Fund HoldingsAlpine Global Management, LLC

Total Portfolio Value
$516.27M
Total Bought
$243.72M
Total Sold
$128.29M
Net Transaction
+$115.44M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AGILITI INC02,613,113+2,613,113026,4455.12%+26,445
CALLON PETE CO DEL0493,580+493,580017,6503.42%+17,650
ROBINHOOD MKTS INC(HOOD)2,131,0312,129,168-1,86327,14942,8608.30%+15,711
SPDR S AND P 500 ETF TR(SPY)022,355+22,355011,6932.26%+11,693
NCL CORP LTD(NCLH)07,411+7,41109,6721.87%+9,672
LYFT INC(LYFT)07,500+7,50007,3561.42%+7,356
DEXCOM INC(DXCM)06,315+6,31506,9431.34%+6,943
BURLINGTON STORES INC(BURL)05,455+5,45506,4561.25%+6,456
SHAKE SHACK INC(SHAK)06,500+6,50005,9391.15%+5,939
ARCHER AVIATION INC(ACHR)01,251,409+1,251,40905,7821.12%+5,782
SNAP INC(SNAP)06,500+6,50004,9440.96%+4,944
RIVIAN AUTOMOTIVE INC(RIVN)06,000+6,00004,9330.96%+4,933
CRH PLC
ORD
090,000+90,00007,7631.50%+7,763
CION INVT CORP(CICB)260,000633,297+373,2972,9416,9661.35%+4,026
TESLA INC(TSLA)020,497+20,49703,6030.70%+3,603
MARRIOTT VACATIONS WORLDWIDE(VAC)03,545+3,54503,3470.65%+3,347
BLOCK INC(XYZ)3,0006,000+3,0002,9316,1221.19%+3,192
GUARDANT HEALTH INC(GH)04,500+4,50003,1010.60%+3,101
JUNIPER NETWORKS INC075,000+75,00002,7800.54%+2,780
AIRBNB INC(ABNB)010,000+10,00009,2591.79%+9,259
BROOKFIELD RENEWABLE CORP(BEPC)0100,000+100,00002,4570.48%+2,457
UNION PAC CORP(UNP)09,411+9,41102,3140.45%+2,314
GENUINE PARTS CO(GPC)014,835+14,83502,2980.45%+2,298
PACKAGING CORP AMER(PKG)011,959+11,95902,2700.44%+2,270
AMERIPRISE FINL INC(AMP)05,162+5,16202,2630.44%+2,263
CATALENT INC040,000+40,00002,2580.44%+2,258
MOTOROLA SOLUTIONS INC(MSI)06,306+6,30602,2390.43%+2,239
ILLINOIS TOOL WKS INC(ITW)08,290+8,29002,2240.43%+2,224
BRIGHTSPRING HEALTH SVCS INC(BTSG)050,000+50,00002,2180.43%+2,218
VISHAY INTERTECHNOLOGY INC(VSH)07,400+7,40007,3501.42%+7,350
KIMBERLY-CLARK CORP(KMB)016,943+16,94302,1920.42%+2,192
CHUBB LIMITED
COM
08,319+8,31902,1560.42%+2,156
RAYMOND JAMES FINL INC(RJF)016,619+16,61902,1340.41%+2,134
SCHWAB STRATEGIC TR025,655+25,65502,0690.40%+2,069
ABBOTT LABS018,131+18,13102,0610.40%+2,061
IMMUNOVANT INC(IMVT)1,398,3721,882,704+484,33258,91360,83011.78%+1,917
CORNERSTONE STRATEGIC VALUE(CLM)05,399,519+5,399,519040,6047.86%+40,604
VANECK ETF TRUST
AGRIBUSINESS ETF
024,586+24,58601,8470.36%+1,847
MATCH GROUP INC NEW(MTCH)050,320+50,32001,8260.35%+1,826
SOLVENTUM CORP(SOLV)025,398+25,39801,7660.34%+1,766
ISHARES TR012,816+12,81601,7590.34%+1,759
AXONICS INC025,000+25,00001,7240.33%+1,724
INVESTCORP EUROPE ACQUISITIO0150,000+150,00001,6930.33%+1,693
VISTA OUTDOOR INC050,000+50,00001,6390.32%+1,639
SCREAMING EAGLE ACQUISITN CO0150,000+150,00001,6050.31%+1,605
SELECT SECTOR SPDR TR
ST STR SVC ETF
018,803+18,80301,5350.30%+1,535
CAPRI HOLDINGS LIMITED
SHS
032,442+32,44201,4700.28%+1,470
IMMUNOME INC(IMNM)0142,297+142,29703,5120.68%+3,512
UNITED STATES STL CORP NEW75,000125,000+50,0003,6495,0980.99%+1,449
CLEARBRIDGE ENERGY MIDSTRM O(EMO)63,30090,000+26,7002,2103,6550.71%+1,444
CLEARBRIDGE MLP AND MIDSTRM67,40090,000+22,6002,7024,1200.80%+1,418
SUNNOVA ENERGY INTL INC.03,400+3,40001,3870.27%+1,387
VANGUARD SPECIALIZED FUNDS07,462+7,46201,3630.26%+1,363
SP PLUS CORP025,000+25,00001,3060.25%+1,306
EAGLE BULK SHIPPING INC020,000+20,00001,2490.24%+1,249
INHIBRX INC035,000+35,00001,2240.24%+1,224
CORNERSTONE TOTAL RETURN FD(CRF)02,569,324+2,569,324019,2963.74%+19,296
SHOPIFY INC(SHOP)07,500+7,50007,0841.37%+7,084
RIVERNORTH CAP AND INCM FD I
COM
073,778+73,77801,1700.23%+1,170
VIRTUS TOTAL RETURN FD INC(ZTR)395,222600,000+204,7782,1783,3420.65%+1,164
WOLFSPEED INC(WOLF)02,000+2,00001,1570.22%+1,157
FLUTTER ENTMT PLC(FLUT)05,741+5,74101,1340.22%+1,134
CANNAE HLDGS INC050,000+50,00001,1120.22%+1,112
WESTERN ASSET MANAGED MUNS F0105,586+105,58601,1030.21%+1,103
REDFIN CORP
NOTE
03,150+3,15001,7270.33%+1,727
PIMCO DYNAMIC INCOME STRATEG(PDX)102,926150,000+47,0742,1083,1820.62%+1,074
HIGHLAND OPPORTUNITIES0151,036+151,03601,0620.21%+1,062
EQUITY COMWLTH055,000+55,00001,0380.20%+1,038
TD SYNNEX CORPORATION(SNX)09,000+9,00001,0180.20%+1,018
MARTIN MARIETTA MATLS INC(MLM)01,655+1,65501,0160.20%+1,016
ISHARES TR013,353+13,35301,4760.29%+1,476
HAWAIIAN HOLDINGS INC072,108+72,10809610.19%+961
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,360+6,36009400.18%+940
AMEDISYS INC010,000+10,00009220.18%+922
ERIE INDTY CO(ERIE)02,214+2,21408890.17%+889
OTTER TAIL CORP(OTTR)09,150+9,15007910.15%+791
BLACKROCK MUNICIPAL INCOME(BLK)065,000+65,00007840.15%+784
NEOGAMES S A50,00075,000+25,0001,4322,1720.42%+741
SARATOGA INVT CORP(SAJ)031,299+31,29907260.14%+726
FS CREDIT OPPORTUNITIES CORP(FSCO)0332,500+332,50001,9720.38%+1,972
MAINSTAY CBRE GBL INFRA MEG80,000135,000+55,0001,0381,6970.33%+659
WESTERN ASSET INTER MUNI FD079,100+79,10006260.12%+626
SELECT SECTOR SPDR TR
ST STR UTIL ETF
015,720+15,72001,0320.20%+1,032
DELTA AIR LINES INC DEL(DAL)012,800+12,80006130.12%+613
NUVEEN CORE PLUS IMPACT FUND110,000159,000+49,0001,1091,6460.32%+537
ROLLINS INC(ROL)011,097+11,09705130.10%+513
ARK ETF TR
INNOVATION ETF
09,947+9,94704980.10%+498
BLACKROCK CAP ALLOCATION TER(BCAT)135,000151,000+16,0002,0182,5160.49%+497
MURAL ONCOLOGY PUB LTD CO099,859+99,85904880.09%+488
OLINK HLDG AB020,657+20,65704860.09%+486
ALBERTSONS COS INC075,000+75,00001,6080.31%+1,608
NU HLDGS LTD(NU)037,682+37,68204500.09%+450
OGE ENERGY CORP(OGE)013,100+13,10004490.09%+449
AMPLIFY ETF TR08,378+8,37804410.09%+441
REPUBLIC SVCS INC(RSG)02,287+2,28704380.08%+438
NUVEEN MUNICIPAL CREDIT INC(NZF)119,915150,000+30,0851,4171,8360.36%+419
SABA CAPITAL INCOME AND OPRNT185,000250,000+65,0001,4261,8230.35%+396
IONQ INC(IONQ)056,004+56,00405590.11%+559
SPDR SER TR
SP O&G EXPL PRO
02,262+2,26203500.07%+350
COSTCO WHSL CORP NEW(COST)0477+47703490.07%+349
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