Benefit Street Partners
NEW YORK, NYfiles as Benefit Street Partners LLC
$36m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 12.5% of the portfolio this quarter.
Value
$36m
Stocks
9
Top 10 share
100.0%
Turnover
12.5%
What changed this quarter
New
Bought for the first time this quarter.
- Evolent HealthEVH5.5% of the fund
- Cleveland-CliffsCLF3.3% of the fund
- McEwenMUX2.5% of the fund
Added
Bought more of a stock they already held.
- Graftech InternationalEAF12.2% of the fund+3%
Cut
Sold some of their stake.
- EchoStarECHO31.1% of the fund-10%
- Oracle1.3% of the fund-50%
Sold out
Sold their entire stake.
- Gohealth-100%
Holdings
- Pg&e
- Share
- 38.5%
- Value
- $14m
- Shares
- 333,260
Held
- Oracle
- Share
- 1.3%
- Value
- $469,458
- Shares
- 10,444
-50%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Pg&e | 38.5% | $14m | 333,260 | Held |
| EchoStarECHO | 31.1% | $11m | 109,527 | -10% |
| Graftech InternationalEAF | 12.2% | $4m | 736,745 | +3% |
| Evolent HealthEVH | 5.5% | $2m | 363,165 | New |
| Peloton InteractivePTON | 4.1% | $1m | 250,000 | Held |
| Cleveland-CliffsCLF | 3.3% | $1m | 125,000 | New |
| McEwenMUX | 2.5% | $906,500 | 50,000 | New |
| Mercer InternationalMERC | 1.5% | $519,665 | 787,371 | Held |
| Oracle | 1.3% | $469,458 | 10,444 | -50% |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is down 30.9% since 31 December 2025.
Where the money is
Media & telecom31.1%
Technology12.2%
Materials7.3%
Industrials5.5%
Retail & consumer4.1%
Other39.9%
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.