Centerbridge Partners - Q2 2019 holdings

$815 Million is the total value of Centerbridge Partners's 20 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 42.9% .

 Value Shares↓ Weighting
PCG BuyPG&E CORP$220,591,000
+83.6%
9,624,417
+42.6%
27.07%
+64.2%
TPX SellTEMPUR SEALY INTL INC$132,519,000
-2.9%
1,806,163
-23.7%
16.26%
-13.2%
ARA  AMERICAN RENAL ASSOCIATES HO$131,062,000
+21.2%
17,615,8360.0%16.08%
+8.3%
HGV NewHILTON GRAND VACATIONS INC$130,462,0004,100,000
+100.0%
16.01%
GNK  GENCO SHIPPING & TRADING LTD$88,507,000
+13.1%
10,486,6220.0%10.86%
+1.2%
SellENSCO JERSEY FIN LTDnote 3.000% 1/3$32,853,000
-31.6%
42,264,000
-32.1%
4.03%
-38.8%
SDRLF SellSEADRILL LTD$28,042,000
-57.1%
6,741,075
-14.3%
3.44%
-61.7%
FOCS SellFOCUS FINL PARTNERS INC$24,629,000
-61.0%
901,835
-49.1%
3.02%
-65.1%
INTEQ  INTELSAT S A$16,685,000
+24.2%
857,8000.0%2.05%
+11.1%
GNW  GENWORTH FINL INCput$9,518,000
-3.1%
2,565,4000.0%1.17%
-13.4%
UNIT ExitUNITI GROUP INC$0-571,027
-100.0%
-0.88%
AY ExitATLANTICA YIELD PLC$0-682,419
-100.0%
-1.82%
VST ExitVISTRA ENERGY CORP$0-552,500
-100.0%
-1.97%
BRX ExitBRIXMOR PPTY GROUP INC$0-998,392
-100.0%
-2.52%
RDC ExitROWAN COMPANIES PLC$0-3,084,947
-100.0%
-4.57%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-08-14
Signatures

The EDGAR filing(s) were signed by:

About Centerbridge Partners

Centerbridge Partners is a private investment management firm that was founded in 2005 by Mark Gallogly and Jeffrey Aronson. The firm is headquartered in New York City and has additional offices in London and Hong Kong. Centerbridge Partners manages over $25 billion in assets across a range of investment strategies, including private equity, distressed debt, and real estate.

The firm has a strong leadership team, with Mark Gallogly serving as the CEO and Jeffrey Aronson as the Chairman and Chief Investment Officer. The COO is William Rahm, who oversees the firm's operations and infrastructure.

Centerbridge Partners has a reputation for being a highly disciplined and opportunistic investor, with a focus on identifying undervalued assets and unlocking value through operational improvements. The firm has a track record of successfully investing in a range of industries, including healthcare, energy, and financial services.

One notable investment made by Centerbridge Partners was its acquisition of Syncora Holdings, a financial guarantee insurance company, in 2013. The firm was able to turn around the struggling company by implementing operational improvements and strategic initiatives, ultimately leading to a successful exit.

Overall, Centerbridge Partners is a well-respected investment management firm with a strong leadership team and a proven track record of success.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
GENCO SHIPPING & TRADING LTD26Q4 202218.0%
AMERICAN RENAL ASSOCS HLDGS19Q4 202034.8%
EXTENDED STAY AMER INC18Q4 202064.1%
AMBAC FINL GROUP INC17Q1 20184.8%
QUAD / GRAPHICS INC16Q4 20176.1%
IRSA INVERSIONES Y REP S A16Q3 20191.4%
ALLY FINL INC15Q4 201712.4%
WMIH CORP13Q3 20182.5%
CRESUD S A C I F Y A13Q4 20160.8%
ATLANTICA YIELD PLC12Q1 20199.0%

View Centerbridge Partners's complete holdings history.

Latest significant ownerships (13-D/G)
Centerbridge Partners Q2 2019 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
KV PHARMACEUTICAL CO /DE/March 03, 2011? ?

View Centerbridge Partners's complete significant-ownership history.

Latest filings
TypeFiled
40-APP/A2024-03-04
13F-HR2024-02-14
13F-HR2023-11-14
40-APP2023-10-16
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16

View Centerbridge Partners's complete filings history.

Compare quarters

Export Centerbridge Partners's holdings