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Portfolio (Quarterly) Guide ↗

Helix Partners Management LP

· CIK 0001995612
13F Portfolio $374M AUM 13 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 4 Added 5 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CORZ CORE SCIENTIFIC INC NEW Technology 4,411,000.0 $66.0M 17.66% -1.2M -21.2% $14.96 +76.2%
2 GNL GLOBAL NET LEASE INC Real Estate 3,021,832.0 $28.3M 7.57% -578K -16.1% $9.36 +1.2%
3 SATS ECHOSTAR CORP Technology 181,320.0 $21.2M 5.68% -59K -24.4% $117.07 +4.8%
4 PDM PIEDMONT REALTY TRUST INC Real Estate 439,787.0 $2.9M 0.77% -185K -29.6% $6.57 +26.9%
5 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 200,000.0 $588K 0.16% -173K -46.3% $2.94 -2.2%

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
Technology 55.6%
Real Estate 19.9%
Financial Services 19.0%
Consumer Cyclical 3.7%
Communication Services 1.4%
Healthcare 0.4%