Fund Holdings — Quarry LP

Total Portfolio Value
$239.85M
Total Bought
$100.31M
Total Sold
$106.38M
Net Transaction
-$6.06M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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CHURCHILL CAPITAL CORP VII36,573286,573+250,0003913,0861.29%+2,695
FIRST TR HIGH INCOME LONG /87,012302,446+215,4341,0383,7321.56%+2,694
LEIDOS HOLDINGS INC(LDOS)13,66728,010+14,3431,7924,0861.70%+2,294
SILVERBOX CORP III0200,000+200,00002,1200.88%+2,120
NEW YORK CMNTY BANCORP INC0642,017+642,01702,0670.86%+2,067
ATLANTA BRAVES HLDGS INC16951,106+50,93772,0160.84%+2,009
BLACKROCK INNOVATION AND GRW(BTX)113,300397,934+284,6349222,8771.20%+1,955
LOCKHEED MARTIN CORP(LMT)1,5505,303+3,7537052,4771.03%+1,772
MARATHON OIL CORP52,861113,007+60,1461,4983,2401.35%+1,742
BILIBILI INC0001911,8490.77%+1,659
EDISON INTL(EIX)14,71337,371+22,6581,0412,6841.12%+1,643
DIAMONDBACK ENERGY INC(FANG)8,77316,410+7,6371,7393,2851.37%+1,547
PHILLIPS 66(PSX)10,32922,149+11,8201,6873,1271.30%+1,440
FIRST SOLAR INC(FSLR)4,3529,447+5,0957352,1300.89%+1,395
BUNGE GLOBAL SA(BG)7,43619,865+12,4297622,1210.88%+1,359
MURPHY OIL CORP(MUR)34,62370,244+35,6211,5822,8971.21%+1,315
PEGASYSTEMS INC(PEGA)00001,3000.54%+1,300
BLACKROCK HEALTH SCIENCES TE24,42398,886+74,4634001,5190.63%+1,119
PERCEPTION CAPITAL CORP III0100,000+100,00001,0860.45%+1,086
NRG ENERGY INC(NRG)28,97238,747+9,7751,9613,0171.26%+1,056
CHURCHILL CAPITAL CORP IX
UNIT 99/99/9999
0100,000+100,00001,0110.42%+1,011
DT CLOUD ACQUISITION CORP095,625+95,62509750.41%+975
SABRE GLBL INC00009520.40%+952
DOW INC(DOW)1,09517,656+16,561639370.39%+873
SUNCOR ENERGY INC NEW(SU)29,87251,678+21,8061,1031,9690.82%+866
BLOCKCHAIN COINVSTRS ACQ CRP074,500+74,50008330.35%+833
AES CORP(AES)60,754107,425+46,6711,0891,8870.79%+798
OVINTIV INC(OVV)21,63040,902+19,2721,1231,9170.80%+794
ARCHER DANIELS MIDLAND CO24,64238,054+13,4121,5482,3000.96%+753
EASTMAN CHEM CO(EMN)5,19512,702+7,5075211,2440.52%+724
BELLEVUE LIFE SCNCS AQSTN CO065,000+65,00007010.29%+701
INDIA FD INC(IFN)034,665+34,66506190.26%+619
ZALATORIS II ACQUISITION COR40,37395,175+54,8024381,0430.43%+605
NUVEEN MULTI ASSET INCOME FU(NMAI)61,412110,350+48,9387641,3630.57%+599
LYONDELLBASELL INDUSTRIES N
SHS - A -
10,38417,324+6,9401,0621,6570.69%+595
MOSAIC CO NEW(MOS)16,81038,894+22,0845461,1240.47%+578
MELAR ACQUISITION CORP. I
UNIT 06/10/2029
050,000+50,00005000.21%+500
3M CO(MMM)7,51112,673+5,1627971,2950.54%+498
BLACKROCK CAP ALLOCATION TER(BCAT)40,98969,034+28,0456831,1330.47%+450
GABELLI MULTIMEDIA TR INC(GGT)081,633+81,63304380.18%+438
OAK WOODS ACQUISITION CORP036,900+36,90004010.17%+401
LEGEND BIOTECH CORP(LEGN)2009,000+8,800113990.17%+387
GREEN PLAINS INC(GPRE)30,95868,208+37,2507161,0820.45%+366
BROADCOM INC(AVGO)0213+21303420.14%+342
INVESCO VALUE MUN INCOME TR(IIM)16,80043,700+26,9002025390.22%+338
ALLSTATE CORP(ALL)672,144+2,077123420.14%+331
INVESCO MUN OPPORTUNITY TR(VMO)032,500+32,50003280.14%+328
INVESCO ADVANTAGE MUN INCOME036,900+36,90003270.14%+327
INVESCO TR INVT GRADE MUNS(VGM)031,800+31,80003270.14%+327
INVESCO MUNICIPAL TRUST(VKQ)032,500+32,50003240.13%+324
INVESCO QUALITY MUN INCOME T(IQI)032,600+32,60003230.13%+323
MAINSTAY CBRE GBL INFRA MEG(MEGI)50,18973,889+23,7006319470.39%+316
VOYA INFRASTRUCTURE INDLS &(IDE)030,500+30,50003120.13%+312
AMERIPRISE FINL INC(AMP)5731+72623120.13%+310
VISTRA CORP(VST)29,79527,701-2,0942,0752,3820.99%+307
AUTOMATIC DATA PROCESSING IN2111,447+1,236533450.14%+293
WEYERHAEUSER CO MTN BE(WY)62010,948+10,328223110.13%+289
SMARTSHEET INC1,1257,218+6,093433180.13%+275
AMAZON COM INC(AMZN)01,414+1,41402730.11%+273
AMERICAN INTL GROUP INC2133,851+3,638172860.12%+269
HCA HEALTHCARE INC(HCA)139956+817463070.13%+261
CANNA GLOBAL ACQUISITION COR025,000+25,00002610.11%+261
LAUDER ESTEE COS INC(EL)02,433+2,43302590.11%+259
EDGEWISE THERAPEUTICS INC(EWTX)014,000+14,00002520.11%+252
LIQUIDIA CORPORATION(LQDA)020,500+20,50002460.10%+246
FLOWERS FOODS INC(FLO)010,835+10,83502410.10%+241
BECTON DICKINSON & CO(BDX)01,025+1,02502400.10%+240
VERA THERAPEUTICS INC(VERA)06,500+6,50002350.10%+235
ASCENDIS PHARMA A/S(ASND)7002,500+1,8001063410.14%+235
ESSEX PPTY TR INC(ESS)62880+818152400.10%+224
SABA CAPITAL INCOME & OPRNT(BRW)43,53376,930+33,3973175420.23%+224
COOPER COS INC(COO)2052,718+2,513212370.10%+216
PAYPAL HLDGS INC(PYPL)4514,191+3,740302430.10%+213
DISNEY WALT CO(DIS)02,115+2,11502100.09%+210
AMERICOLD REALTY TRUST INC(COLD)6588,599+7,941162200.09%+203
AIR PRODS & CHEMS INC0781+78102020.08%+202
THE CIGNA GROUP(CI)90704+614332330.10%+200
MSCI INC(MSCI)19437+418112110.09%+200
AMERICAN FINL GROUP INC OHIO01,618+1,61801990.08%+199
KURA ONCOLOGY INC(KURA)09,500+9,50001960.08%+196
PVH CORPORATION(PVH)921,918+1,826132030.08%+190
STATE STR CORP(STT)2172,765+2,548172050.09%+188
COTERRA ENERGY INC06,987+6,98701860.08%+186
HALLIBURTON CO(HAL)05,436+5,43601840.08%+184
CORNERSTONE STRATEGIC VALUE(CLM)457,188470,246+13,0583,4383,6211.51%+183
INVESCO LTD(IVZ)1,53713,902+12,365252080.09%+182
COMCAST CORP NEW(CCZ)1,1895,962+4,773522330.10%+182
ASSURANT INC(AIZ)681,143+1,075131900.08%+177
DYNATRACE INC(DT)1,8685,784+3,916872590.11%+172
MOLINA HEALTHCARE INC(MOH)0576+57601710.07%+171
HEXCEL CORP NEW(HXL)6493,496+2,847472180.09%+171
WOODWARD INC(WWD)0980+98001710.07%+171
DOMINOS PIZZA INC(DPZ)68395+327342040.09%+170
NVIDIA CORPORATION(NVDA)671,860+1,793612300.10%+169
TWILIO INC(TWLO)5283,528+3,000322000.08%+168
SONOCO PRODS CO(SON)9944,440+3,446572250.09%+168
TORO CO(TORO)01,790+1,79001670.07%+167
US BANCORP DEL(USB)04,186+4,18601660.07%+166
WESTERN ASSET HIGH INCOM FD(HIX)67,560106,321+38,7613024620.19%+161
SPDR S&P 500 ETF TR(SPY)0294+29401600.07%+160
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