King Street Capital Management, L.P.

Name: KING STREET CAPITAL MANAGEMENT, L.P. 13F holdings, Q1 2026
Creator: KING STREET CAPITAL MANAGEMENT, L.P.
Published: 2026-05-15

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), King Street Capital Management, L.P. reported 11 stock positions worth $328.0 million. Its top holding was Surgery Partners (SGRY) at 37.2% of the portfolio, followed by Boeing (BA, 15.7%) and Blackstone Secured Lending F (BXSL, 9.0%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 1 and reduced 2. The biggest buy was a new position in Blackstone Secured Lending F (BXSL) and the biggest sale Boeing (BA, shares −61%).

Most Recent 13F: Q2 2026
Location: New York, NY
CIK: 0001218199
Portfolio Value: $328.0M (Q1 2026)
SEC Filing: 0001172661-26-002091 ↗ filed May 15, 2026

Holdings Value

Holdings 11 stocks · $328.0M


SGRY Surgery Partners Inc.	37.17%	10,229,730	$121.9M	No change
BA The Boeing Co.	15.68%	258,355	$51.4M	Reduce -61.1%
BXSL Blackstone Secured Lending F	9.03%	1,250,000	$29.6M	New
UWMC Uwm Holdings Corp.	8.61%	7,799,000	$28.2M	Add +69.8%
UNIT Uniti Group Inc.	7.14%	2,498,226	$23.4M	No change
XLI SS Industrial Select Sector	5.75%	116,660	$18.9M	New
TLN Talen Energy Corp.	4.57%	47,000	$15.0M	New
VG Venture Global Inc. Class A	4.28%	890,000	$14.0M	New
OPTU Optimum Communications Inc. Class A	3.18%	8,032,126	$10.4M	No change
VST Vistra Corp.	2.70%	59,000	$8.9M	New
AGNC AGNC Investment Corp.	1.88%	615,000	$6.2M	Reduce -81.1%

Portfolio Sells Q4 2025 → Q1 2026


BA The Boeing Co.	Reduce -61.1%	15.68%	−13.60
LPLA LPL Financial Holdings Inc.	Sold out	0.00%	−7.54
NLY Annaly Capital Management Inc.	Sold out	0.00%	−6.48
AGNC AGNC Investment Corp.	Reduce -81.1%	1.88%	−5.20
ALLY Ally Financial Inc.	Sold out	0.00%	−4.03
RH RH	Sold out	0.00%	−3.17

Portfolio Buys Q4 2025 → Q1 2026


BXSL Blackstone Secured Lending F	New	9.03%	+9.03
XLI SS Industrial Select Sector	New	5.75%	+5.75
TLN Talen Energy Corp.	New	4.57%	+4.57
UWMC Uwm Holdings Corp.	Add +69.8%	8.61%	+4.52
VG Venture Global Inc. Class A	New	4.28%	+4.28
VST Vistra Corp.	New	2.70%	+2.70

Notes & Other Activity Q4 2025 → Q1 2026


BOEING CO/THE (BA 6 10/15/27)	DEP CONV PFD A	Sold out	1,706,000	$118.4Mbefore exit
PG&E CORP (PCG 4.25 12/01/27)	NOTE 4.250%12/0 · principal	Sold out	110,000,000	$113.5Mbefore 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	6	$189.7M	SGRY, USHY, HYG, TLN, VST
Q1 2026	11	$328.0M	SGRY, BA, BXSL, UWMC, UNIT
Q4 2025	10	$492.4M	SGRY, BA, LPLA, AGNC, NLY
Q3 2025	13	$499.9M	SGRY, BA, UNIT, SLG, KRE
Q2 2025	7	$370.7M	BA, SGRY, UNIT, AVAH, HOUS
Q1 2025	8	$369.9M	BA, SGRY, AVAH, UNIT, PCG
Q4 2024	8	$242.9M	BA, SGRY, AVAH, BLCO, PCG
Q3 2024Amended	7	$113.0M	SGRY, AVAH, BLCO, UNIT, OPTU
Q2 2024Amended	3	$37.6M	AVAH, AMBP, OPTU
Q1 2024	3	$46.7M	AVB, AVAH, VMRK