One William Street Capital Management, L.P.

CIK: 0001534300SEC EDGAR →

Portfolio Value

$745.4M

Holdings

7

As of

Q4 2025

New Positions

7

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
HYGPut

ISHARES TR

8,674,000$699.4M
93.82%
2

INVESCO EXCHANGE TRADED FD T

150,000$28.7M
3.85%
3
IWMPut

ISHARES TR

30,000$7.4M
0.99%
4

FLAGSTAR BANK NATIONAL ASSOC

400,000$5.0M
0.68%
5

TPG RE FIN TR INC

476,961$4.1M
0.55%
6

GOLDMAN SACHS BDC INC

80,000$742K
0.10%
7

NEW FORTRESS ENERGY INC

42,564$48K
0.01%

Quarterly Changes

Top Buys

HYG↑ Increased
$427.4M
RSPNEW
$28.7M
IWMNEW
$7.4M
QC10↑ Increased
$2.7M
GSBDNEW
$742K

Top Sells

VCITCLOSED
$6.0M
HOUSCLOSED
$2.8M
ADAMCLOSED
$643K

New Positions (3)

$28.7M · 150K shares
$7.4M · 30K shares
$742K · 80K shares

Closed Positions (3)

$6.0M · 72K shares
$2.8M · 269K shares
$643K · 92K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services4$736.2M98.8%
Unknown1$5.0M0.7%
Real Estate1$4.1M0.6%
Utilities1$48K0.0%