Institutional Manager · CIK 0001633312
Bardin Hill Investment Partners LP
NEW YORK, NY · File #028-16727
Latest AUM
$63.9M
Positions
5
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | NEXTDECADE CORP | NEXT | +9,274,894 | +$48.9M | $0 |
| NEW | FERROGLOBE PLC | GSM | +1,297,552 | +$6.0M | $0 |
| NEW | CLEAR CHANNEL OUTDOOR HLDGS | CCO | +2,086,715 | +$4.6M | $0 |
| NEW | LATAM AIRLINES GROUP SA | LTM | +65,709 | +$3.5M | $0 |
| NEW | STRATEGY INC | STRK | +1,000,000 | +$819,286 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20255 pos · $63.9M
- 13F NOTICEQ/E Sep 2025— pos · $0
- 13F NOTICEQ/E Jun 2025— pos · $0
- 13F NOTICEQ/E Mar 2025— pos · $0
- 13F NOTICEQ/E Dec 2024— pos · $0
- 13F NOTICEQ/E Sep 2024— pos · $0
- 13F NOTICEQ/E Jun 2024— pos · $0
- 13F NOTICEQ/E Mar 2024— pos · $0
- 13F NOTICEQ/E Dec 2023— pos · $0
Top 5 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NEXTDECADE CORP | NEXT | 9,274,894 | $48.9M | 76.52% |
| 2 | FERROGLOBE PLC | GSM | 1,297,552 | $6.0M | 9.43% |
| 3 | CLEAR CHANNEL OUTDOOR HLDGS | CCO | 2,086,715 | $4.6M | 7.22% |
| 4 | LATAM AIRLINES GROUP SA | LTM | 65,709 | $3.5M | 5.56% |
| 5 | STRATEGY INC | STRK | 1,000,000 | $819,286 | 1.28% |