In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Caspian Capital LP reported 4 stock positions worth $55.4 million . Its top holding was Ftai Infrastructure (FIP) at 67.9% of the portfolio, followed by Hudson Technologies (HDSN, 13.5% ) and Bausch + Lomb (BLCO, 12.4% ). Compared with Q1 2024, it opened 1 new position, sold out of 1 and added to 2. The biggest buy was a new position in Pediatrix Medical (MD) and the biggest sale an exit from Ftai Aviation (FTAI).
Location New York, NY
CIK 0001518999
Portfolio Value $55.4M (Q2 2024) Holdings 4 stocks · $55.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 FIP Ftai Infrastructure Inc. 4,361,307 $37.6M No change HDSN Hudson Technologies Inc. 849,359 $7.5M Add +21.4% BLCO Bausch + Lomb Corp. 475,000 $6.9M Add +42.6% MD Pediatrix Medical Group Inc. 450,000 $3.4M New
Other holdings (1): bonds, preferreds, convertibles and warrants · $9K (not counted above) Security Class Shares / Principal Value Change SDAWW Suncar Technology Group -28 *W EXP 05/17/202 50,000 $9K No change
Total filed on the 13F, all lines: $55.4M.
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ FTAI Ftai Aviation Ltd. Sold out 0.00% −33.62
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ MD Pediatrix Medical Group Inc. New 6.13% +6.13 BLCO Bausch + Lomb Corp. Add +42.6% 12.45% +3.09 HDSN Hudson Technologies Inc. Add +21.4% 13.48% +0.96
Notes & Other Activity Q1 2024 → Q2 2024 Security Class Change vs Q1 2024 Shares / Principal Value ▼ MCAFR Mountain Crest Acq Corp. -RTS RIGHT 06/29/2026 Sold out 80,000 $15Kbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 12 $176.1M HYG, BLCO, FIP, ATRO, FTAI Q1 2026 8 $102.8M BLCO, FIP, ATRO, FTAI, CTEV Q4 2025 10 $151.2M BLCO, FIP, FTAI, CCO, PACS Q3 2024 4 $73.4M FIP, MD, BLCO, HDSN Q2 2024 4 $55.4M FIP, HDSN, BLCO, MD Q1 2024 4 $61.5M FIP, FTAI, HDSN, BLCO