H/2 Credit Manager LP 13F Holdings · Q2 2026
H/2 Credit Manager LP reported 16 securities worth $526.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DHC (22.65%), RLJ (21.58%), INN (12.16%). Among its top 25 positions this quarter: 1 added, 2 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DHC | DIVERSIFIED HEALTHCARE TR | $119.2M | 22.65% | 12.8M | Trimmed |
| 2 | RLJ | RLJ LODGING TR | $113.6M | 21.58% | 9.6M | Hold |
| 3 | INN | SUMMIT HOTEL PROPERTIES INC | $64.0M | 12.16% | 9.1M | Hold |
| 4 | DRH | DIAMONDROCK HOSPITALITY CO | $48.5M | 9.22% | 4.0M | Trimmed |
| 5 | PK | PARK HOTELS & RESORTS INC | $45.1M | 8.56% | 3.2M | Hold |
| 6 | SHO | SUNSTONE HOTEL INVS INC NEW | $38.8M | 7.37% | 3.4M | Added |
| 7 | BXP | BXP INC | $17.8M | 3.38% | 268,110 | Hold |
| 8 | SBRA | SABRA HEALTH CARE REIT INC | $17.6M | 3.34% | 900,000 | Hold |
| 9 | KRG | KITE RLTY GROUP TR | $15.9M | 3.02% | 560,000 | Hold |
| 10 | HST | HOST HOTELS & RESORTS INC | $13.9M | 2.64% | 586,032 | Hold |
| 11 | HHH | HOWARD HUGHES HOLDINGS | $10.0M | 1.91% | 140,268 | Hold |
| 12 | CLDT | CHATHAM LODGING TR | $7.9M | 1.50% | 595,000 | Hold |
| 13 | KIM | KIMCO RLTY CORP | $7.6M | 1.44% | 300,000 | Hold |
| 14 | BRX | BRIXMOR PPTY GROUP INC | $6.3M | 1.20% | 200,000 | Hold |
| 15 | ALX | ALEXANDERS INC | $276,000 | 0.05% | 1,000 | Hold |
| 16 | RLJPRA | RLJ LODGING TR | $49,000 | 0.01% | 2,000 | Hold |
| 17 | PEBPRE | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | Exited |
| 18 | PEBPRF | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | Exited |
| 19 | VRE | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR