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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 BKLN CALL INVESCO EXCH TRADED FD TR II 2,000,000.0 $40.8M 3.46% NEW $20.41 +0.4%
2 HYG CALL ISHARES TR 500,000.0 $39.8M 3.37% NEW $79.56 +0.7%
3 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 25,000.0 $16.3M 1.38% NEW $650.34 +15.1%
4 BKLN INVESCO EXCH TRADED FD TR II 725,000.0 $14.8M 1.25% NEW $20.41 +0.4%
5 VCIT VANGUARD SCOTTSDALE FDS 71,700.0 $5.9M 0.50% NEW $82.75 -0.3%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,500.0 $4.9M 0.41% NEW $650.34 +15.1%
7 CUZ COUSINS PPTYS INC Real Estate 200,500.0 $4.5M 0.38% NEW $22.57 +18.5%
8 RKT ROCKET COS INC Financial Services 158,337.0 $2.3M 0.19% NEW $14.25 -1.2%
9 ARI APOLLO COML REAL ESTATE FIN Real Estate 200,000.0 $2.1M 0.18% NEW $10.56 +3.6%
10 STWD STARWOOD PPTY TR INC Real Estate 114,000.0 $2.0M 0.17% NEW $17.22 +0.6%
11 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 100,000.0 $1.9M 0.16% NEW $19.15 -5.1%

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%