Sixth Street Partners Management Company, L.P.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Sixth Street Partners Management Company, L.P. reported 18 stock positions worth $773.8 million. Its top holding was P G & E (PCG) at 38.6% of the portfolio, followed by Enstar (ESGR, 29.7%) and Sixth Street Specialty Lendi (TSLX, 7.5%). Compared with Q3 2024, it opened 4 new positions, sold out of 1, added to 2 and reduced 1. The biggest buy was a new position in Masterbrand (MBC) and the biggest sale an exit from Hudson Technologies (HDSN).

Most Recent 13F
Q2 2026
Location
Dallas, TX
CIK
0001812095
Portfolio Value
$773.8M (Q4 2024)
SEC Filing
0000950123-25-001737 ↗ filed Feb 12, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $860.6M Q1 2024 Q2 2024: $737.6M Q2 2024 Q3 2024: $738.6M Q3 2024 Q4 2024: $773.8M $773.8M Q4 2024 Q1 2025: $759.4M Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $973.6M Q4 2025 Q1 2026: $710.7M Q1 2026 Q2 2026: $579.2M Q2 2026

Holdings 18 stocks · $773.8M

PCG P G & E Corp. 38.62% 14,809,288 $298.9M No change
ESGR Enstar Group Ltd. 29.73% 714,200 $230.0M No change
TSLX Sixth Street Specialty Lendi 7.47% 2,714,226 $57.8M No change
CXM Sprinklr Inc. Class A 6.19% 5,670,000 $47.9M No change
SSNC Ss&c Technologies Holdings 3.43% 350,000 $26.5M No change
MBC Masterbrand Inc. 2.64% 1,400,000 $20.5M New
CCC CCC Intelligent Solutions Ho 1.82% 1,200,000 $14.1M No change
TLN Talen Energy Corp. 1.67% 64,000 $12.9M No change
GWRE Guidewire Software Inc. 1.59% 73,000 $12.3M Reduce -8.8%
IP International Paper Co. 1.24% 178,000 $9.6M New
HOUS Anywhere Real Estate Inc. 1.13% 2,646,154 $8.7M No change
ICLR Icon PLC 1.11% 41,000 $8.6M Add +24.2%
WWD Woodward Inc. 0.88% 41,000 $6.8M Add +36.7%
FA First Advantage Corp. 0.76% 315,000 $5.9M New
HUM Humana Inc. 0.72% 22,000 $5.6M No change
WDAY Workday Inc. Class A 0.50% 15,000 $3.9M No change
TTAN Servicetitan Inc. Class A 0.29% 22,000 $2.3M New
FPH Five Point Holdings LLC Class A 0.20% 414,676 $1.6M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.5M (not counted above)
SecurityClassShares / PrincipalValueChange
ANYWHERE RE GRP/REALOGY (HOUS 0.25 06/15/26) NOTE 0.250% 6/1 · principal 4,000,000$3.5MNo change

Total filed on the 13F, all lines: $777.3M.

Portfolio Sells Q3 2024 → Q4 2024

HDSN Hudson Technologies Inc. Sold out 0.00% −1.47
GWRE Guidewire Software Inc. Reduce -8.8% 1.59% −0.39

Portfolio Buys Q3 2024 → Q4 2024

MBC Masterbrand Inc. New 2.64% +2.64
IP International Paper Co. New 1.24% +1.24
FA First Advantage Corp. New 0.76% +0.76
TTAN Servicetitan Inc. Class A New 0.29% +0.29
WWD Woodward Inc. Add +36.7% 0.88% +0.19
ICLR Icon PLC Add +24.2% 1.11% −0.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 7$579.2MPCG, CAI, BATRK, MBC, TSLX
Q1 2026 7$710.7MCAI, PCG, BATRK, TSLX, MBC
Q4 2025 7$973.6MCAI, PCG, TSLX, MBC, CXM
Q3 2025 7$1.2BCAI, PCG, TSLX, MBC, CXM
Q2 2025 8$1.3BCAI, ESGR, PCG, TSLX, CXM
Q1 2025 19$759.4MPCG, ESGR, TSLX, CXM, SSNC
Q4 2024 18$773.8MPCG, ESGR, TSLX, CXM, SSNC
Q3 2024 15$738.6MPCG, ESGR, TSLX, CXM, SSNC
Q2 2024 14$737.6MPCG, ESGR, TSLX, CXM, HUM
Q1 2024 14$860.6MPCG, ESGR, CXM, TSLX, AVPT