Finepoint Capital LP
FINEPOINT CAPITAL LP is a Boston-based hedge fund and private investment firm founded in 2013 by Herb Wagner. The firm specializes in providing growth capital and strategic support to companies, focusing especially on technology, healthcare, and consumer sectors. It operates as a portfolio management firm and registered investment adviser, and employs around 18–20 investment professionals and staff. Finepoint Capital primarily serves institutional clients and high-net-worth individuals seeking long-term, risk-adjusted returns, leveraging the expertise of an experienced investment team and deep industry networks.
Investment Strategy
Finepoint Capital employs a multi-strategy, global investment approach with a focus on achieving attractive absolute returns on a long-term, risk-adjusted basis. The firm seeks investments in both public and private companies, emphasizing innovation in technology, healthcare, and consumer sectors. Finepoint looks for opportunities in companies disrupting traditional industries or employing innovative business models, favoring those with strong management teams and significant growth prospects. The firm provides not only capital, but strategic and operational guidance, leveraging industry expertise to assist portfolio companies in scaling and achieving long-term objectives. Portfolio construction typically features a mix of concentrated positions and selective risk management through hedges and opportunistic trades.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QXO | QXO INC | 33.61% | $455.6M | 21,152,868 | $15.77 | $21.54 | +$124.3M |
L LLYVK | LIBERTY MEDIA CORP DEL | 3.22% | $43.6M | 537,051 | $70.60 | $81.16 | +$14.1M |
S SLDB | SOLID BIOSCIENCES INC | 0.35% | $4.7M | 961,251 | $5.13 | $4.87 | +$1.1M |
C CLDI | CALIDI BIOTHERAPEUTICS INC | 0.00% | $2.9K | 12,499 | $1.14 | $2.76 | -$4.2K |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $725.0M | 11,735 | $617.85 | $591.58 | +4,185 | +$302.9M |
I IWM | ISHARES TR | Sold | Put | $126.2M | 5,850 | $215.79 | $220.91 | -9,000 | -$170.0M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Director | Boston, MA , United States | |
 | Investment Analyst | Boston, MA , United States | |
J Justin Dancu | Analyst | Boston, MA , United States | |
 | Partner | Boston, MA , United States | |
R Rebecca Nordhaus | Partner | Boston, MA , United States | |
T Tim Caflisch | Partner | Boston, MA , United States | |
A Akinori Oshiro | Investment Analyst | Boston, MA , United States | |
 | Analyst | United States | |
 | Analyst | Japan | |
Z Zahir Zaveri | Managing Director | New York, NY , United States |