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One William Street Capital Management, L.P.

CIK:0001534300
Hedge Fund
$2B AUM
5 holdings
New York, NY, United States
Founded:2008
110 employees
Latest filing:Jun 30, 2025

One William Street Capital Management, L.P. is a New York-based registered investment adviser founded in 2008. The firm specializes in asset-based and structured credit opportunities in North America and Europe, serving institutional investors. With a dedicated focus on asset-based credit, the firm manages multiple investment strategies and has grown to a multi-billion dollar institutional platform. One William Street Capital employs approximately 105-119 professionals. The firm emphasizes risk management, proprietary analytics, and an alignment of interests with investors while adhering to principles of capital preservation and cross-functional collaboration.

Investment Strategy

One William Street Capital Management focuses on generating attractive risk-adjusted returns through actively managed portfolios, primarily centered on asset-based and structured credit investments. The firm combines a robust fundamental value approach to security selection with quantitative risk and return analytics. Investments are deployed across structured credit and structured finance securities, consumer loan assets, and real estate debt (residential and commercial). Strategic capital deployment, intensive risk management, and capital preservation are central to its philosophy, with a commitment to maintaining investor alignment and high transparency.

Latest 13F Filing Activity

One William Street Capital Management, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 4 equity positions and 1 options positions with a total 13F market value of $54M. The fund increased holdings in Ishares TR, Invesco Exch Traded FD TR II, Anywhere Real Estate Inc. among other positions. One William Street Capital Management, L.P. reduced exposure to New Fortress Energy Inc., Anywhere Real Estate Inc., Invesco Exch Traded FD TR II among others.

Top Buys
H
HYGISHARES TR
+$20.2M
B
BKLNINVESCO EXCH TRADED FD TR II
+$10.5M
H
HOUSANYWHERE REAL ESTATE INC
+$402.0K
N
NFENEW FORTRESS ENERGY INC
-$249.5K
Top Sells
H
HYGISHARES TR
+$20.2M
B
BKLNINVESCO EXCH TRADED FD TR II
+$10.5M
H
HOUSANYWHERE REAL ESTATE INC
+$402.0K
N
NFENEW FORTRESS ENERGY INC
-$249.5K

Top Holdings

H
HYGISHARES TR
+37.1%$20.2M
B
BKLNINVESCO EXCH TRADED FD TR II
+19.3%$10.5M
H
HOUSANYWHERE REAL ESTATE INC
+3.5%$1.9M
N
NFENEW FORTRESS ENERGY INC
+0.3%$166.0K

Equity Positions (4)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR37.12%$20.2M250,000$80.65$80.65+$20.2M
INVESCO EXCH TRADED FD TR II19.26%$10.5M500,000$20.92$20.92+$10.5M
ANYWHERE REAL ESTATE INC3.50%$1.9M525,000$3.37$3.62+$402.0K
NEW FORTRESS ENERGY INC0.31%$166.0K50,000$9.09$3.32-$249.5K

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
SPDR S&P 500 ETF TRNew
Put
$21.6M350$617.85$617.85+350+$21.6M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+1.5%
REAL ESTATE AGENTS & MANAGERS (FOR OTHERS)
+1.0%
SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED
+0.8%
NATURAL GAS DISTRIBUTION
+0.0%