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).
Location Dallas, TX
CIK 0001812095
Portfolio Value $773.8M (Q4 2024) Holdings 18 stocks · $773.8M 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 Q3 2024 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) Total filed on the 13F, all lines: $777.3M.
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ 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 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ 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 Quarter Positions 13F Reported Value Top Holdings Q2 2026 Amended 7 $579.2M PCG, CAI, BATRK, MBC, TSLX Q1 2026 7 $710.7M CAI, PCG, BATRK, TSLX, MBC Q4 2025 7 $973.6M CAI, PCG, TSLX, MBC, CXM Q3 2025 7 $1.2B CAI, PCG, TSLX, MBC, CXM Q2 2025 8 $1.3B CAI, ESGR, PCG, TSLX, CXM Q1 2025 19 $759.4M PCG, ESGR, TSLX, CXM, SSNC Q4 2024 18 $773.8M PCG, ESGR, TSLX, CXM, SSNC Q3 2024 15 $738.6M PCG, ESGR, TSLX, CXM, SSNC Q2 2024 14 $737.6M PCG, ESGR, TSLX, CXM, HUM Q1 2024 14 $860.6M PCG, ESGR, CXM, TSLX, AVPT