StockDriftsStockDriftsTop 50 Empyrean Capital Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | 6.14% | 1.94M | $174.4M | +70.65%(+804.00K) | $40.50(+104.36%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 4.62% | 900.0K | $131.2M | -10.00%(-100.00K) | $56.58(+169.44%) | 2026-06-30 | |
| BTI | BRITISH AMERN TOB PLC | 4.18% | 1.93M | $118.9M | +0.00%(+0) | $47.49(+17.35%) | 2026-06-30 | |
| MPC | MARATHON PETE CORP | 3.56% | 395.6K | $101.1M | -0.63%(-2.50K) | $70.29(+405.68%) | 2026-06-30 | |
| ENVA | ENOVA INTL INC | 3.31% | 391.0K | $94.1M | -0.78%(-3.06K) | $47.33(+460.88%) | 2026-06-30 | |
| AAMI | ACADIAN ASSET MANAGEMENT INC | 3.29% | 1.31M | $93.5M | -0.01%(-190) | $24.63(+275.64%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 3.1% | 279.8K | $88.0M | -11.76%(-37.30K) | $285.12(+19.94%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 2.7% | 282.2K | $76.8M | +18.42%(+43.90K) | $236.77(+26.37%) | 2026-06-30 | |
| NMRK | NEWMARK GROUP INC | 2.32% | 4.36M | $65.9M | +0.00%(+0) | $8.65(+76.35%) | 2026-06-30 | |
| APO | APOLLO GLOBAL MGMT INC | 2.25% | 540.0K | $63.9M | +64.53%(+211.80K) | $122.61(+14.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.82% | +72.03% | +12.87% | +83.16% |
| Top 20 Holdings Unweighted | +21.65% | +80.01% | +14.08% | +93.24% |
Empyrean Capital Partners LP reports $3.03B in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are VSAT (6.1%), AER (4.6%) and BTI (4.2%). The top 20 holdings account for 52.23% of reported assets. Its disclosed equity book has returned +72.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Empyrean Capital Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1317195). View Empyrean Capital Partners LP’s 13F filings on SEC