Fund HoldingsCarlson Capital, L.P.

Total Portfolio Value
$242.11M
Total Bought
$43.81M
Total Sold
$34.91M
Net Transaction
+$8.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)(Put)030,000+30,00004,740+4,740
MR COOPER GROUP INC016,200+16,20002,4171.00%+2,417
REDFIN CORP0210,000+210,00002,3500.97%+2,350
NVIDIA CORPORATION(NVDA)013,600+13,60002,1490.89%+2,149
AZEK CO INC037,000+37,00002,0110.83%+2,011
AFFIRM HLDGS INC(AFRM)(Put)30,00040,000+10,0001,3562,766+1,410
KELLANOVA31,10048,000+16,9002,5653,8171.58%+1,252
ALPHABET INC(GOOG)2,3008,600+6,3003591,5260.63%+1,166
SOUTHSTATE CORPORATION4,40015,900+11,5004081,4630.60%+1,055
MORGAN STANLEY(MS)06,500+6,50009160.38%+916
TRUIST FINL CORP(TFC)021,200+21,20009110.38%+911
PEPSICO INC(PEP)06,700+6,70008850.37%+885
FRONTIER COMMUNICATIONS PARE024,000+24,00008740.36%+874
ISHARES TR04,000+4,00008630.36%+863
PHILLIPS 66(PSX)07,000+7,00008350.34%+835
ISHARES TR09,200+9,20008120.34%+812
MATADOR RES CO(MTDR)016,400+16,40007830.32%+783
MICROSOFT CORP(MSFT)01,500+1,50007460.31%+746
WALMART INC(WMT)07,500+7,50007330.30%+733
FIFTH THIRD BANCORP(FITB)19,20036,000+16,8007531,4810.61%+728
INTERNATIONAL GAME TECHNOLOG(BRSL)045,000+45,00007110.29%+711
DUN & BRADSTREET HLDGS INC075,000+75,00006820.28%+682
QUANTUMSCAPE CORP(QS)(Put)0100,000+100,0000672+672
EL POLLO LOCO HLDGS INC061,000+61,00006720.28%+672
SYNOVUS FINL CORP11,40022,900+11,5005331,1850.49%+652
SIMMONS 1ST NATL CORP(SFNC)032,900+32,90006240.26%+624
FISERV INC(FISV)03,600+3,60006210.26%+621
ROSS STORES INC(ROST)04,700+4,70006000.25%+600
OLD NATL BANCORP IND(ONB)027,800+27,80005930.25%+593
BJS WHSL CLUB HLDGS INC(BJ)05,500+5,50005930.24%+593
OREILLY AUTOMOTIVE INC(ORLY)06,400+6,40005770.24%+577
OCEANEERING INTL INC(OII)027,700+27,70005740.24%+574
ZIONS BANCORPORATION N A(ZION)010,800+10,80005610.23%+561
CONAGRA BRANDS INC(CAG)026,400+26,40005400.22%+540
SPDR SERIES TRUST
ST STR SP REGBNK
08,900+8,90005290.22%+529
CANADIAN NATL RY CO(CNI)04,900+4,90005100.21%+510
FLOOR & DECOR HLDGS INC(FND)06,700+6,70005090.21%+509
OMNICOM GROUP INC(OMC)06,880+6,88004950.20%+495
LOWES COS INC(LOW)1,5003,600+2,1003507990.33%+449
CLOROX CO DEL(CLX)03,700+3,70004440.18%+444
TEXAS INSTRS INC(TXN)02,100+2,10004360.18%+436
ANTERO RESOURCES CORP(AR)010,400+10,40004190.17%+419
DIAMONDBACK ENERGY INC(FANG)3,6007,000+3,4005769620.40%+386
SKECHERS U S A INC06,000+6,00003790.16%+379
CYTOKINETICS INC(CYTK)7,50020,500+13,0003016770.28%+376
DECKERS OUTDOOR CORP(DECK)2,5005,900+3,4002806080.25%+329
CUREVAC N V055,000+55,00002990.12%+299
CROSS CTRY HEALTHCARE INC70,000100,000+30,0001,0421,3050.54%+263
LIFEWAY FOODS INC010,000+10,00002470.10%+247
SYNOPSYS INC(SNPS)0480+48002460.10%+246
KNIFE RIVER CORP(KNF)03,000+3,00002450.10%+245
ENOVIX CORPORATION(ENVX)(Put)020,000+20,0000207+207
ALBERTSONS COS INC27,50037,200+9,7006058000.33%+195
BOK FINL CORP(BOKF)5,6007,900+2,3005837710.32%+188
GLOBAL PMTS INC(GPN)5,0008,100+3,1004906480.27%+159
SOLID POWER INC(Put)050,000+50,0000110+110
ALUMIS INC030,000+30,0000900.04%+90
ANSYS INC3,1002,500-6009818780.36%-103
SOFI TECHNOLOGIES INC(SOFI)(Put)250,000150,000-100,0002,9082,732-176
CHECKPOINT THERAPEUTICS INC60,0000-60,0002420-242
CARRIER GLOBAL CORPORATION(CARR)6,0000-6,0003800-380
NORTHERN TR CORP(NTRS)4,1000-4,1004040-404
PNC FINL SVCS GROUP INC(PNC)7,0004,400-2,6001,2308200.34%-410
CONOCOPHILLIPS(COP)4,3000-4,3004520-452
US BANCORP DEL(USB)10,8000-10,8004560-456
HESS CORP22,00022,00003,5143,0481.26%-466
STATE STR CORP(STT)10,5004,400-6,1009404680.19%-472
CSX CORP(CSX)17,0000-17,0005000-500
AMENTUM HOLDINGS INC28,0000-28,0005100-510
TESLA INC(TSLA)(Put)12,0008,000-4,0003,1102,541-569
MAGNERA CORP32,1000-32,1005830-583
DOLLAR TREE INC(DLTR)7,8000-7,8005860-586
FIRST AMERN FINL CORP(FAF)9,6000-9,6006300-630
BANK AMERICA CORP17,9000-17,9007470-747
EXXON MOBIL CORP6,3000-6,3007490-749
CHAMPIONX CORPORATION32,0000-32,0009540-954
CHIMERIX INC114,0000-114,0009700-970
HALLIBURTON CO(HAL)42,4000-42,4001,0760-1,076
NVIDIA CORPORATION(NVDA)(Call)11,0000-11,0001,1920-1,192
INTRA-CELLULAR THERAPIES INC23,0000-23,0003,0340-3,034
DISCOVER FINL SVCS20,5000-20,5003,4990-3,499
ISHARES TR(Put)870,000650,000-220,00068,63452,423-16,212
SWK HLDGS CORP(SWKHL)8,493,0888,493,0880147,695125,18851.71%-22,507
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