Fund HoldingsCarlson Capital, L.P.

Total Portfolio Value
$640.65M
Total Bought
$185.19M
Total Sold
$770.71M
Net Transaction
-$585.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
OREILLY AUTOMOTIVE INC(ORLY)013,100+13,100013,8342.16%+13,834
WELLS FARGO CO NEW(WFC)0199,300+199,300011,8361.85%+11,836
NORTHERN TR CORP(NTRS)24,800151,296+126,4962,20512,7061.98%+10,501
POPULAR INC(BPOP)0139,530+139,530012,3391.93%+12,339
MATADOR RES CO(MTDR)22,500171,595+149,0951,50210,2271.60%+8,725
AUTODESK INC032,500+32,50008,0421.26%+8,042
CITIZENS FINL GROUP INC(CFG)252,866437,647+184,7819,17715,7682.46%+6,592
ISHARES INC
MSCI JAPAN ETF
096,500+96,50006,5851.03%+6,585
WORKDAY INC(WDAY)23,20055,000+31,8006,32812,2961.92%+5,968
CUMMINS INC(CMI)021,500+21,50005,9540.93%+5,954
CHORD ENERGY CORPORATION(CHRD)034,979+34,97905,8650.92%+5,865
HEXCEL CORP NEW(HXL)080,569+80,56905,0320.79%+5,032
PALO ALTO NETWORKS INC(PANW)013,462+13,46204,5640.71%+4,564
HUBSPOT INC(HUBS)15,89823,715+7,8179,96113,9872.18%+4,026
TREX CO INC(TREX)053,700+53,70003,9800.62%+3,980
BANK AMERICA CORP099,200+99,20003,9450.62%+3,945
EQUITY LIFESTYLE PPTYS INC(ELS)060,400+60,40003,9340.61%+3,934
APARTMENT INVT & MGMT CO0459,141+459,14103,8060.59%+3,806
PNC FINL SVCS GROUP INC(PNC)045,600+45,60007,0901.11%+7,090
PERMIAN RESOURCES CORP(PR)0207,300+207,30003,3480.52%+3,348
DIVERSIFIED ENERGY COMPANY P0243,800+243,80003,2890.51%+3,289
LIBERTY ENERGY INC(LBRT)0155,700+155,70003,2530.51%+3,253
LOWES COS INC(LOW)014,700+14,70003,2410.51%+3,241
ANSYS INC010,000+10,00003,2150.50%+3,215
US BANCORP DEL(USB)076,900+76,90003,0530.48%+3,053
MORGAN STANLEY(MS)39,50067,600+28,1003,7196,5701.03%+2,851
ATLASSIAN CORPORATION015,500+15,50002,7420.43%+2,742
AAON INC031,000+31,00002,7040.42%+2,704
FORESTAR GROUP INC(FOR)081,476+81,47602,6060.41%+2,606
OVINTIV INC(OVV)054,900+54,90002,5730.40%+2,573
VIPER ENERGY INC(VNOM)94,443158,452+64,0093,6325,9470.93%+2,314
CHAMPIONX CORPORATION069,400+69,40002,3050.36%+2,305
DOCUSIGN INC(DOCU)181,100242,274+61,17410,78512,9622.02%+2,177
TRANE TECHNOLOGIES PLC(TT)17,60022,300+4,7005,2847,3351.14%+2,052
CSX CORP(CSX)305,357399,300+93,94311,32013,3572.08%+2,037
R1 RCM INC0123,100+123,10001,5460.24%+1,546
CONFLUENT INC23,32673,800+50,4747122,1790.34%+1,467
TENABLE HLDGS INC(TENB)168,968224,500+55,5328,3529,7841.53%+1,432
INVITATION HOMES INC(INVH)034,800+34,80001,2490.19%+1,249
SUPER MICRO COMPUTER INC(SMCI)01,500+1,50001,2290.19%+1,229
BRISTOL-MYERS SQUIBB CO(BMY)15,00042,500+27,5008131,7650.28%+952
APA CORPORATION(APA)6,09635,000+28,9042101,0300.16%+821
FIRST AMERN FINL CORP(FAF)34,20052,700+18,5002,0882,8430.44%+755
RAPID7 INC016,946+16,94607330.11%+733
LGI HOMES INC(LGIH)80,885111,834+30,9499,41310,0081.56%+595
SOLID POWER INC0300,000+300,00004950.08%+495
PAYCOR HCM INC037,700+37,70004790.07%+479
INFORMATICA INC012,000+12,00003710.06%+371
CYTOKINETICS INC(CYTK)25,00038,200+13,2001,7532,0700.32%+317
PFIZER INC(PFE)30,00040,000+10,0008331,1190.17%+287
OKLO INC(OKLO)025,000+25,00002120.03%+212
ALPINE INCOME PPTY TR INC78,67477,774-9001,2021,2100.19%+8
ENOVIX CORPORATION(ENVX)(Put)1,0001,900+900213215+2
COMPASS DIGITAL ACQUISITN CO168,5390-168,539160-16
HEICO CORP NEW028,200+28,20005,0060.78%+5,006
CUE BIOPHARMA INC20,0000-20,000380-38
SECURITY NATL FINL CORP220,048213,000-7,0481,7411,7020.27%-39
COGNITION THERAPEUTICS INC213,995140,000-73,9953892320.04%-157
HF SINCLAIR CORP(DINO)60,60065,500+4,9003,6583,4940.55%-165
COMSTOCK RES INC(CRK)20,0000-20,0001860-186
UNIQURE NV(QURE)227,400217,400-10,0001,1829740.15%-209
MEI PHARMA INC64,0000-64,0002560-256
TESLA INC(TSLA)(Put)6500-6504310-431
ISHARES TR(Put)10,5000-10,5005530-553
WESCO INTL INC(WCC)25,50023,600-1,9004,3683,7410.58%-627
TFF PHARMACEUTICALS INC193,960293,460+99,5001,1724870.08%-684
SPDR SER TR
ST STR SP REGBNK
63,60050,600-13,0003,1982,4840.39%-713
ORACLE CORP(ORCL)082,605+82,605011,6641.82%+11,664
DT MIDSTREAM INC(DTM)12,8000-12,8007820-782
STATE STR CORP(STT)105,10099,100-6,0008,1267,3331.14%-793
BEAZER HOMES USA INC(BZH)333,600365,087+31,48710,94210,0331.57%-909
SPDR GOLD TR(GLD)(Call)1,4000-1,4009560-955
TOPBUILD CORP11,59510,695-9005,1104,1200.64%-990
PROSPERITY BANCSHARES INC(PB)127,040119,460-7,5808,3577,3041.14%-1,053
SENTINELONE INC(S)61,4000-61,4001,4310-1,431
CTO RLTY GROWTH INC NEW(CTO)0269,382+269,38204,7030.73%+4,703
MOBILEYE GLOBAL INC(MBLY)138,900107,626-31,2744,4663,0230.47%-1,443
FREYR BATTERY INC(TE)2,075,0001,025,000-1,050,0003,4861,7430.27%-1,743
TRUIST FINL CORP(TFC)096,400+96,40003,7450.58%+3,745
PAYLOCITY HLDG CORP(PCTY)12,8000-12,8002,2000-2,200
SAIA INC(SAIA)4,1000-4,1002,3990-2,398
OLD DOMINION FREIGHT LINE IN(ODFL)000000
UNITED PARCEL SERVICE INC(UPS)50,20036,830-13,3707,4615,0400.79%-2,421
PUBLIC STORAGE(PSA)8,3860-8,3862,4320-2,432
ALBERTSONS COS INC120,1000-120,1002,5750-2,575
OSHKOSH CORP(OSK)68,90054,600-14,3008,5935,9080.92%-2,685
D R HORTON INC(DHI)69,71061,689-8,02111,4718,6941.36%-2,777
SCHLUMBERGER LTD(SLB)55,1000-55,1003,0200-3,020
GULFPORT ENERGY CORP(GPOR)22,4000-22,4003,5870-3,587
HERC HLDGS INC(HRI)71,91963,619-8,30012,1048,4801.32%-3,624
ALTAIR ENGR INC42,1010-42,1013,6270-3,627
NORFOLK SOUTHN CORP(NSC)26,20013,700-12,5006,6782,9410.46%-3,736
SWK HLDGS CORP(SWKHL)9,093,7669,093,7660158,413154,50324.12%-3,910
LENNAR CORP(LEN)0104,405+104,405015,6472.44%+15,647
EQUITRANS MIDSTREAM CORP361,5000-361,5004,5150-4,515
CIVITAS RESOURCES INC132,37376,900-55,47310,0485,3060.83%-4,742
COTERRA ENERGY INC468,662310,762-157,90013,0668,2881.29%-4,778
MURPHY OIL CORP(MUR)104,7000-104,7004,7850-4,785
GEN DIGITAL INC(GEN)000000
FIRST HORIZON CORPORATION(FHN)000000
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