Empyrean Capital Partners, LP
Net seller this quarter
$3.03B
100
-$251M
33.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VSAT | $174M | 5.76% | 1.42% | +70.7% | Q3 2025 |
 AER | $131M | 4.33% | 0.54% | -10.0% | Q4 2013 |
 BTI | $119M | 3.93% | 0.08% | Not reported | Q2 2025 |
 MPC | $101M | 3.34% | 0.14% | -0.6% | Q3 2019 |
 ENVA | $94.1M | 3.11% | 1.57% | -0.8% | Q3 2015 |
 AAMI | $93.5M | 3.09% | 3.67% | 0.0% | Q1 2022 |
 NSC | $88M | 2.91% | 0.12% | -11.8% | Q3 2025 |
 UNP | $76.8M | 2.54% | 0.05% | +18.4% | Q3 2025 |
 NMRK | $65.9M | 2.18% | Not reported | Not reported | Q4 2017 |
 BXDC | $64.6M | 2.13% | 2.97% | New | Q2 2026 |
 APO | $63.9M | 2.11% | 0.09% | +64.5% | Q1 2026 |
 COF | $60.2M | 1.99% | 0.05% | +87.5% | Q2 2021 |
 CCXI | $55M | 1.82% | Not reported | New | Q2 2026 |
 SGI | $49.5M | 1.64% | 0.30% | New | Q2 2026 |
 WBD | $47.5M | 1.57% | 0.07% | -31.0% | Q2 2022 |
 TXNM | $46.1M | 1.52% | 0.73% | -43.7% | Q4 2023 |
 SHEL | $45.3M | 1.50% | 0.01% | -48.9% | Q2 2024 |
 ROKU | $44.2M | 1.46% | 0.22% | New | Q2 2026 |
 VTOL | $44.1M | 1.46% | 3.60% | -8.8% | Q2 2020 |
 CAH | $43.8M | 1.45% | 0.08% | -25.7% | Q1 2025 |
 BCSS | $41M | 1.35% | Not reported | Not reported | Q1 2026 |
 WAT | $39.6M | 1.31% | 0.11% | +14.7% | Q1 2026 |
 ASH | $35.7M | 1.18% | 1.18% | Not reported | Q3 2018 |
 KVUE | $33.1M | 1.09% | 0.09% | Not reported | Q3 2023 |
| EA | $31.2M | 1.03% | Not reported | -33.0% | Q1 2026 |
 NNI | $30.8M | 1.02% | Not reported | Not reported | Q3 2020 |
| LBRDK | $30.6M | 1.01% | Not reported | Not reported | Q4 2024 |
 CXIIU | $29.2M | 0.96% | Not reported | New | Q2 2026 |
 QRVO | $28.8M | 0.95% | 0.35% | Not reported | Q4 2025 |
 AESI | $26.9M | 0.89% | 1.29% | New | Q2 2026 |
 PEN | $26.8M | 0.89% | 0.22% | Not reported | Q1 2026 |
| KBON | $26.6M | 0.88% | 295.81% | Not reported | Q1 2026 |
 PSX | $25.3M | 0.84% | 0.04% | -36.7% | Q3 2023 |
 STZ | $25.2M | 0.83% | Not reported | -70.1% | Q2 2013 |
 FVAV | $25M | 0.83% | Not reported | Not reported | Q1 2026 |
 WULF | $21.8M | 0.72% | 0.18% | New | Q2 2026 |
 UNF | $21.4M | 0.71% | 0.41% | Not reported | Q1 2026 |
 GCGRU | $20.6M | 0.68% | Not reported | New | Q2 2026 |
 KMB | $20.5M | 0.68% | 0.06% | Not reported | Q4 2025 |
 SIRI | $20.5M | 0.68% | 0.21% | Not reported | Q3 2024 |
 B | $20.2M | 0.67% | 0.03% | -17.6% | Q4 2025 |
 MTAL | $20.1M | 0.66% | Not reported | New | Q2 2026 |
 HONA | $19.9M | 0.66% | Not reported | New | Q2 2026 |
 AMBP | $19M | 0.63% | 0.67% | Not reported | Q3 2021 |
 ALGT | $18.9M | 0.63% | 0.87% | New | Q2 2026 |
| LBRDA | $16.6M | 0.55% | Not reported | Not reported | Q2 2025 |
 BP | $16.1M | 0.53% | Not reported | +97.7% | Q2 2025 |
 CPT | $15.7M | 0.52% | 0.14% | +45.7% | Q2 2024 |
 FWONK | $15.6M | 0.52% | Not reported | Not reported | Q2 2016 |
 GTEN | $15.4M | 0.51% | Not reported | Not reported | Q3 2025 |
| Q1 2026 | |||||
| AER | $137M | 4.47% | 0.60% | -9.1% | Q4 2013 |
| BTI | $113M | 3.67% | 0.08% | -12.5% | Q2 2025 |
| SHEL | $106M | 3.46% | 0.02% | -32.8% | Q2 2024 |
| MPC | $97.2M | 3.17% | 0.14% | -8.8% | Q3 2019 |
| NSC | $91M | 2.96% | 0.14% | +55.6% | Q3 2025 |
| STZ | $90.9M | 2.96% | Not reported | +3.3% | Q2 2013 |
| TXNM | $84.3M | 2.75% | 1.30% | Not reported | Q4 2023 |
| AAMI | $71.2M | 2.32% | 3.66% | -6.9% | Q1 2022 |
| WBD | $70.9M | 2.31% | 0.10% | +29.2% | Q2 2022 |
 VISN | $67.9M | 2.21% | 1.67% | +81.2% | Q1 2021 |
| NMRK | $65.4M | 2.13% | Not reported | Not reported | Q4 2017 |
| UNP | $57.8M | 1.88% | 0.04% | -36.3% | Q3 2025 |
 AXTA | $56.8M | 1.85% | 0.96% | Not reported | Q3 2019 |
| VTOL | $54.9M | 1.79% | 3.95% | -3.7% | Q2 2020 |
| ENVA | $53.5M | 1.74% | 1.58% | -10.8% | Q3 2015 |
| CAH | $52.4M | 1.71% | 0.11% | Not reported | Q1 2025 |
| VSAT | $52.1M | 1.70% | 0.83% | Not reported | Q3 2025 |
| LBRDK | $46.3M | 1.51% | Not reported | Not reported | Q4 2024 |
| EA | $46.3M | 1.51% | Not reported | New | Q1 2026 |
| PSX | $43M | 1.40% | 0.06% | -10.8% | Q3 2023 |
| BCSS | $40.3M | 1.31% | Not reported | New | Q1 2026 |
 CMCSA | $38.6M | 1.26% | 0.03% | +54.8% | Q2 2015 |
| APO | $36.6M | 1.19% | 0.06% | New | Q1 2026 |
 FOXA | $36.3M | 1.18% | 62200000.00% | New | Q1 2026 |
| CCXIU | $35.9M | 1.17% | Not reported | Not reported | Q4 2025 |
 PPLI | $32.8M | 1.07% | Not reported | +21.1% | Q4 2025 |
 OPTU | $32M | 1.04% | 8.38% | -1.8% | Q2 2024 |
 RIG | $30.3M | 0.99% | 0.41% | New | Q1 2026 |
| ASH | $30.1M | 0.98% | 1.18% | Not reported | Q3 2018 |
| KVUE | $29.9M | 0.97% | 0.09% | Not reported | Q3 2023 |
| NNI | $29.8M | 0.97% | Not reported | Not reported | Q3 2020 |
| MCW | $29.6M | 0.96% | 1.29% | New | Q1 2026 |
| COF | $29.2M | 0.95% | 0.03% | -64.0% | Q2 2021 |
| PEN | $27.9M | 0.91% | 0.22% | New | Q1 2026 |
| WAT | $27.4M | 0.89% | 0.09% | New | Q1 2026 |
| B | $27.2M | 0.89% | 0.04% | -18.7% | Q4 2025 |
 ECHO | $26.7M | 0.87% | 0.48% | +20.6% | Q1 2024 |
| KBON | $26.5M | 0.86% | 295.81% | New | Q1 2026 |
 SNAP | $25.3M | 0.82% | 0.32% | New | Q1 2026 |
| LBRDA | $25.1M | 0.82% | Not reported | Not reported | Q2 2025 |
| FVAV | $24.8M | 0.81% | Not reported | New | Q1 2026 |
 NG | $24.2M | 0.79% | 0.62% | -0.2% | Q1 2016 |
| QRVO | $23.9M | 0.78% | 0.35% | Not reported | Q4 2025 |
 PPTA | $23.6M | 0.77% | 0.67% | -18.4% | Q2 2025 |
 RAC | $23.2M | 0.76% | Not reported | +60.5% | Q3 2025 |
 NN | $22.9M | 0.75% | 1.05% | -24.1% | Q1 2024 |
| UNF | $20.4M | 0.66% | 0.41% | New | Q1 2026 |
| MTAL.U | $20M | 0.65% | Not reported | New | Q1 2026 |
| KMB | $18.1M | 0.59% | 0.06% | Not reported | Q4 2025 |
 SBAC | $17.6M | 0.57% | 0.10% | New | Q1 2026 |
| Q4 2025 | |||||
| AER | $158M | 5.51% | 0.66% | -26.7% | Q4 2013 |
| SHEL | $125M | 4.35% | 0.03% | -32.0% | Q2 2024 |
| BTI | $125M | 4.34% | 0.10% | Not reported | Q2 2025 |
| COF | $108M | 3.75% | 0.07% | +44.2% | Q2 2021 |
 PCG | $94.8M | 3.30% | 0.27% | Not reported | Q1 2018 |
 CVS | $92.1M | 3.21% | 0.09% | +11.3% | Q4 2024 |
| UNP | $86.5M | 3.01% | 0.06% | +12.6% | Q3 2025 |
| TXNM | $84.9M | 2.96% | 1.32% | Not reported | Q4 2023 |
| STZ | $80.9M | 2.82% | Not reported | +30.1% | Q2 2013 |
| NMRK | $75.6M | 2.63% | Not reported | Not reported | Q4 2017 |
| MPC | $71M | 2.47% | 0.15% | -22.4% | Q3 2019 |
| ENVA | $69.4M | 2.42% | 1.79% | Not reported | Q3 2015 |
| AXTA | $66.2M | 2.31% | 0.96% | Not reported | Q3 2019 |
| AAMI | $66M | 2.30% | 3.93% | -8.9% | Q1 2022 |
 UNH | $63.7M | 2.22% | 0.02% | Not reported | Q2 2013 |
| NSC | $58.8M | 2.05% | 0.09% | +49.3% | Q3 2025 |
| WBD | $57.6M | 2.01% | 0.08% | Not reported | Q2 2022 |
| CAH | $50.9M | 1.77% | 0.10% | -30.7% | Q1 2025 |
| LBRDK | $44.7M | 1.56% | Not reported | Not reported | Q4 2024 |
| VTOL | $44.5M | 1.55% | 4.16% | -4.8% | Q2 2020 |
| OPTU | $41.3M | 1.44% | 8.71% | +8.4% | Q2 2024 |
| VSAT | $39.2M | 1.37% | 0.84% | Not reported | Q3 2025 |
| VISN | $37.3M | 1.30% | 0.92% | Not reported | Q1 2021 |
| B | $35.8M | 1.25% | 0.05% | New | Q4 2025 |
| CCXIU | $35.7M | 1.24% | Not reported | New | Q4 2025 |
| PSX | $34.2M | 1.19% | 0.07% | +22.1% | Q3 2023 |
| ASH | $31.8M | 1.11% | 1.18% | Not reported | Q3 2018 |
| NN | $31.4M | 1.09% | 1.39% | Not reported | Q1 2024 |
| THS | $31.1M | 1.08% | 2.61% | Not reported | Q4 2015 |
| NNI | $30.7M | 1.07% | Not reported | Not reported | Q3 2020 |
| KVUE | $29.9M | 1.04% | 0.09% | Not reported | Q3 2023 |
| KBONU | $26.5M | 0.92% | Not reported | New | Q4 2025 |
| PPLI | $26.5M | 0.92% | Not reported | New | Q4 2025 |
| QRVO | $26.1M | 0.91% | 0.33% | New | Q4 2025 |
| CMCSA | $26M | 0.90% | 0.02% | Not reported | Q2 2015 |
| NG | $25.2M | 0.88% | 0.66% | -44.7% | Q1 2016 |
| PPTA | $24.9M | 0.87% | 0.83% | -32.2% | Q2 2025 |
 CRL | $24.2M | 0.84% | 0.25% | New | Q4 2025 |
| LBRDA | $24.1M | 0.84% | Not reported | Not reported | Q2 2025 |
 IQV | $23.6M | 0.82% | 0.06% | New | Q4 2025 |
 MDLZ | $22.5M | 0.78% | 0.03% | New | Q4 2025 |
 LBRT | $22.2M | 0.77% | Not reported | Not reported | Q1 2018 |
| ECHO | $20.5M | 0.72% | 0.40% | -66.8% | Q1 2024 |
| BXSL | $20.1M | 0.70% | 0.33% | New | Q4 2025 |
| KMB | $18.9M | 0.66% | 0.06% | New | Q4 2025 |
| AMBP | $16.4M | 0.57% | 0.67% | Not reported | Q3 2021 |
 SBGI | $16M | 0.56% | Not reported | -8.7% | Q2 2021 |
| GTEN | $15.1M | 0.53% | Not reported | Not reported | Q3 2025 |
 CTRI | $14.6M | 0.51% | 0.57% | New | Q4 2025 |
| RAC | $14.4M | 0.50% | Not reported | +93.9% | Q3 2025 |
| Q3 2025 | |||||
| AER | $182M | 7.29% | 0.84% | +4.8% | Q4 2013 |
| SHEL | $179M | 7.18% | 0.04% | +8.7% | Q2 2024 |
| BTI | $117M | 4.69% | 0.09% | +131.6% | Q2 2025 |
| MPC | $108M | 4.35% | 0.19% | +5.9% | Q3 2019 |
| PCG | $89M | 3.57% | 0.27% | +43.9% | Q1 2018 |
| TXNM | $81.6M | 3.27% | 1.32% | Not reported | Q4 2023 |
| NMRK | $81.3M | 3.26% | Not reported | Not reported | Q4 2017 |
| CVS | $78.6M | 3.15% | 0.08% | +20.9% | Q4 2024 |
| UNP | $78.5M | 3.15% | 0.06% | New | Q3 2025 |
| AAMI | $74.2M | 2.98% | 4.30% | -18.1% | Q1 2022 |
| COF | $65.5M | 2.63% | 0.05% | +105.3% | Q2 2021 |
| STZ | $60.7M | 2.44% | Not reported | Not reported | Q2 2013 |
| LBRDK | $58.5M | 2.35% | Not reported | Not reported | Q4 2024 |
| CAH | $56.1M | 2.25% | 0.15% | +14.8% | Q1 2025 |
| OPTU | $55.7M | 2.23% | 8.09% | Not reported | Q2 2024 |
| ENVA | $50.8M | 2.04% | 1.77% | -22.2% | Q3 2015 |
| VTOL | $46M | 1.85% | 4.41% | Not reported | Q2 2020 |
| ECHO | $43.5M | 1.75% | 1.20% | +82.1% | Q1 2024 |
| NG | $43.1M | 1.73% | 1.20% | -25.2% | Q1 2016 |
| NSC | $41M | 1.65% | 0.06% | New | Q3 2025 |
 INFQ | $34M | 1.36% | Not reported | New | Q3 2025 |
| VSAT | $33.3M | 1.34% | 0.85% | New | Q3 2025 |
| LBRDA | $31.7M | 1.27% | Not reported | Not reported | Q2 2025 |
| PPTA | $30.7M | 1.23% | 1.41% | +8.7% | Q2 2025 |
| PSX | $29.5M | 1.18% | 0.05% | +21.8% | Q3 2023 |
| NNI | $29M | 1.16% | Not reported | Not reported | Q3 2020 |
| NN | $27M | 1.08% | 1.40% | +11.9% | Q1 2024 |
 TECK | $21.9M | 0.88% | Not reported | New | Q3 2025 |
| SIRI | $21.1M | 0.85% | 0.27% | Not reported | Q3 2024 |
| SBGI | $17.3M | 0.69% | Not reported | Not reported | Q2 2021 |
 LLYVK | $17M | 0.68% | Not reported | Not reported | Q3 2023 |
 ALIT | $16.1M | 0.65% | 1.10% | -42.0% | Q3 2021 |
| AMBP | $16M | 0.64% | 0.67% | Not reported | Q3 2021 |
| GTEN | $15.1M | 0.60% | Not reported | New | Q3 2025 |
 AEM | $14.6M | 0.59% | 0.02% | -13.2% | Q1 2022 |
 AGI | $13.6M | 0.55% | 0.09% | +30.4% | Q1 2016 |
| AEXA | $13.4M | 0.54% | Not reported | New | Q3 2025 |
 TDS | $11.8M | 0.47% | 0.26% | -7.7% | Q1 2018 |
 SDRL | $11.3M | 0.45% | 0.60% | New | Q3 2025 |
 ACIC | $10.7M | 0.43% | 1.93% | Not reported | Q3 2023 |
 VAL | $9.35M | 0.38% | 0.28% | Not reported | Q1 2025 |
 OXY | $9.02M | 0.36% | 0.02% | Not reported | Q2 2013 |
| LLYVA | $8.92M | 0.36% | Not reported | Not reported | Q3 2023 |
| SNCY | $8.65M | 0.35% | 1.39% | +31.4% | Q2 2025 |
| BP | $8.44M | 0.34% | Not reported | Not reported | Q2 2025 |
 OACC | $7.88M | 0.32% | Not reported | New | Q3 2025 |
 SOCAU | $7.38M | 0.30% | Not reported | New | Q3 2025 |
| RAC | $7.34M | 0.29% | Not reported | New | Q3 2025 |
 HNRG | $6.94M | 0.28% | 0.82% | -24.8% | Q2 2024 |
 GLIBK | $6.86M | 0.28% | Not reported | New | Q3 2025 |