H/2 Credit Manager LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1813784) · Explore on the interactive board
H/2 Credit Manager LP disclosed 16 US equity positions worth $526.3m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is DHC at 22.6% of the reported book, followed by RLJ, INN. The top ten holdings are 93.9% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 1, reduced 2 and exited 3. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does H/2 Credit Manager LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 1 added, 2 reduced, 3 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | DHC DIVERSIFIED HEALTHCARE TR | Real Estate | 22.6% | $119.2m | 12,817,366 | -14% | reduced |
| 2 | RLJ RLJ LODGING TR | Real Estate | 21.6% | $113.6m | 9,583,184 | 0% | held |
| 3 | INN SUMMIT HOTEL PROPERTIES INC | Real Estate | 12.2% | $64.0m | 9,126,700 | 0% | held |
| 4 | DRH DIAMONDROCK HOSPITALITY CO | Real Estate | 9.2% | $48.5m | 3,982,284 | -2% | reduced |
| 5 | PK PARK HOTELS & RESORTS INC | Real Estate | 8.6% | $45.1m | 3,162,710 | 0% | held |
| 6 | SHO SUNSTONE HOTEL INVS INC NEW | Real Estate | 7.4% | $38.8m | 3,386,394 | 21% | added |
| 7 | BXP BXP INC | Real Estate | 3.4% | $17.8m | 268,110 | 0% | held |
| 8 | SBRA SABRA HEALTH CARE REIT INC | Real Estate | 3.3% | $17.6m | 900,000 | 0% | held |
| 9 | KRG KITE RLTY GROUP TR | Real Estate | 3.0% | $15.9m | 560,000 | 0% | held |
| 10 | HST HOST HOTELS & RESORTS INC | Real Estate | 2.6% | $13.9m | 586,032 | 0% | held |
| 11 | HHH HOWARD HUGHES HOLDINGS | Real Estate | 1.9% | $10.0m | 140,268 | 0% | held |
| 12 | CLDT CHATHAM LODGING TR | Real Estate | 1.5% | $7.9m | 595,000 | 0% | held |
| 13 | KIM KIMCO RLTY CORP | Real Estate | 1.4% | $7.6m | 300,000 | 0% | held |
| 14 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 1.2% | $6.3m | 200,000 | 0% | held |
| 15 | ALX ALEXANDERS INC | Real Estate | 0.1% | $276.0k | 1,000 | 0% | held |
| 16 | RLJ LODGING TR | 0.0% | $49.0k | 2,000 | 0% | held |
What did H/2 Credit Manager LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| VERIS RESIDENTIAL INC | 93.9% | $103.3m |
| PEBBLEBROOK HOTEL TR | 4.3% | $4.8m |
| PEBBLEBROOK HOTEL TR | 1.8% | $2.0m |
Sector mix
| Sector | Weight |
|---|---|
| Real Estate | 100.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is H/2 Credit Manager LP's portfolio?
Across every quarter H/2 Credit Manager LP has filed, its median largest position is 21.7% of the book and its median top-ten weight is 92.5%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 3.0 completed holding spells, the median lasted 1.0 quarters; 16.0 positions are still open and their final length is unknown.