Fund Holdings — Carlson Capital, L.P.

Total Portfolio Value
$253.08M
Total Bought
$76.39M
Total Sold
$28.55M
Net Transaction
+$47.84M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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PINNACLE FINL PARTNERS INC(PNFP)060,134+60,13405,1802.05%+5,180
WELLS FARGO & CO(WFC)045,528+45,52803,6241.43%+3,624
WEBSTER FINL CORP(WBS)039,000+39,00002,7071.07%+2,707
EXPAND ENERGY CORPORATION(EXE)023,734+23,73402,6061.03%+2,606
HUNTINGTON BANCSHARES INC(HBAN)112,300284,482+172,1821,9484,4521.76%+2,504
HOME DEPOT INC(HD)2,3009,477+7,1777913,1171.23%+2,325
CULLEN FROST BANKERS INC(CFR)13,10028,818+15,7181,6593,9501.56%+2,292
SLB LIMITED(SLB)042,822+42,82202,2010.87%+2,201
TRUIST FINL CORP(TFC)044,600+44,60002,0500.81%+2,050
INTERCONTINENTAL EXCHANGE IN(ICE)012,900+12,90002,0290.80%+2,029
COLUMBIA BKG SYS INC(COLB)066,509+66,50901,8240.72%+1,824
PROCTER & GAMBLE CO(PG)012,400+12,40001,7910.71%+1,791
HALLIBURTON CO(HAL)044,229+44,22901,7240.68%+1,724
PHILLIPS 66(PSX)3,30011,757+8,4574262,1420.85%+1,716
NASDAQ INC(NDAQ)019,700+19,70001,6720.66%+1,672
CACTUS INC(WHD)034,018+34,01801,6110.64%+1,611
CBRE GROUP INC(CBRE)011,882+11,88201,6100.64%+1,610
BANK AMERICA CORP14,80048,160+33,3608142,3480.93%+1,534
UNITED PARCEL SVCS INC(UPS)5,30020,706+15,4065262,0370.80%+1,511
WARNER BROS DISCOVERY INC(WBD)40,00096,000+56,0001,1532,6361.04%+1,483
MORGAN STANLEY(MS)08,682+8,68201,4290.56%+1,429
AUTOZONE INC(AZO)200600+4006782,0270.80%+1,348
MATADOR RES CO(MTDR)19,50033,757+14,2578282,1330.84%+1,305
TRI POINTE HOMES INC
COM
026,000+26,00001,2150.48%+1,215
APELLIS PHARMACEUTICALS INC
COM
030,000+30,00001,2070.48%+1,207
OVINTIV INC(OVV)21,40034,306+12,9068392,0360.80%+1,198
CHEVRON CORPORATION(CVX)9,50012,713+3,2131,4482,6301.04%+1,182
JANUS HENDERSON GROUP PLC023,000+23,00001,1820.47%+1,182
STATE STR CORP(STT)6,00015,413+9,4137741,9510.77%+1,177
ALBERTSONS COS INC50,000119,200+69,2008592,0310.80%+1,173
FLOOR & DECOR HLDGS INC(FND)12,20036,478+24,2787431,8530.73%+1,110
DICKS SPORTING GOODS INC(DKS)05,333+5,33301,0570.42%+1,057
CLOROX CO DEL(CLX)8,10018,050+9,9508171,8710.74%+1,054
SIMMONS FIRST NATL CORP(SFNC)27,00078,624+51,6245091,5290.60%+1,020
SEALED AIR CORP NEW(SDA)54,00076,000+22,0002,2373,1961.26%+959
MONDELEZ INTL INC(MDLZ)12,40027,600+15,2006671,5910.63%+923
OLD NATL BANCORP IND(ONB)38,00078,443+40,4438481,7340.69%+886
PENUMBRA INC(PEN)02,600+2,60008540.34%+854
NORFOLK SOUTHN CORP(NSC)5,7008,700+3,0001,6462,4970.99%+851
SILICON LABORATORIES INC(SLAB)03,700+3,70007700.30%+770
SOUTHSTATE BK CORP9,70018,098+8,3989131,6740.66%+762
COSTCO WHOLESALE CORPORATION(COST)8001,405+6056901,4000.55%+710
BELLRING BRANDS INC(BRBR)041,000+41,00006600.26%+660
TERNS PHARMACEUTICALS INC012,000+12,00006330.25%+633
ALLIED GOLD CORP(AAUC)020,000+20,00006190.24%+619
FIRST HORIZON CORPORATION(FHN)29,10057,702+28,6026951,3130.52%+618
AMICUS THERAPEUTIC
COM
042,000+42,00006070.24%+607
KBR INC(KBR)015,800+15,80005820.23%+582
TIC SOLUTIONS INC(TIC)087,000+87,00005720.23%+572
ROCKET COS INC(RKT)037,500+37,50005340.21%+534
WILLIS LEASE FIN CORP(WLFC)03,100+3,10005280.21%+528
GOLDEN ENTMT INC30,00050,000+20,0008161,3350.53%+519
OCEANEERING INTL INC(OII)32,00032,800+8007691,1630.46%+394
GALLAGHER ARTHUR J & CO(AJG)01,600+1,60003470.14%+347
MARSH & MCLENNAN COS INC(MRSH)01,900+1,90003300.13%+330
WILLIS TOWERS WATSON PLC LTD(WTW)01,100+1,10003200.13%+320
BRIGHTHOUSE FINL INC(BHF)15,50022,000+6,5001,0041,3170.52%+313
LEGGETT & PLATT INC(LEG)20,00053,000+33,0002205240.21%+304
ELECTRONIC ARTS INC12,00013,500+1,5002,4522,7521.09%+300
JPMORGAN CHASE & CO(JPM)5,1006,515+1,4151,6431,9160.76%+273
CYTOKINETICS INC(CYTK)5,6009,000+3,4003565930.23%+237
LIFEWAY FOODS INC(LWAY)010,000+10,00001930.08%+193
AON PLC(AON)6001,100+5002123550.14%+143
INTERNATIONAL MONEY EXPRESS(IMXI)65,00065,00009981,0270.41%+29
TRUECAR INC32,0070-32,007720—-72
HOLOGIC INC19,00016,000-3,0001,4151,2090.48%-206
ALEANNA INC(ANNA)92,0000-92,0002650—-265
LIONSGATE STUDIOS CORP(LION)30,0000-30,0002740—-274
TELEPHONE & DATA SYS INC(TDS)9,0000-9,0003690—-369
EL POLLO LOCO HLDGS INC(LOCO)40,0000-40,0004180—-418
NEW GOLD INC CDA50,0000-50,0004360—-435
ARRAY DIGITAL INFRASTRUCTURE(AD)9,4000-9,4005040—-504
AMENTUM HOLDINGS INC19,0000-19,0005510—-551
BRIGHTSTAR LOTTERY PLC(BRSL)38,7000-38,7005990—-599
ENVIRI CORP(NVRI)35,0000-35,0006270—-627
DIAMONDBACK ENERGY INC(FANG)4,4000-4,4006610—-661
KNIFE RIVER CORP(KNF)9,6000-9,6006750—-675
FORGE GLOBAL HOLDINGS INC15,5000-15,5006910—-691
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,5000-15,5006930—-693
SUNOCOCORP LLC(SUNC)15,0000-15,0007390—-739
RALPH LAUREN CORP(RL)2,2000-2,2007780—-778
PNC FINL SVCS GROUP INC(PNC)3,8000-3,8007930—-793
LAMB WESTON HLDGS INC(LW)19,2000-19,2008040—-804
EOG RES INC(EOG)7,7000-7,7008090—-809
CHART INDS INC5,0000-5,0001,0310—-1,031
TEXAS INSTRS INC(TXN)7,0000-7,0001,2140—-1,214
ALEXANDER & BALDWIN INC NEW72,4960-72,4961,4960—-1,496
CIDARA THERAPEUTICS INC7,0000-7,0001,5460—-1,546
SWK HLDGS CORP(SWKHL)8,493,0888,493,0880146,081144,46757.08%-1,614
AVIDITY BIOSCIENCES INC28,0000-28,0002,0200—-2,020
EXACT SCIENCES CORP(EXK)20,0000-20,0002,0310—-2,031
FRONTIER COMMUNICATIONS PARE68,0000-68,0002,5890—-2,589
SYNOVUS FINL CORP54,3000-54,3002,7180—-2,718
CYBERARK SOFTWARE LTD6,6000-6,6002,9440—-2,944
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Carlson Capital, L.P. — 13F Holdings — Q1 2026 | TickerTrail