Data as of Q4 2025 (Dec 31, 2025)

H/2 CREDIT MANAGER LP

•CIK: 1813784•Filing: Q4 2025

H/2 CREDIT MANAGER LP manages $457M across a concentrated portfolio of 19 positions. The fund exhibits significant overweighting in select credit names, with VRE representing the largest holding at $81.4M. Further substantial allocations include DHC ($72.3M), RLJ ($71.4M), and INN ($44.4M). This structure indicates a focused, credit-driven strategy targeting established market leaders.

Total AUM
$456.6M
QoQ Performance
+13.2%
Positions
17
Top 10 Concentration
90.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VRE
DHC
RLJ
INN
DRH
PK
SHO
VRE17.8%
DHC15.8%
RLJ15.6%
INN9.7%
DRH8.0%
PK7.2%
SHO5.5%
BXP4.0%

📈 Biggest Buys

RLJ
RLJ LODGING TR
+52.0%
15.6% of portfolio
BXP
BXP INC
NEW
4.0% of portfolio
VRE
VERIS RESIDENTIAL INC
+27.4%
17.8% of portfolio
HHH
HOWARD HUGHES HOLDINGS
NEW
2.5% of portfolio

📉 Biggest Sells

DRH
DIAMONDROCK HOSPITALITY CO
-19.7%
8.0% of portfolio
PK
PARK HOTELS & RESORTS INC
-19.0%
7.2% of portfolio
SHO
SUNSTONE HOTEL INVS INC NEW
-6.7%
5.5% of portfolio
KIM
KIMCO RLTY CORP
-16.1%
1.3% of portfolio
INN
SUMMIT HOTEL PROPERTIES INC
-2.5%
9.7% of portfolio

Sector Breakdown

Other97.5%
Real Estate2.5%

Changes from Q3 2025

NEW2 new positions
↑2 increased
↓5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VRE17.8%
VERIS RESIDENTIAL INC
$81.4M
DHC15.8%
DIVERSIFIED HEALTHCARE TR
$72.3M
RLJ15.6%
RLJ LODGING TR
$71.4M
INN9.7%
SUMMIT HOTEL PROPERTIES INC
$44.4M
DRH8.0%
DIAMONDROCK HOSPITALITY CO
$36.5M

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