Helix Partners Management LP: OPTIMUM COMMUNICATIONS INC (OPTU): Quarterly 13F Position History
As of Q1 2026, Helix Partners Management LP reported 1,700,000 shares of OPTIMUM COMMUNICATIONS INC (OPTU), worth $2.2M and representing 1.4% of its 13F equity book. Quarter-over-quarter share count change: + 450,000 (+36.0%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,700,000Shares Held (Latest Filing)
- $2.2MReported Market Value (Latest Filing)
- 1.4%Portfolio Weight (% of 13F Equity Book)
- +450,000Quarter-over-Quarter Share Change
- +$147.5KQuarter-over-Quarter Value Change
- 1,700,000Peak Reported Shares (Historical)
Recent initiation: Helix Partners Management LP first reported OPTU on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,700,000 | +450,000 | +36.0% | $2.2M | 1.4% | $1.3 |
| Q4 2025 | 1,250,000 | — | — | $2.1M | 1.3% | $1.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Helix Partners Management LP first disclose a OPTU position in 13F-HR filings?
Helix Partners Management LP first reported OPTIMUM COMMUNICATIONS INC (OPTU) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Helix Partners Management LP's most recent quarter-over-quarter share-count change in OPTU?
Between Q4 2025 and Q1 2026, Helix Partners Management LP added 450,000 shares of OPTU (+36.0%), bringing the total reported position to 1,700,000 shares at a market value of $2.2M.
Does the implied price-per-share represent Helix Partners Management LP's cost basis in OPTU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.