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Helix Partners Management LP

Q4 2025 · Filed 2026-02-13
Market Value
$162M
-3.5%
Holdings
12
+2
New Purchases
5
Added To
2
Closed
2
Reduced
2
Top 10 Concentration
100.0%
Turnover
58.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CNK 4.30% 0.00% +4.30% $7M
SYF 2.27% 0.00% +2.27% $4M
GNL 19.11% 16.96% +2.15% $31M
COF 1.65% 0.00% +1.65% $3M
ATUS 1.27% 0.00% +1.27% $2M
FI 1.04% 0.00% +1.04% $2M
SATS 16.10% 15.93% +0.18% $26M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CORZ 50.33% 56.13% -5.80% $82M
SLM 0.00% 3.30% -3.30% $0
CYH 0.72% 3.83% -3.11% $1M
IHRT 0.00% 0.51% -0.51% $0
PDM 3.22% 3.35% -0.13% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $34M 21.1%
Mid Cap 3 $89M 54.6%
Small Cap 5 $39M 24.3%

Portfolio Analytics

Avg Market Cap
$19.3B
Median Market Cap
$3.6B
Avg P/E
15.3
Median P/E
9.6
Avg Dividend Yield
0.01%
Avg Beta
1.65
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CORZ 50.33% 5,600,000 $82M $14.56 -$13M +350,000 +6.7%
2 GNL 19.11% 3,600,000 $31M $8.60 $3M +100,000 +2.9%
3 SATS 16.10% 240,000 $26M $108.70 -$638K -110,000 -31.4%
4 CNK 4.30% 300,000 $7M $23.24 +300,000 NEW
5 PDM 3.22% 625,000 $5M $8.34 -$412K
6 SYF 2.27% 44,000 $4M $83.43 +44,000 NEW
7 COF 1.65% 11,000 $3M $242.36 +11,000 NEW
8 ATUS 1.27% 1,250,000 $2M $1.65 +1,250,000 NEW
9 FI 1.04% 25,000 $2M $67.17 +25,000 NEW
10 CYH 0.72% 372,607 $1M $3.12 -$5M -1,627,393 -81.4%
11 IHRT —% -$861K -300,000 -100.0% SOLD
12 SLM —% -$6M -200,000 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 2 Puts $135M Put Value

Top Puts

SymbolSharesValueStatus
SPY 125,500 $86M
IWM 202,500 $50M

New Positions

SymbolValue% Port
CNK $7M 4.30%
SYF $4M 2.27%
COF $3M 1.65%
ATUS $2M 1.27%
FI $2M 1.04%

Sold Out Positions

SymbolValue% Port
IHRT —%
SLM —%
View SEC EDGAR Filings for Helix Partners Management LP →

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