Helix Partners Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Helix Partners Management LP disclosed 12 US equity positions worth $190.1m in its Q2 2025 13F filing. The largest position was CORZ at 54.1% of the reported book, followed by GNL and CIFR. Against the Q1 2025 filing, it opened 3 new positions, added to 2 and reduced 4 among the top 12 holdings.
What did Helix Partners Management LP own in Q2 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC NEW | Technology | 54.1% | $102.9m | 6,029,222 | 0% | held |
| 2 | GNL GLOBAL NET LEASE INC | Real Estate | 13.1% | $24.8m | 3,290,202 | -1% | reduced |
| 3 | CIFR CIPHER MINING INC | Technology | 11.1% | $21.1m | 4,404,900 | 0% | held |
| 4 | ECHO ECHOSTAR CORP | Communication Services | 5.7% | $10.8m | 390,000 | -9% | reduced |
| 5 | SLM SLM CORP | Financial Services | 4.3% | $8.2m | 250,000 | -17% | reduced |
| 6 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 3.5% | $6.7m | 1,977,765 | 20% | added |
| 7 | PDM PIEDMONT REALTY TRUST INC | Real Estate | 2.4% | $4.6m | 625,000 | -22% | reduced |
| 8 | CIFR CIPHER MINING INC | 1.7% | $3.2m | 2,500,000 | – | new | |
| 9 | KBE SPDR SERIES TRUST | 1.3% | $2.5m | 45,000 | – | new | |
| 10 | KBWB INVESCO EXCH TRADED FD TR II | 1.3% | $2.5m | 35,000 | – | new | |
| 11 | IHRT IHEARTMEDIA INC | 1.0% | $1.9m | 1,084,016 | 6% | added | |
| 12 | UNIT UNITI GROUP INC | Real Estate | 0.5% | $864.0k | 200,000 | 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.