Institutions / Empyrean Capital Partners, LP

Empyrean Capital Partners, LP

CIK 1317195 · Institution · as of Mar 31, 2026
Portfolio value
$3.00B
Positions
123
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$3.00B+4.6%
$3.00B$2.94B$2.87BQ4 '25Q1 '26

Positions

123+30.9%
12310994Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 123 →
CompanyClassValueShares% of portfolio
AerCap Holdings N.V.$137.18M1,000,0004.6%
British Amern Tob PLC$112.55M1,925,0003.7%
Shell PLC$106.18M1,141,7003.5%
Marathon Petroleum Corp$97.21M398,1003.2%
Norfolk Southern Corp$91.01M317,1003.0%
Constellation Brands, Inc.$90.93M606,2003.0%
Helix Acquisition Corp. III$84.33M1,442,5542.8%
Acadian Asset Management Inc.$71.19M1,308,1902.4%
Warner Bros. Discovery, Inc.$70.93M2,583,0002.4%
Vistance Networks, Inc.$67.92M3,732,0002.3%
Newmark Group, Inc.$65.36M4,360,1502.2%
Union Pacific Corp$57.82M238,3001.9%
Axalta Coating Systems Ltd$56.78M2,050,0001.9%
Bristow Group Inc.$54.86M1,170,0001.8%
Enova International, Inc.$53.53M394,0641.8%
Cardinal Health Inc$52.36M247,8001.7%
Viasat Inc$52.12M1,138,0001.7%
Vishay Intertechnology Inc$49.84M52,000,0001.7%
Liberty Broadband Corp$46.32M920,7811.5%
Electronic Arts Inc.$46.28M227,0001.5%
Phillips 66$43.03M236,2001.4%
Bain Capital GSS Investment Corp.$40.35M3,990,0001.3%
Comcast Corp.$38.61M1,345,0001.3%
Apollo Global Management, Inc.$36.57M328,2001.2%
Fox Corp$36.32M622,0001.2%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitPG&E Corp
Common stock
$-94.81M-5.9M
-100.00%
0
high
Q1 2026
as of
ExitCVS HEALTH Corp
Common stock
$-92.06M-1.2M
-100.00%
0
high
Q1 2026
as of
ExitUnitedhealth Group Inc
Common stock
$-63.71M-193K
-100.00%
0
high
Q1 2026
as of
Trim780259305
Common stock
$-51.92M-558K
-32.84%
1,141,700
3.54% of portfolio
high
Q1 2026
as of
TrimCapital One Financial Corp
Common stock
$-51.81M-284K
-63.96%
160,000
0.97% of portfolio
high
Q1 2026
as of
NewElectronic Arts Inc.
Common stock
$46.28M+227K
227,000
1.54% of portfolio
medium
Q1 2026
as of
ExitG0R78B122
Common stock
$-40.78M-4.0M
-100.00%
0
medium
Q1 2026
as of
NewBain Capital GSS Investment Corp.
Common stock
$40.35M+4.0M
3,990,000
1.34% of portfolio
medium
Q1 2026
as of
NewApollo Global Management, Inc.
Common stock
$36.57M+328K
328,200
1.22% of portfolio
medium
Q1 2026
as of
NewFox Corp
Common stock
$36.32M+622K
622,000
1.21% of portfolio
medium