SKIN β€” THE BEAUTY HEALTH COMPANY

Ownership history in Silver Point Capital L.P.  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Silver Point Capital L.P. reported a position in THE BEAUTY HEALTH COMPANY (SKIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.51% (2023 Q3)
πŸ“Š Avg. % of fund
0.25%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

Silver Point Capital L.P. Γ— SKIN AI Analytics

πŸ“‰ Silver Point Capital L.P. underperformed the S&P 500 by –34.0% annually on this SKIN position. Maximum drawdown during holding period: –69.8%.

πŸ“ˆ Position Alpha vs SPY
-34.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 34.0% ann.
8 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–69.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.1% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SKIN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,592,030 β€” 0% 0.10% $2.2M $1.39
2025 Q3 UNCHANGED 1,592,030 β€” 0% 0.16% $3.2M $1.99
2025 Q2 UNCHANGED 1,592,030 β€” 0% 0.21% $3.0M $1.91
2025 Q1 UNCHANGED 1,592,030 β€” 0% 0.17% $2.1M $1.34
2024 Q4 UNCHANGED 1,592,030 β€” 0% 0.22% $2.5M $1.59
2024 Q3 UNCHANGED 1,592,030 β€” 0% 0.16% $2.3M $1.44
2024 Q2 UNCHANGED 1,592,030 β€” 0% 0.17% $3.0M $1.92
2024 Q1 UNCHANGED 1,592,030 β€” 0% 0.41% $7.0M $4.44
2023 Q4 UNCHANGED 1,592,030 β€” 0% 0.43% $4.9M $3.11
2023 Q3 INITIATED 1,592,030 β€” β€” 0.51% $9.0M β€”

🏒 Other funds also holding SKIN

As of 2025 Q4 β€” sorted by position size

MIRABELLA FINANCIAL SERVICES LLP 3Y 2.42% Cohen Capital Management, Inc. 3Y 7Y 0.08% Glendon Capital Management LP 3Y 7Y 0.05% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.04% Woodline Partners LP 3Y 0.03% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 0.01% MTM Investment Management, LLC 3Y 0.01% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.01% MILLENNIUM MANAGEMENT LLC 3Y 7Y 0.0%
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