Helix Partners Management LP
Net buyer this quarter
$744M
10
+$166M
49.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CORZ | $116M | 15.65% | 1.42% | +3.2% | Q4 2024 |
 OPI | $94.4M | 12.68% | 25.29% | New | Q2 2026 |
 SVC | $92.4M | 12.42% | 42.23% | New | Q2 2026 |
 GNL | $27M | 3.63% | 1.43% | Not reported | Q4 2024 |
 COF | $15.5M | 2.08% | 0.01% | Not reported | Q4 2025 |
 ECHO | $15.1M | 2.04% | 0.31% | -17.7% | Q4 2024 |
 WBD | $4M | 0.54% | 0.01% | New | Q2 2026 |
 OPTU | $3.65M | 0.49% | 0.89% | +48.2% | Q4 2025 |
 CYH | $1.34M | 0.18% | 0.28% | +100.0% | Q4 2024 |
| VLOS | $1M | 0.13% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| CORZ | $66M | 17.65% | 1.39% | -21.2% | Q4 2024 |
| GNL | $28.3M | 7.57% | 1.43% | -16.1% | Q4 2024 |
| ECHO | $21.2M | 5.68% | 0.38% | -24.5% | Q4 2024 |
| COF | $14.1M | 3.76% | 0.01% | +600.9% | Q4 2025 |
 PFSI | $6.9M | 1.85% | 0.15% | New | Q1 2026 |
 RCL | $5.75M | 1.54% | 0.01% | New | Q1 2026 |
 SYF | $5.24M | 1.40% | 0.02% | +75.0% | Q4 2025 |
 CIFR | $3.59M | 0.96% | 0.07% | Not reported | Q4 2024 |
 PDM | $2.89M | 0.77% | 0.35% | -29.6% | Q4 2024 |
| OPTU | $2.21M | 0.59% | 0.58% | +36.0% | Q4 2025 |
| CYH | $588K | 0.16% | 0.14% | -46.3% | Q4 2024 |
| Q4 2025 | |||||
| CORZ | $81.5M | 27.41% | 1.78% | +6.7% | Q4 2024 |
| GNL | $31M | 10.41% | 1.67% | +2.9% | Q4 2024 |
| ECHO | $26.1M | 8.77% | 0.50% | -31.4% | Q4 2024 |
 CNK | $6.97M | 2.34% | 0.25% | New | Q4 2025 |
| PDM | $5.21M | 1.75% | 0.50% | Not reported | Q4 2024 |
| SYF | $3.67M | 1.23% | 0.01% | New | Q4 2025 |
| COF | $2.67M | 0.90% | 0.00% | New | Q4 2025 |
| OPTU | $2.06M | 0.69% | 0.43% | New | Q4 2025 |
 FISV | $1.68M | 0.56% | 0.00% | New | Q4 2025 |
| CYH | $1.16M | 0.39% | 0.27% | -81.4% | Q4 2024 |
| Q3 2025 | |||||
| CORZ | $94.2M | 39.43% | 1.70% | -12.9% | Q4 2024 |
| GNL | $28.5M | 11.91% | 1.59% | +6.4% | Q4 2024 |
| ECHO | $26.7M | 11.19% | 0.73% | -10.3% | Q4 2024 |
| CYH | $6.42M | 2.69% | 1.43% | +1.1% | Q4 2024 |
| PDM | $5.63M | 2.36% | 0.50% | Not reported | Q4 2024 |
 SLM | $5.54M | 2.32% | 0.10% | -20.0% | Q4 2024 |
 IHRT | $861K | 0.36% | 5.95% | -72.3% | Q4 2024 |