Deer Park Road Corp

CIK 1702490 · View on SEC EDGAR ↗

Portfolio value
$24.6M
#8,880 of 9,443 by 13F value · top 94.0%
Positions
5
As of
June 30, 2026

Portfolio value QoQ: -95.8% 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
2.6

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

Turnover Q2 2026: 0.05% Est. buys $142,582 · sells $568,888,000

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 50.0% still held

New positions
0
Increased
1
Decreased
0
Closed
3
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Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-3.2%
S&P 500 total return (same window)
+8.7%
Excess return
-11.8%

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: 92.3% · Options excluded: 92.3%

Sector breakdown

Real Estate
45.9%
Financial Services
41.1%
Other/Unmapped
13.0%

Full portfolio 5 positions

Type Streak 8Q trend
ASPS Altisource Portfolio Solutions S.A. - Common Stock $11,284,125 45.91% 1,504,550 $1,821,241 Up ×1
ONIT Onity Group Inc. Common Stock $10,098,647 41.09% 254,054 $121,947
ASPSW Altisource Portfolio Solutions S.A. - Net Settle Stakeholder Warrants $1,826,470 7.43% 4,566,175 $91,323
ASPSZ Altisource Portfolio Solutions S.A. - Cash Exercise Stakeholder Warrants $1,278,529 5.20% 4,566,175 $365,294
NFGC $89,118 0.36% 57,860 $-23,190

Top movers (QoQ)

Security Action Shares Δ Value Δ
ASPS Bought more +19K +$1.8M
ASPSZ Price move only +0 +$365K
ONIT Price move only +0 +$122K
ASPSW Price move only +0 +$91K
NFGC Price move only +0 -$23K

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 1,075,000 $716,143,500 No longer tracked
QQQ Dec. 31, 2025 1,075,000 $645,397,750
IWM Dec. 31, 2025 1,950,000 $471,822,000 No longer tracked
SPY June 30, 2026 500,000 $325,170,000 No longer tracked
IWM June 30, 2026 750,000 $186,000,000 No longer tracked
QQQ June 30, 2026 100,000 $57,718,000
ARKK Sept. 30, 2025 400,000 $28,116,000 No longer tracked