Corre Partners Management, LLC

CIK 1537323 · View on SEC EDGAR ↗

Portfolio value
$379.8M
#4,500 of 9,443 by 13F value · top 47.7%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: +484.8% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
4
Effective number of positions
1.5

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

Turnover Q2 2026: 8.02% Est. buys $308,570,671 · sells $17,831,509

Median holding: 4.5 quarters Tracked Q4 2024–Q2 2026 · 66.7% still held

New positions
1
Increased
0
Decreased
1
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-15.9%
S&P 500 total return (same window)
+28.1%
Excess return
-44.0%

Annualized: -10.9% · S&P 500: +18.0%

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: 40.7%

Sector breakdown

Industrials
18.7%
Other/Unmapped
81.3%

Full portfolio 4 positions

Type Streak 8Q trend
Unknown issuer (CUSIP: G2R11M108) $308,570,671 81.26% 6,289,659 Up ×1
AERO Grupo Aeromexico, S.A.B. de C.V. American Depositary Shares (each representing ten (10) Common Shares) $39,014,838 10.27% 2,167,491 $8,648,289
TISI Team, Inc. Common Stock $27,722,753 7.30% 1,604,326 $2,149,797
NNBR NN, Inc. - Common Stock $4,446,707 1.17% 1,238,637 $-4,551,458 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: G2R11M108) $308,570,671 6,289,659 81.26%

Top movers (QoQ)

Security Action Shares Δ Value Δ
AERO Price move only +0 +$8.6M
NNBR Trimmed -5.0M -$4.6M
TISI Price move only +0 +$2.1M

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
SPY Dec. 31, 2025 30,000 $19,985,400 No longer tracked
IWM March 31, 2026 55,000 $13,538,800 No longer tracked