Institutional Fund
P Schoenfeld Asset Management LP
New York, NYCIK 10401985 filings on record
Portfolio Value
$125.83M
Q1 2026
Holdings
26
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-38.3%
from $203.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Warner Bros Discovery Inc19.2%
- Terawulf Inc7.1%
- Core Scientific Inc New6.9%
- Janus Henderson Group PLC6.4%
- Liberty Broadband Corp5.7%
- Electronic Arts Inc5.7%
- Other49.1%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Warner Bros Discovery Inc | 880.3K | $24.17M | 19.2% | +517.8K | Added |
| 2 | Terawulf Inc | 616.0K | $8.89M | 7.1% | −131.0K | Reduced |
| 3 | Core Scientific Inc New | 584.1K | $8.74M | 6.9% | −205.3K | Reduced |
| 4 | Janus Henderson Group PLC | 156.3K | $8.03M | 6.4% | +156.3K | New |
| 5 | Liberty Broadband Corp | 141.9K | $7.14M | 5.7% | −50.0K | Reduced |
| 6 | Electronic Arts Inc | 35.0K | $7.14M | 5.7% | +6.8K | Added |
| 7 | Iamgold Corp | 341.7K | $6.43M | 5.1% | −222.2K | Reduced |
| 8 | Viasat Inc | 133.7K | $6.12M | 4.9% | +37.1K | Added |
| 9 | Norfolk Southn Corp | 19.7K | $5.65M | 4.5% | −45.0K | Reduced |
| 10 | Gannett Co Inc | 755.9K | $5.33M | 4.2% | +355.9K | Added |
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