Fund HoldingsCarlson Capital, L.P.

Total Portfolio Value
$282.05M
Total Bought
$45.81M
Total Sold
$56.74M
Net Transaction
-$10.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SWK HLDGS CORP(SWKHL)8,493,0888,493,0880123,574146,08151.79%+22,507
CARVANA CO(CVNA)(Put)07,000+7,00002,954+2,954
AFFIRM HLDGS INC(AFRM)(Put)30,00060,000+30,0002,1924,466+2,273
SEALED AIR CORP NEW054,000+54,00002,2370.79%+2,237
EXACT SCIENCES CORP(EXK)020,000+20,00002,0310.72%+2,031
AVIDITY BIOSCIENCES INC028,000+28,00002,0200.72%+2,020
NORFOLK SOUTHN CORP(NSC)05,700+5,70001,6460.58%+1,646
CIDARA THERAPEUTICS INC07,000+7,00001,5460.55%+1,546
ALEXANDER & BALDWIN INC NEW072,496+72,49601,4960.53%+1,496
ISHARES BITCOIN TRUST ETF(IBIT)(Call)030,000+30,00001,490+1,490
HOLOGIC INC019,000+19,00001,4150.50%+1,415
HUNTINGTON BANCSHARES INC(HBAN)40,400112,300+71,9006981,9480.69%+1,251
WARNER BROS DISCOVERY INC(WBD)040,000+40,00001,1530.41%+1,153
CHART INDS INC05,000+5,00001,0310.37%+1,031
INTERNATIONAL MNY EXPRESS IN065,000+65,00009980.35%+998
OVINTIV INC(OVV)021,400+21,40008390.30%+839
SYNOVUS FINL CORP38,40054,300+15,9001,8852,7180.96%+833
MATADOR RES CO(MTDR)019,500+19,50008280.29%+828
CLOROX CO DEL(CLX)08,100+8,10008170.29%+817
GOLDEN ENTMT INC030,000+30,00008160.29%+816
EOG RES INC(EOG)07,700+7,70008090.29%+809
LAMB WESTON HLDGS INC(LW)019,200+19,20008040.29%+804
PNC FINL SVCS GROUP INC(PNC)03,800+3,80007930.28%+793
HOME DEPOT INC(HD)02,300+2,30007910.28%+791
RALPH LAUREN CORP(RL)02,200+2,20007780.28%+778
CYBERARK SOFTWARE LTD4,5006,600+2,1002,1742,9441.04%+770
CHEVRON CORP NEW(CVX)4,5009,500+5,0006991,4480.51%+749
FLOOR & DECOR HLDGS INC(FND)012,200+12,20007430.26%+743
SUNOCOCORP LLC(SUNC)015,000+15,00007390.26%+739
ELECTRONIC ARTS INC(EA)8,50012,000+3,5001,7142,4520.87%+738
FIRST HORIZON CORPORATION(FHN)029,100+29,10006950.25%+695
SELECT SECTOR SPDR TR
ST STR ENERG ETF
015,500+15,50006930.25%+693
FORGE GLOBAL HOLDINGS INC015,500+15,50006910.24%+691
COSTCO WHSL CORP NEW(COST)0800+80006900.24%+690
AUTOZONE INC(AZO)0200+20006780.24%+678
SOFI TECHNOLOGIES INC(SOFI)(Put)65,00090,000+25,0001,7172,356+639
CYTOKINETICS INC(CYTK)(Call)010,000+10,0000635+635
ENVIRI CORP035,000+35,00006270.22%+627
BRIGHTSTAR LOTTERY PLC(BRSL)038,700+38,70005990.21%+599
SIMMONS 1ST NATL CORP(SFNC)027,000+27,00005090.18%+509
ARRAY DIGITAL INFRASTRUCTURE(AD)09,400+9,40005040.18%+504
NEW GOLD INC CDA050,000+50,00004360.15%+436
TELEPHONE & DATA SYS INC(TDS)09,000+9,00003690.13%+369
JPMORGAN CHASE & CO.(JPM)4,1005,100+1,0001,2931,6430.58%+350
TEXAS INSTRS INC(TXN)4,8007,000+2,2008821,2140.43%+333
FRONTIER COMMUNICATIONS PARE61,00068,000+7,0002,2782,5890.92%+310
CULLEN FROST BANKERS INC(CFR)10,90013,100+2,2001,3821,6590.59%+277
LIONSGATE STUDIOS CORP(LION)030,000+30,00002740.10%+274
LEGGETT & PLATT INC(LEG)020,000+20,00002200.08%+220
BRIGHTHOUSE FINL INC(BHF)15,00015,500+5007961,0040.36%+208
OCEANEERING INTL INC(OII)25,90032,000+6,1006427690.27%+127
SOUTHSTATE BK CORP8,1009,700+1,6008019130.32%+112
CYTOKINETICS INC(CYTK)4,7005,600+9002583560.13%+98
TRUECAR INC032,007+32,0070720.03%+72
ALBERTSONS COS INC47,00050,000+3,0008238590.30%+36
OLD NATL BANCORP IND(ONB)37,60038,000+4008258480.30%+22
AON PLC(AON)60060002142120.08%-2
AMENTUM HOLDINGS INC24,00019,000-5,0005755510.20%-24
MONDELEZ INTL INC(MDLZ)11,20012,400+1,2007006670.24%-32
SOLID POWER INC10,0000-10,000350-35
DIAMONDBACK ENERGY INC(FANG)5,1004,400-7007306610.23%-68
BANK AMERICA CORP17,20014,800-2,4008878140.29%-73
QUANTUMSCAPE CORP(QS)(Put)100,000110,000+10,0001,2321,146-86
ALEANNA INC86,00092,000+6,0003622650.09%-97
STATE STR CORP(STT)7,6006,000-1,6008827740.27%-108
KNIFE RIVER CORP(KNF)11,0009,600-1,4008466750.24%-170
SOLID POWER INC(Put)50,0000-50,0001740-173
MARSH & MCLENNAN COS INC(MRSH)1,0000-1,0002020-202
WILLIS TOWERS WATSON PLC LTD(WTW)6000-6002070-207
UNITED PARCEL SERVICE INC(UPS)8,8005,300-3,5007355260.19%-209
GALLAGHER ARTHUR J & CO(AJG)7000-7002170-217
MASTERBRAND INC(MBC)20,6000-20,6002710-271
BILL HOLDINGS INC5,6000-5,6002970-297
MIDDLEBY CORP(MIDD)2,6000-2,6003460-346
CARNIVAL CORP14,0000-14,0004050-405
EL POLLO LOCO HLDGS INC92,00040,000-52,0008924180.15%-474
CONAGRA BRANDS INC(CAG)26,3000-26,3004820-482
EXPAND ENERGY CORPORATION(EXE)4,8000-4,8005100-510
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,8000-5,8005180-518
PHILLIPS 66(PSX)7,0003,300-3,7009524260.15%-526
ANTERO RESOURCES CORP(AR)15,9000-15,9005340-534
MICROSOFT CORP(MSFT)1,3000-1,3006730-673
TARGET CORP(TGT)7,6000-7,6006820-682
SPDR SERIES TRUST
ST STR SP REGBNK
10,9000-10,9006900-690
US BANCORP DEL(USB)15,0000-15,0007250-725
M & T BK CORP(MTB)3,7000-3,7007310-731
OMNICOM GROUP INC(OMC)9,5400-9,5407780-778
PHILIP MORRIS INTL INC(PM)4,8000-4,8007790-779
CANADIAN NATL RY CO(CNI)8,9000-8,9008390-839
MORGAN STANLEY(MS)6,5000-6,5001,0330-1,033
PARAMOUNT GROUP INC230,0000-230,0001,5040-1,504
MERUS N V16,0000-16,0001,5060-1,506
CROSS CTRY HEALTHCARE INC109,3890-109,3891,5530-1,553
WNS HLDGS LTD24,0000-24,0001,8300-1,830
MR COOPER GROUP INC15,0000-15,0003,1620-3,162
VERONA PHARMA PLC33,0000-33,0003,5210-3,521
ISHARES TR(Call)40,0000-40,0003,5750-3,575
KELLANOVA48,0000-48,0003,9370-3,937
TESLA INC(TSLA)(Put)14,0002,000-12,0006,226899-5,327
ISHARES TR(Put)70,0000-70,0006,2560-6,256
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