Silver Point Capital L.P. In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Silver Point Capital L.P. reported 9 stock positions worth $1.2 billion . Its top holding was Gulfport Energy (GPOR) at 69.4% of the portfolio, followed by Studio City Internationa-ADR (MSC, 16.5% ) and Frontier Communications Pare (FYBR, 5.4% ). Compared with Q4 2023, it opened 4 new positions, sold out of 5 and reduced 3. The biggest buy was a new position in Veradigm (MDRX) and the biggest sale Diversified Healthcare Trust (DHC, shares −1% ).
Location Greenwich, CT
CIK 0001332784
Portfolio Value $1.2B (Q1 2024) Holdings 9 stocks · $1.2B 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 Q4 2023 GPOR Gulfport Energy Corp. 5,197,848 $832.3M Reduce -8.4% MSC Studio City Internationa-ADR 28,642,279 $198.5M No change FYBR Frontier Communications Pare 2,645,071 $64.8M Reduce -16.4% DHC Diversified Healthcare Trust 15,504,810 $38.1M Reduce -1.4% MDRX Veradigm Inc. 3,861,000 $29.7M New MPT Medical Properties Trust Inc. 4,125,000 $19.4M New ECHO Echostar Corp. Class A 550,000 $7.8M New SKIN Skinhealth Systems Inc. filed as THE BEAUTY HEALTH COMPANY 1,592,030 $7.0M No change TALO Talos Energy Inc. 120,830 $1.7M New
Options reported separately and not counted above: SPY puts ($360.9M), IWM puts ($61.0M), SAVEQ calls ($11.7M), SPR puts ($7.2M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $50.7M (not counted above) Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q4 2023 → Q1 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 Q4 2023 % Of Portfolio Change To Portfolio ▲ DHC Diversified Healthcare Trust Reduce -1.4% 3.18% −2.07 FYBR Frontier Communications Pare Reduce -16.4% 5.40% −1.75 PR Permian Resources Corp. Class A Sold out 0.00% −0.80 MTDR Matador Resources Co. Sold out 0.00% −0.70 MUR Murphy Oil Corp. Sold out 0.00% −0.67 SM SM Energy Co. Sold out 0.00% −0.63 EOG EOG Resources Inc. Sold out 0.00% −0.37 GPOR Gulfport Energy Corp. Reduce -8.4% 69.39% +1.96
Portfolio Buys Q4 2023 → Q1 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 Q4 2023 % Of Portfolio Change To Portfolio ▼ MDRX Veradigm Inc. New 2.48% +2.48 MPT Medical Properties Trust Inc. New 1.62% +1.62 ECHO Echostar Corp. Class A New 0.65% +0.65 TALO Talos Energy Inc. New 0.14% +0.14
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put New 690,000 $360.9M IWM iShares Russell 2000 ETF put New 290,000 $61.0M AAL American Airlines Group Inc. call Sold out 1,500,000 $20.6Mbefore exit SAVEQ Spirit Airlines Inc. call New 2,419,100 $11.7M SPR Spirit Aerosystems Hold Class A put New 200,000 $7.2M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024 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 $973.8M GPOR, AERO, DHC, MSC, FSK Q1 2026 13 $1.1B GPOR, AERO, DHC, ECHO, MSC Q4 2025 18 $1.7B GPOR, AERO, IAU, PCG, MSC Q3 2025 18 $1.3B GPOR, MSC, IAU, ECHO, IWM Q2 2025 13 $1.1B GPOR, ECHO, USHY, MSC, WBA Q1 2025 10 $913.9M GPOR, SGI, MSC, TDS, PCG Q4 2024 10 $925.3M GPOR, MSC, TDS, DHC, HCC Q3 2024 8 $1.1B GPOR, MSC, DHC, ECHO, MPT Q2 2024 11 $1.2B GPOR, MSC, FYBR, ECHO, DHC Q1 2024 9 $1.2B GPOR, MSC, FYBR, DHC, MDRX