Fund HoldingsNEXPOINT ASSET MANAGEMENT, L.P.

Total Portfolio Value
$664.17M
Total Bought
$354.42M
Total Sold
$424.66M
Net Transaction
-$70.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPIRIT RLTY CAP INC NEW01,551,013+1,551,013067,76410.20%+67,764
CHICOS FAS INC08,023,030+8,023,030060,8159.16%+60,815
TEXTAINER GROUP HOLDINGS LTD0841,671+841,671041,4106.23%+41,410
OLINK HLDG AB01,473,606+1,473,606037,0615.58%+37,061
ENGAGESMART INC01,552,308+1,552,308035,5485.35%+35,548
NATIONAL WESTN LIFE GROUP IN060,354+60,354029,1524.39%+29,152
PIONEER NAT RES CO0101,605+101,605022,8493.44%+22,849
PHYSICIANS RLTY TR01,222,631+1,222,631016,2732.45%+16,273
AMERICAN EQTY INVT LIFE HLD0220,347+220,347012,2951.85%+12,295
UNITED STATES STL CORP NEW0173,070+173,07008,4201.27%+8,420
RPT REALTY482,0161,027,081+545,0655,09013,1771.98%+8,087
NEXPOINT RESIDENTIAL TR INC(NXRT)0763,184+763,184026,2763.96%+26,276
ROVER GROUP INC0423,204+423,20404,6040.69%+4,604
WHITESTONE REIT0875,255+875,255010,7571.62%+10,757
SPIRIT AIRLS INC(Put)0115,300+115,30001,890+1,890
CENTRAL PUERTO S A(CEPU)530,000530,00003,0854,8230.73%+1,738
ALEXANDRIA REAL ESTATE EQ IN56,00056,00005,6067,0991.07%+1,494
BRAEMAR HOTELS & RESORTS INC0565,750+565,75007,8871.19%+7,887
NEXPOINT DIVERSIFIED REL ET02,924,946+2,924,946023,2533.50%+23,253
MERCADOLIBRE INC(MELI)3,0003,00003,8044,7150.71%+911
PAMPA ENERGIA S A(PAM)67,70067,70002,5293,3530.50%+823
SERITAGE GROWTH PPTYS417,500417,50003,2313,9040.59%+672
ARCH RESOURCES INC04,049+4,04906720.10%+672
SOUTHWESTERN ENERGY CO(Call)0100,000+100,0000655+655
HESS CORP(Put)03,500+3,5000505+505
VISTRA CORP(VST)66,50066,50002,2062,5620.39%+355
HERON THERAPEUTICS INC499,131475,750-23,3815148090.12%+295
WESTERN MIDSTREAM PARTNERS L(WES)139,050139,05003,7864,0690.61%+282
WENDYS CO(WEN)011,600+11,60002260.03%+226
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
08,200+8,20002150.03%+215
APPLE INC(AAPL)(Put)01,100+1,1000212+212
SAFEHOLD INC(SAFE)37,25637,25606638720.13%+209
BONDBLOXX ETF TRUST
USD HIGH YIE ETF
300,000300,00004,3134,5060.68%+192
ENERGEM CORP225,000225,00002,3902,5610.39%+171
VISTRA CORP(VST)(Put)30,00030,00009951,156+160
TESLA INC(TSLA)(Put)8001,300+500200323+123
CLEARWAY ENERGY INC(CWEN)16,00016,00003394390.07%+100
TARGA RES CORP(TRGP)65,80065,80005,6405,7160.86%+76
LOMA NEGRA C I A S A MTN 1464,00064,00003864540.07%+68
SUNNOVA ENERGY INTL INC.10,92010,92001141670.03%+52
ALTUS POWER INC30,00030,00001582050.03%+47
GRUPO SUPERVIELLE S.A.24,30024,300054990.01%+45
ASPEN AEROGELS INC16,65011,650-5,0001431840.03%+41
STANDARD BIOTOOLS INC015,447+15,4470340.01%+34
BLOOM ENERGY CORP12,00012,00001591780.03%+18
SPECTAIRE HLDGS INC0198,080+198,080010.00%+1
BLOCKCHAIN COINVSTRS ACQ CRP10,00010,00001091100.02%+1
CLEAN ENERGY FUELS CORP26,20026,20001001000.02%0
UR-ENERGY INC15,00015,000023230.00%0
APPRECIATE HOLDINGS INC12,6120-12,61200-0
ALTENERGY ACQUISITION CORP12,50012,5000100.00%-0
SEAPORT GLOBAL ACQUISITION I21,2370-21,23710-1
ECOVYST INC(ECVT)32,35532,35503183160.05%-2
EVEREST CONSOLIDATOR ACQ COR60,92760,92706646620.10%-2
PHOENIX BIOTECH ACQUISITION108,741108,7410830.00%-5
FAT PROJECTS ACQUISITION COR150,0000-150,00050-5
HIGHLAND GLOBAL ALLOCATION F86,24686,24606906780.10%-12
DARLING INGREDIENTS INC(DAR)5,6005,60002922790.04%-13
WHEELER REAL ESTATE INVT TR82,30182,30101231070.02%-16
PERCEPTION CAPITAL CORP II198,0800-198,080190-19
PATTERSON COS INC17,20017,20005104890.07%-20
INTEGRATED RAIL AND RES ACQ294,324294,32403,2523,2020.48%-50
CHART INDS INC2,1502,15003642930.04%-70
ENTERPRISE PRODS PARTNERS L(EPD)78,63178,63102,1522,0720.31%-80
RIMINI STR INC DEL41,0000-41,000900-90
TEUCRIUM COMMODITY TR(BTCK)206,850206,85004,5554,4620.67%-93
MP MATERIALS CORP(MP)(Call)5,5000-5,5001050-105
MP MATERIALS CORP(MP)6,9820-6,9821330-133
PRIMO WATER CORPORATION13,4000-13,4001850-185
EMEREN GROUP LTD68,5000-68,5002110-211
SOVOS BRANDS INC406,918406,91809,1768,9641.35%-212
DANA INC(DAN)(Call)17,5000-17,5002570-257
HOSTESS BRANDS INC8,2000-8,2002730-273
NEW FORTRESS ENERGY INC15,6006,300-9,3005112380.04%-274
CROWN HLDGS INC(CCK)6,5003,000-3,5005752760.04%-299
HIGHLAND OPPORTUNITIES918,047918,04707,3817,0601.06%-321
ARLINGTON ASSET INVST CORP81,8380-81,8383500-350
INDEPENDENCE RLTY TR INC(IRT)25,4630-25,4633580-358
BORGWARNER INC(Call)9,1000-9,1003670-367
GLOBUS MED INC(GMED)8,2360-8,2364090-409
PNM RES INC(TXNM)0155,665+155,66506,4760.98%+6,476
TECK RESOURCES LTD(TECK)16,4445,265-11,1797092230.03%-486
FARMLAND PARTNERS INC49,0000-49,0005030-503
KENVUE INC(KVUE)26,8400-26,8405390-539
HOLLY ENERGY PARTNERS L P27,0550-27,0555940-594
EMAGIN CORP498,5630-498,5639920-992
CRESUD S A C I F Y A167,7660-167,7661,1220-1,122
ARCO PLATFORM LTD99,4240-99,4241,3700-1,370
ELME COMMUNITIES000000
COMPUTER TASK GROUP INC206,6220-206,6222,1340-2,134
TELESAT CORP(TSAT)590,923590,92308,4506,1630.93%-2,287
ENERGY TRANSFER L P(ET)1,380,7121,201,512-179,20019,37116,5812.50%-2,791
GREEN PLAINS PARTNERS LP203,8390-203,8393,0330-3,033
VERITIV CORP18,0600-18,0603,0500-3,050
AVANTAX INC164,6400-164,6404,2110-4,211
NEXPOINT REAL ESTATE FIN INC8,587,3648,587,3640140,489135,25120.36%-5,238
CAPRI HOLDINGS LIMITED
SHS
352,9800-352,98018,5700-18,570
EARTHSTONE ENERGY INC1,058,9490-1,058,94921,4330-21,433
SEAGEN INC(Call)107,0000-107,00022,7000-22,700
ARGO GROUP INTL HLDGS LTD938,3420-938,34228,0000-28,000
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