Fund Holdings — Carlson Capital, L.P.

Total Portfolio Value
$176.47M
Total Bought
$32.49M
Total Sold
$32.32M
Net Transaction
+$177.4K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VERONA PHARMA PLC033,000+33,00003,5212.00%+3,521
CYBERARK SOFTWARE LTD04,500+4,50002,1741.23%+2,174
WNS HLDGS LTD024,000+24,00001,8301.04%+1,830
ELECTRONIC ARTS INC08,500+8,50001,7140.97%+1,714
MERUS N V016,000+16,00001,5060.85%+1,506
PARAMOUNT GROUP INC0230,000+230,00001,5040.85%+1,504
FRONTIER COMMUNICATIONS PARE24,00061,000+37,0008742,2781.29%+1,405
CULLEN FROST BANKERS INC(CFR)010,900+10,90001,3820.78%+1,382
JPMORGAN CHASE & CO.(JPM)04,100+4,10001,2930.73%+1,293
BANK AMERICA CORP017,200+17,20008870.50%+887
SOUTHSTATE BK CORP08,100+8,10008010.45%+801
BRIGHTHOUSE FINL INC(BHF)015,000+15,00007960.45%+796
PHILIP MORRIS INTL INC(PM)04,800+4,80007790.44%+779
MR COOPER GROUP INC16,20015,000-1,2002,4173,1621.79%+745
UNITED PARCEL SERVICE INC(UPS)08,800+8,80007350.42%+735
M & T BK CORP(MTB)03,700+3,70007310.41%+731
US BANCORP DEL(USB)015,000+15,00007250.41%+725
MONDELEZ INTL INC(MDLZ)011,200+11,20007000.40%+700
SYNOVUS FINL CORP22,90038,400+15,5001,1851,8851.07%+700
CHEVRON CORP NEW(CVX)04,500+4,50006990.40%+699
HUNTINGTON BANCSHARES INC(HBAN)040,400+40,40006980.40%+698
TARGET CORP(TGT)07,600+7,60006820.39%+682
KNIFE RIVER CORP(KNF)3,00011,000+8,0002458460.48%+601
AMENTUM HOLDINGS INC024,000+24,00005750.33%+575
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,800+5,80005180.29%+518
EXPAND ENERGY CORPORATION(EXE)04,800+4,80005100.29%+510
TEXAS INSTRS INC(TXN)2,1004,800+2,7004368820.50%+446
STATE STR CORP(STT)4,4007,600+3,2004688820.50%+414
CARNIVAL CORP014,000+14,00004050.23%+405
ALEANNA INC(ANNA)086,000+86,00003620.20%+362
MIDDLEBY CORP(MIDD)02,600+2,60003460.20%+346
CANADIAN NATL RY CO(CNI)4,9008,900+4,0005108390.48%+329
BILL HOLDINGS INC05,600+5,60002970.17%+297
OMNICOM GROUP INC(OMC)6,8809,540+2,6604957780.44%+283
MASTERBRAND INC(MBC)020,600+20,60002710.15%+271
CROSS CTRY HEALTHCARE INC100,000109,389+9,3891,3051,5530.88%+248
OLD NATL BANCORP IND(ONB)27,80037,600+9,8005938250.47%+232
EL POLLO LOCO HLDGS INC(LOCO)61,00092,000+31,0006728920.51%+221
GALLAGHER ARTHUR J & CO(AJG)0700+70002170.12%+217
AON PLC(AON)0600+60002140.12%+214
WILLIS TOWERS WATSON PLC LTD(WTW)0600+60002070.12%+207
MARSH & MCLENNAN COS INC(MRSH)01,000+1,00002020.11%+202
SPDR SERIES TRUST
ST STR SP REGBNK
8,90010,900+2,0005296900.39%+161
KELLANOVA48,00048,00003,8173,9372.23%+120
MORGAN STANLEY(MS)6,5006,50009161,0330.59%+118
PHILLIPS 66(PSX)7,0007,00008359520.54%+117
ANTERO RESOURCES CORP(AR)10,40015,900+5,5004195340.30%+115
OCEANEERING INTL INC(OII)27,70025,900-1,8005746420.36%+68
SOLID POWER INC(SLDP)010,000+10,0000350.02%+35
ALBERTSONS COS INC37,20047,000+9,8008008230.47%+23
CONAGRA BRANDS INC(CAG)26,40026,300-1005404820.27%-59
MICROSOFT CORP(MSFT)1,5001,300-2007466730.38%-73
ALUMIS INC30,0000-30,000900—-90
DIAMONDBACK ENERGY INC(FANG)7,0005,100-1,9009627300.41%-232
SYNOPSYS INC(SNPS)4800-4802460—-246
LIFEWAY FOODS INC(LWAY)10,0000-10,0002470—-246
CUREVAC N V55,0000-55,0002990—-299
SKECHERS U S A INC6,0000-6,0003790—-379
CYTOKINETICS INC(CYTK)20,5004,700-15,8006772580.15%-419
CLOROX CO DEL(CLX)3,7000-3,7004440—-444
FLOOR & DECOR HLDGS INC(FND)6,7000-6,7005090—-509
ZIONS BANCORPORATION N A(ZION)10,8000-10,8005610—-561
OREILLY AUTOMOTIVE INC(ORLY)6,4000-6,4005770—-577
BJS WHSL CLUB HLDGS INC(BJ)5,5000-5,5005930—-593
ROSS STORES INC(ROST)4,7000-4,7006000—-600
DECKERS OUTDOOR CORP(DECK)5,9000-5,9006080—-608
FISERV INC(FISV)3,6000-3,6006210—-621
SIMMONS 1ST NATL CORP(SFNC)32,9000-32,9006240—-624
GLOBAL PMTS INC(GPN)8,1000-8,1006480—-648
DUN & BRADSTREET HLDGS INC75,0000-75,0006820—-682
INTERNATIONAL GAME TECHNOLOG(BRSL)45,0000-45,0007110—-711
WALMART INC(WMT)7,5000-7,5007330—-733
BOK FINL CORP(BOKF)7,9000-7,9007710—-771
MATADOR RES CO(MTDR)16,4000-16,4007830—-783
LOWES COS INC(LOW)3,6000-3,6007990—-799
ISHARES TR9,2000-9,2008120—-812
PNC FINL SVCS GROUP INC(PNC)4,4000-4,4008200—-820
ISHARES TR4,0000-4,0008630—-863
ANSYS INC2,5000-2,5008780—-878
PEPSICO INC(PEP)6,7000-6,7008850—-885
TRUIST FINL CORP(TFC)21,2000-21,2009110—-911
SOUTHSTATE CORPORATION15,9000-15,9001,4630—-1,463
FIFTH THIRD BANCORP(FITB)36,0000-36,0001,4810—-1,481
ALPHABET INC(GOOG)8,6000-8,6001,5260—-1,526
SWK HLDGS CORP(SWKHL)8,493,0888,493,0880125,188123,57470.03%-1,614
AZEK CO INC37,0000-37,0002,0110—-2,011
NVIDIA CORPORATION(NVDA)13,6000-13,6002,1490—-2,149
REDFIN CORP210,0000-210,0002,3500—-2,350
HESS CORP22,0000-22,0003,0480—-3,048
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Carlson Capital, L.P. — 13F Holdings — Q3 2025 | TickerTrail