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Corre Partners Management

New York, NYfiles as Corre Partners Management, LLC

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$380m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 81.3% of the portfolio this quarter.

Value
$380m
Stocks
4
Top 10 share
100.0%
Turnover
81.3%

What changed this quarter

New

Bought for the first time this quarter.

  • DPC HoldingsDPC
    81.3% of the fund

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

None this quarter.

Holdings

  • DPC HoldingsDPC
    Share
    81.3%
    Value
    $309m
    Shares
    6,289,659

    New

  • Grupo Aeromexico SAB de CVAERO
    Share
    10.3%
    Value
    $39m
    Shares
    2,167,491

    Held

  • TeamTISI
    Share
    7.3%
    Value
    $28m
    Shares
    1,604,326

    Held

  • NNNNBR
    Share
    1.2%
    Value
    $4m
    Shares
    1,238,637

    -80%

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 805.9% since 30 June 2025.

Where the money is

Materials81.3%
Retail & consumer7.3%
Industrials1.2%
Other10.3%

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.