Helix Partners Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Helix Partners Management LP disclosed 7 US equity positions worth $167.8m in its Q3 2025 13F filing. The largest position was CORZ at 56.1% of the reported book, followed by GNL and ECHO. Against the Q2 2025 filing, it opened 0 new positions, added to 2 and reduced 4 among the top 7 holdings.
What did Helix Partners Management LP own in Q3 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CORZ CORE SCIENTIFIC INC NEW | Technology | 56.1% | $94.2m | 5,250,000 | -13% | reduced |
| 2 | GNL GLOBAL NET LEASE INC | Real Estate | 17.0% | $28.5m | 3,500,000 | 6% | added |
| 3 | ECHO ECHOSTAR CORP | Communication Services | 15.9% | $26.7m | 350,000 | -10% | reduced |
| 4 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 3.8% | $6.4m | 2,000,000 | 1% | added |
| 5 | PDM PIEDMONT REALTY TRUST INC | Real Estate | 3.4% | $5.6m | 625,000 | 0% | held |
| 6 | SLM SLM CORP | Financial Services | 3.3% | $5.5m | 200,000 | -20% | reduced |
| 7 | IHRT IHEARTMEDIA INC | 0.5% | $861.0k | 300,000 | -72% | 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.