King Street Capital Management, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
King Street Capital Management, L.P. disclosed 12 US equity positions worth $753.7m in its Q1 2025 13F filing. The largest position was PG&E CORP at 30.7% of the reported book, followed by BA and SGRY. Against the Q4 2024 filing, it opened 2 new positions, added to 7 and reduced 1 among the top 12 holdings.
What did King Street Capital Management, L.P. own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PG&E CORP | 30.7% | $231.2m | 218,000,000 | 85% | added | |
| 2 | BA BOEING CO | Industrials | 20.4% | $153.5m | 900,000 | 80% | added |
| 3 | SGRY SURGERY PARTNERS INC | Healthcare | 15.8% | $118.8m | 5,000,000 | 79% | added |
| 4 | BOEING CO | 13.4% | $101.0m | 1,700,000 | 0% | held | |
| 5 | ZTO EXPRESS CAYMAN INC | 4.8% | $36.2m | 36,013,000 | – | new | |
| 6 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 4.5% | $33.9m | 6,260,000 | -2% | reduced |
| 7 | UNIT UNITI GROUP INC | Real Estate | 2.9% | $22.2m | 4,400,000 | 69% | added |
| 8 | PCG PG&E CORP | Utilities | 2.3% | $17.2m | 1,000,000 | 16% | added |
| 9 | REALOGY GRP LLC/REALOGY CO | 2.0% | $15.4m | 16,500,000 | 0% | held | |
| 10 | OPTU ALTICE USA INC | Communication Services | 1.3% | $10.1m | 3,800,000 | 52% | added |
| 11 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 1.1% | $8.5m | 2,800,000 | 10% | added |
| 12 | ANYWHERE REAL ESTATE INC | 0.8% | $5.8m | 1,750,000 | – | new |
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.