Benefit Street Partners LLC
13F Reported Value
ⓘ$86.4M
Holdings
19
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Benefit Street Partners LLC disclosed 19 positions worth $86.4M in its Form 13F-HR for Q1 2026, led by $RIOT (Riot Platforms, Inc.) at 34.4% of the equity portfolio, followed by $PCG and $ECHO. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $PTON. The portfolio is most concentrated in Financials (37.0% of disclosed assets). All figures are sourced directly from Benefit Street Partners LLC’s Form 13F-HR filing with the SEC under CIK 1543160.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 51.3#1,394
Quality
$29.7M25,825,000 sh - 59.3#927
Quality
$14.3M333,260 sh - 29.5#2,405
Quality
$14.2M121,166 sh - 29.5
Quality
$5.1M1,396,000 sh - —
Quality
$4.8M713,062 sh - 37.6
Quality
$4.7M4,750,000 sh - 35.9
Quality
$2.0M2,000,000 sh - —
Quality
$1.7M1,700,000 sh - 68.0
Quality
$1.6M1,750,000 sh - 60.0
Quality
$1.2M1,250,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Riot Platforms, Inc.$RIOT | 51.3#1,394 | $29.7M | 25,825,000 |
 PG&E Corp$PCG | 59.3#927 | $14.3M | 333,260 |
 EchoStar CORP$ECHO | 29.5#2,405 | $14.2M | 121,166 |
| EchoStar CORP$ECHO | 29.5 | $5.1M | 1,396,000 |
 GRAFTECH INTERNATIONAL LTD$EAF | — | $4.8M | 713,062 |
 JETBLUE AIRWAYS CORP$JBLU | 37.6 | $4.7M | 4,750,000 |
 Fluence Energy, Inc.$FLNC | 35.9 | $2.0M | 2,000,000 |
 BLACKSTONE MORTGAGE TRUST, INC.$BXMT | — | $1.7M | 1,700,000 |
 Coinbase Global, Inc.$COIN | 68.0 | $1.6M | 1,750,000 |
 Shift4 Payments, Inc.$FOUR | 60.0 | $1.2M | 1,250,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Benefit Street Partners LLC's 19 positions.
Showing top 10 of 19 holdings.
Sector Allocation
Financials
$31.9M
Communication Services
$19.3M
Utilities
$14.3M
Technology
$9.3M
Industrials
$5.9M
Other
$1.8M
Real Estate
$1.7M
Materials
$1.1M
Full Holdings — Benefit Street Partners LLC (Q1 2026)
All 19 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RIOT | Riot Platforms, Inc. | $29.7M | 34.4% | +26% | 51.3 |
| 2 | $PCG | PG&E Corp | $14.3M | 16.6% | -6% | 59.3 |
| 3 | $ECHO | EchoStar CORP | $14.2M | 16.4% | +0% | 29.5 |
| 4 | $ECHO | EchoStar CORP | $5.1M | 5.9% | +3% | 29.5 |
| 5 | $EAF | GRAFTECH INTERNATIONAL LTD | $4.8M | 5.6% | +0% | — |
| 6 | $JBLU | JETBLUE AIRWAYS CORP | $4.7M | 5.4% | +12% | 37.6 |
| 7 | $FLNC | Fluence Energy, Inc. | $2.0M | 2.3% | +0% | 35.9 |
| 8 | $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $1.7M | 2.0% | +0% | — |
| 9 | $COIN | Coinbase Global, Inc. | $1.6M | 1.9% | +17% | 68 |
| 10 | $FOUR | Shift4 Payments, Inc. | $1.2M | 1.4% | +25% | 60 |
| 11 |  $MERC | MERCER INTERNATIONAL INC. | $1.1M | 1.3% | +1136% | 29 |
| 12 |  $PTON | PELOTON INTERACTIVE, INC. | $1.1M | 1.2% | NEW | 41.6 |
| 13 | — | ORACLE CORP | $940,169 | 1.1% | NEW | — |
| 14 |  $SNOW | Snowflake Inc. | $872,472 | 1.0% | NEW | 49.6 |
| 15 | — | STRATEGY INC | $864,008 | 1.0% | +85% | — |
| 16 |  $MKSI | MKS INC | $828,199 | 1.0% | NEW | 59.8 |
| 17 |  $DDOG | Datadog, Inc. | $727,200 | 0.8% | NEW | 62.9 |
| 18 |  $MSTR | Strategy Inc | $593,098 | 0.7% | +0% | 25.4 |
| 19 |  $GOCO | GoHealth, Inc. | $20,524 | 0.0% | +0% | 17.7 |
New Positions (5)
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