King Street Capital Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
King Street Capital Management, L.P. disclosed 10 US equity positions worth $632.2m in its Q2 2025 13F filing. The largest position was BA at 24.9% of the reported book, followed by SGRY and BOEING CO. Against the Q1 2025 filing, it opened 1 new position, added to 4 and reduced 4 among the top 10 holdings.
What did King Street Capital Management, L.P. own in Q2 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BA BOEING CO | Industrials | 24.9% | $157.1m | 750,000 | -17% | reduced |
| 2 | SGRY SURGERY PARTNERS INC | Healthcare | 21.9% | $138.4m | 6,225,000 | 25% | added |
| 3 | BOEING CO | 18.3% | $115.7m | 1,700,000 | 0% | held | |
| 4 | PG&E CORP | 17.2% | $108.8m | 110,000,000 | -50% | reduced | |
| 5 | ZTO EXPRESS CAYMAN INC | 5.8% | $36.9m | 37,513,000 | 4% | added | |
| 6 | UNIT UNITI GROUP INC | Real Estate | 4.1% | $25.9m | 6,000,000 | 36% | added |
| 7 | AVAH AVEANNA HEALTHCARE HLDGS INC | Healthcare | 3.8% | $23.8m | 4,550,000 | -27% | reduced |
| 8 | ANYWHERE REAL ESTATE INC | 2.7% | $17.4m | 4,800,000 | 174% | added | |
| 9 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 1.2% | $7.5m | 1,750,000 | -38% | reduced |
| 10 | LESLIES INC | 0.1% | $629.9k | 1,500,000 | – | 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.