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Portfolio (Quarterly) Guide ↗

Finepoint Capital LP

· CIK 0001608126
13F Portfolio $2.0B AUM 9 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 1 Added 2 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY PUT SPDR S&P 500 ETF TR Financial Services 1,054,700.0 $685.9M 35.13% -518K -33.0% $650.34 +13.5%
2 QXO QXO INC Industrials 13,858,415.0 $269.1M 13.78% -7.3M -34.6% $19.42 -17.3%

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
Industrials 99.9%
Energy 0.1%