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Lasry Marc

SEC CIK
0001259927
Latest filing
Nov 14, 2025

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
13
+1 vs. Q2 2023
Portfolio value
$101.4M
+$24.1M (+31.1%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Lasry Marc in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NEXTNextDecade CorpCOM7,180,457$36.8M36.3%+7,180,457NewHistory
SDRLSEADRILL LtdCOM676,266$30.3M29.9%00.0%UnchangedHistory
STRSitio Royalties Corp.CLASS A COM497,280$12.0M11.9%−10,000−2.0%ReducedHistory
ALXAlexanders IncCOM38,651$7.04M6.9%00.0%UnchangedHistory
FYBRFrontier Communications Parent, Inc.COM357,453$5.59M5.5%00.0%UnchangedHistory
Pinduoduo Inc722304AC6NOTE 12/05,000,000$4.93M4.9%+5,000,000New–
GRABGrab Holdings LtdCLASS A ORD650,000$2.30M2.3%+650,000NewHistory
HYPDHyperion Defi, Inc.COM547,807$909.4K0.9%00.0%UnchangedHistory
OBIOOrchestra BioMed Holdings, Inc.COM60,869$530.8K0.5%00.0%UnchangedHistory
FRGEForge Global Holdings, Inc.COM251,508$510.6K0.5%00.0%UnchangedHistory
Exela Technologies, Inc.30162V6076% CONV PFD SR B77,498$225.5K0.2%00.0%Unchanged–
RANIRani Therapeutics Holdings, Inc.COM CL A62,887$136.8K0.1%00.0%UnchangedHistory
IMPLIPI Legacy Liquidation CoCOM225,874$97.1K0.1%−182,455−44.7%ReducedHistory

Sold out since Q2 2023 (2)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Lasry Marc sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
AMPYAmplify Energy Corp.COM2,561,375$17.3M22.4%History
VNET Group, Inc.90138VAB3NOTE 2/0–$1.54M2.0%–