Finepoint Capital LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Finepoint Capital LP disclosed 24 US equity positions worth $866.9m in its Q4 2024 13F filing. The largest position was QXO at 45.7% of the reported book, followed by 8L8C and LIBERTY MEDIA CORP DEL. Against the Q3 2024 filing, it opened 5 new positions, added to 10 and reduced 4 among the top 24 holdings.
What did Finepoint Capital LP own in Q4 2024? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | QXO QXO INC | Industrials | 45.7% | $396.4m | 24,933,825 | -3% | reduced |
| 2 | 8L8C Liberty Broadband Corp | 17.4% | $150.7m | 2,015,710 | 1% | added | |
| 3 | LIBERTY MEDIA CORP DEL | 6.4% | $55.3m | 812,792 | – | new | |
| 4 | ARGX Argenx SE | Healthcare | 3.8% | $32.6m | 52,928 | -3% | reduced |
| 5 | RVMD REVOLUTION MEDICINES INC | Healthcare | 3.6% | $31.1m | 710,260 | -3% | reduced |
| 6 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 3.1% | $27.1m | 748,752 | 15% | added | |
| 7 | ASND ASCENDIS PHARMA A/S | Healthcare | 2.9% | $25.5m | 184,872 | -3% | reduced |
| 8 | MLTX MoonLake Immunotherapeutics | Healthcare | 2.8% | $24.3m | 447,935 | 15% | added |
| 9 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 2.3% | $19.7m | 161,935 | 21% | added |
| 10 | LKFT GALAPAGOS NV | Healthcare | 2.1% | $18.6m | 674,762 | 21% | added |
| 11 | XNCR XENCOR INC | Healthcare | 1.7% | $15.2m | 660,000 | – | new |
| 12 | CYTK CYTOKINETICS INC | Healthcare | 1.7% | $15.0m | 318,448 | 24% | added |
| 13 | ARVN ARVINAS INC | Healthcare | 1.6% | $13.7m | 713,778 | 24% | added |
| 14 | RNAGBP AVIDITY BIOSCIENCES INC | 1.3% | $11.4m | 391,300 | – | new | |
| 15 | PROTHENA CORP PLC | 1.0% | $9.1m | 657,071 | 52% | added | |
| 16 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.0% | $9.0m | 2,175,646 | 34% | added |
| 17 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 1.0% | $8.3m | 1,111,104 | 57% | added |
| 18 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.4% | $3.8m | 961,251 | 0% | held |
| 19 | ALEANNA INC | 0.0% | $196.8k | 27,717 | – | new | |
| 20 | ALEANNA INC | 0.0% | $68.6k | 490,000 | – | new | |
| 21 | MONEYHERO LIMITED | 0.0% | $49.4k | 895,000 | 0% | held | |
| 22 | LAKESHORE BIOPHARMA CO LTD | 0.0% | $48.5k | 489,999 | 0% | held | |
| 23 | Marblegate Acquisition Corp | 0.0% | $25.7k | 735,000 | 0% | held | |
| 24 | CALIDI BIOTHERAPEUTICS INC | 0.0% | $14.4k | 12,500 | 0% | held |
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.