Searchlight Capital Partners, L.P.

NEW YORK, NY

$516m in 1 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 100.0% of the portfolio this quarter.

Value
$516m
Stocks
1
Top 10 share
100.0%
Turnover
100.0%

What changed this quarter

New

Bought for the first time this quarter.

  • DPC HoldingsDPC
    100.0% of the fund

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

Holdings

  • DPC HoldingsDPC
    Share
    100.0%
    Value
    $516m
    Shares
    10,515,042

    New

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 395.6% since 30 June 2025.

Where the money is

Materials100.0%

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.