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Diameter Capital Partners LP

Diameter 13F shows larger Uniti Group position in Q1

May 15, 2026 filing Manager profile

Summary: Diameter Capital Partners' Q1 2026 Form 13F information table listed 5,681,528 Uniti Group LLC shares, compared with 1,500,000 shares in the prior Q4 2025 table. This draft frames the change as a delayed public filing signal, not as a recommendation or complete view of Diameter's exposure.

Why it matters: The change may matter to due-diligence readers as a public 13F signal around a reportable listed-equity position at a credit/event-driven platform, while requiring careful caveats about 13F limits and the absence of stated manager rationale.

9AT filing context: SEC filings show Diameter's 2026-03-31 13F-HR, filed 2026-05-15, listed 5,681,528 Uniti Group LLC shares valued around $53.3M; the prior 2025-12-31 table listed 1,500,000 shares valued around $10.5M. Public ADV/profile context maps Diameter to CIK 1727012, CRD 289307 / SEC file 801-111022, about $28.8B in reported regulatory AUM/profile scale, and diametercap.com.

Summary

Diameter Capital Partners’ Q1 2026 Form 13F information table listed 5,681,528 Uniti Group LLC common shares. The firm’s prior Q4 2025 13F information table listed 1,500,000 Uniti Group shares.

This is a restrained filing-monitor draft based on public SEC information-table data. It should not be read as a complete view of Diameter’s exposure, a statement about current holdings, or a view on Uniti Group’s securities.

Why it matters

For due-diligence readers, a larger reported 13F position can be a useful public signal to track, especially for a credit and event-driven platform where listed securities may interact with broader capital-structure views. The relevant diligence question is not whether the change was good or bad, but whether future filings, manager communications, or issuer events provide more context.

The signal remains limited. Form 13F data is delayed, does not include every asset class or instrument, and does not explain position rationale, hedging, financing, private-fund exposure, or risk management. This post is not a recommendation regarding Diameter, Uniti Group, or any related security.

Source notes

9AT filing context

Public filing context maps Diameter Capital Partners LP to CIK 1727012 and CRD 289307 / SEC file 801-111022, with public website/domain diametercap.com. The safe profile context reviewed for this cycle showed about $28.8 billion in reported regulatory AUM/profile scale, 119 employees, 56 private funds, and a credit/event-driven fund-family footprint.

The Q1 2026 13F-HR was filed on 2026-05-15 for the 2026-03-31 report period. Direct EDGAR information-table parsing returned 29 rows and about $1.07 billion in reported 13F value. The Q1 information table listed 5,681,528 Uniti Group LLC shares, with reported value of about $53.3 million, compared with 1,500,000 shares and about $10.5 million in reported value in the immediately prior Q4 2025 table.

This context supports only a public, delayed 13F comparison. It does not establish total firm exposure, current exposure, portfolio intent, hedging, credit positioning, or investment outcome.

What to watch

Watch Diameter’s next 13F filing for whether the Uniti position changes again, issuer-level Uniti disclosures for public events that may affect interpretation, and any Diameter-authored or regulatory source that explains positioning. Avoid treating secondary market commentary as manager rationale unless it is directly sourced to the manager or an official filing.

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