Fund HoldingsNEXPOINT ASSET MANAGEMENT, L.P.

Total Portfolio Value
$731.77M
Total Bought
$379.00M
Total Sold
$311.43M
Net Transaction
+$67.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ACTIVISION BLIZZARD INC0887,510+887,510083,09811.36%+83,098
DENBURY INC0733,058+733,058071,8479.82%+71,847
NATIONAL INSTRS CORP13,633782,049+768,41678346,6266.37%+45,843
HERITAGE CRYSTAL CLEAN INC0667,219+667,219030,2584.13%+30,258
SEAGEN INC(Call)0107,000+107,000022,700+22,700
ARGO GROUP INTL HLDGS LTD186,008938,342+752,3345,50828,0003.83%+22,492
EARTHSTONE ENERGY INC01,058,949+1,058,949021,4332.93%+21,433
CAPRI HOLDINGS LIMITED
SHS
0352,980+352,980018,5702.54%+18,570
HORIZON THERAPEUTICS PUB L581,947656,380+74,43359,85375,93710.38%+16,083
SOVOS BRANDS INC0406,918+406,91809,1761.25%+9,176
NEXPOINT REAL ESTATE FIN INC8,587,3648,587,3640133,877140,48919.20%+6,612
RPT REALTY0482,016+482,01605,0900.70%+5,090
BONDBLOXX ETF TRUST
USD HIGH YIE ETF
0300,000+300,00004,3130.59%+4,313
AVANTAX INC0164,640+164,64004,2110.58%+4,211
VERITIV CORP018,060+18,06003,0500.42%+3,050
GREEN PLAINS PARTNERS LP0203,839+203,83903,0330.41%+3,033
TELESAT CORP(TSAT)590,923590,92305,5668,4501.15%+2,884
COMPUTER TASK GROUP INC0206,622+206,62202,1340.29%+2,134
ARCO PLATFORM LTD099,424+99,42401,3700.19%+1,370
VISTRA CORP(VST)(Put)030,000+30,0000995+995
EMAGIN CORP0498,563+498,56309920.14%+992
ENERGY TRANSFER L P(ET)1,465,7121,380,712-85,00018,61519,3712.65%+757
TARGA RES CORP(TRGP)65,80065,80005,0075,6400.77%+633
HOLLY ENERGY PARTNERS L P027,055+27,05505940.08%+594
KENVUE INC(KVUE)026,840+26,84005390.07%+539
BORGWARNER INC(Call)09,100+9,1000367+367
ARLINGTON ASSET INVST CORP081,838+81,83803500.05%+350
HOSTESS BRANDS INC08,200+8,20002730.04%+273
DANA INC(DAN)(Call)017,500+17,5000257+257
MERCADOLIBRE INC(MELI)3,0003,00003,5543,8040.52%+250
TESLA INC(TSLA)(Put)0800+8000200+200
VISTRA CORP(VST)78,70066,500-12,2002,0662,2060.30%+141
WESTERN MIDSTREAM PARTNERS L(WES)139,050139,05003,6883,7860.52%+99
CROWN HLDGS INC(CCK)5,5006,500+1,0004785750.08%+97
NEW FORTRESS ENERGY INC15,60015,60004185110.07%+94
RIMINI STR INC DEL041,000+41,0000900.01%+90
ENTERPRISE PRODS PARTNERS L(EPD)78,63178,63102,0722,1520.29%+80
ECOVYST INC(ECVT)22,85532,355+9,5002623180.04%+56
INTEGRATED RAIL AND RES ACQ294,324294,32403,2083,2520.44%+44
CHART INDS INC2,1502,15003443640.05%+20
EVEREST CONSOLIDATOR ACQ COR60,92760,92706556640.09%+9
UR-ENERGY INC15,00015,000016230.00%+7
BLOCKCHAIN COINVSTRS ACQ CRP10,00010,00001051090.01%+4
TECK RESOURCES LTD(TECK)16,79416,444-3507077090.10%+2
PHOENIX BIOTECH ACQUISITION108,741108,7410780.00%+1
ALTENERGY ACQUISITION CORP012,500+12,500010.00%+1
APPRECIATE HOLDINGS INC012,612+12,612000.00%0
SEAPORT GLOBAL ACQUISITION I021,237+21,237010.00%+1
FAT PROJECTS ACQUISITION COR150,000150,0000750.00%-2
PERCEPTION CAPITAL CORP II198,080198,080021190.00%-2
SMX SEC MATTERS PLC
*W EXP 03/07/202
113,1550-113,15520-2
ATHENA CONSUMER ACQ CORP125,0760-125,07660-6
WHEELER REAL ESTATE INVT TR82,30182,30101321230.02%-8
NRG ENERGY INC(NRG)2820-282110-11
MP MATERIALS CORP(MP)(Call)5,5005,5000126105-21
GRUPO SUPERVIELLE S.A.24,30024,300076540.01%-22
MP MATERIALS CORP(MP)6,9826,98201601330.02%-26
CLEAN ENERGY FUELS CORP26,20026,20001301000.01%-30
TEUCRIUM COMMODITY TR(BTCK)206,850206,85004,5904,5550.62%-35
BLOOM ENERGY CORP12,00012,00001961590.02%-37
EMEREN GROUP LTD68,50068,50002602110.03%-49
LOMA NEGRA C I A S A MTN 1464,00064,00004353860.05%-49
ALTUS POWER INC38,65030,000-8,6502091580.02%-51
ASPEN AEROGELS INC24,65016,650-8,0001941430.02%-51
HIGHLAND GLOBAL ALLOCATION F86,24686,24607466900.09%-56
PATTERSON COS INC17,20017,20005725100.07%-62
ENERGEM CORP225,000225,00002,4532,3900.33%-63
HERON THERAPEUTICS INC499,131499,13105795140.07%-65
GLOBUS MED INC(GMED)8,2368,23604904090.06%-81
SUNNOVA ENERGY INTL INC.10,92010,92002001140.02%-86
FARMLAND PARTNERS INC49,00049,00005985030.07%-96
INDEPENDENCE RLTY TR INC(IRT)25,46325,46304643580.05%-106
CLEARWAY ENERGY INC(CWEN)16,00016,00004573390.05%-118
DARLING INGREDIENTS INC(DAR)7,0005,600-1,4004472920.04%-154
ATLAS ENERGY SOLUTIONS INC(AESI)10,0000-10,0001740-174
CRESUD S A C I F Y A167,766167,76601,2971,1220.15%-174
GOGREEN INVESTMENTS CORP181,9500-181,9501780-178
MINERALS TECHNOLOGIES INC(MTX)3,6000-3,6002080-208
APPLE INC(AAPL)(Put)1,1000-1,1002130-213
SAFEHOLD INC(SAFE)37,25637,25608846630.09%-221
PRIMO WATER CORPORATION32,40013,400-19,0004061850.03%-221
SUNRUN INC(RUN)12,6000-12,6002250-225
ADVANCED DRAIN SYS INC DEL(WMS)2,1000-2,1002390-239
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
8,2000-8,2002420-242
MFA FINL INC(MFA)22,5000-22,5002530-253
PLANET LABS PBC(PL)80,0000-80,0002580-258
CONSTELLATION ENERGY CORP(CEG)3,1000-3,1002840-284
LABORATORY CORP AMER HLDGS1,3000-1,3003140-314
NEXTERA ENERGY PARTNERS LP(XIFR)5,6000-5,6003280-328
PAMPA ENERGIA S A(PAM)67,70067,70002,9332,5290.35%-403
AFC GAMMA INC32,8590-32,8594090-409
SOLAREDGE TECHNOLOGIES INC(SEDG)1,5300-1,5304120-412
BORGWARNER INC8,6660-8,6664240-424
SERITAGE GROWTH PPTYS417,500417,50003,7243,2310.44%-493
FIRST HORIZON CORPORATION(FHN)48,9800-48,9805520-552
CENTRAL PUERTO S A(CEPU)530,000530,00003,6733,0850.42%-588
WHEELER REAL ESTATE INVT TR47,3000-47,3005910-591
CITY OFFICE REIT INC113,0550-113,0556300-630
ALEXANDRIA REAL ESTATE EQ IN56,00056,00006,3555,6060.77%-750
HIGHLAND OPPORTUNITIES918,047918,04708,2907,3811.01%-909
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