Empyrean Capital Partners, LP
LOS ANGELES CA · SEC CIK 0001317195
$30.71亿2026Q1 申报市值
124持仓数
30.3%前十大占比 · 第一大 4.5%
47 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ELECTRONIC ARTS 新建仓+$4,627.85万
BCSS 新建仓+$4,034.61万
APO 新建仓+$3,656.80万
FOXA 新建仓+$3,632.48万
NSC 加仓+$3,251.71万
2026Q1 卖出最多 按季末市值估算
PCG 清仓-$9,481.30万
CVS 清仓-$9,205.76万
UNH 清仓-$6,371.12万
SHEL 减仓-$5,192.19万
COF 减仓-$5,181.01万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | $1.37亿 | 4.47% | 1,000,000 | -100,000 | -9.1% | -$1,371.80万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $1.13亿 | 3.67% | 1,925,000 | -275,000 | -12.5% | -$1,607.92万 | 减仓 |
| SHEL | SHELL PLC | $1.06亿 | 3.46% | 1,141,700 | -558,300 | -32.8% | -$5,192.19万 | 减仓 |
| MPC | MARATHON PETE CORP | $9,720.81万 | 3.17% | 398,100 | -38,400 | -8.8% | -$937.65万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $9,100.77万 | 2.96% | 317,100 | 113,300 | 55.6% | $3,251.71万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $9,093.00万 | 2.96% | 606,200 | 19,500 | 3.3% | $292.50万 | 加仓 |
| TXNM | TXNM ENERGY INC | $8,433.17万 | 2.75% | 1,442,554 | 0 | 0.0% | — | 不变 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $7,119.17万 | 2.32% | 1,308,190 | -96,372 | -6.9% | -$524.46万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $7,092.92万 | 2.31% | 2,583,000 | 583,000 | 29.1% | $1,600.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $6,828.57万 | 2.22% | 105,000 | 105,000 | — | $6,828.57万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $6,792.24万 | 2.21% | 3,732,000 | 1,672,000 | 81.2% | $3,043.04万 | 加仓 |
| NMRK | NEWMARK GROUP INC | $6,535.86万 | 2.13% | 4,360,150 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $5,781.63万 | 1.88% | 238,300 | -135,500 | -36.2% | -$3,287.50万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $5,678.50万 | 1.85% | 2,050,000 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $5,486.13万 | 1.79% | 1,170,000 | -44,599 | -3.7% | -$209.12万 | 减仓 |
| ENVA | ENOVA INTL INC | $5,352.57万 | 1.74% | 394,064 | -47,500 | -10.8% | -$645.19万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $5,236.26万 | 1.71% | 247,800 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $5,212.04万 | 1.70% | 1,138,000 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $4,984.06万 | 1.62% | 52,000,000 | 8,000,000 | 18.2% | $766.78万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $4,631.53万 | 1.51% | 920,781 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $4,627.85万 | 1.51% | 227,000 | 227,000 | — | $4,627.85万 | 新建仓 |
| PSX | PHILLIPS 66 | $4,303.09万 | 1.40% | 236,200 | -28,600 | -10.8% | -$521.03万 | 减仓 |
| BCSS | BAIN CAP GSS INVT CORP | $4,034.61万 | 1.31% | 3,990,000 | 3,990,000 | — | $4,034.61万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $3,861.49万 | 1.26% | 1,345,000 | 476,300 | 54.8% | $1,367.46万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3,656.80万 | 1.19% | 328,200 | 328,200 | — | $3,656.80万 | 新建仓 |
| FOXA | FOX CORP | $3,632.48万 | 1.18% | 622,000 | 622,000 | — | $3,632.48万 | 新建仓 |
| — | CHURCHILL CAP CORP XI | $3,587.50万 | 1.17% | 3,500,000 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $3,282.46万 | 1.07% | 820,000 | 143,000 | 21.1% | $572.43万 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $3,195.19万 | 1.04% | 24,578,407 | -450,000 | -1.8% | -$58.50万 | 减仓 |
| RIG | TRANSOCEAN LTD | $3,030.22万 | 0.99% | 4,570,463 | 4,570,463 | — | $3,030.22万 | 新建仓 |
| ASH | ASHLAND INC | $3,014.06万 | 0.98% | 542,000 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $2,985.97万 | 0.97% | 1,732,000 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC | $2,978.98万 | 0.97% | 231,000 | 0 | 0.0% | — | 不变 |
| — | MISTER CAR WASH INC | $2,962.25万 | 0.96% | 4,250,000 | 4,250,000 | — | $2,962.25万 | 新建仓 |
| PD | PAGERDUTY INC | $2,948.86万 | 0.96% | 32,450,000 | 3,950,000 | 13.9% | $358.95万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,918.88万 | 0.95% | 160,000 | -284,000 | -64.0% | -$5,181.01万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2,908.74万 | 0.95% | 23,500,000 | 2,500,000 | 11.9% | $309.44万 | 加仓 |
| — | CHURCHILL CAPITAL CORP IX | $2,812.67万 | 0.92% | 2,633,582 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $2,791.14万 | 0.91% | 85,000 | 85,000 | — | $2,791.14万 | 新建仓 |
| WAT | WATERS CORP | $2,739.76万 | 0.89% | 92,000 | 92,000 | — | $2,739.76万 | 新建仓 |
| B | BARRICK MNG CORP | $2,723.96万 | 0.89% | 667,800 | -153,200 | -18.7% | -$624.90万 | 减仓 |
| ECHO | ECHOSTAR CORP | $2,669.20万 | 0.87% | 228,000 | 39,000 | 20.6% | $456.57万 | 加仓 |
| KBON | KARBON CAP PARTNERS CORP | $2,648.55万 | 0.86% | 2,632,752 | 2,632,752 | — | $2,648.55万 | 新建仓 |
| SNAP | SNAP INC | $2,530.00万 | 0.82% | 5,500,000 | 5,500,000 | — | $2,530.00万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $2,511.00万 | 0.82% | 500,000 | 0 | 0.0% | — | 不变 |
| FVAV | FORTRESS VALUE ACQU CORP V | $2,482.43万 | 0.81% | 2,475,000 | 2,475,000 | — | $2,482.43万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $2,448.54万 | 0.80% | 25,000,000 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $2,424.60万 | 0.79% | 2,700,000 | -5,100 | -0.2% | -$4.58万 | 减仓 |
| — | QORVO INC | $2,391.66万 | 0.78% | 309,000 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $2,362.08万 | 0.77% | 840,000 | -188,853 | -18.4% | -$531.05万 | 减仓 |
| RAC | RITHM ACQUISITION CORP | $2,319.20万 | 0.76% | 2,230,000 | 840,487 | 60.5% | $874.11万 | 加仓 |
| NN | NEXTNAV INC | $2,294.06万 | 0.75% | 1,432,000 | -454,000 | -24.1% | -$727.31万 | 减仓 |
| IGV | ISHARES TR | $2,289.43万 | 0.75% | 286,000 | 286,000 | — | $2,289.43万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $2,037.88万 | 0.66% | 81,000 | 81,000 | — | $2,037.88万 | 新建仓 |
| — | METALS ACQUISITION CORP II | $1,997.82万 | 0.65% | 1,980,000 | 1,980,000 | — | $1,997.82万 | 新建仓 |
| — | AMPHASTAR PHARMACEUTICALS IN | $1,822.09万 | 0.59% | 20,265,000 | 4,000,000 | 24.6% | $359.65万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,805.92万 | 0.59% | 187,200 | 0 | 0.0% | — | 不变 |
| — | KPET ULTRA PACELINE CORP | $1,800.00万 | 0.59% | 1,800,000 | 1,800,000 | — | $1,800.00万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,755.52万 | 0.57% | 102,000 | 102,000 | — | $1,755.52万 | 新建仓 |
| — | SUN CTRY AIRLS HLDGS INC | $1,708.99万 | 0.56% | 1,034,499 | 394,499 | 61.6% | $651.71万 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $1,620.00万 | 0.53% | 4,000,000 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $1,598.92万 | 0.52% | 692,775 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $1,579.73万 | 0.51% | 15,500,000 | 15,500,000 | — | $1,579.73万 | 新建仓 |
| — | INFINITE EAGLE ACQUISITION C | $1,521.48万 | 0.50% | 1,499,000 | 1,499,000 | — | $1,521.48万 | 新建仓 |
| GTEN | GORES HLDGS X INC | $1,510.40万 | 0.49% | 1,475,000 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1,424.34万 | 0.46% | 384,748 | 384,748 | — | $1,424.34万 | 新建仓 |
| — | ONEIM ACQUISITION CORP | $1,373.08万 | 0.45% | 1,358,140 | 1,358,140 | — | $1,373.08万 | 新建仓 |
| SBGI | SINCLAIR INC | $1,351.57万 | 0.44% | 1,044,493 | 0 | 0.0% | — | 不变 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $1,332.09万 | 0.43% | 1,230,000 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $1,309.66万 | 0.43% | 831,000 | 831,000 | — | $1,309.66万 | 新建仓 |
| ACIC | AMERICAN COASTAL INS CORP | $1,267.86万 | 0.41% | 1,126,987 | 186,487 | 19.8% | $209.80万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,263.90万 | 0.41% | 134,300 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $1,263.00万 | 0.41% | 300,000 | 0 | 0.0% | — | 不变 |
| CTRI | CENTURI HOLDINGS INC | $1,159.64万 | 0.38% | 397,000 | -181,000 | -31.3% | -$528.70万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $1,152.00万 | 0.38% | 400,000 | -800,000 | -66.7% | -$2,304.00万 | 减仓 |
| DSAC | DAEDALUS SPL ACQUISITION COR | $1,121.81万 | 0.37% | 1,132,000 | 1,132,000 | — | $1,121.81万 | 新建仓 |
| GLIBK | GCI LIBERTY INC | $1,091.06万 | 0.36% | 293,218 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $1,048.74万 | 0.34% | 10,500,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1,034.00万 | 0.34% | 220,000 | -25,000 | -10.2% | -$117.50万 | 重新持有 |
| — | COLOMBIER ACQUISITION CORP I | $1,018.00万 | 0.33% | 1,000,000 | 1,000,000 | — | $1,018.00万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $1,013.35万 | 0.33% | 155,900 | 51,000 | 48.6% | $331.50万 | 加仓 |
| — | HENNESSY CAP INVTS CORP VIII | $1,000.00万 | 0.33% | 1,000,000 | 1,000,000 | — | $1,000.00万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $995.84万 | 0.32% | 102,400 | 102,400 | — | $995.84万 | 新建仓 |
| INVH | INVITATION HOMES INC | $956.73万 | 0.31% | 385,000 | 385,000 | — | $956.73万 | 新建仓 |
| OACC | OAKTREE ACQUISITION CORP III | $955.80万 | 0.31% | 900,000 | 0 | 0.0% | — | 不变 |
| — | VINE HILL CAP INVTS CORP II | $950.00万 | 0.31% | 950,000 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $947.43万 | 0.31% | 58,000 | 58,000 | — | $947.43万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $940.61万 | 0.31% | 208,700 | 208,700 | — | $940.61万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $933.24万 | 0.30% | 883,751 | 883,751 | — | $933.24万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $918.00万 | 0.30% | 94,000 | 94,000 | — | $918.00万 | 新建仓 |
| CCI | CROWN CASTLE INC | $870.02万 | 0.28% | 107,000 | 107,000 | — | $870.02万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $814.00万 | 0.27% | 500,000 | 145,524 | 41.1% | $236.91万 | 重新持有 |
| EQT | EQT CORP | $702.59万 | 0.23% | 110,400 | 38,800 | 54.2% | $246.92万 | 加仓 |
| — | COTERRA ENERGY INC | $674.69万 | 0.22% | 192,000 | 76,600 | 66.4% | $269.17万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $662.10万 | 0.22% | 72,250 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $629.43万 | 0.20% | 6,250,000 | 1,250,000 | 25.0% | $125.89万 | 加仓 |
| APA | APA CORPORATION | $602.65万 | 0.20% | 142,000 | 142,000 | — | $602.65万 | 新建仓 |
| — | VINE HILL CAP INVT CORP. | $577.59万 | 0.19% | 540,817 | 274,694 | 103.2% | $293.37万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $472.91万 | 0.15% | 527,800 | 527,800 | — | $472.91万 | 新建仓 |
| RRC | RANGE RES CORP | $457.67万 | 0.15% | 101,300 | 0 | 0.0% | — | 不变 |