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BARDIN HILL MANAGEMENT PARTNERS LP

Q3 2025 · Filed 2025-11-12
Market Value
$77M
-49.6%
Holdings
24
-12
New Purchases
0
Added To
1
Closed
20
Reduced
1
Top 10 Concentration
100.0%
Turnover
83.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NEXT 81.55% 51.90% +29.65% $63M
GSM 10.33% 4.20% +6.13% $8M
CCO 4.27% 1.88% +2.39% $3M
LTM 3.85% 1.74% +2.11% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FYBR 0.00% 8.29% -8.29% $0
K 0.00% 6.87% -6.87% $0
EVRI 0.00% 4.19% -4.19% $0
DNB 0.00% 3.99% -3.99% $0
TGI 0.00% 3.64% -3.64% $0
SWTX 0.00% 2.76% -2.76% $0
GLNG 0.00% 2.06% -2.06% $0
SKX 0.00% 2.01% -2.01% $0
AGS 0.00% 1.62% -1.62% $0
AMED 0.00% 1.42% -1.42% $0
HES 0.00% 1.30% -1.30% $0
SAGE 0.00% 0.72% -0.72% $0
INFA 0.00% 0.35% -0.35% $0
BPMC 0.00% 0.35% -0.35% $0
NHIC 0.00% 0.17% -0.17% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $3M 3.9%
Mid Cap 10 $63M 81.6%
Small Cap 8 $11M 14.6%
Micro Cap 3 $0 0.0%

Portfolio Analytics

Avg Market Cap
$6.3B
Median Market Cap
$2.1B
Avg P/E
42.0
Median P/E
41.5
Avg Dividend Yield
0.00%
Avg Beta
0.77
# Stocks
24
# ETFs / Funds
0

Top Holdings (24 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NEXT 81.55% 9,274,894 $63M $6.79 -$16M +357,021 +4.0%
2 GSM 10.33% 1,752,967 $8M $4.55 $2M
3 CCO 4.27% 2,086,715 $3M $1.58 $423K -369,890 -15.1%
4 LTM 3.85% 65,709 $3M $45.25 $303K
5 GLNG —% -$3M -76,742 -100.0% SOLD
6 CEPO —% -$51K -4,315 -100.0% SOLD
7 AACB —% -$253K -25,027 -100.0% SOLD
8 NHIC —% -$255K -25,027 -100.0% SOLD
9 ALDF —% -$192K -18,330 -100.0% SOLD
10 BPMC —% -$540K -4,210 -100.0% SOLD
11 SBXD-UN —% -$254K -23,173 -100.0% SOLD
12 SWTX —% -$4M -89,853 -100.0% SOLD
13 EVRI —% -$6M -450,905 -100.0% SOLD
14 CCIX —% -$34K -3,212 -100.0% SOLD
15 K —% -$11M -132,234 -100.0% SOLD
16 HES —% -$2M -14,370 -100.0% SOLD
17 AMED —% -$2M -22,049 -100.0% SOLD
18 FYBR —% -$13M -348,850 -100.0% SOLD
19 SKX —% -$3M -48,836 -100.0% SOLD
20 SAGE —% -$1M -121,519 -100.0% SOLD
21 AGS —% -$2M -198,865 -100.0% SOLD
22 DNB —% -$6M -671,652 -100.0% SOLD
23 TGI —% -$6M -216,547 -100.0% SOLD
24 INFA —% -$543K -22,311 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 4 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
SOC $0 SOLD

Top Puts

SymbolSharesValueStatus
WBA $0 SOLD
JNPR $0 SOLD
AXL $0 SOLD
AMED $0 SOLD

Sold Out Positions

SymbolValue% Port
GLNG —%
CCIX —%
CEPO —%
ALDF —%
AACB —%
NHIC —%
SBXD-UN —%
HES —%
EVRI —%
SAGE —%
K —%
AMED —%
AGS —%
BPMC —%
DNB —%
View SEC EDGAR Filings for BARDIN HILL MANAGEMENT PARTNERS LP →

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