Silver Point Capital L.P. · Q1 2026 13F · SEC CIK 1332784
Edward Mulé portfolio
Hedge fundSilver Point Capital 13F holdings. Filed 2026-05-15 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.1B
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +20.6%
- Assets under management
- $46.2B
Edward Mulé is the co-founder of Silver Point Capital, which reported 13 positions worth $1.1B in its Q1 2026 13F, filed 2026-05-15. Its largest holdings were Gulfport Energy Corp (GPOR, 51.7%), Grupo Aeromexico Sab de Cv (AERO, 18.2%), Diversified Healthcare Tr (DHC, 9.7%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.
Edward Mulé holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GPORGulfport Energy Corp | 51.7% | -24.5% | $551.5M |
| AEROGrupo Aeromexico Sab de Cv | 18.2% | +4.9% | $193.6M |
| DHCDiversified Healthcare Tr | 9.7% | +0.0% | $103.0M |
| ECHOEchostar Corp | 7.8% | +0.0% | $82.8M |
| MSCStudio City Intl Hldgs Ltd | 6.5% | +0.0% | $69.6M |
| BLCOBausch Plus Lomb Corp | 3.3% | -12.5% | $35.7M |
| ULCCFrontier Group Hldgs Inc | 1.2% | -25.9% | $12.9M |
| KLCKinderCare Learning Cos Inc | 0.6% | — | $6.1M |
| 81761L102Service Pptys Tr | 0.3% | -27.2% | $3.4M |
| UNITUniti Group LLC | 0.3% | -27.7% | $2.8M |
| FUNSix Flags Entertainment Corp | 0.2% | +0.0% | $2.3M |
| SKINSkinhealth Systems Inc | 0.1% | +0.0% | $1.4M |
| CEEThe Central and Eastern Eu I | 0.1% | +2.0% | $1.0M |
What Edward Mulé bought and sold in Q1 2026, against Q4 2025.
New positions
- KLC KinderCare Learning Cos Inc0.6% of 13F
Added to
No position grew by more than 5%.
Reduced
- UNIT Uniti Group LLC-27.7% shares
- Service Pptys Tr-27.2% shares
- ULCC Frontier Group Hldgs Inc-25.9% shares
- GPOR Gulfport Energy Corp-24.5% shares
- BLCO Bausch Plus Lomb Corp-12.5% shares
Sold out
- IAU Ishares Gold Trustwas 9.2%
- PCG Pg&e Corpwas 6.8%
- AIV Apartment Invt & Mgmt Cowas 2.6%
- LUV Southwest Airls Cowas 1.6%
- EIX Edison Intlwas 1.1%
- IWM Ishareswas 0.4%
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +26.9% /yr
- S&P 500 +20.1%
- 3 years
- +20.6% /yr
- S&P 500 +20.4%
- 5 years
- +17.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $1.1B | 13 |
| Q4 2025 | $1.7B | 18 |
| Q3 2025 | $1.4B | 19 |
| Q2 2025 | $1.1B | 14 |
| Q1 2025 | $913.9M | 10 |
| Q4 2024 | $925.3M | 10 |
| Q3 2024 | $1.1B | 8 |
| Q2 2024 | $1.2B | 11 |
| Q1 2024 | $1.2B | 9 |
| Q4 2023 | $1.1B | 10 |
| Q3 2023 | $1.1B | 13 |
| Q2 2023 | $1.2B | 7 |
Questions about Edward Mulé's portfolio
Who is Edward Mulé?
Edward Mulé is the co-founder of Silver Point Capital, a hedge fund that files its US stock holdings with the SEC on Form 13F under the name Silver Point Capital L.P..
What stocks does Edward Mulé own?
Silver Point Capital L.P.'s latest 13F, for Q1 2026 and filed May 15, 2026, lists 13 positions worth $1.1B. The largest are Gulfport Energy Corp (GPOR) at 51.7%, Grupo Aeromexico Sab de Cv (AERO) at 18.2%, Diversified Healthcare Tr (DHC) at 9.7%, Echostar Corp (ECHO) at 7.8% and Studio City Intl Hldgs Ltd (MSC) at 6.5%.
What did Edward Mulé buy last quarter?
In Q1 2026, Silver Point Capital L.P. added a new position in KinderCare Learning Cos Inc (KLC), compared with its Q4 2025 filing.
What did Edward Mulé sell last quarter?
In Q1 2026, Silver Point Capital L.P. sold all of Ishares Gold Trust (IAU), sold all of Pg&e Corp (PCG), sold all of Apartment Invt & Mgmt Co (AIV), sold all of Southwest Airls Co (LUV), sold all of Edison Intl (EIX), Uniti Group LLC (UNIT) (-27.7% shares), Service Pptys Tr (-27.2% shares) and Frontier Group Hldgs Inc (ULCC) (-25.9% shares), compared with its Q4 2025 filing.
How has Edward Mulé's portfolio performed?
A portfolio copying Silver Point Capital L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.9% against +20.1%. Over 5 years: +17.1% a year against +11.6%.
When is Silver Point Capital L.P.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Silver Point Capital L.P.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.
How much money does Silver Point Capital L.P. manage?
Silver Point Capital L.P. reported $46.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.