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Finepoint Capital LP

Q3 2025 · Filed 2025-11-13
Market Value
$537M
+7.5%
Holdings
6
-13
New Purchases
1
Added To
1
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RXO 20.82% 0.00% +20.82% $112M
MNYWW 0.02% 0.01% +0.01% $100K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QXO 79.14% 91.22% -12.08% $425M
LLYVK 0.00% 8.73% -8.73% $0
ANNA 0.02% 0.04% -0.02% $116K
CLDI 0.00% 0.00% -0.00% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $425M 79.1%
Mid Cap 2 $112M 20.8%
Micro Cap 3 $216K 0.0%

Portfolio Analytics

Avg Market Cap
$4.2B
Median Market Cap
$2.1B
Avg P/E
16.2
Median P/E
16.2
Avg Dividend Yield
—%
Avg Beta
1.16
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QXO 79.14% 22,295,615 $425M $19.06 -$31M +1,142,747 +5.4%
2 RXO 20.82% 7,266,839 $112M $15.38 +7,266,839 NEW
3 ANNA 0.02% 27,717 $116K $4.18 -$84K
4 MNYWW 0.02% 895,000 $100K $0.11 $58K
5 LLYVK —% -$44M -537,051 -100.0% SOLD
6 CLDI —% -$3K -12,499 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 2 Puts $1.2B Put Value

Top Puts

SymbolSharesValueStatus
SPY 1,207,500 $804M
IWM 1,617,000 $391M

New Positions

SymbolValue% Port
RXO $112M 20.82%

Sold Out Positions

SymbolValue% Port
LLYVK —%
CLDI —%
View SEC EDGAR Filings for Finepoint Capital LP →

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