Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

JET CAPITAL INVESTORS L P 13F Holdings -- Portfolio & Top Positions (2023-12-31)

JET CAPITAL INVESTORS L P (CIK 1278235) reported $51.0M across 8 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: IWM ($10.9M, 21.42%), CCI ($4.4M, 8.69%), WH ($4.3M, 8.53%), ANSS ($3.6M, 6.98%), BATRK ($3.3M, 6.41%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IWMISHARES TR$10.9M21.42%54,400Added
2CCICROWN CASTLE INC$4.4M8.69%38,446New
3WHWYNDHAM HOTELS & RESORTS INC$4.3M8.53%54,072New
4ANSSANSYS INC$3.6M6.98%9,802New
5BATRKATLANTA BRAVES HLDGS INC$3.3M6.41%82,557Trimmed
6PNMPNM RES INC$3.2M6.37%78,036Trimmed
7LSXMALIBERTY MEDIA CORP DEL$2.7M5.38%95,454Trimmed
8HUMHUMANA INC$2.3M4.49%5,000New
9AMTAMERICAN TOWER CORP NEW$2.1M4.11%9,700New
10PNTPOINT BIOPHARMA GLOBAL ORD$2.1M4.10%167,400New
11CITHE CIGNA GROUP$1.9M3.70%6,300New
12XUNITED STATES STL CORP NEW$1.7M3.37%35,364Trimmed
13FLEX ORD$1.7M3.24%54,276New
14SBACSBA COMMUNICATIONS CORP NEW$1.5M2.89%5,800New
15KKELLANOVA$1.4M2.75%25,100Trimmed
16ETRNEQUITRANS MIDSTREAM CORP$1.3M2.50%125,251New
17ESMTENGAGESMART INC$1.1M2.07%46,145New
18BIOHAVEN ORD$581,8661.14%13,595New
19NXTNEXTRACKER INC$393,5400.77%8,400New
20SIRISIRIUS XM HOLDINGS INC$316,1660.62%57,800Trimmed
21FNMASFEDERAL NATION MOR 8.25 SRS S PRF$238,7400.47%74,143New
22ABCMABCAM PLC$00.00%0Exited
23ATVIACTIVISION BLIZZARD INC$00.00%0Exited
24BMY.RBMY-R$00.00%0Exited
25AVGOBROADCOM INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2023-12-31