13F Portfolios

One William Street Capital Management, L.P.: TPG RE FIN TR INC (TRTX): Quarterly 13F Position History

As of Q1 2026, One William Street Capital Management, L.P. reported 1,070,000 shares of TPG RE FIN TR INC (TRTX), worth $8.4M and representing 16.1% of its 13F equity book. Quarter-over-quarter share count change: + 593,039 (+124.3%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,070,000 +593,039 +124.3% $8.4M 16.1% $7.8
Q4 2025 476,961 +56,291 +13.4% $4.1M 9.6% $8.6
Q3 2025 420,670 $3.6M 23.1% $8.6

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 One William Street Capital Management, L.P. first disclose a TRTX position in 13F-HR filings?

One William Street Capital Management, L.P. first reported TPG RE FIN TR INC (TRTX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was One William Street Capital Management, L.P.'s most recent quarter-over-quarter share-count change in TRTX?

Between Q4 2025 and Q1 2026, One William Street Capital Management, L.P. added 593,039 shares of TRTX (+124.3%), bringing the total reported position to 1,070,000 shares at a market value of $8.4M.

Does the implied price-per-share represent One William Street Capital Management, L.P.'s cost basis in TRTX?

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.