Helix Partners Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Helix Partners Management LP disclosed 10 US equity positions worth $125.0m in its Q1 2025 13F filing. The largest position was CORZ at 34.7% of the reported book, followed by GNL and ECHOSTAR CORP. Against the Q4 2024 filing, it opened 0 new positions, added to 4 and reduced 4 among the top 10 holdings.
What did Helix Partners Management LP own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC NEW | Technology | 34.7% | $43.4m | 6,000,000 | -3% | reduced |
| 2 | GNL GLOBAL NET LEASE INC | Real Estate | 21.4% | $26.7m | 3,325,000 | -1% | reduced |
| 3 | ECHOSTAR CORP | 9.5% | $11.9m | 10,618,550 | 0% | held | |
| 4 | ECHO ECHOSTAR CORP | Communication Services | 8.8% | $11.0m | 428,300 | 19% | added |
| 5 | CIFR CIPHER MINING INC | Technology | 8.1% | $10.1m | 4,400,000 | 96% | added |
| 6 | SLM SLM CORP | Financial Services | 7.0% | $8.8m | 300,000 | -40% | reduced |
| 7 | PDM PIEDMONT OFFICE REALTY TR IN | Real Estate | 4.7% | $5.9m | 800,000 | 14% | added |
| 8 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 3.6% | $4.4m | 1,647,745 | 0% | held |
| 9 | IHRT IHEARTMEDIA INC | 1.4% | $1.7m | 1,026,163 | 123% | added | |
| 10 | UNIT UNITI GROUP INC | Real Estate | 0.8% | $1.0m | 200,000 | -27% | reduced |
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.