Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Empyrean Capital Partners, LP (CIK 1317195) reported $3.03B across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VSAT ($174.4M, 5.76%), AER ($131.2M, 4.33%), BTI ($118.9M, 3.93%), MPC ($101.1M, 3.34%), ENVA ($94.1M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC | $174.4M | 5.76% | 1.9M | Added |
| 2 | AER | AERCAP HOLDINGS NV | $131.2M | 4.33% | 900,000 | Trimmed |
| 3 | BTI | BRITISH AMERN TOB PLC | $118.9M | 3.93% | 1.9M | Hold |
| 4 | MPC | MARATHON PETE CORP | $101.1M | 3.34% | 395,600 | Trimmed |
| 5 | ENVA | ENOVA INTL INC | $94.1M | 3.11% | 391,000 | Trimmed |
| 6 | AAMI | ACADIAN ASSET MANAGEMENT INC | $93.5M | 3.09% | 1.3M | Trimmed |
| 7 | NSC | NORFOLK SOUTHN CORP | $88.0M | 2.91% | 279,800 | Trimmed |
| 8 | UNP | UNION PAC CORP | $76.8M | 2.54% | 282,200 | Added |
| 9 | NMRK | NEWMARK GROUP INC | $65.9M | 2.18% | 4.4M | Hold |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $65.3M | 2.16% | 87,500 | Trimmed |
| 11 | BXDC | BLACKSTONE DIGITAL INFRASTRU | $64.6M | 2.13% | 3.0M | New |
| 12 | APO | APOLLO GLOBAL MGMT INC | $63.9M | 2.11% | 540,000 | Added |
| 13 | COF | CAPITAL ONE FINL CORP | $60.2M | 1.99% | 300,000 | Added |
| 14 | CCXI | CHURCHILL CAP CORP XI | $55.0M | 1.82% | 3.1M | New |
| 15 | IWM | ISHARES TR | $54.1M | 1.79% | 180,000 | New |
| 16 | SGI | SOMNIGROUP INTERNATIONAL INC | $49.5M | 1.64% | 632,000 | New |
| 17 | WBD | WARNER BROS DISCOVERY INC | $47.5M | 1.57% | 1.8M | Trimmed |
| 18 | TXNM | TXNM ENERGY INC | $46.1M | 1.52% | 812,554 | Trimmed |
| 19 | SHEL | SHELL PLC | $45.3M | 1.50% | 583,688 | Trimmed |
| 20 | VTOL | BRISTOW GROUP INC | $44.1M | 1.46% | 1.1M | Trimmed |
| 21 | ROKU | ROKU INC | $44.2M | 1.46% | 320,000 | New |
| 22 | CAH | CARDINAL HEALTH INC | $43.8M | 1.45% | 184,200 | Trimmed |
| 23 | BCSS | BAIN CAP GSS INVT CORP | $41.0M | 1.35% | 4.0M | Hold |
| 24 | WAT | WATERS CORP | $39.6M | 1.31% | 105,500 | Added |
| 25 | ASH | ASHLAND INC | $35.7M | 1.18% | 542,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30