Fund HoldingsNEXPOINT ASSET MANAGEMENT, L.P.

Total Portfolio Value
$890.57M
Total Bought
$350.42M
Total Sold
$330.78M
Net Transaction
+$19.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BARNES GROUP INC01,150,403+1,150,403054,3686.10%+54,368
RETAIL OPPORTUNITY INVTS COR02,908,421+2,908,421050,4905.67%+50,490
SMARTSHEET INC268,5201,001,345+732,82514,86556,1056.30%+41,240
NEXPOINT RESIDENTIAL TR INC(NXRT)781,4871,562,753+781,26634,39365,2457.33%+30,852
AIR TRANSPORT SERVICES GRP I01,042,160+1,042,160022,9072.57%+22,907
AVID BIOSERVICES INC01,854,402+1,854,402022,9022.57%+22,902
SUMMIT MATLS INC0393,860+393,860019,9292.24%+19,929
REVELYST INC0816,719+816,719015,7061.76%+15,706
ARCH RESOURCES INC4,04999,700+95,65155914,0801.58%+13,520
ZUORA INC01,206,409+1,206,409011,9681.34%+11,968
PATTERSON COS INC17,200334,720+317,52037610,3291.16%+9,954
UNITED STATES STL CORP NEW(Call)286,500573,000+286,50010,12219,476+9,354
NORDSTROM INC0385,580+385,58009,3121.05%+9,312
BALLYS CORPORATION429,387808,337+378,9507,40714,4611.62%+7,054
ENSTAR GROUP LIMITED88,570107,434+18,86428,48334,5993.89%+6,116
SECUREWORKS CORP0519,483+519,48304,3950.49%+4,395
ENERGY TRANSFER L P(ET)1,199,8621,197,512-2,35019,25823,4592.63%+4,201
CENTRAL PUERTO S A(CEPU)530,000530,00005,0197,6800.86%+2,661
MANITEX INTL INC129,557511,104+381,5477292,9640.33%+2,235
ENLINK MIDSTREAM LLC0153,600+153,60002,1730.24%+2,173
TARGA RES CORP(TRGP)65,80065,80009,73911,7451.32%+2,006
TELESAT CORP(TSAT)590,923590,92307,7829,7151.09%+1,932
PAMPA ENERGIA S A(PAM)67,70067,70004,0655,9540.67%+1,889
GATOS SILVER INC0124,673+124,67301,7430.20%+1,743
MARTIN MIDSTREAM PRTNRS L P0455,572+455,57201,6360.18%+1,636
NEXPOINT DIVERSIFIED REL ET3,710,1864,037,330+327,14423,18924,6282.77%+1,439
VISTRA CORP(VST)66,50066,50007,8839,1681.03%+1,285
ENDEAVOR GROUP HLDGS INC1,321,8701,240,878-80,99237,75338,8274.36%+1,074
HASHICORP INC811,943834,865+22,92227,49228,5613.21%+1,068
PLAYAGS INC135,797214,701+78,9041,5472,4760.28%+929
KELLANOVA335,540345,330+9,79027,08127,9613.14%+880
CRESUD S A C I F Y A169,419169,41901,4642,1400.24%+676
MONTROSE ENVIRONMENTAL GROUP034,448+34,44806390.07%+639
INTEGRAL AD SCIENCE HLDNG CO053,661+53,66105600.06%+560
WHITESTONE REIT875,255875,255011,84212,4021.39%+560
DUN & BRADSTREET HLDGS INC21,40362,196+40,7932467750.09%+529
NEXPOINT REAL ESTATE FIN INC8,587,3648,587,3640134,221134,73615.13%+515
CANADA GOOSE HLDGS INC(GOOS)037,450+37,45003760.04%+376
BAUSCH PLUS LOMB CORP020,258+20,25803660.04%+366
BEACON ROOFING SUPPLY INC03,600+3,60003660.04%+366
MCGRATH RENTCORP(MGRC)03,200+3,20003580.04%+358
LIONSGATE STUDIOS CORP(LION)34,40079,070+44,6702466010.07%+355
GXO LOGISTICS INCORPORATED(GXO)08,100+8,10003520.04%+352
WILLSCOT HLDGS CORP(WSC)010,450+10,45003500.04%+350
FEDEX CORP(FDX)(Put)01,000+1,0000281+281
FEDEX CORP(FDX)01,000+1,00002810.03%+281
WHEELER REAL ESTATE INVT TR082,301+82,30102510.03%+251
LOMA NEGRA C I A S A MTN 1464,00064,00005167640.09%+248
GRUPO SUPERVIELLE S.A.24,30024,30001733670.04%+194
GREEN PLAINS INC(GPRE)15,30042,250+26,9502074010.04%+193
SIMPLY GOOD FOODS CO(SMPL)7,83311,753+3,9202724580.05%+186
GOODYEAR TIRE & RUBR CO(GT)28,10048,100+20,0002494330.05%+184
INDIE SEMICONDUCTOR INC71,500115,500+44,0002854680.05%+182
ENTERPRISE PRODS PARTNERS L(EPD)78,63178,63102,2892,4660.28%+177
SOLO BRANDS INC0146,000+146,00001660.02%+166
FRONTLINE PLC(FRO)011,200+11,20001590.02%+159
MYR GROUP INC DEL(MYRG)3,0303,03003104510.05%+141
CHART INDS INC2,0002,00002483820.04%+133
AMENTUM HOLDINGS INC9,34017,995+8,6552523780.04%+126
N-ABLE INC32,75057,193+24,4434285340.06%+106
E2OPEN PARENT HOLDINGS INC54,810129,810+75,0002423450.04%+104
MARINEMAX INC7,03011,955+4,9252483460.04%+98
FRONTIER COMMUNICATIONS PARE14,71017,310+2,6005236010.07%+78
DIGITAL RLTY TR INC(DLR)1,8001,80002913190.04%+28
ALTUS POWER INC30,00030,0000951220.01%+27
WESTERN MIDSTREAM PARTNERS L(WES)139,050139,05005,3205,3440.60%+24
ECOVYST INC(ECVT)26,70526,70501832040.02%+21
CERO THERAPEUTICS HLDGS INC108,741108,7410110.00%0
ALTENERGY ACQUISITION CORP12,5000-12,50000-0
UR-ENERGY INC15,00015,000018170.00%-1
MID-AMER APT CMNTYS INC(MAA)1,8001,80002862780.03%-8
COSTAR GROUP INC(CSGP)3,0183,01802282160.02%-12
CLEAN ENERGY FUELS CORP26,20026,200081660.01%-16
MP MATERIALS CORP(MP)11,98211,98202111870.02%-25
TXNM ENERGY INC(TXNM)9,7427,850-1,8924263860.04%-40
V F CORP(VFC)17,35014,077-3,2733463020.03%-44
IRON MTN INC DEL(IRM)3,8003,80004523990.04%-52
CLEARWAY ENERGY INC(CWEN)12,10012,10003713150.04%-57
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
45,44053,106+7,6661,2801,2100.14%-70
HIGHLAND GLOBAL ALLOCATION F86,24686,24606785870.07%-91
OKLO INC(OKLO)12,6000-12,6001020-102
DARLING INGREDIENTS INC(DAR)5,6000-5,6002080-208
HERON THERAPEUTICS INC475,750475,75009477280.08%-219
SERITAGE GROWTH PPTYS417,500417,50001,9411,7200.19%-221
GITLAB INC(GTLB)4,5800-4,5802360-236
FIRST ADVANTAGE CORP NEW(FA)13,0170-13,0172580-258
TECK RESOURCES LTD(TECK)24,41524,41501,2759900.11%-286
SAFEHOLD INC(SAFE)37,25637,25609776880.08%-289
BITFARMS LTD
COM
145,0000-145,0003060-306
BRAEMAR HOTELS & RESORTS INC565,750565,75008,1987,7790.87%-419
UNITED STATES STL CORP NEW(Put)334,900334,900011,83211,383-449
HESS CORP0179,025+179,025023,8122.67%+23,812
JACOBS SOLUTIONS INC(J)9,3402,833-6,5071,2233790.04%-844
HIGHLAND OPPORTUNITIES918,047918,04705,6284,7650.54%-863
TALOS ENERGY INC(TALO)01,427,931+1,427,931013,8651.56%+13,865
TC ENERGY CORP(TRP)15,3000-15,3009840-984
PROPERTYGURU GROUP LTD159,1500-159,1501,0520-1,052
MERCADOLIBRE INC(MELI)3,0003,00006,1565,1010.57%-1,055
ALEXANDRIA REAL ESTATE EQ IN56,00056,00006,6505,4630.61%-1,187
CHAMPIONX CORPORATION562,743567,461+4,71816,96715,4291.73%-1,537
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