StockDrifts LogoStockDrifts

Anchorage Capital Advisors L P 13F Portfolio

Portfolio Manager
Anchorage Capital Advisors L P
Performance
+11.92% (2026 Q2)
AUM (13F)
$165.34M
# of Holdings
4
Performance Rank
Allocation (Top 20)
95.06%
Latest filing
Q2 2026

Anchorage Capital Advisors L P Holdings Map

Top 2 Anchorage Capital Advisors L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XIFR
XPLR INFRASTRUCTURE LP
56.97%7.75M$91.6M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 3.29M shares2025-Q4: 6.90M shares2026-Q1: 7.75M shares2026-Q2: 7.75M shares
$9.73(+20.78%)
2026-06-30
EQPT
EQUIPMENTSHARE COM INC
38.09%3.11M$61.2M
-8.79%(-300.00K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.41M shares2026-Q2: 3.11M shares
$20.37(+1.28%)
2026-06-30

About Anchorage Capital Advisors L P’s portfolio

Anchorage Capital Advisors L P reports $165.34M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are XIFR (57.0%) and EQPT (38.1%). The top 20 holdings account for 95.06% of reported assets. Its disclosed equity book has returned +231.01% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
XIFR — 59.9% ($91.57M)EQPT — 40.1% ($61.23M)
100%in top 2
  • XIFR59.9%
  • EQPT40.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
EQPTEQUIPMENTSHARE COM INC-8.8%

Unlock alerts, watchlists & AI chat

Sign up free to track Anchorage Capital Advisors L P, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Anchorage Capital Advisors L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007642). View Anchorage Capital Advisors L P’s 13F filings on SEC

More 13F analyses

View all