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Portfolio (Quarterly) Guide ↗

One William Street Capital Management, L.P.

· CIK 0001534300
13F Portfolio $1.2B AUM 16 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 3 Added 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HYG PUT ISHARES TR 12,815,900.0 $1.02B 86.48% +4.2M +48.6% $79.56 +0.8%
2 IWM PUT ISHARES TR 42,500.0 $10.5M 0.89% +12K +41.7% $248.00 +17.1%
3 TRTX TPG RE FIN TR INC Real Estate 1,070,000.0 $8.4M 0.71% +593K +124.3% $7.81 +5.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 72.5%
Financial Services 27.4%
Utilities 0.1%