Helix Partners Management
Helix Partners Management reported 10 stocks worth $371M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are CORZ (31.4%), OPI (25.4%) and Service Pptys TR (24.9%). Compared with Q1 2026, the fund opened new positions in OPI and VLOS, added to CORZ, OPTU and CYH, trimmed ECHO and sold out of PFSI, RCL and SYF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CORZ Core Scientific Inc New | $116M | 31.4% | 4.5M | +139K (+3%) | 7 of 7 | |
| 2 |  OPI Office Pptys Income TR | $94.4M | 25.4% | 5.6M | New position | 1 of 7 | |
| 3 | SERVICE PPTYS TR | $92.4M | 24.9% | 54.7M | New position | 1 of 7 | |
| 4 |  GNL Global Net Lease Inc | $27M | 7.3% | 3M | No change | 7 of 7 | |
| 5 |  COF Capital One Finl Corp | $15.5M | 4.2% | 77K | No change | 3 of 7 | |
| 6 |  ECHO Echostar Corp | $15.1M | 4.1% | 149K | −32K (−18%) | 7 of 7 | |
| 7 | WARNER BROS DISCOVERY IN | $4M | 1.1% | 150K | New position | 1 of 7 | |
| 8 |  OPTU Altice USA Inc | $3.7M | 1.0% | 2.5M | +820K (+48%) | 3 of 7 | |
| 9 |  CYH Community Health Sys Inc New | $1.3M | 0.4% | 400K | +200K (+100%) | 7 of 7 | |
| 10 |  VLOS M3BRIGADE Acquisition V Corp | $1000K | 0.3% | 300K | New position | 1 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Helix Partners Management 13F FAQ
What does Helix Partners Management own?
Helix Partners Management reported 10 stocks worth $371M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are CORZ (31.4%), OPI (25.4%) and Service Pptys TR (24.9%). The table above lists every position in the filing (the top 10 without an account).
What did Helix Partners Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 3 added to, 1 trimmed and 5 sold out. New positions include OPI and VLOS. It sold all of PFSI, RCL and SYF.
When will Helix Partners Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Helix Partners Management's portfolio worth?
The Q2 2026 filing reports $371M in US stocks ($744M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.