Helix Partners Management LP
Helix Partners Management LP, managed by Jonathan Heller, reported 10 positions worth $370.88M in its 2026 Q2 13F filing: 4 new and 5 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +181.8% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +57.4% | +11.4% |
| 2025 Q3 | +35.2% | +7.6% |
| 2025 Q4 | -3.0% | +3.1% |
| 2026 Q1 | +3.3% | -5.8% |
| 2026 Q2 | +32.2% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC NEW | $116.43M | 31.40% | +3.2% |
| OPI | OFFICE PPTYS INCOME TR | $94.38M | 25.40% | NEW |
| SVC | SERVICE PPTYS TR | $92.44M | 24.90% | NEW |
| GNL | GLOBAL NET LEASE INC | $27.02M | 7.30% | NO CHANGE |
| COF | CAPITAL ONE FINL CORP | $15.47M | 4.20% | NO CHANGE |
| ECHO | ECHOSTAR CORP | $15.15M | 4.10% | -17.7% |
| WBD | WARNER BROS DISCOVERY INC | $4.00M | 1.10% | NEW |
| OPTU | OPTIMUM COMMUNICATIONS INC | $3.65M | 0.99% | +48.2% |
| CYH | COMMUNITY HEALTH SYS INC NEW | $1.34M | 0.36% | +100% |
| VLOS | M3BRIGADE ACQUISITION V CORP | $1.00M | 0.27% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.