King Street Capital Management, L.P.
Net seller this quarter
$190M
4
-$226M
70.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SGRY | $102M | 53.66% | 4.63% | -40.8% | Q3 2019 |
 TLN | $18.1M | 9.52% | 0.10% | Not reported | Q1 2026 |
 VST | $9.36M | 4.93% | 0.02% | Not reported | Q1 2026 |
 OPTU | $4.53M | 2.39% | 1.10% | -61.1% | Q2 2024 |
| Q1 2026 | |||||
| SGRY | $122M | 37.17% | 7.82% | Not reported | Q3 2019 |
 BA | $51.4M | 15.68% | 0.03% | -61.1% | Q4 2024 |
 BXSL | $29.6M | 9.03% | 0.54% | New | Q1 2026 |
 UWMC | $28.2M | 8.61% | 7.56% | +69.8% | Q1 2021 |
 UNIT | $23.4M | 7.14% | 1.06% | Not reported | Q3 2024 |
| TLN | $15M | 4.57% | 0.10% | New | Q1 2026 |
 VG | $14M | 4.28% | Not reported | New | Q1 2026 |
| OPTU | $10.4M | 3.18% | 2.74% | Not reported | Q2 2024 |
| VST | $8.87M | 2.70% | 0.02% | New | Q1 2026 |
 AGNC | $6.17M | 1.88% | 0.05% | -81.1% | Q1 2020 |
| Q4 2025 | |||||
| SGRY | $158M | 21.82% | 7.91% | +9.5% | Q3 2019 |
| BA | $144M | 19.90% | 0.07% | +13.7% | Q4 2024 |
 LPLA | $37.1M | 5.13% | 0.13% | New | Q4 2025 |
| AGNC | $34.9M | 4.81% | 0.29% | +145.4% | Q1 2020 |
 NLY | $31.9M | 4.40% | 0.20% | +137.7% | Q1 2020 |
| UWMC | $20.1M | 2.78% | 4.46% | +64.1% | Q1 2021 |
 ALLY | $19.9M | 2.74% | 0.14% | -0.6% | Q4 2016 |
| UNIT | $17.5M | 2.42% | 1.07% | -44.4% | Q3 2024 |
 RH | $15.6M | 2.15% | 0.46% | New | Q4 2025 |
| OPTU | $13.3M | 1.83% | 2.79% | +98.9% | Q2 2024 |
| Q3 2025 | |||||
| SGRY | $202M | 8.65% | 7.24% | +50.0% | Q3 2019 |
| BA | $126M | 5.39% | 0.08% | -22.1% | Q4 2024 |
| UNIT | $27.5M | 1.18% | 1.92% | +24.4% | Q3 2024 |
 SLG | $26.9M | 1.15% | 0.63% | Not reported | Q2 2020 |
| ALLY | $17.3M | 0.74% | 0.14% | Not reported | Q4 2016 |
| UWMC | $17.1M | 0.73% | 2.72% | Not reported | Q1 2021 |
| AGNC | $13M | 0.55% | 0.12% | Not reported | Q1 2020 |
| NLY | $12.1M | 0.52% | 0.09% | Not reported | Q1 2020 |
 VNO | $11.9M | 0.51% | 0.15% | Not reported | Q3 2021 |
 AVAH | $11.4M | 0.49% | 0.62% | -71.7% | Q4 2022 |
| OPTU | $9.73M | 0.42% | 1.42% | Not reported | Q2 2024 |
 VLY | $7.42M | 0.32% | 0.13% | New | Q3 2025 |