IE
Insider Edges

HELIX PARTNERS MANAGEMENT LP 13F portfolio summary

HELIX PARTNERS MANAGEMENT LP of HELIX PARTNERS MANAGEMENT LP has 15 current stock holdings with a reported portfolio value of $744.1M. The portfolio 1 year return is +30.96%. Top holdings include CORZ (15.65%), SVC (12.42%), GNL (3.63%), COF (2.08%), SATS (2.04%).

Back to investors

HELIX PARTNERS MANAGEMENT LP

HELIX PARTNERS MANAGEMENT LP
Latest filing: 2026-06-30

HELIX PARTNERS MANAGEMENT LP runs HELIX PARTNERS MANAGEMENT LP and currently holds 15 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $744.11M. Their top holdings are CORZ, SVC, GNL, COF, SATS. The top five represent 35.8% of reported portfolio weight. HELIX PARTNERS MANAGEMENT LP ranks #675 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HELIX PARTNERS MANAGEMENT LP initiated 2 new positions. They added to 2 existing positions. They trimmed 1 position. Their current best-performing preview position is CORZ with returns of +71.06%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
CORZ15.6%
SVC12.4%
GNL3.6%
COF2.1%
SATS2.0%
Top 5: 35.8%
Portfolio Returns
1 Year
+30.96%
#338/1000
3 Year
+51.58%
#680/1000
5 Year
+51.58%
#678/1000

Portfolio Value

$744.11M

Alpha Score

44.0

#675 of 1000

Holdings

15

Showper page

15 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
CORZ
CORE SCIENTIFIC INC NEW
15.65%$14.45$17.81+23.25%
Added
+3.15%
SVC
SERVICE PPTYS TR
12.42%$8.45$8.07-4.50%
New Buy
GNL
GLOBAL NET LEASE INC
3.63%$7.38$9.04+22.43%
Held
COF
CAPITAL ONE FINL CORP
2.08%$190.98$217.98+14.14%
Held
SATS
ECHOSTAR CORP
2.04%$23.33$86.98+272.82%
Trimmed
-17.68%
WBD
WARNER BROS DISCOVERY INC
0.54%$26.66$28.55+7.09%
New Buy
CYH
COMMUNITY HEALTH SYS INC NEW
0.18%$3.20$3.03-5.47%
Added
+100.00%

Showing 1-10 of 15