Finepoint Capital LP

Portfolio Overview

Finepoint Capital LP’s Q3 2025 13F filing reveals a highly concentrated portfolio with a total value of $1.34 billion, spread across just six holdings. This represents a slight decrease of 1.0% from the previous quarter's $1.36 billion. The portfolio exhibits an exceptionally high level of conviction in its top assets, with the top three positions constituting approximately 99.97% of the total value. The fund's strategy appears to be a "barbell" approach, balancing a sign...