Fund HoldingsCarlson Capital, L.P.

Total Portfolio Value
$256.18M
Total Bought
$94.74M
Total Sold
$21.35M
Net Transaction
+$73.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR(Put)0870,000+870,000068,634+68,634
SWK HLDGS CORP(SWKHL)8,493,0888,493,0880134,700147,69557.65%+12,994
TESLA INC(TSLA)(Put)012,000+12,00003,110+3,110
INTRA-CELLULAR THERAPIES INC023,000+23,00003,0341.18%+3,034
SOFI TECHNOLOGIES INC(SOFI)(Put)0250,000+250,00002,908+2,908
DISCOVER FINL SVCS10,30020,500+10,2001,7843,4991.37%+1,715
AFFIRM HLDGS INC(AFRM)(Put)030,000+30,00001,356+1,356
NVIDIA CORPORATION(NVDA)(Call)011,000+11,00001,192+1,192
HALLIBURTON CO(HAL)042,400+42,40001,0760.42%+1,076
CROSS CTRY HEALTHCARE INC070,000+70,00001,0420.41%+1,042
ANSYS INC03,100+3,10009810.38%+981
CHIMERIX INC0114,000+114,00009700.38%+970
CHAMPIONX CORPORATION032,000+32,00009540.37%+954
EXXON MOBIL CORP06,300+6,30007490.29%+749
FIRST AMERN FINL CORP(FAF)09,600+9,60006300.25%+630
DOLLAR TREE INC(DLTR)07,800+7,80005860.23%+586
SYNOVUS FINL CORP011,400+11,40005330.21%+533
STATE STR CORP(STT)4,30010,500+6,2004229400.37%+518
PNC FINL SVCS GROUP INC(PNC)3,7007,000+3,3007141,2300.48%+517
AMENTUM HOLDINGS INC028,000+28,00005100.20%+510
CSX CORP(CSX)017,000+17,00005000.20%+500
GLOBAL PMTS INC(GPN)05,000+5,00004900.19%+490
SOUTHSTATE CORPORATION04,400+4,40004080.16%+408
NORTHERN TR CORP(NTRS)04,100+4,10004040.16%+404
CARRIER GLOBAL CORPORATION(CARR)06,000+6,00003800.15%+380
ALPHABET INC(GOOG)02,300+2,30003590.14%+359
CYTOKINETICS INC(CYTK)07,500+7,50003010.12%+301
DECKERS OUTDOOR CORP(DECK)02,500+2,50002800.11%+280
FIFTH THIRD BANCORP(FITB)11,70019,200+7,5004957530.29%+258
CHECKPOINT THERAPEUTICS INC060,000+60,00002420.09%+242
DIAMONDBACK ENERGY INC(FANG)2,9003,600+7004755760.22%+100
ALBERTSONS COS INC38,00027,500-10,5007466050.24%-142
SOLID POWER INC99,9000-99,9001890-189
UPSTART HLDGS INC(UPST)(Put)3000-3002010-201
LOWES COS INC(LOW)2,3001,500-8005683500.14%-218
KELLANOVA35,00031,100-3,9002,8342,5651.00%-269
NVIDIA CORPORATION(NVDA)2,3000-2,3003090-309
MAGNERA CORP52,53032,100-20,4309545830.23%-372
HESS CORP29,40022,000-7,4003,9103,5141.37%-396
CIVITAS RESOURCES INC8,8000-8,8004040-404
COTERRA ENERGY INC16,9000-16,9004320-432
SIMMONS 1ST NATL CORP(SFNC)20,9000-20,9004640-464
MICROSOFT CORP(MSFT)1,1000-1,1004640-464
UBS GROUP AG(UBS)15,7000-15,7004760-476
REGIONS FINANCIAL CORP NEW(RF)21,4000-21,4005030-503
BOK FINL CORP(BOKF)10,3005,600-4,7001,0965830.23%-513
ARCADIUM LITHIUM PLC120,0000-120,0006160-616
DEVON ENERGY CORP NEW(DVN)22,7000-22,7007430-743
SPDR SER TR
ST STR SP BIOT
8,6000-8,6007750-775
UNITED PARCEL SERVICE INC(UPS)6,4000-6,4008070-807
CONOCOPHILLIPS(COP)13,1004,300-8,8001,2994520.18%-848
PACTIV EVERGREEN INC53,0000-53,0009260-926
US BANCORP DEL(USB)29,40010,800-18,6001,4064560.18%-950
FIRST HORIZON CORPORATION(FHN)54,3000-54,3001,0940-1,094
WELLS FARGO CO NEW(WFC)21,0000-21,0001,4750-1,475
HASHICORP INC60,7000-60,7002,0770-2,077
BANK AMERICA CORP74,90017,900-57,0003,2927470.29%-2,545
ISHARES TR40,0000-40,0003,1460-3,146
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