HELIX PARTNERS MANAGEMENT LP

PrivateCIK: 1995612
Location

NEW YORK, NY

13
Positions
$373.77M
Total AUM (reported)
10.83M
Total Shares

Allocation by class

TOTAL AUM$373.77M13 positions
TR UNIT$146.33M39.1%
COM$102.13M27.3%
UNIT SER 1$70.70M18.9%
COM NEW$28.28M7.6%
CL A$23.44M6.3%
COM CL A$2.89M0.8%

Portfolio Concentration

Top 375.7%4–1022.8%11–251.5%TOP 1098.5%0%100%
Top 3$283.02M75.7%
4–10$85.06M22.8%
11–25$5.69M1.5%

Top 3 weight

75.7%

Top 10 weight

98.5%

Voting Authority Distribution

Total shares with voting rights: 10.83M

Sole

Full voting authority

10.83M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares225K
TypeSH
Market value$146.33M
39.15%
Sole
225K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares122.50K
TypeSH
Market value$70.70M
18.92%
Sole
122.50K
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares4.41M
TypeSH
Market value$65.99M
17.65%
Sole
4.41M
Shared
0.00
None
0.00

GLOBAL NET LEASE INC

SOLE
COM NEW
Shares3.02M
TypeSH
Market value$28.28M
7.57%
Sole
3.02M
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares181.32K
TypeSH
Market value$21.23M
5.68%
Sole
181.32K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares77.10K
TypeSH
Market value$14.07M
3.76%
Sole
77.10K
Shared
0.00
None
0.00

PENNYMAC FINL SVCS INC NEW

SOLE
COM
Shares79K
TypeSH
Market value$6.90M
1.85%
Sole
79K
Shared
0.00
None
0.00

ROYAL CARIBBEAN GROUP

SOLE
COM
Shares20.90K
TypeSH
Market value$5.75M
1.54%
Sole
20.90K
Shared
0.00
None
0.00

SYNCHRONY FINANCIAL

SOLE
COM
Shares77K
TypeSH
Market value$5.24M
1.40%
Sole
77K
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
COM
Shares279.20K
TypeSH
Market value$3.59M
0.96%
Sole
279.20K
Shared
0.00
None
0.00

PIEDMONT REALTY TRUST INC

SOLE
COM CL A
Shares439.79K
TypeSH
Market value$2.89M
0.77%
Sole
439.79K
Shared
0.00
None
0.00

OPTIMUM COMMUNICATIONS INC

SOLE
CL A
Shares1.70M
TypeSH
Market value$2.21M
0.59%
Sole
1.70M
Shared
0.00
None
0.00

COMMUNITY HEALTH SYS INC NEW

SOLE
COM
Shares200K
TypeSH
Market value$588.0K
0.16%
Sole
200K
Shared
0.00
None
0.00