Terminal · Institutions

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

One William Street Capital Management, L.P. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

One William Street Capital Management, L.P. (CIK 1534300) reported $242.5M across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HYG ($191.9M, 79.15%), BKLN ($15.7M, 6.48%), TRTX ($9.0M, 3.69%), IWM ($8.3M, 3.41%), VCIT ($5.9M, 2.44%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HYGISHARES TR$191.9M79.15%2.4MTrimmed
2BKLNINVESCO EXCH TRADED FD TR II$15.7M6.48%770,977Trimmed
3TRTXTPG RE FIN TR INC$9.0M3.69%1.1MHold
4IWMISHARES TR$8.3M3.41%27,500Trimmed
5VCITVANGUARD SCOTTSDALE FDS$5.9M2.44%71,700Hold
6FLGFLAGSTAR BANK NATIONAL ASSOC$2.3M0.96%156,000Trimmed
7ARIAPOLLO COML REAL ESTATE FIN$2.1M0.88%200,000Hold
8STWDSTARWOOD PPTY TR INC$1.9M0.77%114,000Hold
9BXMTBLACKSTONE MORTGAGE TRUST IN$1.7M0.70%100,000Hold
10KREFKKR REAL ESTATE FIN TR INC$1.4M0.57%202,000New
11SVCSERVICE PPTYS TR$1.1M0.44%630,000New
12CUZCOUSINS PPTYS INC$617,1380.25%20,585Trimmed
13RKTROCKET COS INC$603,3350.25%38,307Trimmed
14NFENEW FORTRESS ENERGY INC$15,4550.01%42,564Hold
15SPYSTATE STR SPDR S&P 500 ETF T$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30