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Aurelius Capital Management, LP: 13F holdings, Q3 2025

Hedge fund · SEC EDGAR filings (CIK 1362948) · Explore on the interactive board

Aurelius Capital Management, LP disclosed 9 US equity positions worth $55.2m in its Q3 2025 13F filing (holdings as of September 30, 2025, filed November 13, 2025). Its largest position is 1B2 at 34.4% of the reported book, followed by CORZ, CIFR. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 6 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 1, reduced 2 and exited 1. Note: this manager's most recent filing is 3 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$55.2mreported US equity book
9positions
34.4%largest position
100.0%top 10 weight
5.5effective positions (1/HHI)
4quarters on file since Q4 2024

What does Aurelius Capital Management, LP own? Top holdings as of September 30, 2025

Change is measured in shares against the previous filing (Q2 2025), so price moves do not read as decisions. This quarter: 6 new, 1 added, 2 reduced, 1 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 1B2 BITFARMS LTD 34.4%$19.0m6,737,261 – new
2 CORZ CORE SCIENTIFIC INC NEW Technology 15.3%$8.4m470,965 7% added
3 CIFR CIPHER MINING INC Technology 11.4%$6.3m500,000 – new
4 WULF TERAWULF INC Financial Services 9.3%$5.1m450,000 – new
5 RIOT RIOT PLATFORMS INC Financial Services 8.2%$4.5m238,220 – new
6 WILLOW LANE ACQUISITION CORP 6.4%$3.5m304,000 – new
7 CLSK CLEANSPARK INC Financial Services 5.4%$3.0m207,390 – new
8 BTDR BITDEER TECHNOLOGIES GROUP Technology 5.3%$2.9m169,825 -26% reduced
9 TDAY GANNETT CO INC Communication Services 4.3%$2.4m569,997 -51% reduced

What did Aurelius Capital Management, LP sell? Positions exited since the previous filing

StockPrior weightPrior value
OSG AMBAC FINL GROUP INC100.0%$429.9k

Discovery track record: where was Aurelius Capital Management, LP early?

Stocks where Aurelius Capital Management, LP was among the first 10% (or first 3) of the tracked managers observed opening a meaningful position, in stocks at least 20 managers were observed opening. Stock changes describe the stock, not the manager's return.

StockFirst reportedEntry rankInitial weightPeak weightQuarters heldStatusStock since
BTDR BITDEER TECHNOLOGIES GROUP Q1 2025 2 of 75 11.4%17.8%3 Held at last filing, Q3 2025 +94% to Q3 2025
WULF TERAWULF INC Q1 2025 2 of 113 26.6%26.6%2 Held at last filing, Q3 2025 +318% to Q3 2025
RIOT RIOT PLATFORMS INC Q1 2025 6 of 105 7.1%8.2%2 Held at last filing, Q3 2025 +167% to Q3 2025
TDAY GANNETT CO INC Q2 2025 2 of 44 28.4%28.4%2 Held at last filing, Q3 2025 +15% to Q3 2025

Sector mix

SectorWeight
Technology32.0%
Financial Services23.0%
Communication Services4.3%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q3 20259$55.2m
Q2 20254$14.7m
Q1 20255$9.5m
Q4 20243$44.7m

How concentrated is Aurelius Capital Management, LP's portfolio?

Across every quarter Aurelius Capital Management, LP has filed, its median largest position is 47.3% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 4.0 completed holding spells, the median lasted 1.0 quarters; 9.0 positions are still open and their final length is unknown.