1y return+76.2%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since December 31, 2024: $214 against $127 in the S&P 500.2
Helix Partners Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CORZCore Scientific Inc New | $116.4M | 31.4% | +3.2% |
| OPIOffice Pptys Income Tr | $94.4M | 25.4% | New |
| Service Pptys TrCUSIP 81761L102 | $92.4M | 24.9% | New |
| GNLGlobal Net Lease Inc | $27.0M | 7.3% | |
| COFCapital One Finl Corp | $15.5M | 4.2% | |
| ECHOEchostar Corp | $15.1M | 4.1% | −17.7% |
| Warner Bros Discovery IncCUSIP 934423104 | $4.0M | 1.1% | New |
| OPTUOptimum Communications Inc | $3.7M | 1.0% | +48.2% |
| CYHCommunity Health Sys Inc New | $1.3M | 0.4% | +100.0% |
| M3brigade Acquisition V CorpCUSIP G63212107 | $1,000K | 0.3% | New |
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 |
|---|---|---|---|
| ECHOEchostar Corp | December 31, 2024 | +343.2% | $15.1M |
| CORZCore Scientific Inc New | December 31, 2024 | +82.1% | $116.4M |
| GNLGlobal Net Lease Inc | December 31, 2024 | +22.5% | $27.0M |
| CYHCommunity Health Sys Inc New | December 31, 2024 | +11.7% | $1.3M |
| OPTUOptimum Communications Inc | December 31, 2025 | −12.1% | $3.7M |
| COFCapital One Finl Corp | December 31, 2025 | −17.2% | $15.5M |
Sold off last quarter
- PFSIPennymac Finl Svcs Inc New was $6.9M
- Royal Caribbean GroupCUSIP V7780T103 was $5.8M
- SYFSynchrony Financial was $5.2M
- CIFRCipher Digital Inc was $3.6M
- PDMPiedmont Realty Trust Inc was $2.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +32.2% | +14.8% |
| March 31, 2026 | +3.3% | −4.6% |
| December 31, 2025 | −3.0% | +2.4% |
| September 30, 2025 | +33.1% | +7.8% |
| June 30, 2025 | +63.0% | +10.5% |
| March 31, 2025 | −25.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Helix Partners Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1995612&type=13F-HR&dateb=&owner=include&count=40CIK 1995612
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1995612/000199561226000007/Filed August 13, 2026 · accession 0001995612-26-000007