EdgeMarket › What Diameter Capital Partners Lp reported owning

What Diameter Capital Partners Lp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.1B

Positions

29

Quarter

2026-03-31

Shown below

20
largest by value
holdingvalue% of booksharesprice1y
ECHO
EchoStar CORP
172.2M16.1%1.5M86.81+214.0%
UNIT
Uniti Group Inc.
53.3M5.0%5.7M9.97+63.4%
unmapped CUSIP 63954QAJ538.5M3.6%40.0M
unmapped CUSIP 63954QAL037.2M3.5%40.0M
FBIN
Fortune Brands Innovations, Inc.
26.5M2.5%680.0K44.53-22.9%
unmapped CUSIP 14628050824.9M2.3%1.1M
PCG
PG&E Corp
21.1M2.0%1.2M17.60+14.6%
UWMC
UWM Holdings Corp
21.0M2.0%5.8M1.40-74.7%
AMBP
Ardagh Metal Packaging S.A.
18.1M1.7%4.5M5.36+44.5%
NCDL
Nuveen Churchill Direct Lending Corp.
17.5M1.6%1.4M12.31-23.0%
VISN
Vistance Networks, Inc.
14.6M1.4%800.0K11.21-28.6%
PFLT
PennantPark Floating Rate Capital Ltd.
13.3M1.2%1.7M7.37-27.5%
MBC
MasterBrand, Inc.
12.8M1.2%1.5M9.11-25.9%
BBDC
Barings BDC, Inc.
12.1M1.1%1.5M9.34-3.2%
SLRC
SLR Investment Corp.
11.8M1.1%827.1K12.63-23.5%
MAGN
Magnera Corp
11.5M1.1%1.2M12.34-2.5%
CMCO
COLUMBUS MCKINNON CORP
10.4M1.0%715.8K17.62+24.6%
RH
RH
4.3M0.4%30.7K153.21-29.3%
JHX
James Hardie Industries plc
947.0K0.1%50.0K30.43+63.3%
unmapped CUSIP 530715AL5320.3K0.0%7.8M

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

The whole archive is one click away.

Screener, filings, insider flow, backtests and the AI — open without an account.

Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →