H/2 Credit Manager LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
H/2 Credit Manager LP disclosed 16 US equity positions worth $526.3m in its Q2 2026 13F filing. The largest position was DHC at 22.6% of the reported book, followed by RLJ and INN. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 16 holdings.
What did H/2 Credit Manager LP own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.