H/2 CREDIT MANAGER LP — 13F Holdings & Portfolio
CIK 1813784 · latest 13F-HR filed 2026-08-14
H/2 CREDIT MANAGER LP manages $526.3K in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DHC (22.65%), RLJ (21.58%), INN (12.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 3, added to 14, and trimmed 0.
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.
SEVENTH FLOOR
STAMFORD, CT 06901
$526.3K
Long-equity book
16
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −3 / ↑14 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- RLJ LODGING TR$42.5K +59.7%
- SUMMIT HOTEL PROPERTIES INC$23.6K +58.6%
- DIVERSIFIED HEALTHCARE TR$20.2K +20.3%
- SUNSTONE HOTEL INVS INC NEW$13.7K +54.3%
- PARK HOTELS & RESORTS INC$11.8K +35.3%
Exited Positions
- VERIS RESIDENTIAL INC$103.3K
- PEBBLEBROOK HOTEL TR$4.8K
- PEBBLEBROOK HOTEL TR$2.0K
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 | DIVERSIFIED HEALTHCARE TR | DHC | 25525P107 | $119.2K | 22.65% | 12,817,366 | SH |
| 2 | RLJ LODGING TR | RLJ | 74965L101 | $113.6K | 21.58% | 9,583,184 | SH |
| 3 | SUMMIT HOTEL PROPERTIES INC | INN | 866082100 | $64.0K | 12.16% | 9,126,700 | SH |
| 4 | DIAMONDROCK HOSPITALITY CO | DRH | 252784301 | $48.5K | 9.22% | 3,982,284 | SH |
| 5 | PARK HOTELS & RESORTS INC | PK | 700517105 | $45.1K | 8.56% | 3,162,710 | SH |
| 6 | SUNSTONE HOTEL INVS INC NEW | SHO | 867892101 | $38.8K | 7.37% | 3,386,394 | SH |
| 7 | BXP INC | BXP | 101121101 | $17.8K | 3.38% | 268,110 | SH |
| 8 | SABRA HEALTH CARE REIT INC | SBRA | 78573L106 | $17.6K | 3.34% | 900,000 | SH |
| 9 | KITE RLTY GROUP TR | KRG | 49803T300 | $15.9K | 3.02% | 560,000 | SH |
| 10 | HOST HOTELS & RESORTS INC | HST | 44107P104 | $13.9K | 2.64% | 586,032 | SH |
| 11 | HOWARD HUGHES HOLDINGS | HHH | 44267T102 | $10.0K | 1.91% | 140,268 | SH |
| 12 | CHATHAM LODGING TR | CLDT | 16208T102 | $7.9K | 1.50% | 595,000 | SH |
| 13 | KIMCO RLTY CORP | KIM | 49446R109 | $7.6K | 1.44% | 300,000 | SH |
| 14 | BRIXMOR PPTY GROUP INC | BRX | 11120U105 | $6.3K | 1.20% | 200,000 | SH |
| 15 | ALEXANDERS INC | ALX | 014752109 | $276 | 0.05% | 1,000 | SH |
| 16 | RLJ LODGING TR | RLJPA | 74965L200 | $49 | 0.01% | 2,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $526.3K | 16 | 0001813784-26-000006 |
| 2026-03-31 | 2026-05-15 | $499.7K | 19 | 0001813784-26-000005 |
| 2025-12-31 | 2026-02-17 | $456.6K | 19 | 0001813784-26-000003 |
| 2025-09-30 | 2025-11-14 | $403.5K | 17 | 0001813784-25-000008 |