Bardin Hill Management Partners LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed September 11, 2024), Bardin Hill Management Partners LP reported 23 stock positions worth $179.5 million . Its top holding was Nextdecade (NEXT) at 38.0% of the portfolio, followed by Endeavor Group Hold Class A (EDR, 10.1% ) and Amedisys (AMED, 6.2% ). Compared with Q1 2024, it opened 7 new positions, sold out of 10, added to 6 and reduced 7. The biggest buy was Endeavor Group Hold Class A (EDR, shares +22% ) and the biggest sale an exit from Pioneer Natural Resources (PXD).
Location NEW YORK, NY
CIK 0001616416
Portfolio Value $179.5M (Q2 2024) Holdings 23 stocks · $179.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 NEXT Nextdecade Corp. 8,583,861 $68.2M No change EDR Endeavor Group Hold Class A 673,889 $18.2M Add +21.8% AMED Amedisys Inc. 120,471 $11.1M Add +21.5% ACI Albertsons Cos Inc. Class A 534,736 $10.6M Add +1.5% GSM Ferroglobe PLC 1,897,920 $10.2M Reduce -2.4% LSXMK Liberty Media Corp.-Liber-New 389,913 $8.6M Reduce -17.6% HES Hess Corp. 52,811 $7.8M Reduce -29.9% AXONICS INC 105,545 $7.1M Reduce -2.4% RCM R1 RCM Inc. 525,211 $6.6M Add +98.7% GLNG Golar LNG Ltd. 164,061 $5.1M Add +6.6% LVS Las Vegas Sands Corp. 107,675 $4.8M No change CCO Clear Channel Outdoor Holdin 2,759,815 $3.9M Reduce -19.5% ANSS Ansys Inc. 10,960 $3.5M New PRFT Perficient Inc. 39,352 $2.9M New HOLI Hollysys Automation Technolo 132,875 $2.9M Reduce -76.2% TALO Talos Energy Inc. 137,521 $1.7M No change SQSP Squarespace Inc. Class A 33,885 $1.5M New HA Hawaiian Holdings Inc. 116,500 $1.4M New PWSC Powerschool Holdings Inc. Class A 64,275 $1.4M New NVEI Nuvei Corp.-Subordinate VTG 28,488 $922K New SLCA US Silica Holdings Inc. 46,419 $717K New SEQUANS COMMUNICATIONS S A 416,677 $210K Add +30.8% EHAB Enhabit Inc. 16,966 $151K Reduce -88.6%
Options reported separately and not counted above: SIRI puts ($35.5M), LSXMK puts ($8.6M), ACI calls ($4.8M), HOLI puts ($2.9M), CPRI calls ($2.8M), FOUR calls ($1.9M), HA puts ($1.4M), GLNG calls ($1.4M), X calls ($1.3M), SAVEQ puts ($956K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $5.1M (not counted above) Total filed on the 13F, all lines: $184.6M.
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ PXD Pioneer Natural Resources Co. Sold out 0.00% −14.51 NGMS Neogames SA Sold out 0.00% −5.07 HOLI Hollysys Automation Technolo Reduce -76.2% 1.60% −4.58 TCN Tricon Residential Inc. Sold out 0.00% −2.78 X United States Steel Corp. Sold out 0.00% −2.36 CPRI Capri Holdings Ltd. Sold out 0.00% −1.49 LSXMK Liberty Media Corp.-Liber-New Reduce -17.6% 4.81% −1.28 AEL American National Group Inc. Sold out 0.00% −0.95 EVBG Everbridge Inc. Sold out 0.00% −0.76 SWAV Shockwave Medical Inc. Sold out 0.00% −0.75 EHAB Enhabit Inc. Reduce -88.6% 0.08% −0.67 HES Hess Corp. Reduce -29.9% 4.34% −0.65 TKO Tko Group Holdings Inc. Sold out 0.00% −0.57 CCO Clear Channel Outdoor Holdin Reduce -19.5% 2.17% −0.28 IHRT Iheartmedia Inc. Class A Sold out 0.00% −0.26 AXONICS INC Reduce -2.4% 3.95% +0.72 GSM Ferroglobe PLC Reduce -2.4% 5.67% +1.47
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ EDR Endeavor Group Hold Class A Add +21.8% 10.15% +3.97 RCM R1 RCM Inc. Add +98.7% 3.68% +2.20 AMED Amedisys Inc. Add +21.5% 6.16% +2.20 ANSS Ansys Inc. New 1.96% +1.96 PRFT Perficient Inc. New 1.64% +1.64 GLNG Golar LNG Ltd. Add +6.6% 2.87% +1.26 ACI Albertsons Cos Inc. Class A Add +1.5% 5.88% +0.98 SQSP Squarespace Inc. Class A New 0.82% +0.82 HA Hawaiian Holdings Inc. New 0.81% +0.81 PWSC Powerschool Holdings Inc. Class A New 0.80% +0.80 NVEI Nuvei Corp.-Subordinate VTG New 0.51% +0.51 SLCA US Silica Holdings Inc. New 0.40% +0.40 SEQUANS COMMUNICATIONS S A Add +30.8% 0.12% +0.06
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ SIRI Sirius XM Holdings Inc. put Add +8212.2% 1,252,900 $35.5M LSXMK Liberty Media Corp.-Liber-New put Add +13169.8% 389,600 $8.6M ACI Albertsons Cos Inc. Class A call Add +9850.6% 241,600 $4.8M HOLI Hollysys Automation Technolo put Add +2329.0% 132,600 $2.9M CPRI Capri Holdings Ltd. call Add +9900.0% 85,400 $2.8M FOUR SHIFT4 Payments Inc. Class A call Add +8713.6% 26,000 $1.9M HA Hawaiian Holdings Inc. put New 116,500 $1.4M GLNG Golar LNG Ltd. call Add +9129.2% 44,300 $1.4M X United States Steel Corp. call Add +1141.3% 34,100 $1.3M SAVEQ Spirit Airlines Inc. put Add +24895.2% 261,200 $956K CPRI Capri Holdings Ltd. put Sold out 1,240 $528Kbefore exit EDR Endeavor Group Hold Class A put Sold out 5,529 $221Kbefore exit HES Hess Corp. put Sold out 575 $52Kbefore exit VZIO Vizio Holding Corp. Class A put Sold out 2,427 $37Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 0 $0 Q1 2026 0 $0 Q4 2025 0 $0 Q3 2025 5 $79.3M NEXT, GSM, CCO, LTM, INDV Q2 2025 35 $158.7M NEXT, FYBR, K, GSM, EVRI Q1 2025 24 $230.1M NEXT, SGI, ITCI, K, FYBR Q4 2024 26 $177.3M NEXT, K, HCP, GLNG, SPR Q3 2024 29 $187.7M NEXT, AXONICS INC, HCP, AMED, K Q2 2024 Amended 23 $179.5M NEXT, EDR, AMED, ACI, GSM Q1 2024 26 $230.5M NEXT, PXD, HOLI, EDR, LSXMK