Helix Partners Management LP — 13F holdings

Helix Partners Management LP reported 15 holdings worth $744M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $239M (32.1%)
  2. CORZ CORE SCIENTIFIC INC NEW — $206M (27.7%)
  3. OPI OFFICE PPTYS INCOME TR — $94.4M (12.7%)
  4. SERVICE PPTYS TR — $92.4M (12.4%)
  5. IWM ISHARES TR — $34.6M (4.6%)
  6. GNL GLOBAL NET LEASE INC — $27.0M (3.6%)
  7. ECHO ECHOSTAR CORP — $25.3M (3.4%)
  8. COF CAPITAL ONE FINL CORP — $15.5M (2.1%)
  9. WBD WARNER BROS DISCOVERY INC — $4.00M (0.5%)
  10. OPTU ALTICE USA INC — $3.65M (0.5%)