00% +9.44% $4M
GSBD 1.74% 0.00% +1.74% $742K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VCIT 0.00% 38.70% -38.70% $0
HOUS 0.00% 18.28% -18.28% $0
TRTX 9.62% 23.11% -13.49% $4M
ADAMH 0.00% 4.12% -4.12% $0
FLG 11.79% 15.19% -3.40% $5M
NFE 0.11% 0.60% -0.49% $49K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $33M 76.7%
Mid Cap 2 $5M 11.8%
Small Cap 3 $5M 11.4%
Micro Cap 1 $49K 0.1%

Portfolio Analytics

Avg Market Cap
$20.5B
Median Market Cap
$2.3B
Avg P/E
9.5
Median P/E
9.9
Avg Dividend Yield
0.07%
Avg Beta
1.14
# Stocks
6
# ETFs / Funds
3

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RSP 67.29% 150,000 $29M $191.56 +150,000 NEW
2 FLG 11.79% 400,000 $5M $12.59 $3M +195,000 +95.1%
3 TRTX 9.62% 476,961 $4M $8.61 $506K +56,291 +13.4%
4 HYG 9.44% 50,000 $4M $80.63 +50,000 NEW
5 GSBD 1.74% 80,000 $742K $9.28 +80,000 NEW
6 NFE 0.11% 42,564 $49K $1.14 -$46K
7 ADAMH —% -$643K -92,182 -100.0% SOLD
8 VCIT —% -$6M -71,700 -100.0% SOLD
9 HOUS —% -$3M -268,996 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 2 Puts $703M Put Value

Top Puts

SymbolSharesValueStatus
HYG 8,624,000 $695M
IWM 30,000 $7M NEW

New Positions

SymbolValue% Port
RSP $29M 67.29%
HYG $4M 9.44%
GSBD $742K 1.74%

Sold Out Positions

SymbolValue% Port
ADAMH —%
VCIT —%
HOUS —%
View SEC EDGAR Filings for One William Street Capital Management, L.P. →

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