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Sixth Street Partners Management Company, L.P.

Q4 2025 · Filed 2026-02-17
Market Value
$944M
-18.9%
Holdings
7
-1
New Purchases
0
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PCG 25.20% 19.18% +6.02% $238M
MBC 5.74% 3.78% +1.96% $54M
TSLX 6.24% 5.33% +0.91% $59M
CXM 4.67% 3.76% +0.91% $44M
ESNT 2.75% 2.18% +0.57% $26M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CAI 55.39% 63.36% -7.97% $523M
HOUS 0.00% 2.41% -2.41% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $238M 25.2%
Mid Cap 2 $549M 58.1%
Small Cap 4 $157M 16.7%

Portfolio Analytics

Avg Market Cap
$7.5B
Median Market Cap
$2.0B
Avg P/E
44.4
Median P/E
15.1
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CAI 55.39% 19,385,399 $523M $26.98 -$215M -5,000,000 -20.5%
2 PCG 25.20% 14,809,288 $238M $16.07 $15M
3 TSLX 6.24% 2,714,226 $59M $21.72 -$3M
4 MBC 5.74% 4,905,383 $54M $11.04 $10M +1,566,491 +46.9%
5 CXM 4.67% 5,670,000 $44M $7.78 $340K
6 ESNT 2.75% 400,000 $26M $65.01 $580K
7 HOUS —% -$28M -2,646,154 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
HOUS —%
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