StockDriftsStockDriftsTop 41 Luxor Capital Group LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC | 11.24% | 707.8K | $103.4M | +19.11%(+113.55K) | $133.87(-5.70%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 10.3% | 1.21M | $94.7M | new | $73.89(-10.59%) | 2026-06-30 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 7.98% | 656.6K | $73.4M | +73.61%(+278.39K) | $92.13(+16.41%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 7.86% | 267.0K | $72.2M | +233.54%(+186.95K) | $212.66(+9.33%) | 2026-06-30 | |
| GLNG | GOLAR LNG LTD | 6.9% | 1.27M | $63.5M | +11.30%(+129.25K) | $39.83(+32.71%) | 2026-06-30 | |
| GPC | GENUINE PARTS CO | 6.71% | 522.5K | $61.6M | new | $111.17(+21.47%) | 2026-06-30 | |
| BKD | BROOKDALE SR LIVING INC | 6.45% | 3.69M | $59.3M | +25.82%(+756.36K) | $11.94(+5.89%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 6.13% | 386.3K | $56.3M | +181.34%(+249.00K) | $124.94(+22.02%) | 2026-06-30 | |
| GFF | GRIFFON CORP | 4.87% | 458.8K | $44.7M | new | $84.03(+23.96%) | 2026-06-30 | |
| DASH | DOORDASH INC | 3.84% | 191.3K | $35.3M | -33.43%(-96.07K) | $163.04(+33.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +58.86% | -5.17% | -23.30% |
| Top 20 Holdings Unweighted | +29.96% | +119.51% | +4.87% | +26.83% |
Luxor Capital Group LP reports $2.52B in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are NRG (11.2%), SGI (10.3%) and PFGC (8.0%). The top 20 holdings account for 93.68% of reported assets. Its disclosed equity book has returned +58.86% 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 Luxor Capital Group LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1316580). View Luxor Capital Group LP’s 13F filings on SEC