Investor
Luxor Capital Group, LP
CIK 0001316580 · filed 2026-05-15 · SEC filing
13F book
$1.43B
Positions
38
8 new · 6 sold
Largest name
6.1%
Nrg Energy, Inc. · NRG
Est. mark
−$15.1M
Price effect on 30 names still held. Flow −$23.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nrg Energy, Inc. | NRG | 594.2K | $86.8M | 6.1% | −$3.9M | Added$39.5M |
| Golar Lng Ltd | GLNG | 1.14M | $61.9M | 4.3% | $19.3M | Cut$399.8K |
| Taiwan Semiconductor Mfg Ltd | — | 154.6K | $52.2M | 3.6% | $347.4K | Added$49.1M |
| DoorDash, Inc. | DASH | 287.4K | $43.2M | 3.0% | −$21.9M | Cut−$66.1M |
| Brookdale Sr Living Inc | — | 2.93M | $40.1M | 2.8% | $3.32M | Added$27.7M |
| Harrow, Inc. | HROW | 1.12M | $39.5M | 2.8% | −$12.6M | Added−$5.49M |
| Becton Dickinson & Co | BDX | 247.2K | $38.9M | 2.7% | — | New |
| Sphere Entertainment Co. | SPHR | 305K | $35.8M | 2.5% | $6.81M | Cut$4.11M |
| Performance Food Group Co | PFGC | 378.2K | $32.4M | 2.3% | — | New |
| Ftai Aviation Ltd | — | 80K | $19.6M | 1.4% | $3.85M | Cut$1.34M |
| A2z Cust2mate Solutions Corp. | AZ | 2.88M | $19.2M | 1.3% | — | New |
| Aercap Holdings Nv | — | 137.3K | $18.8M | 1.3% | −$903.5K | Cut−$51M |
| Centuri Holdings, Inc. | CTRI | 596.7K | $17.4M | 1.2% | $2.36M | Cut−$858.3K |
| Nvidia Corp | NVDA | 94.9K | $16.5M | 1.2% | — | New |
| Triumph Financial Inc | — | 232.3K | $13.9M | 1.0% | −$689.9K | Cut−$32.5M |
| Amazon Com Inc | AMZN | 61.2K | $12.7M | 0.9% | −$38.3K | Added$12.4M |
| Pegasystems Inc | PEGA | 246K | $10.5M | 0.7% | −$4.22M | Held |
| Sphere Entertainment Co. | SPHR | 2.3M | $7.72M | 0.5% | $1.43M | Cut−$5.97M |
| Luxexperience Bv | — | 920.4K | $7.36M | 0.5% | −$287.8K | Added$497.8K |
| Cinemark Hldgs Inc | — | 228.4K | $6.51M | 0.5% | $1.21M | Cut$741.1K |
| Gci Liberty Inc | — | 170.6K | $6.35M | 0.4% | $1 | Cut−$3.03M |
| Coupang, Inc. | CPNG | 314.9K | $5.95M | 0.4% | −$1.48M | Cut−$13.2M |
| National CineMedia, Inc. | NCMI | 1.82M | $5.55M | 0.4% | −$948.2K | Added$1.16M |
| Versant Media Group, Inc. | VSNT | 141.5K | $5.24M | 0.4% | — | New |
| Spdr Gold Tr | — | 11.5K | $4.95M | 0.3% | — | New |
| Gci Liberty Inc | — | 117.4K | $4.33M | 0.3% | −$2.35K | Held |
| Six Flags Entertainment Corp | — | 212.9K | $3.78M | 0.3% | $513.2K | Cut$83.6K |
| Xponential Fitness, Inc. | XPOF | 609.3K | $3.67M | 0.3% | −$1.35M | Cut−$1.48M |
| Thryv Hldgs Inc | — | 1.13M | $3.1M | 0.2% | −$2.74M | Added−$1.92M |
| Echostar Corp | ECHO | 25K | $2.93M | 0.2% | — | New |
| Klarna Group Plc | KLAR | 165.5K | $2.17M | 0.2% | −$2.53M | Cut−$8.6M |
| Research Solutions, Inc. | RSSS | 652K | $1.47M | 0.1% | −$443.3K | Held |
| Marti Technologies, Inc. | MRT | 356K | $712K | 0.1% | −$131.7K | Held |
| Vera Bradley, Inc. | VRA | 193K | $609.9K | 0.0% | — | New |
| Astronics Corp | — | 8.88K | $592.7K | 0.0% | $110.9K | Cut−$24M |
| Meta Platforms, Inc. | META | 520 | $297.5K | 0.0% | −$45.7K | Held |
| ServiceTitan, Inc. | TTAN | 4K | $253.8K | 0.0% | −$172.2K | Held |
| United Homes Group Inc | — | 38.9K | $7.11K | 0.0% | −$5.35K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.