Aurelius Capital Management, LP
New York, NY
$55m in 9 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 75.2% of the portfolio this quarter.
Value
$55m
Stocks
9
Top 10 share
100.0%
Turnover
75.2%
What changed this quarter
New
Bought for the first time this quarter.
- BitfarmsBITF34.4% of the fund
- Cipher DigitalCIFR11.4% of the fund
- TerawulfWULF9.3% of the fund
- Riot PlatformsRIOT8.2% of the fund
- Willow Lane AcquisitionWLAC6.4% of the fund
- CleansparkCLSK5.4% of the fund
Added
Bought more of a stock they already held.
- Core ScientificCORZ15.3% of the fund+7%
Cut
Sold some of their stake.
- Bitdeer Technologies GroupBTDR5.3% of the fund-26%
- USA TodayTDAY4.3% of the fund-51%
Sold out
Sold their entire stake.
Holdings
- BitfarmsBITF
- Share
- 34.4%
- Value
- $19m
- Shares
- 6,737,261
New
- Willow Lane AcquisitionWLAC
- Share
- 6.4%
- Value
- $4m
- Shares
- 304,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| BitfarmsBITF | 34.4% | $19m | 6,737,261 | New |
| Core ScientificCORZ | 15.3% | $8m | 470,965 | +7% |
| Cipher DigitalCIFR | 11.4% | $6m | 500,000 | New |
| TerawulfWULF | 9.3% | $5m | 450,000 | New |
| Riot PlatformsRIOT | 8.2% | $5m | 238,220 | New |
| Willow Lane AcquisitionWLAC | 6.4% | $4m | 304,000 | New |
| CleansparkCLSK | 5.4% | $3m | 207,390 | New |
| Bitdeer Technologies GroupBTDR | 5.3% | $3m | 169,825 | -26% |
| USA TodayTDAY | 4.3% | $2m | 569,997 | -51% |
Over time and by industry
Value over time
Sep '25
Value is up 275.3% since 30 June 2025.
Where the money is
Financial services54.9%
Media & telecom4.3%
Other40.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.