Anchorage Capital Advisors, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Anchorage Capital Advisors, L.P. reported 2 stock positions worth $152.8 million. Its top holding was XPLR Infrastructure (XIFR) at 59.9% of the portfolio, followed by Equipmentshare.com Class A (EQPT, 40.1%). Compared with Q1 2026, it sold out of 1 and reduced 1. The biggest sale was an exit from Global Business Travel (GBTG).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002007642
Portfolio Value
$152.8M (Q2 2026)
SEC Filing
0000905148-26-003755 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $33.5M Q1 2024 Q2 2024: $35.8M Q2 2024 Q3 2024: $61.5M Q3 2024 Q4 2024: $58.7M Q4 2024 Q1 2025: $14.2M Q1 2025 Q2 2025: $13.9M Q2 2025 Q3 2025: $101.3M Q3 2025 Q4 2025: $96.5M Q4 2025 Q1 2026: $172.0M Q1 2026 Q2 2026: $152.8M $152.8M Q2 2026

Holdings 2 stocks · $152.8M

XIFR XPLR Infrastructure LP 59.93% 7,753,653 $91.6M No change
EQPT Equipmentshare.com Inc. Class A 40.07% 3,114,655 $61.2M Reduce -8.8%

Options reported separately and not counted above: XIFR calls ($4.6M).

Other holdings (2): bonds, preferreds, convertibles and warrants · $7.9M (not counted above)
SecurityClassShares / PrincipalValueChange
LIBERTY INTERACTIVE LLC (LINTA 3.75 02/15/30) DEB 3.750% 2/1 · principal 95,578,000$5.3MNo change
LIBERTY INTERACTIVE LLC (LINTA 4 11/15/29) DEB 4.000%11/1 · principal 54,668,000$2.6MNo change

Total filed on the 13F, all lines: $160.7M.

Portfolio Sells Q1 2026 → Q2 2026

GBTG Global Business Travel Group Sold out 0.00% −11.66
EQPT Equipmentshare.com Inc. Class A Reduce -8.8% 40.07% −0.38

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

Options Activity Q1 2026 → Q2 2026

HYG Ishr Ibx Usd Hiyld CB ETF-Ui call Sold out 2,500,000 $198.9Mbefore exit
XIFR XPLR Infrastructure LP call New 389,200 $4.6M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$152.8MXIFR, EQPT
Q1 2026 3$172.0MXIFR, EQPT, GBTG
Q4 2025 2$96.5MXIFR, GBTG
Q3 2025 3$101.3MGBTG, XIFR, AMBP
Q2 2025 2$13.9MAMBP, FYBR
Q1 2025 2$14.2MAMBP, FYBR
Q4 2024 2$58.7MFYBR, AMBP
Q3 2024 1$61.5MFYBR
Q2 2024 1$35.8MFYBR
Q1 2024 1$33.5MFYBR