Which hedge funds own OPTU? OPTIMUM COMMUNICATIONS INC, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in OPTU (OPTIMUM COMMUNICATIONS INC) in their Q2 2026 13F filings, worth $126.4m in total. The largest holder by portfolio weight is Silver Rock Financial LP at 11.9% of its book. 16 opened a new position this quarter: EJF Capital LP, Converium Capital Inc., Ursa Fund Management, LLC, FNY Investment Advisers, LLC. 19 exited: Centerbridge Partners, L.P., Paloma Partners Management Co, Foursixthree Capital LP.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $15.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $59.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $126m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Centerbridge Partners, L.P. | 10.0% | $6.1m |
| Paloma Partners Management Co | 1.7% | $3.1m |
| Foursixthree Capital LP | 0.7% | $1.7m |
| Carronade Capital Management, LP | 0.6% | $8.5m |
| Bracebridge Capital, LLC | 0.4% | $2.3m |
| CastleKnight Management LP | 0.3% | $7.1m |
| 140 Summer Partners LP | 0.3% | $3.2m |
| Sentinel Dome Partners, LLC | 0.2% | $260k |
| Oaktree Capital Management LP | 0.2% | $9.5m |
| EntryPoint Capital, LLC | 0.1% | $379k |
| Hudson Bay Capital Management LP | 0.08% | $13.7m |
| Saba Capital Management, L.P. | 0.06% | $1.8m |
| Mirabella Financial Services LLP | 0.04% | $390k |
| Rokos Capital Management LLP | 0.02% | $1.3m |
| Dark Forest Capital Management LP | 0.01% | $110k |
| Quantbot Technologies LP | 0.01% | $176k |
| NINE MASTS CAPITAL Ltd | 0.0% | $25.1k |
| Voleon Capital Management LP | 0.0% | $19.8k |
| Squarepoint Ops LLC | 0.0% | $64.7k |
Ownership over time
Who discovered OPTU first? Beta
| Pelham Capital Ltd. high conviction | Q2 2017 | +4.2 pts |
| Zimmer Partners, LP | Q4 2019 | +1.5 pts |
| 3G Capital Partners LP high conviction | Q2 2017 | −0.1 pts |
| Element Capital Management LLC | Q2 2017 | −0.4 pts |
| Scopia Capital Management LP | Q2 2017 | −0.8 pts |
| Hound Partners, LLC | Q4 2020 | −1.0 pts |
| Ratan Capital Management LP high conviction | Q2 2017 | −1.8 pts |
| Jericho Capital Asset Management L.P. | Q2 2017 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.