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Sixth Street Partners Management Company, L.P.

Q3 2025 · Filed 2025-11-13
Market Value
$1.2B
-7.6%
Holdings
8
-12
New Purchases
0
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
12.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CAI 63.36% 51.71% +11.65% $738M
PCG 19.18% 16.38% +2.80% $223M
MBC 3.78% 1.21% +2.56% $44M
HOUS 2.41% 0.76% +1.65% $28M
ESNT 2.18% 1.93% +0.26% $25M
TSLX 5.33% 5.13% +0.20% $62M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ESGR 0.00% 19.07% -19.07% $0
CXM 3.76% 3.81% -0.05% $44M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $223M 19.2%
Mid Cap 3 $763M 65.5%
Small Cap 4 $178M 15.3%

Portfolio Analytics

Avg Market Cap
$7.2B
Median Market Cap
$3.2B
Avg P/E
40.9
Median P/E
19.3
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CAI 63.36% 24,385,399 $738M $30.25 $86M
2 PCG 19.18% 14,809,288 $223M $15.08 $17M
3 TSLX 5.33% 2,714,226 $62M $22.86 -$3M
4 MBC 3.78% 3,338,892 $44M $13.17 $29M +1,938,892 +138.5%
5 CXM 3.76% 5,670,000 $44M $7.72 -$4M
6 HOUS 2.41% 2,646,154 $28M $10.59 $18M
7 ESNT 2.18% 400,000 $25M $63.56 $1M
8 ESGR —% -$240M -714,200 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ESGR —%
View SEC EDGAR Filings for Sixth Street Partners Management Company, L.P. →

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