Entity type
Company
Filer Snapshot
Helix Partners Management LP
CIK 0001995612. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
8
Latest filing
25 Jun 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$156.74M
11 holdings for Q1 2026
Open portfolioLargest parsed holding
CORZ
$65.99M reported value
Open holding13D/G large stake
Office Properties Income Trust
17 Jun 2026 · 25% ownership
Open 13D/GInsider / owner context
OPI
17 Jun 2026
Open owner pageSave this filer page
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Source: SEC Schedule 13D/G
View source filing
SCHEDULE 13D filed on 25 Jun 2026 for CIK 0001995612.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$156.74MQuarterly institutional holdings reported on Form 13F; not total AUM.
Latest reported 13F value
13F$156.74MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsLargest 13F holdings
13FCORZ GNL SATS COF PFSI+6 more
RCL SYF CIFR PDM OPTU CYHLargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
CORZ GNL SATS COF PFSI RCL SYF CIFR+3 more
PDM OPTU CYHLargest active 13D stakes
Active large-stake positions disclosed in parsed Schedule 13D filings.
Office Properties Income TrustHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 545 Madison Avenue, 8 Th Floor, New York, NY, 10022
- Incorporated in
- DE
- Fiscal year end
- 31 December
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about Helix Partners Management LP
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $156.74M across 11 reported holdings for Q1 2026.
- Largest parsed 13F holding: CORZ at $65.99M.
- 1 recent 13D/G stake row found; top row is Office Properties Income Trust at 25% ownership.
- Forms 3/4/5 show insider context for OPI.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
87%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$136.47M
Compared with $156.74M total 13F value.
Top 5 net change
-$11.11M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: COF · Largest trim: CORZ
CORZ
GNL
SATS
COF
PFSI
Other holdings
13D/G large-stake context
Office Properties Income Trust
17 Jun 2026 · Common Shares of Beneficial Interest
Forms 3/4/5 insider context
OPI
17 Jun 2026 · 10% owner
Latest update
What changed recently for Helix Partners Management LP
Latest ownership report period: 17 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
25 Jun 2026
Page type
Ownership filings
Latest period
17 Jun 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 25 Jun 2026.
Benchmark Context
Benchmark context for this company
Helix Partners Management LP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest ownership report period: 17 Jun 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001995612 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
8
First seen
12 Feb 2025
Latest filing
25 Jun 2026
Entity
Company
Observed form types
13F-HR
SCHEDULE 13D
SCHEDULE 13G
Latest Filings
Showing the latest 8 of 8 SEC filings for Helix Partners Management LP.
SCHEDULE 13D
SCHEDULE 13D filing
- Filing date
- 25 Jun 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 07 Apr 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing