Holders — by stockHoldings — by fund
ANGELO GORDON & CO., L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2025-12-31 · filed with the SEC up to 45 days after quarter end · CIK 0000860662
$1.06B
disclosed book value
61
positions
13%
largest position share
Positions, as of 2025-12-31
top 61 of 61 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ANYWHERE REAL ESTATE INC | 9.7M | $137.3M | 13% |
| 2 | HA7ENVIRI CORP | 3.5M | $63.1M | 6% |
| 3 | UGI 5 06/01/28UGI CORP NEW | 40.0M | $56.7M | 5.4% |
| 4 | BAC 0.6 05/25/27 MTNBOFA FIN LLC | 51.6M | $56.0M | 5.3% |
| 5 | EVRG 4.5 12/15/27EVERGY INC | 45.0M | $54.8M | 5.2% |
| 6 | BRKR 6.375 09/01/28BRUKER CORP | 133,000 | $48.3M | 4.6% |
| 7 | NGLNGL ENERGY PARTNERS LP | 4.7M | $46.9M | 4.4% |
| 8 | STWD 6.75 07/15/27STARWOOD PPTY TR INC | 44.3M | $45.7M | 4.3% |
| 9 | WEC 4.375 06/01/29WEC ENERGY GROUP INC | 34.0M | $39.7M | 3.7% |
| 10 | HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C | 575,000 | $38.0M | 3.6% |
| 11 | DUK 4.125 04/15/26DUKE ENERGY CORP NEW | 36.0M | $37.1M | 3.5% |
| 12 | NOVT 6.5 11/01/28NOVANTA INC | 661,667 | $36.0M | 3.4% |
| 13 | ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION | 670,000 | $33.7M | 3.2% |
| 14 | NXQUANEX BLDG PRODS CORP | 2.1M | $31.6M | 3% |
| 15 | VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE | 31.0M | $29.4M | 2.8% |
| 16 | PCG 6 12/01/27 APG&E CORP | 700,000 | $28.7M | 2.7% |
| 17 | PPL 2.875 03/15/28PPL CAP FDG INC | 25.5M | $28.0M | 2.6% |
| 18 | PCG 4.25 12/01/27PG&E CORP | 25.0M | $25.7M | 2.4% |
| 19 | PNW 4.75 06/15/27PINNACLE WEST CAP CORP | 23.5M | $25.1M | 2.4% |
| 20 | MITTTPG MTG INVTS TR INC | 2.3M | $19.7M | 1.9% |
| 21 | APO 6.75 07/31/26APOLLO GLOBAL MGMT INC | 250,000 | $18.8M | 1.8% |
| 22 | BOX 1.5 09/15/29BOX INC | 18.0M | $17.5M | 1.7% |
| 23 | DAYDAYFORCE INC | 210,000 | $14.5M | 1.4% |
| 24 | EXKEXACT SCIENCES CORP | 140,000 | $14.2M | 1.3% |
| 25 | FYBRFRONTIER COMMUNICATIONS PARE | 350,000 | $13.3M | 1.3% |
| 26 | CYBRCYBERARK SOFTWARE LTD | 27,000 | $12.0M | 1.1% |
| 27 | HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC | 10.0M | $10.8M | 1% |
| 28 | CMS 3.375 05/01/28CMS ENERGY CORP | 9.0M | $9.6M | 0.9% |
| 29 | NSCNORFOLK SOUTHN CORP | 30,505 | $8.8M | 0.8% |
| 30 | EAELECTRONIC ARTS INC | 40,000 | $8.2M | 0.8% |
| 31 | WBDWARNER BROS DISCOVERY INC | 230,000 | $6.6M | 0.6% |
| 32 | HAE 0 03/01/26HAEMONETICS CORP MASS | 6.0M | $5.9M | 0.6% |
| 33 | FOUR 6 05/01/28SHIFT4 PMTS INC | 60,000 | $4.8M | 0.5% |
| 34 | ETSY 0.25 06/15/28ETSY INC | 4.7M | $4.2M | 0.4% |
| 35 | DXCM 0.375 05/15/28DEXCOM INC | 4.5M | $4.1M | 0.4% |
| 36 | CHART INDS INC | 20,000 | $4.1M | 0.4% |
| 37 | ALAIR LEASE CORP | 60,000 | $3.9M | 0.4% |
| 38 | RNAGBPAVIDITY BIOSCIENCES INC | 45,000 | $3.2M | 0.3% |
| 39 | 8QRCONFLUENT INC | 100,000 | $3.0M | 0.3% |
| 40 | BILL 0 04/01/30BILL HOLDINGS INC | 3.0M | $2.8M | 0.3% |
| 41 | TXNMTXNM ENERGY INC | 45,000 | $2.6M | 0.3% |
| 42 | KVUEKENVUE INC | 100,000 | $1.7M | 0.2% |
| 43 | AM6AMICUS THERAPEUTICS INC | 100,000 | $1.4M | 0.1% |
| 44 | CORZCORE SCIENTIFIC INC NEW | 32,500 | $473,200 | 0% |
| 45 | HOUS 0.25 06/15/26ANYWHERE REAL ESTATE GROUP L | 427,000 | $428,068 | 0% |
| 46 | PAYOPAYONEER GLOBAL INC | 83,946 | $377,421 | 0% |
| 47 | KDKRWKODIAK AI INC.CALL | 50,000 | $76,500 | 0% |
| 48 | FBYDWFALCONS BEYOND GLOBAL INCCALL | 25,000 | $50,500 | 0% |
| 49 | HAYMAKER ACQUISITION CORP IVCALL | 25,000 | $38,750 | 0% |
| 50 | MDAIWSPECTRAL AI INCCALL | 74,999 | $33,750 | 0% |
| 51 | AMODWALPHA MODUS HLDGS INCCALL | 587,999 | $32,281 | 0% |
| 52 | BGLWWBLUE GOLD LTDCALL | 33,100 | $13,942 | 0% |
| 53 | CNCKWCOINCHECK GROUP NVCALL | 30,000 | $12,000 | 0% |
| 54 | LZM/WSLIFEZONE METALS LIMITEDCALL | 25,000 | $10,270 | 0% |
| 55 | RDZNWROADZEN INCCALL | 25,000 | $6,793 | 0% |
| 56 | SPWRWSUNPOWER INCCALL | 25,000 | $6,000 | 0% |
| 57 | BDMDWBAIRD MED INVT HLDGS LTDCALL | 50,000 | $3,000 | 0% |
| 58 | LOTWWLOTUS TECHNOLOGY INCCALL | 25,000 | $1,375 | 0% |
| 59 | XBPEWXBP GLOBAL HOLDINGS INCCALL | 25,000 | $693 | 0% |
| 60 | LANWFLANVIN GROUP HOLDINGS LIMITECALL | 20,000 | $264 | 0% |
| 61 | PIIIWP3 HEALTH PARTNERS INCCALL | 16,666 | $167 | 0% |
Source: SEC Form 13F-HR, reporting period 2025-12-31. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.