Cyrus Capital Partners, L.P.
New York, NY
$146m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 29.8% of the portfolio this quarter.
Value
$146m
Stocks
3
Top 10 share
100.0%
Turnover
29.8%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares Silver TRSLV0.7% of the fund
Added
Bought more of a stock they already held.
- EchoStarECHO69.8% of the fund+74%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Garrett MotionGTX-100%
- MethanexMEOH-100%
- Nebius GroupNBIS-100%
Holdings
- Ishares Silver TRSLV
- Share
- 0.7%
- Value
- $1m
- Shares
- 20,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| EchoStarECHO | 69.8% | $102m | 1,004,709 | +74% |
| Caesars EntertainmentCZR | 29.5% | $43m | 1,430,000 | Held |
| Ishares Silver TRSLV | 0.7% | $1m | 20,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 52.4% since 30 June 2025.
Where the money is
Media & telecom69.8%
Retail & consumer29.5%
Other0.7%
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.