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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Edward A. Mulé
✓ VerifiedInstitutional Investor • Silver Point Capital
Value
$1.7B
Stocks
14 Stocks
Turnover
0.0%
Top Holdings
GPOR(40.16%) AERO(22.86%) DHC(13.09%) SATS(11.57%) MSC(4.76%)
About Investor
Established investor leading Silver Point Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Investment philosophy details pending verification.
Edward A. Mulé Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| GPOR | None | Gulfport Energy | General | $442.5M | 0 | 40.2% | 0 | -99.9% |
| AERO | None | GRUPO AEROMEXICO SAB DE CV | General | $251.9M | 0 | 22.9% | 0 | -99.9% |
| DHC | None | Diversified Healthcare Trust | General | $144.2M | 0 | 13.1% | 0 | -99.9% |
| SATS | None | EchoStar Corporation | Communication Services | $127.5M | 0 | 11.6% | 0 | -99.9% |
| MSC | None | STUDIO CITY INTL HLDGS LTD | General | $52.4M | 0 | 4.8% | 0 | -99.9% |
| FSK | None | Fs Kkr Capital Corp - US | General | $28.6M | 0 | 2.6% | 0 | -99.9% |
| KLC | None | KINDERCARE LEARNING COMPANIE | General | $21.7M | 0 | 2.0% | 0 | -99.9% |
| ENZL | None | ISHARES TR | Industrials | $14.0M | 0 | 1.3% | 0 | -99.9% |
| ULCC | None | FRONTIER GROUP HLDGS INC | General | $12.1M | 0 | 1.1% | 0 | -99.9% |
| FUN | None | Six Flags Entertainment Corporation | Consumer Discretionary | $2.8M | 0 | 0.3% | 0 | -99.9% |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| GPORGulfport Energy | $442.5M | -99.9% | 40.2% | Decreased |
| AEROGRUPO AEROMEXICO SAB DE CV | $251.9M | -99.9% | 22.9% | Decreased |
| DHCDiversified Healthcare Trust | $144.2M | -99.9% | 13.1% | Decreased |
| SATSEchoStar Corporation | $127.5M | -99.9% | 11.6% | Decreased |
| MSCSTUDIO CITY INTL HLDGS LTD | $52.4M | -99.9% | 4.8% | Decreased |
| FSKFs Kkr Capital Corp - US | $28.6M | -99.9% | 2.6% | Decreased |
| KLCKINDERCARE LEARNING COMPANIE | $21.7M | -99.9% | 2.0% | Decreased |
| ENZLISHARES TR | $14.0M | -99.9% | 1.3% | Decreased |
13F Sector Breakdown
General86.7%
Communication Services11.6%
Industrials1.3%
Consumer Discretionary0.3%
Materials0.1%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 9 | $954.8M | 86.7% |
| Communication Services | 1 | $127.5M | 11.6% |
| Industrials | 1 | $14.0M | 1.3% |
| Consumer Discretionary | 1 | $2.8M | 0.3% |
| Materials | 1 | $1.4M | 0.1% |
| Financials | 1 | $1.2M | 0.1% |