Boundary Creek Advisors LP
- SEC CIK
- 0001771944
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 15
- 0 vs. Q4 2021
- Portfolio value
- $148.2M
- +$11.6M (+8.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DISH Network CORP25470MAD1 | NOTE 2.375% 3/1 | – | $33.2M | 22.4% | – | – | – |
| OPTUOptimum Communications, Inc. | CL A | 1,940,760 | $24.2M | 16.3% | +823,260+73.7% | Added | History |
| DXCDXC Technology Co | Stock | 563,468 | $18.4M | 12.4% | −66,964−10.6% | Reduced | History |
| MERCMercer International Inc. | COM | 1,258,254 | $17.6M | 11.8% | −49,193−3.8% | Reduced | History |
| SXCSunCoke Energy, Inc. | COM | 1,750,627 | $15.6M | 10.5% | +13,384+0.8% | Added | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 300,000 | $13.7M | 9.3% | +300,000 | New | – |
| UONEKUrban One, Inc. | CL D NON VTG | 1,997,832 | $10.3M | 6.9% | +316,998+18.9% | Added | History |
| Boa Acquisition Corp05601A208 | UNIT 99/99/9999 | 600,000 | $5.98M | 4.0% | 00.0% | Unchanged | – |
| UISUnisys Corp | COM NEW | 183,881 | $3.97M | 2.7% | +183,881 | New | History |
| PBIPitney Bowes Inc | COM | 400,000 | $2.08M | 1.4% | +400,000 | New | History |
| Plum Acquisition Corp IG7134L100 | UNIT 03/15/2026 | 140,418 | $1.38M | 0.9% | 00.0% | Unchanged | – |
| Atlantic Coastal Acquistn Co048453203 | UNIT 03/02/2026 | 100,000 | $981.0K | 0.7% | 00.0% | Unchanged | – |
| UONEUrban One, Inc. | CL A | 75,694 | $473.0K | 0.3% | +75,694 | New | History |
| CPSCooper-Standard Holdings Inc. | COM | 25,133 | $220.0K | 0.1% | −268,260−91.4% | Reduced | History |
| Ares Acquisition CorporationG33032114 | UNIT 99/99/9999 | 9,787 | $97.0K | 0.1% | 00.0% | Unchanged | – |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (4)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| PMPhilip Morris International Inc. | Stock | 75,000 | $7.13M | 5.2% | History |
| XRXXerox Holdings Corp | COM NEW | 225,000 | $5.09M | 3.7% | History |
| Fortive Corp34959JAK4 | NOTE 0.875% 2/1 | – | $3.00M | 2.2% | – |
| TAT&T Inc. | Stock | 35,000 | $861.0K | 0.6% | History |