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HELIX PARTNERS MANAGEMENT LP 13F portfolio summary

HELIX PARTNERS MANAGEMENT LP of HELIX PARTNERS MANAGEMENT LP has 11 current stock holdings with a reported portfolio value of $373.8M. The portfolio 1 year return is +42.09%. Top holdings include CORZ (42.10%), GNL (18.05%), SATS (13.54%), COF (8.97%), PFSI (4.41%).

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HELIX PARTNERS MANAGEMENT LP

HELIX PARTNERS MANAGEMENT LP
Latest filing: 2026-03-31

HELIX PARTNERS MANAGEMENT LP runs HELIX PARTNERS MANAGEMENT LP and currently holds 11 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $373.77M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HELIX PARTNERS MANAGEMENT LP ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HELIX PARTNERS MANAGEMENT LP's portfolio at HELIX PARTNERS MANAGEMENT LP has delivered returns of +42.09%. Their 3-year annualized return is +29.06%. Looking at the 5-year horizon, HELIX PARTNERS MANAGEMENT LP has achieved +29.06% annualized returns at HELIX PARTNERS MANAGEMENT LP.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+42.09%
#0/1000
3 Year
+29.06%
#0/1000
5 Year
+29.06%
#0/1000

Portfolio Value

$373.77M

Alpha Score

28.8

#0 of 1000

Holdings

11

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change