AI Portfolio Summary
In 2026 Q1, Benefit Street Partners LLC maintained a portfolio of 23 distinct positions. The most significant new addition to the portfolio was PELOTON INTERACTIVE , which now represents 1.24% of the total fund value. They heavily accumulated shares in RIOT PLATFORMS INC, increasing their position by 26.0%. Conversely, Benefit Street Partners LLC completely exited their position in SKILLSOFT CORP.
Total Positions
23
Quarter
2026 Q1
Top Holding
N/A (34.4%)
Top 10 Concentration
91.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-23 of 23
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
RIOT PLATFORMS ...
|
—
|
Bond/Debt | 34.38% | 25.45% |
#1
Prev: #1
|
8.5 | 5,325,000 | 26.0% |
P
S
|
25,825,000 | $29,696,607 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
PCG/PRX
PG&E CORP
|
Preferred | 16.58% | 15.96% |
#2
Prev: #2
|
6.0 | -19,995 | -5.7% |
P
S
|
333,260 | $14,326,847 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SATS
ECHOSTAR CORP
|
Communication Services | 16.42% | 14.51% |
#3
Prev: #3
|
6.0 | no change | no change |
P
S
|
121,166 | $14,184,889 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
N/A
ECHOSTAR CORP
|
—
|
Bond/Debt | 5.91% | 5.02% |
#4
2
Prev: #6
|
3.4 | 36,000 | 2.6% |
P
S
|
1,396,000 | $5,108,671 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
EAF
GRAFTECH INTL L...
|
Industrials | 5.60% | 12.19% |
#5
1
Prev: #4
|
3.7 | no change | no change |
P
S
|
713,062 | $4,834,560 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
N/A
JETBLUE AIRWAYS...
|
—
|
Bond/Debt | 5.44% | 4.52% |
#6
1
Prev: #7
|
4.2 | 500,000 | 11.8% |
P
S
|
4,750,000 | $4,701,559 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
FLUENCE ENERGY ...
|
—
|
Bond/Debt | 2.34% | 2.18% |
#7
2
Prev: #9
|
1.9 | no change | no change |
P
S
|
2,000,000 | $2,018,250 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
BLACKSTONE MORT...
|
—
|
Bond/Debt | 1.96% | 1.85% |
#8
2
Prev: #10
|
1.8 | no change | no change |
P
S
|
1,700,000 | $1,690,027 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
COINBASE GLOBAL...
|
—
|
Bond/Debt | 1.87% | 1.69% |
#9
2
Prev: #11
|
2.7 | 250,000 | 16.7% |
P
S
|
1,750,000 | $1,616,817 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
SHIFT4 PMTS INC
|
—
|
Bond/Debt | 1.36% | 1.06% |
#10
2
Prev: #12
|
3.0 | 250,000 | 25.0% |
P
S
|
1,250,000 | $1,175,038 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
MERC
MERCER INTL INC
|
Basic Materials | 1.29% | 0.14% |
#11
5
Prev: #16
|
3.5 | 723,686 | 1136.4% |
P
S
|
787,371 | $1,118,067 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
PTON
PELOTON INTERAC...
|
Consumer Cyclical | 1.24% | — |
#12
Prev: #—
|
4.0 | 250,000 | no change |
NEW
|
250,000 | $1,072,500 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
N/A
ORACLE CORP
|
—
|
Unknown | 1.09% | — |
#13
Prev: #—
|
3.9 | 20,888 | no change |
NEW
|
20,888 | $940,169 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
SNOWFLAKE INC
|
—
|
Bond/Debt | 1.01% | — |
#14
Prev: #—
|
3.9 | 710,000 | no change |
NEW
|
710,000 | $872,472 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
STRATEGY INC
|
—
|
Bond/Debt | 1.00% | — |
#15
Prev: #—
|
3.9 | 1,000,000 | no change |
NEW
|
1,000,000 | $864,008 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
MKS INC.
|
—
|
Bond/Debt | 0.96% | — |
#16
Prev: #—
|
3.9 | 500,000 | no change |
NEW
|
500,000 | $828,199 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
DATADOG INC
|
—
|
Bond/Debt | 0.84% | — |
#17
Prev: #—
|
3.8 | 750,000 | no change |
NEW
|
750,000 | $727,200 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
N/A
STRATEGY INC
|
—
|
Bond/Debt | 0.69% | 0.69% |
#18
5
Prev: #13
|
1.3 | no change | no change |
P
S
|
540,000 | $593,098 | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
GOCO
GOHEALTH INC
|
Financial Services | 0.02% | 0.03% |
#19
2
Prev: #17
|
1.0 | no change | no change |
P
S
|
13,592 | $20,524 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
SKIL
SKILLSOFT CORP
|
Consumer Defensive | 0.00% | 0.47% |
Sold All 😨
(Was: #15) |
0.0 | -46,115 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
N/A
NORTHERN OIL & ...
|
—
|
Bond/Debt | 0.00% | 0.53% |
Sold All 😨
(Was: #14) |
0.0 | -500,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-04-20 | ||
|
CCO
CLEAR CHANNEL O...
|
Communication Services | 0.00% | 3.65% |
Sold All 😨
(Was: #8) |
0.0 | -1,497,926 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-20 | |||
|
HOUS
ANYWHERE REAL E...
|
Unknown | 0.00% | 10.06% |
Sold All 😨
(Was: #5) |
0.0 | -644,730 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-20 |
Showing 1-23 of 23 holdings