Michael Cohn
@Diameter Capital Partners Lp
Latest period2024 - Q3ReportedManaged Assets$1.227BTotal holdings24
Assets growth rate44.65%Assets growth rate (2-Q avg)15.92%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Diameter Capital Partners Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 24 positions.
Assets under management
The assets under management (AUM) of Diameter Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.227B in assets, with a quarterly growth rate of 44.65% and a 2-quarter average growth rate of 15.92%. The portfolio is managed by Michael Cohn, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TACTransalta Corp
| 2.12% | $25.916M 2.5M shares@ $10.37 avg price | New Position |
BLCOBausch Plus Lomb Corp
| 1.73% | $21.219M 1.1M shares@ $19.29 avg price | New Position |
SATSEchostar Corp
| 1.63% | $20.004M 805,970 shares@ $24.82 avg price | |
AMBPArdagh Metal Packaging S A
| 1.23% | $14.982M 3.974M shares@ $3.77 avg price | Decreased -18.73% |
PRIMPrimoris Svcs Corp
| 0.95% | $11.616M 200,000 shares@ $58.08 avg price | Decreased -69.83% |
HOUSAnywhere Real Estate Inc
| 0.88% | $10.709M 2.108M shares@ $5.08 avg price | New Position |
BHCBausch Health Cos Inc
| 0.86% | $10.548M 1.293M shares@ $8.17 avg price | New Position |
2547⤦Dish Network Corporation
| 0.67% | $8.145M 10M shares@ $0.82 avg price | Decreased -68.93% |
AGNCAgnc Invt Corp
| 0.57% | $6.99M 668,223 shares@ $10.47 avg price | New Position |
TDSTelephone & Data Sys Inc
| 0.48% | $5.887M 253,199 shares@ $23.26 avg price | New Position |