Benefit Street Partners LLC

Portfolio Overview

Benefit Street Partners LLC disclosed 21 positions worth $69.6M in its Form 13F-HR for Q2 2026, led by $RIOT (Riot Platforms, Inc.) at 22.4% of the equity portfolio, followed by $PCG and $ECHO. During the quarter the fund opened 6 new positions and exited 4 — including a new stake in $EVH and a full exit from $BXMT. The portfolio is most concentrated in Communication Services (24.7% of disclosed assets). All figures are sourced directly from Benefit Street Partners LLC’s Form 13F-HR filing with the SEC under CIK 1543160.

• 

  Riot Platforms, Inc.

  $RIOT

  38.3#2,199

  Quality

  $15.6M7,815,000 sh
• 

  PG&E Corp

  $PCG

  58.8#972

  Quality

  $13.8M333,260 sh
• 

  EchoStar CORP

  $ECHO

  32.8#2,411

  Quality

  $11.1M109,527 sh
• 

  EchoStar CORP

  $ECHO

  32.8

  Quality

  $6.1M1,970,000 sh
• 

  GRAFTECH INTERNATIONAL LTD

  $EAF

  —

  Quality

  $4.4M736,745 sh
• 

  Evolent Health, Inc.

  $EVH

  26.8

  Quality

  $2.0M363,165 sh
• 

  NORTHERN OIL & GAS, INC.

  $NOG

  48.0

  Quality

  $1.9M2,000,000 sh
• 

  Coinbase Global, Inc.

  $COIN

  44.8

  Quality

  $1.6M1,750,000 sh
• 

  MKS INC

  $MKSI

  61.2

  Quality

  $1.5M500,000 sh
• 

  PELOTON INTERACTIVE, INC.

  $PTON

  54.3

  Quality

  $1.5M250,000 sh

Company	Quality	Value	Shares
Riot Platforms, Inc.$RIOT	38.3#2,199	$15.6M	7,815,000
PG&E Corp$PCG	58.8#972	$13.8M	333,260
EchoStar CORP$ECHO	32.8#2,411	$11.1M	109,527
EchoStar CORP$ECHO	32.8	$6.1M	1,970,000
GRAFTECH INTERNATIONAL LTD$EAF	—	$4.4M	736,745
Evolent Health, Inc.$EVH	26.8	$2.0M	363,165
NORTHERN OIL & GAS, INC.$NOG	48.0	$1.9M	2,000,000
Coinbase Global, Inc.$COIN	44.8	$1.6M	1,750,000
MKS INC$MKSI	61.2	$1.5M	500,000
PELOTON INTERACTIVE, INC.$PTON	54.3	$1.5M	250,000

Showing top 10 of 21 holdings.

Full Holdings — Benefit Street Partners LLC (Q2 2026)

All 21 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.	$15.6M	22.4%	-70%	38.3
2	$PCG	PG&E Corp	$13.8M	19.8%	+0%	58.8
3	$ECHO	EchoStar CORP	$11.1M	16.0%	-10%	32.8
4	$ECHO	EchoStar CORP	$6.1M	8.7%	+41%	32.8
5	$EAF	GRAFTECH INTERNATIONAL LTD	$4.4M	6.3%	+3%	—
6	$EVH	Evolent Health, Inc.	$2.0M	2.8%	NEW	26.8
7	$NOG	NORTHERN OIL & GAS, INC.	$1.9M	2.7%	NEW	48
8	$COIN	Coinbase Global, Inc.	$1.6M	2.2%	+0%	44.8
9	$MKSI	MKS INC	$1.5M	2.1%	+0%	61.2
10	$PTON	PELOTON INTERACTIVE, INC.	$1.5M	2.1%	+0%	54.3
11	$FLNC	Fluence Energy, Inc.	$1.3M	1.8%	-50%	43
12	$SNOW	Snowflake Inc.	$1.3M	1.8%	+0%	54.9
13	$CLF	CLEVELAND-CLIFFS INC.	$1.2M	1.7%	NEW	38.3
14	$JBLU	JETBLUE AIRWAYS CORP	$1.1M	1.6%	-79%	33.5
15	$DDOG	Datadog, Inc.	$1.1M	1.5%	+0%	71.4
16	—	CLOUDFLARE INC - NOTE 6/1	$954,668	1.4%	NEW	—
17	$MUX	McEwen Inc.	$906,500	1.3%	NEW	63.6
18	—	STRATEGY INC - NOTE 3/0	$878,259	1.3%	+0%	—
19	—	DOORDASH INC - NOTE 5/1	$740,069	1.1%	NEW	—
20	$MERC	MERCER INTERNATIONAL INC.	$519,665	0.8%	+0%	24.5
21	—	ORACLE CORP - 6.5 DEP CUM SR D	$469,458	0.7%	-50%	—