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Portfolio (Quarterly) Guide ↗

Bracebridge Capital, LLC

· CIK 0001426486
13F Portfolio $5.5B AUM 40 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 40 New
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 241,700.0 $4.1M 0.07% NEW $16.95 -16.7%
22 ASTL ALGOMA STL GROUP INC Basic Materials 924,931.0 $3.7M 0.07% NEW $4.05 -1.0%
23 OSG OCTAVE SPECIALTY GROUP INC Financial Services 579,234.0 $3.6M 0.07% NEW $6.24 -27.4%
24 LIBERTY MEDIA CORP DEL 47,700,000.0 $2.1M 0.04% NEW $0.04
25 AQST AQUESTIVE THERAPEUTICS INC Healthcare 459,216.0 $1.9M 0.04% NEW $4.16 +15.4%
26 RNA ATRIUM THERAPEUTICS INC Healthcare 139,239.0 $1.9M 0.03% NEW $13.45 +1.3%
27 TRTX TPG RE FIN TR INC Real Estate 182,157.0 $1.5M 0.03% NEW $8.37 -6.6%
28 CALL PDD HOLDINGS INC 193.0 $1.5M 0.03% NEW $7628.00
29 PUT PDD HOLDINGS INC 193.0 $1.5M 0.03% NEW $7628.00
30 PDD PDD HOLDINGS INC Consumer Cyclical 13,600.0 $1.0M 0.02% NEW $76.28 +14.1%
31 AIRJOULE TECHNOLOGIES CORP 50,000.0 $65K 0.00% NEW $1.30
32 GENERATION ESSENTIALS GROUP 325,000.0 $58K 0.00% NEW $0.18
33 CRITICAL METALS CORP 12,500.0 $45K 0.00% NEW $3.57
34 GCT SEMICONDUCTOR HLDG INC 75,000.0 $37K 0.00% NEW $0.49
35 EAGLE NUCLEAR ENERGY CORP 25,000.0 $36K 0.00% NEW $1.45
36 BRAND ENGAGEMENT NETWORK INC 166,666.0 $23K NEW $0.14
37 ENVOY MEDICAL INC 262,156.0 $13K NEW $0.05
38 BLUE GOLD LTD 75,000.0 $7K NEW $0.10
39 CID HOLDCO INC 62,500.0 $769.0 NEW $0.01
40 TEVOGEN BIO HLDGS INC 12,500.0 $710.0 NEW $0.06
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.9%
Real Estate 25.8%
Industrials 8.7%
Consumer Cyclical 6.6%
Healthcare 4.1%
Basic Materials 0.8%