HoldingsChannel.com
Luxor Capital Group LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
LIBERTY GLOBAL PLC      $311,655
     LBTYK17,637,952+6,443,626$277,092
     Call2,200,000-1,322,900$34,563
PEGASYSTEMS INC 3,488,967 +244,799 $248,519
     PEGA3,488,967+244,799$248,519
SPDR S&P 500 ETF TR (SPY)      $242,813
     SPY1,142,047+1,127,198$294,363
     Put200,000-4,067,500$51,550
AMAZON COM INC      $216,885
     Call82,500-114,300$160,852
     AMZN28,739-8,339$56,033
IAC INTERACTIVECORP 1,183,095 -87,860 $212,046
     IAC1,183,095-54,860$212,046
MADISON SQUARE GARDEN CO NEW 788,640 +788,640 $166,726
     MSGS788,640+788,640$166,726
ATHENE HLDG LTD      $111,016
     ATH3,934,310+2,078,896$97,650
     Call538,500+538,500$13,366
CHENIERE ENERGY INC 3,151,462 +3,151,462 $105,574
     LNG3,151,462+3,151,462$105,574
INVESCO QQQ TR 521,424 +671,424 $99,279
     QQQ521,424+521,424$99,279
FACEBOOK INC      $62,839
     Call340,000+340,000$56,712
     FB36,734+1,793$6,127
LIBERTY MEDIA CORP DEL      $61,252
     NOTE 164,191,000+35,500,000$60,577
     FWONK24,804+24,804$675
FIVE POINT HOLDINGS LLC 11,689,397 +4,825,413 $59,265
     FPH11,689,397+4,825,413$59,265
ANGI HOMESERVICES INC 10,828,637 UNCH $56,850
     ANGI10,828,637UNCH$56,850
ISHARES TR (IWM)      $44,296
     Put4,180,000+4,180,000$416,137
     Call3,000,000+3,000,000$343,380
     IWM1,022,657+1,022,657$117,053
RETAIL VALUE INC 3,056,758 +117,732 $37,445
     RVI3,056,758+117,732$37,445
GOLAR LNG LTD 4,582,224 +1,520,661 $36,108
     GLNG4,582,224+1,520,661$36,108
DISNEY WALT CO      $28,980
     Call300,000+300,000$28,980
MEET GROUP INC 4,414,535 -7,617,809 $25,913
     MEET4,414,535-7,617,809$25,913
SMARTSHEET INC      $22,071
     SMAR311,708+311,708$12,939
     Call220,000+220,000$9,132
UBER TECHNOLOGIES INC      $16,841
     UBER368,190+368,190$10,280
     Call235,000+235,000$6,561
SELECT SECTOR SPDR TR (XLP) 277,358 +277,358 $15,108
     XLP277,358+277,358$15,108
SELECT SECTOR SPDR TR (XLF)      $12,212
     Put1,200,000+200,000$24,984
     Call375,000+375,000$20,426
     XLF805,481+805,481$16,770
GNC HLDGS INC      $11,149
     NOTE 111,800,000+11,800,000$11,149
UNITED PARCEL SERVICE INC 103,000 +103,000 $9,622
     UPS103,000+103,000$9,622
FOX CORP 398,705 +398,705 $9,421
     FOXA398,705+398,705$9,421
ALLY FINL INC      $8,212
     Call500,000-1,778,500$7,215
     ALLY69,107-2,624,741$997
CUMMINS INC 51,400 +51,400 $6,955
     CMI51,400+51,400$6,955
TRI POINTE GROUP INC 601,423 +309,114 $5,274
     TPH601,423+309,114$5,274
YANDEX N V      $4,495
     Call132,000+132,000$4,495
MGM GROWTH PPTYS LLC 148,123 +148,123 $3,506
     MGP148,123+148,123$3,506
GRUBHUB INC      $3,258
     Call80,000+80,000$3,258
SALESFORCE COM INC 17,500 +17,500 $2,520
     CRM17,500+17,500$2,520
BLUE APRON HLDGS INC 203,584 +203,584 $2,453
     APRN203,584+203,584$2,453
HOVNANIAN ENTERPRISES INC 249,763 +209,767 $2,058
     HOV249,763+209,767$2,058
KRANESHARES TR (KWEB) 43,134 +43,134 $1,953
     KWEB43,134+43,134$1,953
BJS RESTAURANTS INC 140,303 +140,303 $1,949
     BJRI140,303+140,303$1,949
TAUBMAN CTRS INC 46,190 +46,190 $1,934
     TCO46,190+46,190$1,934
TWILIO INC 21,500 UNCH $1,924
     TWLO21,500UNCH$1,924
SERITAGE GROWTH PPTYS 207,076 +207,076 $1,886
     SRG207,076+207,076$1,886
FARFETCH LTD      $1,803
     FTCH198,273-2,273,895$1,566
     Call30,000-1,970,000$237
MICROSOFT CORP 9,400 +9,400 $1,482
     MSFT9,400+9,400$1,482
CROWDSTRIKE HLDGS INC 25,800 +25,800 $1,437
     CRWD25,800+25,800$1,437
AUTODESK INC 7,684 -473,014 $1,199
     ADSK7,684+7,684$1,199
WAITR HLDGS INC 845,195 UNCH $1,040
     WTRH845,195UNCH$1,040
CBL & ASSOC PPTYS INC 5,078,619 -4,255,201 $1,016
     CBL5,078,619-4,255,201$1,016
FTI CONSULTING INC 8,400 +8,400 $1,006
     FCN8,400+8,400$1,006
ENSCO JERSEY FIN LTD      $1,002
     NOTE 34,500,000+4,500,000$1,002
CARVANA CO 17,660 -486,770 $973
     CVNA17,660-486,770$973
CHIPOTLE MEXICAN GRILL INC 1,400 +1,400 $916
     CMG1,400+1,400$916
FLEETCOR TECHNOLOGIES INC 4,700 +4,700 $877
     FLT4,700+4,700$877

See Full List: All Stocks Held By Luxor Capital Group LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Luxor Capital Group LP

Size ($ in 1000's)
At 03/31/2020: $3,324,793
At 12/31/2019: $3,804,353

Luxor Capital Group LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Luxor Capital Group LP 13F filings. Link to 13F filings: SEC filings

Luxor Capital Group LP Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.