Benefit Street Partners LLC
Benefit Street Partners LLC reported 9 US-listed holdings worth $35.8 million in its 13F for the quarter ended 30 June 2026, filed 21 July 2026. Its largest: Pg&e Corp. (38.5%), EchoStar Corp. (31.1%) and Graftech Intl Ltd Com New (12.2%). Against the quarter before, it opened 3 positions, added to 1, trimmed 2 and sold out of 1.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -18.6% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Evolent Health Inc. EVH$2.0 million
- Cleveland-Cliffs Inc. CLF$1.2 million
- McEwen MNG Inc. MUX$906,500
Added to 1
- Graftech Intl Ltd Com New EAF+23,683 shares · +3%
Trimmed 2
- EchoStar Corp. ECHO-11,639 shares · -10%
- Oracle Corp. ORCLPRD-10,444 shares · -50%
Sold out of 1
- Gohealth Inc. GOCOQ$20,524 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Pg&e Corp. PCGPRX | 333.3K | $13.8 million | 38.54% | no change |
| EchoStar Corp. ECHO | 109.5K | $11.1 million | 31.08% | -11.6K |
| Graftech Intl Ltd Com New EAF | 736.7K | $4.4 million | 12.17% | +23.7K |
| Evolent Health Inc. EVH | 363.2K | $2.0 million | 5.50% | new |
| Peloton Interactive, Inc. PTON | 250.0K | $1.5 million | 4.13% | no change |
| Cleveland-Cliffs Inc. CLF | 125.0K | $1.2 million | 3.28% | new |
| McEwen MNG Inc. MUX | 50.0K | $906,500 | 2.53% | new |
| Mercer Intl Inc. MERC | 787.4K | $519,665 | 1.45% | no change |
| Oracle Corp. ORCLPRD | 10.4K | $469,458 | 1.31% | -10.4K |