Silver Point Capital L.P. 13F 持仓 · 2026年Q2
Silver Point Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 13 只证券，申报市值合计 11.02 亿美元。前几大持仓：GPOR（40.16%）、AERO（22.86%）、DHC（13.09%）。本季前 25 大持仓中：新建仓 3 只、增持 4 只、减持 3 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GPOR | GULFPORT ENERGY CORP | $442.5M | 40.16% | 2.6M | 增持 |
| 2 | AERO | GRUPO AEROMEXICO SAB DE CV | $251.9M | 22.86% | 14.0M | 增持 |
| 3 | DHC | DIVERSIFIED HEALTHCARE TR | $144.2M | 13.09% | 15.5M | 持平 |
| 4 | SATS | ECHOSTAR CORP | $127.5M | 11.57% | 0 | 减持 |
| 5 | MSC | STUDIO CITY INTL HLDGS LTD | $52.4M | 4.76% | 28.6M | 减持 |
| 6 | FSK | FS KKR CAP CORP | $28.6M | 2.60% | 2.7M | 新建仓 |
| 7 | KLC | KINDERCARE LEARNING COMPANIE | $21.7M | 1.97% | 5.1M | 增持 |
| 8 | USHY | ISHARES TR | $14.0M | 1.27% | 377,941 | 新建仓 |
| 9 | ULCC | FRONTIER GROUP HLDGS INC | $12.1M | 1.10% | 1.5M | 减持 |
| 10 | FUN | SIX FLAGS ENTERTAINMENT CORP | $2.8M | 0.25% | 130,000 | 持平 |
| 11 | FMC | FMC CORP | $1.4M | 0.13% | 124,000 | 新建仓 |
| 12 | CEE | THE CENTRAL AND EASTERN EU I | $1.2M | 0.11% | 57,030 | 持平 |
| 13 | SKIN | SKINHEALTH SYSTEMS INC | $1.1M | 0.10% | 1.6M | 持平 |
| 14 | LIBERTY MEDIA CORP DEL | $350,000 | 0.03% | 0 | 增持 | |
| 15 | BLCO | BAUSCH PLUS LOMB CORP | $0 | 0.00% | 0 | 清仓 |
| 16 | ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | 清仓 |
| 17 | SMCIP | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | 清仓 |
| 18 | SVC | SERVICE PPTYS TR | $0 | 0.00% | 0 | 清仓 |
| 19 | UNIT | UNITI GROUP LLC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR