Hein Park Capital Management LP
New York, NY
$50m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 35.7% of the portfolio this quarter.
Value
$50m
Stocks
2
Top 10 share
100.0%
Turnover
35.7%
What changed this quarter
New
Bought for the first time this quarter.
- Surgery PartnersSGRY35.7% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Caesars EntertainmentCZR64.3% of the fund-54%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Caesars EntertainmentCZR | 64.3% | $32m | 1,069,684 | -54% |
| Surgery PartnersSGRY | 35.7% | $18m | 1,068,621 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 63.1% since 30 June 2025.
Where the money is
Retail & consumer64.3%
Health care35.7%
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.