Aurelius Capital Management, LP

CIK 1362948 · View on SEC EDGAR ↗

Portfolio value
$55.2M
#8,679 of 9,443 by 13F value · top 91.9%
Positions
9
As of
Sept. 30, 2025 Data as of Q3 2025

Portfolio value QoQ: +275.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
9
Effective number of positions
5.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q3 2025: 11.13% Est. buys $42,078,202 · sells $3,891,295

Median holding: 1.0 quarters Tracked Q4 2024–Q3 2025 · 69.2% still held

New positions
6
Increased
1
Decreased
2
Closed
1
On this page

Performance vs S&P 500

Tracked Q1 2025–Q3 2025
+130.4%
S&P 500 total return (same window)
+21.3%
Excess return
+109.2%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Technology
89.4%
N/A
6.4%
Communication Services
4.3%

Full portfolio 9 positions

Type Streak 8Q trend
BITF Bitfarms Ltd. - Common Stock $18,999,076 34.42% 6,737,261 Up ×1
CORZ Core Scientific, Inc. - Common Stock $8,449,112 15.31% 470,965 $965,726 Up ×1
CIFR Cipher Mining Inc. - Common Stock $6,295,000 11.40% 500,000 Up ×1
WULF TeraWulf Inc. - Common Stock $5,139,000 9.31% 450,000
RIOT Riot Platforms, Inc. - Common Stock $4,533,327 8.21% 238,220
WLAC Willow Lane Acquisition Corp. - Class A Ordinary Shares $3,520,320 6.38% 304,000 Up ×1
CLSK CleanSpark, Inc. - Common Stock $3,007,155 5.45% 207,390 Up ×1
BTDR Bitdeer Technologies Group - Ordinary Shares $2,902,309 5.26% 169,825 $279,898 Down ×1
TDAY USA TODAY Co., Inc. Common Stock $2,354,088 4.26% 569,997 $-1,818,731 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
BITF $18,999,076 6,737,261 34.42%
CIFR $6,295,000 500,000 11.40%
WULF $5,139,000 450,000 9.31%
RIOT $4,533,327 238,220 8.21%
WLAC $3,520,320 304,000 6.38%
CLSK $3,007,155 207,390 5.45%

Top movers (QoQ)

Security Action Shares Δ Value Δ
TDAY Trimmed -596K -$1.8M
CORZ Bought more +33K +$966K
BTDR Trimmed -59K +$280K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
WULF June 30, 2025 923,031 $2,519,875 291.3%
RIOT June 30, 2025 93,941 $668,860 94.0%
OSG Sept. 30, 2025 60,546 $429,877 -45.7%
IREN June 30, 2025 51,124 $311,345 210.2%