Helix Partners Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Helix Partners Management LP disclosed 15 US equity positions worth $192.6m in its Q4 2024 13F filing. The largest position was CORZ at 44.9% of the reported book, followed by GNL and SLM.
What did Helix Partners Management LP own in Q4 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC NEW | Technology | 44.9% | $86.5m | 6,156,437 | – | |
| 2 | GNL GLOBAL NET LEASE INC | Real Estate | 12.7% | $24.5m | 3,350,000 | – | |
| 3 | SLM SLM CORP | Financial Services | 7.2% | $13.8m | 500,000 | – | |
| 4 | ECHOSTAR CORP | 5.9% | $11.3m | 10,618,550 | – | ||
| 5 | CIFR CIPHER MINING INC | Technology | 5.4% | $10.4m | 2,246,942 | – | |
| 6 | ECHO ECHOSTAR CORP | Communication Services | 4.3% | $8.2m | 359,640 | – | |
| 7 | AERCAP HOLDINGS NV | 3.7% | $7.2m | 75,000 | – | ||
| 8 | PDM PIEDMONT OFFICE REALTY TR IN | Real Estate | 3.3% | $6.4m | 700,000 | – | |
| 9 | SIRI SIRIUSXM HOLDINGS INC | 3.3% | $6.3m | 276,375 | – | ||
| 10 | HIW HIGHWOODS PPTYS INC | Real Estate | 3.2% | $6.1m | 200,000 | – | |
| 11 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 2.6% | $4.9m | 1,646,592 | – | |
| 12 | HUT HUT 8 CORP | Financial Services | 2.1% | $4.0m | 194,489 | – | |
| 13 | UNIT UNITI GROUP INC | Real Estate | 0.8% | $1.5m | 275,000 | – | |
| 14 | IHRT IHEARTMEDIA INC | 0.5% | $910.8k | 460,000 | – | ||
| 15 | HUDSON PAC PPTYS INC | 0.3% | $579.0k | 191,105 | – |
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.