See exactly what they report each quarter the night their 13F is filed, and copy it in your own brokerage.
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Distressed debt's elder statesman; the equity book is the public part.
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Rebuilt at the close on the day each 13F was filed, to its 100 largest stock positions weighted by reported value. Nov 5, 2024 to Nov 5, 2026, at closing prices. Past trades don't guarantee future results.
Share-count changes versus the prior quarter's filing.
| Ticker | Company | Today | Position | Weight | Since disclosed |
|---|---|---|---|---|---|
| $TRMD | TORM PLC | $524.3M | 9.2% | +31.7% | |
| $BLCO | BAUSCH LOMB CORP | $57.0M | 1.0% | +20.3% | |
| $LILAK | LIBERTY LATIN AMERICA LTD | $58.9M | 1.0% | +14.4% | |
| $B | BARRICK MINING CORP | $117.8M | 2.1% | +9.8% | |
| $AU | ANGLOGOLD ASHANTI PLC | $257.2M | 4.5% | +9.5% | |
| $OCSL | OAKTREE SPECIALTY LENDING CORP | $94.0M | 1.7% | +4.9% | |
| $KRC | KILROY REALTY CORP | $69.3M | 1.2% | −3.2% | |
| $MMYT | MAKEMYTRIP LTD | $52.4M | 0.9% | −3.8% | |
| $TAC | TRANSALTA CORP | $41.5M | 0.7% | −5.1% | |
| $VNOM | VIPER ENERGY INC | $160.8M | 2.8% | −6.4% |
Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.
Source: SEC Form 13F-HR · filings on EDGAR ↗
The reported positions in their reported weights, from the filing for the quarter ended Jun 30, 2026. $9.99/mo.
No tiers. No hidden fees.
A put is a bet the stock falls; a call, that it rises. Values are the notional amounts reported on the 13F and the share of the whole reported book. Option bets are not part of the basket a follower buys.
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