DSC Meridian Capital LP
DSC Meridian Capital LP reported 11 US-listed holdings worth $303.9 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Grupo Aeromexico Sab De CV (16.9%), Azul Sa-Spon ADR (16.2%) and Core Scientific Inc. New (16.0%). Against the quarter before, it opened 3 positions, added to 3, trimmed 3 and sold out of 1.
The 11 largest of its 11 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 +21.4% over the 7 quarters to 30 June 2026, against +30.2% 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
- Azul Sa-Spon ADR AZUL$49.2 million
- Invesco Exch Traded FD Trust II BKLN$43.4 million
- Caesars Entertainment, Inc. CZR$5.0 million
Added to 3
- Electronic Arts Inc EA+43,541 shares · +210%
- Vistra Corp. VST+48,350 shares · +49%
- iShares Broad Usd High Yld Corp. USHY+96,503 shares · +9%
Trimmed 3
- Core Scientific Inc. New CORZ-375,000 shares · -16%
- Rocket Cos Inc. RKT-2,000 shares · -0%
- Teck Resources Ltd TECK-200 shares · -0%
Sold out of 1
- iShares Trust HYG$32.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Grupo Aeromexico Sab De CV AERO | 2.9M | $51.3 million | 16.89% | no change |
| Azul Sa-Spon ADR AZUL | 5.5M | $49.2 million | 16.20% | new |
| Core Scientific Inc. New CORZ | 1.9M | $48.8 million | 16.04% | -375.0K |
| iShares Broad Usd High Yld Corp. USHY | 1.2M | $43.7 million | 14.39% | +96.5K |
| Invesco Exch Traded FD Trust II BKLN | 2.1M | $43.4 million | 14.30% | new |
| Vistra Corp. VST | 147.7K | $23.4 million | 7.71% | +48.4K |
| Electronic Arts Inc EA | 64.2K | $13.2 million | 4.33% | +43.5K |
| Teck Resources Ltd TECK | 197.2K | $11.7 million | 3.86% | -200 |
| Rocket Cos Inc. RKT | 657.4K | $10.4 million | 3.41% | -2.0K |
| Caesars Entertainment, Inc. CZR | 165.0K | $5.0 million | 1.64% | new |
| Gray Television Inc. GTN | 939.7K | $3.7 million | 1.23% | no change |