Benefit Street Partners LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Benefit Street Partners LLC disclosed 21 US equity positions worth $69.6m in its Q2 2026 13F filing. The largest position was RIOT PLATFORMS INC at 22.4% of the reported book, followed by PG&E CORP and ECHO. Against the Q1 2026 filing, it opened 6 new positions, added to 2 and reduced 5 among the top 21 holdings.
What did Benefit Street Partners LLC own in Q2 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RIOT PLATFORMS INC | 22.4% | $15.6m | 7,815,000 | -70% | reduced | |
| 2 | PG&E CORP | 19.8% | $13.8m | 333,260 | 0% | held | |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 16.0% | $11.1m | 109,527 | -10% | reduced |
| 4 | ECHOSTAR CORP | 8.7% | $6.1m | 1,970,000 | 41% | added | |
| 5 | EAF GRAFTECH INTL LTD SR NT | 6.3% | $4.4m | 736,745 | 3% | added | |
| 6 | EVH EVOLENT HEALTH INC | Healthcare | 2.8% | $2.0m | 363,165 | – | new |
| 7 | NORTHERN OIL & GAS INC | 2.7% | $1.9m | 2,000,000 | – | new | |
| 8 | COINBASE GLOBAL INC | 2.2% | $1.6m | 1,750,000 | 0% | held | |
| 9 | MKSI MKS INC. | Technology | 2.1% | $1.5m | 500,000 | 0% | held |
| 10 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 2.1% | $1.5m | 250,000 | 0% | held |
| 11 | FLUENCE ENERGY INC | 1.8% | $1.3m | 1,000,000 | -50% | reduced | |
| 12 | SNOW SNOWFLAKE INC | Technology | 1.8% | $1.3m | 710,000 | 0% | held |
| 13 | CLF CLEVELAND-CLIFFS INC NEW | Basic Materials | 1.7% | $1.2m | 125,000 | – | new |
| 14 | JBLU JETBLUE AIRWAYS CORP | 1.6% | $1.1m | 1,000,000 | -79% | reduced | |
| 15 | DATADOG INC | 1.5% | $1.1m | 750,000 | 0% | held | |
| 16 | CLOUDFLARE INC | 1.4% | $954.7k | 750,000 | – | new | |
| 17 | MUX MCEWEN INC. | 1.3% | $906.5k | 50,000 | – | new | |
| 18 | STRATEGY INC | 1.3% | $878.3k | 1,000,000 | 0% | held | |
| 19 | DASH DOORDASH INC | Consumer Cyclical | 1.1% | $740.1k | 750,000 | – | new |
| 20 | MERC MERCER INTL INC | Basic Materials | 0.7% | $519.7k | 787,371 | 0% | held |
| 21 | ORACLE CORP | 0.7% | $469.5k | 10,444 | -50% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.