Fund Holdings — Carlson Capital, L.P.

Total Portfolio Value
$206.82M
Total Bought
$37.21M
Total Sold
$29.10M
Net Transaction
+$8.11M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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SWK HLDGS CORP(SWKHL)8,493,0888,493,0880123,574146,08170.63%+22,507
SEALED AIR CORP NEW(SDA)054,000+54,00002,2371.08%+2,237
EXACT SCIENCES CORP(EXK)020,000+20,00002,0310.98%+2,031
AVIDITY BIOSCIENCES INC028,000+28,00002,0200.98%+2,020
NORFOLK SOUTHN CORP(NSC)05,700+5,70001,6460.80%+1,646
CIDARA THERAPEUTICS INC07,000+7,00001,5460.75%+1,546
ALEXANDER & BALDWIN INC NEW072,496+72,49601,4960.72%+1,496
HOLOGIC INC019,000+19,00001,4150.68%+1,415
HUNTINGTON BANCSHARES INC(HBAN)40,400112,300+71,9006981,9480.94%+1,251
WARNER BROS DISCOVERY INC(WBD)040,000+40,00001,1530.56%+1,153
CHART INDS INC05,000+5,00001,0310.50%+1,031
INTERNATIONAL MNY EXPRESS IN(IMXI)065,000+65,00009980.48%+998
OVINTIV INC(OVV)021,400+21,40008390.41%+839
SYNOVUS FINL CORP38,40054,300+15,9001,8852,7181.31%+833
MATADOR RES CO(MTDR)019,500+19,50008280.40%+828
CLOROX CO DEL(CLX)08,100+8,10008170.39%+817
GOLDEN ENTMT INC030,000+30,00008160.39%+816
EOG RES INC(EOG)07,700+7,70008090.39%+809
LAMB WESTON HLDGS INC(LW)019,200+19,20008040.39%+804
PNC FINL SVCS GROUP INC(PNC)03,800+3,80007930.38%+793
HOME DEPOT INC(HD)02,300+2,30007910.38%+791
RALPH LAUREN CORP(RL)02,200+2,20007780.38%+778
CYBERARK SOFTWARE LTD4,5006,600+2,1002,1742,9441.42%+770
CHEVRON CORP NEW(CVX)4,5009,500+5,0006991,4480.70%+749
FLOOR & DECOR HLDGS INC(FND)012,200+12,20007430.36%+743
SUNOCOCORP LLC(SUNC)015,000+15,00007390.36%+739
ELECTRONIC ARTS INC8,50012,000+3,5001,7142,4521.19%+738
FIRST HORIZON CORPORATION(FHN)029,100+29,10006950.34%+695
FORGE GLOBAL HOLDINGS INC015,500+15,50006910.33%+691
COSTCO WHSL CORP NEW(COST)0800+80006900.33%+690
AUTOZONE INC(AZO)0200+20006780.33%+678
ENVIRI CORP(NVRI)035,000+35,00006270.30%+627
BRIGHTSTAR LOTTERY PLC(BRSL)038,700+38,70005990.29%+599
SIMMONS 1ST NATL CORP(SFNC)027,000+27,00005090.25%+509
ARRAY DIGITAL INFRASTRUCTURE(AD)09,400+9,40005040.24%+504
NEW GOLD INC CDA050,000+50,00004360.21%+436
TELEPHONE & DATA SYS INC(TDS)09,000+9,00003690.18%+369
JPMORGAN CHASE & CO.(JPM)4,1005,100+1,0001,2931,6430.79%+350
TEXAS INSTRS INC(TXN)4,8007,000+2,2008821,2140.59%+333
FRONTIER COMMUNICATIONS PARE61,00068,000+7,0002,2782,5891.25%+310
CULLEN FROST BANKERS INC(CFR)10,90013,100+2,2001,3821,6590.80%+277
LIONSGATE STUDIOS CORP(LION)030,000+30,00002740.13%+274
LEGGETT & PLATT INC(LEG)020,000+20,00002200.11%+220
BRIGHTHOUSE FINL INC(BHF)15,00015,500+5007961,0040.49%+208
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,80015,500+9,7005186930.34%+175
OCEANEERING INTL INC(OII)25,90032,000+6,1006427690.37%+127
SOUTHSTATE BK CORP8,1009,700+1,6008019130.44%+112
CYTOKINETICS INC(CYTK)4,7005,600+9002583560.17%+98
TRUECAR INC032,007+32,0070720.03%+72
ALBERTSONS COS INC47,00050,000+3,0008238590.42%+36
OLD NATL BANCORP IND(ONB)37,60038,000+4008258480.41%+22
AON PLC(AON)60060002142120.10%-2
AMENTUM HOLDINGS INC24,00019,000-5,0005755510.27%-24
MONDELEZ INTL INC(MDLZ)11,20012,400+1,2007006670.32%-32
SOLID POWER INC(SLDP)10,0000-10,000350—-35
DIAMONDBACK ENERGY INC(FANG)5,1004,400-7007306610.32%-68
BANK AMERICA CORP17,20014,800-2,4008878140.39%-73
ALEANNA INC(ANNA)86,00092,000+6,0003622650.13%-97
STATE STR CORP(STT)7,6006,000-1,6008827740.37%-108
KNIFE RIVER CORP(KNF)11,0009,600-1,4008466750.33%-170
MARSH & MCLENNAN COS INC(MRSH)1,0000-1,0002020—-202
WILLIS TOWERS WATSON PLC LTD(WTW)6000-6002070—-207
UNITED PARCEL SERVICE INC(UPS)8,8005,300-3,5007355260.25%-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 INC(LOCO)92,00040,000-52,0008924180.20%-474
CONAGRA BRANDS INC(CAG)26,3000-26,3004820—-482
EXPAND ENERGY CORPORATION(EXE)4,8000-4,8005100—-510
PHILLIPS 66(PSX)7,0003,300-3,7009524260.21%-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
KELLANOVA48,0000-48,0003,9370—-3,937
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Carlson Capital, L.P. — 13F Holdings — Q4 2025 | TickerTrail