CYRUS CAPITAL PARTNERS, L.P.
โขCIK: 1166564โขFiling: Q4 2025
CYRUS CAPITAL PARTNERS, L.P. manages $272M across a concentrated portfolio of five positions. The fund exhibits significant conviction in technology and financial sectors, with GTX representing the largest allocation at $119.4M. Further substantial exposure is maintained in WFC-PA ($81.9M) and SATS ($62.7M). This structure suggests a focused, high-conviction approach to generating alpha within its current mandate.
Total AUM
$190.3M
QoQ Performance
-43.6%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GTX
SATS
GTX62.8%
SATS32.9%
MEOH3.4%
NBIS0.9%
๐ Biggest Buys
NBIS
NEBIUS GROUP N.V.
NEW
0.9% of portfolio
๐ Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW1 new position
โ2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023