King Street Capital Management, L.P. holds a concentrated book of 11 stocks worth $328.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Blackstone Secured Lending F and trimmed Boeing Co. Their largest long position is Surgery Partners Inc at 37% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as King Street Capital Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Perbak Capital Partners LLP | 2 / 11 | $75.2M |
| Rubric Capital Management LP | 3 / 11 | $1.4B |
| Reaves W H & Co Inc | 2 / 11 | $895.9M |
| Forest Avenue Capital Management LP | 2 / 11 | $227.1M |
| Lone Pine Capital LLC | 2 / 11 | $1.5B |
| Clearfield Capital Management LP | 2 / 11 | $19.8M |
| Blue Grotto Capital, LLC | 2 / 11 | $113.4M |
| Westend Capital Management, LLC | 4 / 11 | $37.4M |
Ranked by the share of each fund's own book sitting in the names it shares with King Street Capital Management, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Surgery Partners Inc COM | $121.9M | 10.23M | 37.2% | —Held | |
| 2 | Boeing Co COM | $51.4M | 258.4K | 15.7% | ▼−61% Reduced · −406K sh | |
| 3 | Blackstone Secd Lending FD COMMON STOCK | $29.6M | 1.25M | 9.0% | ▲New New position | |
| 4 | Uwm Holdings Corporation COM CL A | $28.2M | 7.80M | 8.6% | ▲+70% Added · +3.2M sh | |
| 5 | Uniti Group LLC COM SHS | $23.4M | 2.50M | 7.1% | —Held | |
| 6 | Select Sector SPDR TR STATE STREET IND | $18.9M | 116.7K | 5.8% | ▲New New position | |
| 7 | Talen Energy Corp COM | $15.0M | 47.0K | 4.6% | ▲New New position | |
| 8 | Venture Global Inc COM CL A | $14.0M | 890.0K | 4.3% | ▲New New position | |
| 9 | Optimum Communications Inc CL A | $10.4M | 8.03M | 3.2% | —Held | |
| 10 | Vistra Corp COM | $8.9M | 59.0K | 2.7% | ▲New New position | |
| 11 | Agnc Invt Corp COM | $6.2M | 615.0K | 1.9% | ▼−81% Reduced · −2.6M sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1218199/holdings"
Use Arkolith to show KING STREET CAPITAL MANAGEMENT, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.