Fund HoldingsCarlson Capital, L.P.

Total Portfolio Value
$1.23B
Total Bought
$444.38M
Total Sold
$461.49M
Net Transaction
-$17.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MASONITE INTL CORP0393,520+393,520051,7284.19%+51,728
AMERICAN EQTY INVT LIFE HLD0576,975+576,975032,4382.63%+32,438
DISCOVER FINL SVCS0155,000+155,000020,3191.65%+20,319
WESTROCK CO545,700828,472+282,77222,65740,9683.32%+18,310
HESS CORP548,257633,767+85,51079,03796,7387.84%+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+367,306013,6121.10%+13,612
CATALENT INC0209,809+209,809011,8440.96%+11,844
DOCUSIGN INC(DOCU)0181,100+181,100010,7850.87%+10,785
MERITAGE HOMES CORP(MTH)084,167+84,167014,7681.20%+14,768
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+252,86609,1770.74%+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+50,20007,4610.60%+7,461
PIONEER NAT RES CO373,604345,300-28,30484,01690,6417.35%+6,625
AGILITI INC0650,000+650,00006,5780.53%+6,578
COTERRA ENERGY INC0468,662+468,662013,0661.06%+13,066
WORKDAY INC(WDAY)023,200+23,20006,3280.51%+6,328
CIVITAS RESOURCES INC55,000132,373+77,3733,76110,0480.81%+6,288
SITEONE LANDSCAPE SUPPLY INC(SITE)035,700+35,70006,2310.51%+6,231
CSX CORP(CSX)0305,357+305,357011,3200.92%+11,320
WYNDHAM HOTELS & RESORTS INC(WH)0135,500+135,500010,4000.84%+10,400
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+150,00005,3640.43%+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 INC581,610878,987+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+55,10003,0200.24%+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)026,200+26,20006,6780.54%+6,678
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)040,600+40,60006,9300.56%+6,930
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 INC078,674+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
SPDR GOLD TR(GLD)(Call)1,0001,400+400335956+621
BEACON ROOFING SUPPLY INC94,84388,793-6,0508,2538,7030.71%+450
GLATFELTER CORPORATION7,176,0007,176,000013,92114,3521.16%+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
ENOVIX CORPORATION(ENVX)(Put)01,000+1,0000213+213
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)0268,969+268,96908,7470.71%+8,747
TESLA INC(TSLA)(Put)0650+6500431+431
COMPASS DIGITAL ACQUISITN CO0168,539+168,5390160.00%+16
COMPASS DIGITAL ACQUISITN CO168,5390-168,53980-8
COGNITION THERAPEUTICS INC238,000213,995-24,0054403890.03%-51
KBR INC(KBR)291,602252,602-39,00016,15816,0811.30%-77
ISHARES TR(Put)010,500+10,5000553+553
UNIQURE NV(QURE)195,000227,400+32,4001,3201,1820.10%-138
PERMIAN RESOURCES CORP(PR)000000
SECURITY NATL FINL CORP0220,048+220,04801,7410.14%+1,741
MEI PHARMA INC064,000+64,00002560.02%+256
TFF PHARMACEUTICALS INC193,960193,96001,3621,1720.09%-190
APTOSE BIOSCIENCES INC96,6660-96,6662460-246
LANTERN PHARMA INC60,0000-60,0002570-257
CUE BIOPHARMA INC120,00020,000-100,000317380.00%-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)9,093,7669,093,7660159,414158,41312.84%-1,000
NOV INC(NOV)59,1000-59,1001,1990-1,199
ANTERO RESOURCES CORP(AR)56,6000-56,6001,2840-1,284
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