StockDriftsStockDriftsTop 15 H 2 Credit Manager LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DHC | DIVERSIFIED HEALTHCARE TR | 22.65% | 12.82M | $119.2M | -14.08%(-2.10M) | $3.01(+178.78%) | 2026-06-30 | |
| RLJ | RLJ LODGING TR | 21.58% | 9.58M | $113.6M | +0.00%(+0) | $10.10(+8.82%) | 2026-06-30 | |
| INN | SUMMIT HOTEL PROPERTIES INC | 12.16% | 9.13M | $64.0M | +0.00%(+0) | $6.59(-8.31%) | 2026-06-30 | |
| DRH | DIAMONDROCK HOSPITALITY CO | 9.22% | 3.98M | $48.5M | -2.28%(-92.87K) | $8.27(+49.41%) | 2026-06-30 | |
| PK | PARK HOTELS & RESORTS INC | 8.56% | 3.16M | $45.1M | +0.00%(+0) | $13.19(+14.71%) | 2026-06-30 | |
| SHO | SUNSTONE HOTEL INVS INC NEW | 7.37% | 3.39M | $38.8M | +21.45%(+598.18K) | $10.75(+1.72%) | 2026-06-30 | |
| BXP | BXP INC | 3.38% | 268.1K | $17.8M | +0.00%(+0) | $70.91(-3.47%) | 2026-06-30 | |
| SBRA | SABRA HEALTH CARE REIT INC | 3.34% | 900.0K | $17.6M | +0.00%(+0) | $11.74(+73.15%) | 2026-06-30 | |
| KRG | KITE RLTY GROUP TR | 3.02% | 560.0K | $15.9M | +0.00%(+0) | $22.47(+17.69%) | 2026-06-30 | |
| HST | HOST HOTELS & RESORTS INC | 2.64% | 586.0K | $13.9M | +0.00%(+0) | $13.25(+72.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.19% | +52.82% | +4.11% | +22.32% |
| Top 20 Holdings Unweighted | +16.79% | +59.31% | +6.10% | +34.47% |
H 2 Credit Manager LP reports $526.35M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are DHC (22.6%), RLJ (21.6%) and INN (12.2%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +52.82% 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.
Sign up free to track H 2 Credit Manager LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from H 2 Credit Manager LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1813784). View H 2 Credit Manager LP’s 13F filings on SEC