Fund Holdings — Longboard Asset Management, LP

Total Portfolio Value
$15.73M
Total Bought
$1.67M
Total Sold
$47.69M
Net Transaction
-$46.02M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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Black Hills Corporation03,140+3,14002181.39%+218
Dynex Capital Inc.(DX)015,285+15,28502141.36%+214
CBL & Associates Properties Inc.(CBL)05,742+5,74202121.35%+212
NMI Holdings Inc.(NMIH)05,171+5,17102111.34%+211
Truist Financial Corporation(TFC)04,183+4,18302061.31%+206
Northwest Natural Holding Company(NWN)04,398+4,39802061.31%+206
Welltower Inc.(WELL)01,106+1,10602051.31%+205
KeyCorporation(KEY)09,710+9,71002001.27%+200
Bank of NT Butterfield & Son Ltd. (The)
SHS NEW
4,7424,74202042361.50%+33
Nasdaq Inc.(NDAQ)2,7532,75302442671.70%+24
Chubb Ltd.
COM
79479402242481.58%+24
Ventas Inc.(VTR)3,1653,16502222451.56%+23
AGNC Investment Corporation(AGNC)21,70821,70802132331.48%+20
Loews Corporation(L)2,7332,73302742881.83%+13
Patria Investments Ltd.
COM CL A
10,32010,32001511641.04%+13
Omega Healthcare Investors Inc.(OHI)5,2935,29302232351.49%+11
FNB Corp(FNB)11,01211,01201771881.20%+11
Charles Schwab Corporation (The)(SCHW)2,1672,16702072171.38%+10
Hartford Insurance Group Inc. (The)(HIG)2,0732,07302772861.82%+9
Ellington Financial Inc.(EFC)14,79914,79901922011.28%+9
Enact Holdings Inc.5,8775,87702252331.48%+8
MGIC Investment Corporation(MTG)7,8567,85602232301.46%+7
American Electric Power Company Inc.1,8621,86202092151.37%+5
Southwest Gas Holdings Inc.(SWX)3,0713,07102412461.56%+5
Rollins Inc.(ROL)3,8853,88502282331.48%+5
Essent Group Ltd.(ESNT)3,2103,21002042091.33%+5
CBRE Group Inc.(CBRE)1,4151,41502232281.45%+5
Avista Corporation(AVA)5,5065,50602082121.35%+4
PennyMac Mortgage Investment Trust(PMT)12,68412,68401561591.01%+4
Spire Inc.(SR)2,5322,53202062091.33%+3
Medtronic plc(MDT)2,2202,22002112131.36%+2
Ladder Capital Corporation(LADR)14,33014,33001561571.00%+1
Pinnacle West Capital Corporation(PNW)2,3872,38702142121.35%-2
Watts Water Technologies Inc.(WTS)73673602062031.29%-2
Martin Marietta Materials Inc.(MLM)32732702062041.29%-2
CenterPoint Energy Inc.(CNP)5,5165,51602142111.34%-3
Simon Property Group Inc.(SPG)1,1491,14902162131.35%-3
InvenTrust Properties Corporation(IVT)7,5727,57202172141.36%-3
Aflac Inc.(AFL)2,3022,30202572541.61%-3
General Dynamics Corporation(GD)79979902722691.71%-3
SS&C Technologies Holdings Inc.(SSNC)2,8692,86902552511.59%-4
Northwest Bancshares Inc.(NWBI)10,71710,71701331290.82%-4
Popular Inc.(BPOP)1,7271,72702192151.37%-4
NETSTREIT Corporation(NTST)11,82711,82702142091.33%-5
FirstEnergy Corporation(FE)4,9794,97902282231.42%-5
Atmos Energy Corporation(ATO)1,6781,67802872811.79%-5
Broadstone Net Lease Inc.(BNL)11,76611,76602102041.30%-6
GATX Corporation(GATX)1,3691,36902392321.48%-7
Alliant Energy Corporation(LNT)3,5223,52202372291.46%-8
Ameren Corporation(AEE)2,1472,14702242141.36%-10
Pitney Bowes Inc.(PBI)11,69211,69201331240.79%-10
Apollo Commercial Real Estate Finance Inc.(ARI)21,92721,92702222121.35%-10
CMS Energy Corporation(CMS)2,9822,98202182091.33%-10
Ecolab Inc.(ECL)88288202422321.47%-10
IDACORP Inc.(IDA)1,9491,94902582471.57%-11
L3Harris Technologies Inc.(LHX)93993902872761.75%-11
Norfolk Southern Corporation(NSC)97397302922811.79%-11
ONE Gas Inc.(OGS)3,2223,22202612491.58%-12
Evergy Inc.(EVRG)3,3963,39602582461.57%-12
Willis Towers Watson plc(WTW)78278202702571.63%-13
Duke Energy Corporation(DUK)2,1012,10102602461.57%-14
Atlanta Braves Holdings Inc.5,0125,01202282131.35%-15
PPL Corporation(PPL)7,2477,24702692541.61%-16
Northrop Grumman Corporation(NOC)41241202512351.49%-16
Vulcan Materials Company(VMC)74374302292121.35%-17
OGE Energy Corporation(OGE)4,9134,91302272101.33%-18
Southern Company (The)(SO)2,5732,57302442241.43%-19
Xcel Energy Inc.(XEL)2,8722,87202322121.35%-20
WEC Energy Group Inc.(WEC)2,1772,17702492301.46%-20
DTE Energy Company(DTB)1,6661,66602362151.37%-21
NPK International Inc.(NPKI)13,7640-13,7641560—-156
Garrett Motion Inc.(GTX)11,6320-11,6321580—-158
GCM Grosvenor Inc.13,5670-13,5671640—-164
Rithm Capital Corporation(RITM)28,24014,101-14,1393221540.98%-168
CTO Realty Growth Inc.(CTO)10,7580-10,7581750—-175
Spok Holdings Inc.(SPOK)10,3500-10,3501790—-179
Huntington Bancshares Inc.(HBAN)10,4400-10,4401800—-180
Theravance Biopharma Inc.(TBPH)13,1020-13,1021910—-191
Electronic Arts Inc.9930-9932000—-200
TransDigm Group Inc.(TDG)1520-1522000—-200
SPX Technologies Inc.1,0730-1,0732000—-200
First Bancorp3,7940-3,7942010—-201
Zscaler Inc.(ZS)6710-6712010—-201
American Healthcare REIT Inc.(AHR)4,8070-4,8072020—-202
OPENLANE Inc.(OPLN)7,0370-7,0372030—-203
Quanta Services Inc.4890-4892030—-203
Stryker Corporation(SYK)5490-5492030—-203
Mueller Industries Inc.(MLI)2,0110-2,0112030—-203
Pentair plc(PNR)1,8360-1,8362030—-203
Service Corp International(SCI)2,4460-2,4462040—-204
Carlyle Group Inc. (The)(CG)3,2500-3,2502040—-204
First BanCorporation(FBP)9,2550-9,2552040—-204
Laureate Education Inc.(LAUR)6,4740-6,4742040—-204
Group 1 Automotive Inc.(GPI)4670-4672040—-204
Regency Centers Corporation(REG)2,8030-2,8032040—-204
Life360 Inc.(LIF)1,9290-1,9292050—-205
Accel Entertainment Inc.(ACEL)18,5390-18,5392050—-205
Ensign Group Inc. (The)(ENSG)1,1880-1,1882050—-205
Royal Gold Inc.(RGLD)1,0240-1,0242050—-205
Universal Technical Institute Inc.(UTI)6,3120-6,3122050—-205
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Longboard Asset Management, LP — 13F Holdings — Q4 2025 | TickerTrail