Fund Holdings — Carlson Capital, L.P.

Total Portfolio Value
$1.23B
Total Bought
$443.40M
Total Sold
$461.49M
Net Transaction
-$18.08M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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MASONITE INTL CORP0393,520+393,520051,7284.20%+51,728
AMERICAN EQTY INVT LIFE HLD200,000576,975+376,97511,16032,4382.63%+21,278
DISCOVER FINL SVCS0155,000+155,000020,3191.65%+20,319
WESTROCK CO545,700828,472+282,77222,65740,9683.33%+18,310
HESS CORP548,257633,767+85,51079,03796,7387.86%+17,701
MORPHOSYS AG0950,461+950,461017,2411.40%+17,241
M D C HLDGS INC0246,526+246,526015,5091.26%+15,509
JUNIPER NETWORKS INC0367,306+367,306013,6121.11%+13,612
CATALENT INC0209,809+209,809011,8440.96%+11,844
DOCUSIGN INC(DOCU)0181,100+181,100010,7850.88%+10,785
MERITAGE HOMES CORP(MTH)25,60084,167+58,5674,46014,7681.20%+10,308
HUBSPOT INC(HUBS)015,898+15,89809,9610.81%+9,961
CANADIAN PACIFIC KANSAS CITY(CP)0110,300+110,30009,7250.79%+9,725
ALLISON TRANSMISSION HLDGS I(ALSN)0117,800+117,80009,5610.78%+9,561
CITIZENS FINL GROUP INC(CFG)0252,866+252,86609,1770.75%+9,177
OSHKOSH CORP(OSK)068,900+68,90008,5930.70%+8,593
TENABLE HLDGS INC(TENB)11,600168,968+157,3685348,3520.68%+7,818
UNITED PARCEL SERVICE INC(UPS)050,200+50,20007,4610.61%+7,461
PIONEER NAT RES CO373,604345,300-28,30484,01690,6417.36%+6,625
AGILITI INC0650,000+650,00006,5780.53%+6,578
COTERRA ENERGY INC262,000468,662+206,6626,68613,0661.06%+6,380
WORKDAY INC(WDAY)023,200+23,20006,3280.51%+6,328
CIVITAS RESOURCES INC55,000132,373+77,3733,76110,0480.82%+6,288
SITEONE LANDSCAPE SUPPLY INC(SITE)035,700+35,70006,2310.51%+6,231
CSX CORP(CSX)146,900305,357+158,4575,09311,3200.92%+6,227
WYNDHAM HOTELS & RESORTS INC(WH)53,400135,500+82,1004,29410,4000.84%+6,106
SHELL PLC(SHEL)085,000+85,00005,6980.46%+5,698
ADOBE INC(ADBE)011,150+11,15005,6260.46%+5,626
VESTIS CORPORATION(VSTS)138,865438,759+299,8942,9368,4550.69%+5,519
CALLON PETE CO DEL0150,000+150,00005,3640.44%+5,364
TRANE TECHNOLOGIES PLC(TT)017,600+17,60005,2840.43%+5,284
TOPBUILD CORP011,595+11,59505,1100.41%+5,110
EQUITRANS MIDSTREAM CORP0361,500+361,50004,5150.37%+4,515
MOBILEYE GLOBAL INC(MBLY)0138,900+138,90004,4660.36%+4,466
WESCO INTL INC(WCC)025,500+25,50004,3680.35%+4,368
SITIO ROYALTIES CORP38,900211,232+172,3329155,2220.42%+4,307
TRANSDIGM GROUP INC(TDG)4,6007,200+2,6004,6538,8680.72%+4,214
BEAZER HOMES USA INC(BZH)203,500333,600+130,1006,87610,9420.89%+4,066
MORGAN STANLEY(MS)039,500+39,50003,7190.30%+3,719
ALIGHT INC(ALIT)581,610878,987+297,3774,9618,6580.70%+3,697
ALTAIR ENGR INC042,101+42,10103,6270.29%+3,627
FREYR BATTERY INC(TE)02,075,000+2,075,00003,4860.28%+3,486
STATE STR CORP(STT)65,200105,100+39,9005,0508,1260.66%+3,076
SCHLUMBERGER LTD(SLB)055,100+55,10003,0200.25%+3,020
ALBERTSONS COS INC0120,100+120,10002,5750.21%+2,575
HF SINCLAIR CORP(DINO)21,40060,600+39,2001,1893,6580.30%+2,469
PUBLIC STORAGE(PSA)08,386+8,38602,4320.20%+2,432
SAIA INC(SAIA)04,100+4,10002,3990.19%+2,399
NORTHERN TR CORP(NTRS)024,800+24,80002,2050.18%+2,205
PAYLOCITY HLDG CORP(PCTY)012,800+12,80002,2000.18%+2,200
FIRST AMERN FINL CORP(FAF)034,200+34,20002,0880.17%+2,088
ALGONQUIN PWR UTILS CORP919,3611,239,992+320,6315,8107,8370.64%+2,026
SPDR SER TR
ST STR SP REGBNK
24,17663,600+39,4241,2683,1980.26%+1,930
VIPER ENERGY INC(VNOM)55,67694,443+38,7671,7473,6320.29%+1,885
GULFPORT ENERGY CORP(GPOR)13,50022,400+8,9001,7983,5870.29%+1,788
CYTOKINETICS INC(CYTK)025,000+25,00001,7530.14%+1,753
MURPHY OIL CORP(MUR)73,378104,700+31,3223,1304,7850.39%+1,654
NORFOLK SOUTHN CORP(NSC)21,50426,200+4,6965,0836,6780.54%+1,594
MIRION TECHNOLOGIES INC(MIR)539,064618,478+79,4145,5257,0320.57%+1,507
MATADOR RES CO(MTDR)022,500+22,50001,5020.12%+1,502
SENTINELONE INC(S)061,400+61,40001,4310.12%+1,431
VALERO ENERGY CORP(VLO)42,80040,600-2,2005,5646,9300.56%+1,366
DIAMONDBACK ENERGY INC(FANG)35,40034,100-1,3005,4906,7580.55%+1,268
D R HORTON INC(DHI)67,50069,710+2,21010,25911,4710.93%+1,212
ALPINE INCOME PPTY TR INC(PINE)078,674+78,67401,2020.10%+1,202
PFIZER INC(PFE)030,000+30,00008330.07%+833
BRISTOL-MYERS SQUIBB CO(BMY)015,000+15,00008130.07%+813
DT MIDSTREAM INC(DTM)012,800+12,80007820.06%+782
CONFLUENT INC023,326+23,32607120.06%+712
BEACON ROOFING SUPPLY INC94,84388,793-6,0508,2538,7030.71%+450
GLATFELTER CORPORATION7,176,0007,176,000013,92114,3521.17%+431
HERC HLDGS INC(HRI)78,96971,919-7,05011,75812,1040.98%+346
ATLANTA BRAVES HLDGS INC236,554246,551+9,9979,3639,6300.78%+267
APA CORPORATION(APA)06,096+6,09602100.02%+210
COMSTOCK RES INC(CRK)020,000+20,00001860.02%+186
PROSPERITY BANCSHARES INC(PB)121,288127,040+5,7528,2158,3570.68%+142
ARAMARK(ARMK)307,297268,969-38,3288,6358,7470.71%+112
COMPASS DIGITAL ACQUISITN CO168,539168,53908160.00%+7
COGNITION THERAPEUTICS INC(CGTX)238,000213,995-24,0054403890.03%-51
KBR INC(KBR)291,602252,602-39,00016,15816,0811.31%-77
UNIQURE NV(QURE)195,000227,400+32,4001,3201,1820.10%-138
PERMIAN RESOURCES CORP(PR)11,3000-11,3001540—-154
SECURITY NATL FINL CORP(SNFCA)211,301220,048+8,7471,9021,7410.14%-161
MEI PHARMA INC(LITS)74,00064,000-10,0004292560.02%-173
TFF PHARMACEUTICALS INC193,960193,96001,3621,1720.10%-190
APTOSE BIOSCIENCES INC96,6660-96,6662460—-246
LANTERN PHARMA INC(LTRN)60,0000-60,0002570—-257
CUE BIOPHARMA INC(CUE)120,00020,000-100,000317380.00%-279
LGI HOMES INC(LGIH)74,88880,885+5,9979,9729,4130.76%-559
TRI POINTE HOMES INC
COM
373,769327,353-46,41613,23112,6551.03%-576
PAR PAC HOLDINGS INC(PARR)18,4000-18,4006690—-669
HELMERICH & PAYNE INC(HP)24,3000-24,3008800—-880
SWK HLDGS CORP(SWKHL)9,093,7669,093,7660159,414158,41312.86%-1,000
NOV INC(NOV)59,1000-59,1001,1990—-1,199
ANTERO RESOURCES CORP(AR)56,6000-56,6001,2840—-1,284
KINDER MORGAN INC DEL(KMI)74,4000-74,4001,3120—-1,312
CALIFORNIA RES CORP(CRC)25,4000-25,4001,3890—-1,389
CANNAE HLDGS INC(CNNE)500,465375,465-125,0009,7648,3500.68%-1,414
FIDELITY NATL INFORMATION SV(FIS)115,33772,237-43,1006,9285,3590.44%-1,570
CAMDEN PPTY TR(CPT)16,0000-16,0001,5890—-1,589
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Carlson Capital, L.P. — 13F Holdings — Q1 2024 | TickerTrail