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Silver Point Capital L.P.: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1332784) · Explore on the interactive board

Silver Point Capital L.P. disclosed 14 US equity positions worth $1.1bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 17, 2026). Its largest position is GPOR at 40.2% of the reported book, followed by GRUPO AEROMEXICO SAB DE CV, DHC. The top ten holdings are 99.6% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 3, reduced 2 and exited 5. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$1.1bnreported US equity book
14positions
40.2%largest position
99.6%top 10 weight
4.04effective positions (1/HHI)
2quarters on file since Q1 2026

What does Silver Point Capital L.P. own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 3 added, 2 reduced, 5 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 GPOR GULFPORT ENERGY CORP Energy 40.2%$442.5m2,607,269 0% held
2 GRUPO AEROMEXICO SAB DE CV 22.9%$251.9m13,991,754 1% added
3 DHC DIVERSIFIED HEALTHCARE TR Real Estate 13.1%$144.2m15,504,810 0% held
4 ECHOSTAR CORP 11.6%$127.5m40,956,824 -27% reduced
5 MSC STUDIO CITY INTL HLDGS LTD 4.8%$52.4m28,628,463 -0% held
6 FSK FS KKR CAP CORP 2.6%$28.6m2,724,000 new
7 KLC KINDERCARE LEARNING COMPANIE 2.0%$21.7m5,105,000 84% added
8 USHY ISHARES TR 1.3%$14.0m377,941 new
9 ULCC FRONTIER GROUP HLDGS INC Industrials 1.1%$12.1m1,535,000 -58% reduced
10 FUN SIX FLAGS ENTERTAINMENT CORP Consumer Cyclical 0.3%$2.8m130,000 0% held
11 FMC FMC CORP Basic Materials 0.1%$1.4m124,000 new
12 THE CENTRAL AND EASTERN EU I 0.1%$1.2m57,030 0% held
13 SKIN SKINHEALTH SYSTEMS INC Consumer Defensive 0.1%$1.1m1,592,030 0% held
14 LIBERTY MEDIA CORP DEL 0.0%$350.0k7,000,000 27% added

What did Silver Point Capital L.P. sell? Positions exited since the previous filing

StockPrior weightPrior value
ECHO ECHOSTAR CORP53.4%$82.8m
BLCO BAUSCH PLUS LOMB CORP23.0%$35.7m
SUPER MICRO COMPUTER INC19.6%$30.3m
SERVICE PPTYS TR2.2%$3.4m
UNIT UNITI GROUP LLC1.8%$2.8m

Sector mix

SectorWeight
Energy40.2%
Real Estate13.1%
Industrials1.1%
Consumer Cyclical0.3%
Basic Materials0.1%
Consumer Defensive0.1%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202614$1.1bn
Q1 202616$1.3bn

How concentrated is Silver Point Capital L.P.'s portfolio?

Across every quarter Silver Point Capital L.P. has filed, its median largest position is 41.3% of the book and its median top-ten weight is 99.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 5.0 completed holding spells, the median lasted 1.0 quarters; 14.0 positions are still open and their final length is unknown.