Benefit Street Partners LLC

CIK

1543160

Location

NEW YORK, NY

Portfolio Value

Micro $1,118,066

Diversification

Highly concentrated

Filing Date

Global Rank

#7,685 / 8,588 ▼ 122

Top Industry

Telecom Services 66.8%

3Y Alpha vs SPY

-0.1%

Period ended 3 months ago

Filed Apr 20, 2026 · 58d

17 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.6%

SPY

+76.8%

Annualised alpha

-0.1%

Max drawdown

−45.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

66.8%

+20.0 pts

Top 5

100.0%

+0.1 pts

Top 10

100.0%

0.0 pts

HHI

5,036

Highly concentrated+1,155

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Communication Services	66.8%	$14,184,903	1
Industrials	22.8%	$4,834,560	1
Basic Materials	5.3%	$1,118,066	1
Consumer Cyclical	5.1%	$1,072,500	1
Financial Services	0.1%	$20,523	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MERC	Mercer International Inc.	+723,686	787,371	$1,118,066
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PTON	Peloton Interactive, Inc.	250,000	$1,072,500
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CCO	Clear Channel Outdoor Holdings, Inc.	1,497,926	$3,310,416
SKIL	Skillsoft Corp.	46,115	$428,869
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $1,118,066 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Industrials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
MERC	Mercer International Inc. Basic Materials	Added	787,371	+723,686	$1,118,066	+786.7%	100.00%