Holders — by stockHoldings — by fund
H/2 CREDIT MANAGER LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001813784
$526,349
disclosed book value
16
positions
22.6%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 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 | DHCDIVERSIFIED HEALTHCARE TR | 12.8M | $119,202 | 22.6% |
| 2 | RLJRLJ LODGING TR | 9.6M | $113,561 | 21.6% |
| 3 | INNSUMMIT HOTEL PROPERTIES INC | 9.1M | $63,978 | 12.2% |
| 4 | DRHDIAMONDROCK HOSPITALITY CO | 4.0M | $48,504 | 9.2% |
| 5 | PKPARK HOTELS & RESORTS INC | 3.2M | $45,069 | 8.6% |
| 6 | SHOSUNSTONE HOTEL INVS INC NEW | 3.4M | $38,774 | 7.4% |
| 7 | BXPBXP INC | 268,110 | $17,778 | 3.4% |
| 8 | SBRASABRA HEALTH CARE REIT INC | 900,000 | $17,559 | 3.3% |
| 9 | KRGKITE RLTY GROUP TR | 560,000 | $15,893 | 3% |
| 10 | HSTHOST HOTELS & RESORTS INC | 586,032 | $13,895 | 2.6% |
| 11 | HHHHOWARD HUGHES HOLDINGS | 140,268 | $10,028 | 1.9% |
| 12 | CLDTCHATHAM LODGING TR | 595,000 | $7,872 | 1.5% |
| 13 | KIMKIMCO RLTY CORP | 300,000 | $7,605 | 1.4% |
| 14 | BRXBRIXMOR PPTY GROUP INC | 200,000 | $6,306 | 1.2% |
| 15 | ALXALEXANDERS INC | 1,000 | $276 | 0.1% |
| 16 | RLJ 1.95 PERP ARLJ LODGING TR | 2,000 | $49 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.