Fund HoldingsCarlson Capital, L.P.

Total Portfolio Value
$1.25B
Total Bought
$603.59M
Total Sold
$701.25M
Net Transaction
-$97.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PIONEER NAT RES CO0373,604+373,604084,0166.72%+84,016
HESS CORP0548,257+548,257079,0376.32%+79,037
SPLUNK INC140,000475,865+335,86520,47572,4985.80%+52,023
KARUNA THERAPEUTICS INC090,000+90,000028,4862.28%+28,486
ORACLE CORP(ORCL)0175,400+175,400018,4921.48%+18,492
SWK HLDGS CORP(SWKHL)09,093,766+9,093,7660159,41412.75%+159,414
HUNTINGTON BANCSHARES INC(HBAN)488,9001,639,800+1,150,9005,08520,8581.67%+15,774
TRUIST FINL CORP(TFC)255,227617,295+362,0687,30222,7911.82%+15,488
CAPRI HOLDINGS LIMITED
SHS
625,000935,000+310,00032,88146,9743.76%+14,093
IMMUNOGEN INC0466,188+466,188013,8221.11%+13,822
CYBERARK SOFTWARE LTD062,037+62,037013,5891.09%+13,589
PNM RES INC(TXNM)310,600600,344+289,74413,85624,9742.00%+11,118
TRI POINTE HOMES INC
COM
83,926373,769+289,8432,29513,2311.06%+10,936
PGT INNOVATIONS INC0245,000+245,00009,9720.80%+9,972
FIVE9 INC(FIVN)24,947143,712+118,7651,60411,3090.90%+9,705
INTUIT(INTU)6,90920,509+13,6003,53012,8191.03%+9,289
WALMART INC(WMT)056,900+56,90008,9700.72%+8,970
OLINK HLDG AB0325,000+325,00008,1740.65%+8,174
GEN DIGITAL INC(GEN)0347,155+347,15507,9220.63%+7,922
HERC HLDGS INC(HRI)078,969+78,969011,7580.94%+11,758
MONDAY COM LTD
SHS
14,80054,100+39,3002,35610,1610.81%+7,804
EURONAV NV(CMBT)115,000528,809+413,8091,8899,3020.74%+7,412
OLD DOMINION FREIGHT LINE IN(ODFL)017,000+17,00006,8910.55%+6,891
BEAZER HOMES USA INC(BZH)0203,500+203,50006,8760.55%+6,876
PNC FINL SVCS GROUP INC(PNC)043,400+43,40006,7200.54%+6,720
KBR INC(KBR)0291,602+291,602016,1581.29%+16,158
HEXCEL CORP NEW(HXL)084,000+84,00006,1950.50%+6,195
WOODWARD INC(WWD)044,330+44,33006,0350.48%+6,035
TAYLOR MORRISON HOME CORP(TMHC)0111,472+111,47205,9470.48%+5,947
LENNAR CORP(LEN)0182,966+182,966027,2692.18%+27,269
SNOWFLAKE INC(SNOW)43,70061,100+17,4006,67612,1590.97%+5,483
PROSPERITY BANCSHARES INC(PB)0121,288+121,28808,2150.66%+8,215
STATE STR CORP(STT)065,200+65,20005,0500.40%+5,050
C H ROBINSON WORLDWIDE INC(CHRW)058,200+58,20005,0280.40%+5,028
CULLEN FROST BANKERS INC(CFR)045,900+45,90004,9800.40%+4,980
BEACON ROOFING SUPPLY INC43,40094,843+51,4433,3498,2530.66%+4,904
UNITED STATES STL CORP NEW390,000360,000-30,00012,66717,5141.40%+4,847
TRANSDIGM GROUP INC(TDG)04,600+4,60004,6530.37%+4,653
FREYR BATTERY INC02,450,000+2,450,00004,5820.37%+4,582
GOLDMAN SACHS GROUP INC(GS)020,200+20,20007,7930.62%+7,793
POPULAR INC(BPOP)053,100+53,10004,3580.35%+4,358
DIAMONDBACK ENERGY INC(FANG)035,400+35,40005,4900.44%+5,490
ANSYS INC011,400+11,40004,1370.33%+4,137
DOLLAR GEN CORP NEW(DG)029,400+29,40003,9970.32%+3,997
TRACTOR SUPPLY CO(TSCO)018,300+18,30003,9350.31%+3,935
CIVITAS RESOURCES INC4,50055,000+50,5003643,7610.30%+3,397
OVINTIV INC(OVV)075,400+75,40003,3120.26%+3,312
EQUITY RESIDENTIAL(EQR)053,261+53,26103,2570.26%+3,257
FIRST HORIZON CORPORATION(FHN)01,047,369+1,047,369014,8311.19%+14,831
MURPHY OIL CORP(MUR)073,378+73,37803,1300.25%+3,130
D R HORTON INC(DHI)68,10067,500-6007,31910,2590.82%+2,940
VESTIS CORPORATION(VSTS)0138,865+138,86502,9360.23%+2,936
VARONIS SYS INC(VRNS)122,381146,300+23,9193,7386,6240.53%+2,887
SELECT SECTOR SPDR TR
ST STR UTIL ETF
045,207+45,20702,8630.23%+2,863
WEATHERFORD INTL PLC(WFRD)026,300+26,30002,5730.21%+2,573
TARGET CORP(TGT)46,40053,000+6,6005,1307,5480.60%+2,418
LIBERTY BROADBAND CORP(LBRDA)170,477221,986+51,50915,56817,8901.43%+2,322
BP PLC(BP)064,200+64,20002,2730.18%+2,273
CTO RLTY GROWTH INC NEW(CTO)445,598545,807+100,2097,2239,4590.76%+2,236
LGI HOMES INC(LGIH)78,54874,888-3,6607,8159,9720.80%+2,157
WESTROCK CO575,000545,700-29,30020,58522,6571.81%+2,072
CADENCE BANK069,141+69,14102,0460.16%+2,046
ATLANTA BRAVES HLDGS INC206,175236,554+30,3797,3679,3630.75%+1,996
KRANESHARES TR073,800+73,80001,9930.16%+1,993
GULFPORT ENERGY CORP(GPOR)013,500+13,50001,7980.14%+1,798
VIPER ENERGY INC(VNOM)055,676+55,67601,7470.14%+1,747
MICROSOFT CORP(MSFT)66,28559,995-6,29020,92922,5611.80%+1,631
RANGE RES CORP(RRC)052,500+52,50001,5980.13%+1,598
CAMDEN PPTY TR(CPT)016,000+16,00001,5890.13%+1,589
CALIFORNIA RES CORP(CRC)025,400+25,40001,3890.11%+1,389
TFF PHARMACEUTICALS INC0193,960+193,96001,3620.11%+1,362
MIRION TECHNOLOGIES INC(MIR)0539,064+539,06405,5250.44%+5,525
KINDER MORGAN INC DEL(KMI)074,400+74,40001,3120.10%+1,312
SPDR SER TR
ST STR SP REGBNK
024,176+24,17601,2680.10%+1,268
NOV INC(NOV)059,100+59,10001,1990.10%+1,199
HF SINCLAIR CORP(DINO)021,400+21,40001,1890.10%+1,189
ALGONQUIN PWR UTILS CORP0919,361+919,36105,8100.46%+5,810
NVR INC(NVR)01,007+1,00707,0490.56%+7,049
HEICO CORP NEW077,100+77,100010,9820.88%+10,982
GLATFELTER CORPORATION07,176,000+7,176,000013,9211.11%+13,921
ALIGHT INC0581,610+581,61004,9610.40%+4,961
SITIO ROYALTIES CORP038,900+38,90009150.07%+915
HELMERICH & PAYNE INC(HP)024,300+24,30008800.07%+880
FIDELITY NATL INFORMATION SV(FIS)113,037115,337+2,3006,2486,9280.55%+681
PAR PAC HOLDINGS INC(PARR)018,400+18,40006690.05%+669
CANNAE HLDGS INC489,628500,465+10,8379,1279,7640.78%+637
TENABLE HLDGS INC(TENB)011,600+11,60005340.04%+534
ANTERO RESOURCES CORP(AR)34,40056,600+22,2008731,2840.10%+411
SPDR GOLD TR(GLD)(Call)01,000+1,0000335+335
INSTALLED BLDG PRODS INC(IBP)15,93912,200-3,7391,9912,2300.18%+240
COGNITION THERAPEUTICS INC290,000238,000-52,0004184400.04%+23
AXALTA COATING SYS LTD(AXTA)0206,400+206,40007,0110.56%+7,011
UNIQURE NV(QURE)195,100195,000-1001,3091,3200.11%+11
COMPASS DIGITAL ACQUISITN CO0168,539+168,539080.00%+8
CUE BIOPHARMA INC0120,000+120,00003170.03%+317
APTOSE BIOSCIENCES INC096,666+96,66602460.02%+246
LANTERN PHARMA INC060,000+60,00002570.02%+257
SUNPOWER CORP12,5000-12,500770-77
EXICURE INC000000
PLUG POWER INC(PLUG)15,0000-15,0001140-114
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