Finepoint Capital LP — 13F Holdings & Portfolio

CIK 1608126 · latest 13F-HR filed 2026-05-14

Finepoint Capital LP manages $1.95B in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (35.13%), SOXX (24.74%), QQQ (18.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 4, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.95B

Long-equity book

Holdings

9

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+0 / −1 / ↑4 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • RXO INC$28.6M +24.1%
  • ALEANNA INC$327.6K +472.4%
  • ALEANNA INC$150.8K +190.9%
  • MONEYHERO LIMITED$37.8K +98.6%
Show all 4

Top Trims

  • QXO INC-$139.4M -34.1%
  • CALIDI BIOTHERAPEUTICS INC-$970 -79.6%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • SOLID BIOSCIENCES INC$5.4M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR S&P 500 ETF TR Put SPY 78462F103 $685.9M 35.13% 1,054,700 SH
2 ISHARES TR Put SOXX 464287523 $483.1M 24.74% 1,469,968 SH
3 INVESCO QQQ TR Put QQQ 46090E103 $366.4M 18.76% 634,755 SH
4 QXO INC QXO 82846H405 $269.1M 13.78% 13,858,415 SH
5 RXO INC RXO 74982T103 $147.3M 7.54% 10,073,618 SH
6 ALEANNA INC ANNAW 01444V111 $396.9K 0.02% 490,000 SH
7 ALEANNA INC ANNA 01444V103 $229.8K 0.01% 27,717 SH
8 MONEYHERO LIMITED MNYWW G6202B119 $76.1K 0.00% 895,000 SH
9 CALIDI BIOTHERAPEUTICS INC CLDI 320703408 $249 0.00% 1,042 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $1.95B 9 0000904454-26-000285
2025-12-31 2026-02-13 $2.00B 9 0000904454-26-000098
2025-09-30 2025-11-13 $1.74B 9 0000904454-25-000583