Fund HoldingsNEXPOINT ASSET MANAGEMENT, L.P.

Total Portfolio Value
$857.73M
Total Bought
$382.15M
Total Sold
$314.66M
Net Transaction
+$67.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ENVESTNET INC0770,432+770,432048,2445.62%+48,244
R1 RCM INC03,210,030+3,210,030045,4865.30%+45,486
ENSTAR GROUP LIMITED088,570+88,570028,4833.32%+28,483
KELLANOVA0335,540+335,540027,0813.16%+27,081
INSTRUCTURE HLDGS INC12,5001,130,989+1,118,48929326,6353.11%+26,342
PETIQ INC0775,820+775,820023,8722.78%+23,872
MARATHON OIL CORP299,5201,086,406+786,8868,58728,9313.37%+20,344
CHAMPIONX CORPORATION0562,743+562,743016,9671.98%+16,967
NEXPOINT REAL ESTATE FIN INC08,587,364+8,587,3640134,22115.65%+134,221
SMARTSHEET INC0268,520+268,520014,8651.73%+14,865
HASHICORP INC384,740811,943+427,20312,96227,4923.21%+14,530
SOUTHWESTERN ENERGY CO02,039,549+2,039,549014,5011.69%+14,501
AMEDISYS INC0140,196+140,196013,5301.58%+13,530
NUVEI CORPORATION782,1701,090,440+308,27025,32736,3664.24%+11,040
PERFICIENT INC229,740367,744+138,00417,18227,7573.24%+10,575
UNITED STATES STL CORP NEW(Call)0286,500+286,500010,122+10,122
CATALENT INC0166,377+166,377010,0771.17%+10,077
CHUYS HLDGS INC0242,208+242,20809,0591.06%+9,059
BALLYS CORPORATION0429,387+429,38707,4070.86%+7,407
THOUGHTWORKS HOLDING INC01,160,553+1,160,55305,1300.60%+5,130
NEXPOINT DIVERSIFIED REL ET3,359,7083,710,186+350,47818,57923,1892.70%+4,609
NEXPOINT RESIDENTIAL TR INC(NXRT)775,933781,487+5,55430,65734,3934.01%+3,736
TELLURIAN INC NEW(Put)03,450,000+3,450,00003,340+3,340
TELESAT CORP(TSAT)590,923590,92305,3777,7820.91%+2,405
VISTRA CORP(VST)66,50066,50005,7187,8830.92%+2,165
ENDEAVOR GROUP HLDGS INC1,321,8701,321,870035,73037,7534.40%+2,022
PLAYAGS INC0135,797+135,79701,5470.18%+1,547
SHARECARE INC01,083,053+1,083,05301,5380.18%+1,538
TARGA RES CORP(TRGP)65,80065,80008,4749,7391.14%+1,265
MERCADOLIBRE INC(MELI)3,0003,00004,9306,1560.72%+1,226
JACOBS SOLUTIONS INC(J)09,340+9,34001,2230.14%+1,223
PAMPA ENERGIA S A(PAM)67,70067,70002,9964,0650.47%+1,068
PROPERTYGURU GROUP LTD0159,150+159,15001,0520.12%+1,052
TC ENERGY CORP(TRP)015,300+15,30009840.11%+984
BRAEMAR HOTELS & RESORTS INC565,750565,75007,2768,1980.96%+922
MANITEX INTL INC0129,557+129,55707290.09%+729
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
23,85045,440+21,5905911,2800.15%+690
FRONTIER COMMUNICATIONS PARE014,710+14,71005230.06%+523
HAYNES INTL INC391,390394,601+3,21122,97523,4952.74%+520
SIMPLY GOOD FOODS CO(SMPL)07,833+7,83302720.03%+272
SAFEHOLD INC(SAFE)37,25637,25607199770.11%+259
AMENTUM HOLDINGS INC09,340+9,34002520.03%+252
GOODYEAR TIRE & RUBR CO(GT)028,100+28,10002490.03%+249
MARINEMAX INC07,030+7,03002480.03%+248
DUN & BRADSTREET HLDGS INC021,403+21,40302460.03%+246
GITLAB INC(GTLB)04,580+4,58002360.03%+236
CENTRAL PUERTO S A(CEPU)530,000530,00004,8075,0190.59%+212
TECK RESOURCES LTD(TECK)22,21524,415+2,2001,0641,2750.15%+211
N-ABLE INC14,50032,750+18,2502214280.05%+207
WHITESTONE REIT875,255875,255011,65011,8421.38%+193
V F CORP(VFC)017,350+17,35003460.04%+346
IRON MTN INC DEL(IRM)3,8003,80003414520.05%+111
ALEXANDRIA REAL ESTATE EQ IN56,00056,00006,5506,6500.78%+100
LOMA NEGRA C I A S A MTN 1464,00064,00004335160.06%+83
CRESUD S A C I F Y A169,419169,41901,3931,4640.17%+71
TXNM ENERGY INC(TXNM)9,7429,74203604260.05%+66
MP MATERIALS CORP(MP)11,98211,98201532110.02%+59
FIRST ADVANTAGE CORP NEW(FA)13,01713,01702092580.03%+49
E2OPEN PARENT HOLDINGS INC46,60054,810+8,2102092420.03%+32
MID-AMER APT CMNTYS INC(MAA)1,8001,80002572860.03%+29
HIGHLAND GLOBAL ALLOCATION F86,24686,24606496780.08%+28
DIGITAL RLTY TR INC(DLR)1,8001,80002742910.03%+18
CLEAN ENERGY FUELS CORP26,20026,200070810.01%+12
ENTERPRISE PRODS PARTNERS L(EPD)78,63178,63102,2792,2890.27%+10
GRUPO SUPERVIELLE S.A.24,30024,30001651730.02%+8
COSTAR GROUP INC(CSGP)3,0183,01802242280.03%+4
DARLING INGREDIENTS INC(DAR)5,6005,60002062080.02%+2
ALTENERGY ACQUISITION CORP12,50012,5000000.00%-0
CERO THERAPEUTICS HLDGS INC108,741108,7410210.00%-2
UR-ENERGY INC15,00015,000021180.00%-3
OKLO INC(OKLO)12,60012,60001071020.01%-5
SPECTAIRE HLDGS INC198,0800-198,08070-7
SERITAGE GROWTH PPTYS0417,500+417,50001,9410.23%+1,941
ALTUS POWER INC30,00030,0000118950.01%-22
CLEARWAY ENERGY INC(CWEN)16,00012,100-3,9003953710.04%-24
MYR GROUP INC DEL(MYRG)2,5003,030+5303393100.04%-30
LIONSGATE STUDIOS CORP(LION)34,40034,40002772460.03%-31
INDIE SEMICONDUCTOR INC51,50071,500+20,0003182850.03%-32
GREEN PLAINS INC(GPRE)15,30015,30002432070.02%-35
PATTERSON COS INC17,20017,20004153760.04%-39
ARCH RESOURCES INC4,0494,04906165590.07%-57
CHART INDS INC2,1502,000-1503102480.03%-62
BITFARMS LTD
COM
145,000145,00003733060.04%-67
ECOVYST INC(ECVT)32,35526,705-5,6502901830.02%-107
BLOCKCHAIN COINVSTRS ACQ CRP10,0000-10,0001120-112
WESTERN MIDSTREAM PARTNERS L(WES)139,050139,05005,5245,3200.62%-204
BOSTON BEER INC(SAM)6750-6752060-206
UL SOLUTIONS INC(ULS)5,0000-5,0002110-211
WAYSTAR HLDG CORP(WAY)10,0000-10,0002150-215
ENERGY TRANSFER L P(ET)1,201,5121,199,862-1,65019,48919,2582.25%-231
CROWN HLDGS INC(CCK)3,1500-3,1502340-234
BITFARMS LTD(Put)
COM
145,0000-145,0003730-373
DIAMOND OFFSHORE DRILLING IN27,0850-27,0854200-420
HIGHLAND OPPORTUNITIES990,654918,047-72,6076,1925,6280.66%-564
EVEREST CONSOLIDATOR ACQ COR60,9260-60,9266870-687
HERON THERAPEUTICS INC475,750475,75001,6659470.11%-718
NORDSTROM INC(Call)36,8000-36,8007810-781
UNITED STATES STL CORP NEW(Put)334,900334,900012,65911,832-827
WILLSCOT MOBIL MINI HLDNG CO(WSC)38,4510-38,4511,4470-1,447
NVIDIA CORPORATION(NVDA)(Put)15,0000-15,0001,8530-1,853
Page 1 of 1