WhaleCreep

Diameter Capital Partners LP 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Diameter Capital Partners LP disclosed 20 US equity positions worth $522.4m in its Q1 2026 13F filing. The largest position was ECHO at 33.0% of the reported book, followed by UNIT and NEBIUS GROUP N.V..

· Q2 2026 →

What did Diameter Capital Partners LP own in Q1 2026? Top 20 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 ECHO ECHOSTAR CORP Communication Services 33.0%$172.2m1,470,584
2 UNIT UNITI GROUP LLC Real Estate 10.2%$53.3m5,681,528
3 NEBIUS GROUP N.V. 7.4%$38.5m40,000,000
4 NEBIUS GROUP N.V. 7.1%$37.2m40,000,000
5 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 5.1%$26.5m680,000
6 SILA REALTY TRUST INC 4.8%$24.9m1,050,429
7 PCG PG&E CORP Utilities 4.0%$21.1m1,200,000
8 UWMC UWM HOLDINGS CORPORATION Financial Services 4.0%$21.0m5,800,000
9 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 3.5%$18.1m4,467,420
10 NCDL NUVEEN CHURCHILL DIRECT LEND 3.4%$17.5m1,379,361
11 VISN VISTANCE NETWORKS INC Technology 2.8%$14.6m800,000
12 PENNANTPARK FLOATING RATE CA 2.5%$13.3m1,655,246
13 MBC MASTERBRAND INC Consumer Cyclical 2.5%$12.8m1,545,571
14 BARINGS BDC INC 2.3%$12.1m1,471,800
15 SLR INVESTMENT CORP 2.3%$11.8m827,099
16 MAGN MAGNERA CORP 2.2%$11.5m1,205,793
17 CMCO COLUMBUS MCKINNON CORP N Y Industrials 2.0%$10.4m715,783
18 RH RH Consumer Cyclical 0.8%$4.3m30,725
19 JHX JAMES HARDIE INDS PLC Basic Materials 0.2%$947.0k50,000
20 LIBERTY MEDIA CORP DEL 0.1%$320.3k7,783,528

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.