Top Funds / Centerbridge Partners, L.P.


Mark Gallogly, Jeffrey Aronson

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
GOHEALTH INC CL A 40,682,963 $544,615,000 46.23% No Change +$14,719,000
American Renal Associates Holdings, Inc. 17,615,836 $201,701,000 17.12% No Change +$80,152,000
RADIUS GLOBAL INFRASTRUCTURE I CL A 10,000,000 $128,500,000 10.91% New +$128,500,000
PG&E Corp 7,230,628 $90,094,000 7.65% -897,209 +$13,773,000
GENCO SHIPPING & TRADING LTD 10,214,642 $75,179,000 6.38% -271,980 +$2,822,000
ROOT INC CL A 2,290,712 $35,987,000 3.05% New +$35,987,000
AVALONBAY COMMUNITIES INC 165,400 $26,535,000 2.25% +1,136 +$2,004,000
COMMUNITY HEALTH SYSTEMS INC 2,598,100 $19,304,000 1.64% +375,300 +$9,923,000
FLUOR CORP PUT 1,029,000 $16,433,000 1.39% No Change +$7,369,000
FIRSTENERGY CORP 375,000 $11,479,000 0.97% New +$11,479,000
EDISON INTERNATIONAL 143,471 $9,013,000 0.77% New +$9,013,000
DUNE ACQUISITION CORP UNIT 10/29/2027 500,000 $5,125,000 0.44% New +$5,125,000
Endo International plc 600,000 $4,308,000 0.37% No Change +$2,328,000
CF ACQUISITION CORP IV UNIT 12/31/2027 300,000 $3,087,000 0.26% New +$3,087,000
7GC & CO HOLDINGS INC UNIT 12/23/2025 185,000 $1,952,000 0.17% New +$1,952,000
Extended Stay America, Inc. UNIT 99/99/9999B 100,000 $1,481,000 0.13% -446,306 -$28,777,000
REALOGY HOLDINGS CORP. 100,000 $1,312,000 0.11% +82,683 +$368,000
INSU ACQUISITION CORP III UNIT 12/31/2026 100,000 $1,057,000 0.09% New +$1,057,000
TEVA PHARMACEUTICAL INDUSTRIES LTD SPONSORED ADS 100,000 $965,000 0.08% No Change +$64,000
Focus Financial Partners Inc. CL A 0 $0 0% Closed -$16,448,000