Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TLNTalen Energy Corp | $225.7M | 64.5% | +22.4% |
| ECHOEchostar Corp | $105.0M | 30.0% | −11.0% |
| AMZNAmazon Com Inc | $11.5M | 3.3% | New |
| RXORxo Inc | $7.9M | 2.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RXORxo Inc | December 31, 2025 | +118.3% | $7.9M |
| TLNTalen Energy Corp | December 31, 2025 | +2.5% | $225.7M |
| ECHOEchostar Corp | December 31, 2025 | −6.6% | $105.0M |
Sold off last quarter
- Global Business Travel GroupCUSIP 37890B100 was $48.6M
- Seagate Technology Hldngs PlCUSIP G7997R103 was $15.4M
- WDCWestern Digital Corp was $14.3M
- VOOVanguard Index Fds was $4.9M
- QQQInvesco Qqq Tr was $3.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +24.8% | +14.8% |
| March 31, 2026 | −11.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Attestor Capital Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1830731&type=13F-HR&dateb=&owner=include&count=40CIK 1830731
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1830731/000094787126000741/Filed August 4, 2026 · accession 0000947871-26-000741