Fund HoldingsCAMDEN ASSET MANAGEMENT L P /CA

Total Portfolio Value
$3.95B
Total Bought
$101.15M
Total Sold
$12.97M
Net Transaction
+$88.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SOUTHERN CO CV 7.125PERCENT 121528 PFD A REG(SO)01,674,600+1,674,600083,0942.10%+83,094
NUTANIX INC CV 0.5PERCENT 121529 REG(NTNX)000059,7301.51%+59,730
DUKE ENERGY CORP CV 4.125PERCENT 041526 REG(DUK)000115,005159,0104.02%+44,005
ON SEMICONDUCTOR CORP CV 0.5PERCENT 030129 REG(ON)00056,62577,4501.96%+20,825
OSI SYSTEMS INC CV 2.25PERCENT 080129 REG(OSIS)000014,8300.38%+14,830
AMERICAN WATER CAPI CV 3.625PERCENT 061526 REG(AWK)00067,72080,8182.05%+13,098
OKTA INC CV 0.375PERCENT 061526 REG(OKTA)00086,69299,0982.51%+12,406
VENTAS REALTY LP CV 3.75PERCENT 060126 REG(VTR)000108,428120,2393.04%+11,811
EXACT SCIENCES CORP CV 0.375PERCENT 030128 REG00041,09652,6701.33%+11,574
FORD MOTOR COMPANY CV 0PERCENT 031526 REG(F)000228,336238,6426.04%+10,306
WELLS FARGO CO 7.5PERCENT CV PFD L(WFC)28,30537,010+8,70534,97044,8941.14%+9,925
IONIS PHARMACEUTICAL CV 1.75PERCENT 061528 REG(IONS)00066,47676,3431.93%+9,867
BANK OF AMERICA CORP 7.25PERCENT CV PFD L128,071137,729+9,658163,982172,1104.36%+8,127
JAZZ INVESTMENTS I CV 3.125PERCENT 091530 REG(JAZZ)00020,76428,6170.72%+7,853
ENVISTA HOLDINGS COR CV 1.75PERCENT 081528 REG(NVST)00039,76246,9211.19%+7,159
AIRBNB INC CV 0PERCENT 031526 REG(ABNB)000182,206187,7084.75%+5,502
EXPEDIA GROUP INC CV 0PERCENT 021526 REG(EXPE)00093,61798,1262.48%+4,509
EVOLENT HEALTH INC CV 3.5PERCENT 120129 REG0008,00511,0050.28%+3,000
CHEFS WAREHOUSE INC CV 2.375PERCENT 121528 REG(CHEF)00042,42044,5721.13%+2,152
TELADOC HEALTH INC CV 1.25PERCENT 060127 REG(TDOC)00050,96452,8591.34%+1,895
DIGITALOCEAN HOLDINGS CV 0PERCENT 120126 REG(DOCN)00056,67858,0161.47%+1,338
VISHAY INTERTECHNOLO CV 2.25PERCENT 091530 REG(VSH)00020,52721,6340.55%+1,107
AMC NETWORKS INC CV 4.25PERCENT 021529 REG00012,95413,8650.35%+911
DAYFORCE INC CV 0.25PERCENT 031526 REG00077,03477,9401.97%+905
ANI PHARMACEUTICALS CV 2.25PERCENT 090129 REG(ANIP)00053,34554,0721.37%+727
UNITY SOFTWARE INC CV 0PERCENT 111526 REG(U)00042,67843,3061.10%+628
DEXCOM INC CV 0.375PERCENT 051528 REG(DXCM)00067,04167,6291.71%+588
AMPHASTAR PHARMACEUTICA CV 2PERCENT 031529 REG(AMPH)00033,24733,8230.86%+576
UPWORK INC CV 0.25PERCENT 081526 REG(UPWK)00071,57472,1351.83%+561
BLOCK INC CV 0PERCENT 050126 REG(XYZ)00043,07343,5291.10%+457
CONMED CORP CV 2.25PERCENT 061527 REG(CNMD)00059,51759,8921.52%+375
LCI INDUSTRIES CV 1.125PERCENT 051526 REG(LCII)0007,1747,3650.19%+191
TETRA TECH INC CV 2.25PERCENT 081528 REG(TTEK)00050,22150,3931.28%+172
ENPHASE ENERGY INC CV 0PERCENT 030128 REG(ENPH)00018,43018,5130.47%+83
ALARM.COM HLDGS INC CV 0PERCENT 011526 REG(ALRM)0004,5494,6110.12%+62
PEBBLEBROOK HOTEL TR CV 1.75PERCENT 121526 REG(PEB)00018,36118,4170.47%+56
WORKIVA INC CV 1.25PERCENT 081528 REG(WK)00021,11321,1240.53%+11
Core Scientific Inc WAR 6.81 012327(CORZ)000000
KKR & CO INC CV 6.25PERCENT 030128PFD D REG(KKR)20,00020,00001,0431,0340.03%-10
BLACKLINE INC CV 1PERCENT 060129 REG(BL)00092,19492,0752.33%-119
ALARM.COM HOLDINGS I CV 2.25PERCENT 060129 REG(ALRM)00019,63219,4880.49%-143
ENTERTAINMENT PROPERTIES 9PERCENT CV PFD E(EPR)197,382197,38206,3045,9270.15%-377
EL PASO ENERGY CA CV 4.75PERCENT 033128PFD REG(KMI)1,192,0271,189,225-2,80258,99358,3791.48%-614
BOX INC CV 1.5PERCENT 091529 REG(BOX)00023,61822,8540.58%-764
SNOWFLAKE INC CV 0PERCENT 100129 REG(SNOW)00064,46163,5761.61%-885
FLUOR CORP CV 1.125PERCENT 081529 REG(FLR)00026,51825,4610.64%-1,057
ETSY INC CV 0.25PERCENT 061528 REG(ETSY)00061,48959,9561.52%-1,533
JBT MAREL CORP CV 0.25PERCENT 051526 REG(JBTM)00052,69550,9221.29%-1,773
MICROCHIP TECHNOLOGY CV 0.75PERCENT 060130 REG(MCHP)00034,41732,3430.82%-2,074
MKS INC CV 1.25PERCENT 060130 REG(MKSI)00044,43142,1881.07%-2,242
IMMUNOCORE HOLDINGS P CV 2.5PERCENT 020130 REG(IMCR)00035,60132,7470.83%-2,854
ENTERTAINMENT PROPERTIES 5.75PERCENT CV PFD C(EPR)576,431526,431-50,00014,69911,7920.30%-2,907
WORLD KINECT CORP CV 3.25PERCENT 070128 REG(WKC)00070,21466,9981.70%-3,216
INNOVIVA INC CV 2.125PERCENT 031528 REG(INVA)00036,92733,6140.85%-3,313
CMS ENERGY CORP CV 3.375PERCENT 050128 REG(CMS)0003,7880-3,788
LIVE NATION ENTERTA CV 3.125PERCENT 011529 REG(LYV)00040,28736,2890.92%-3,999
FIVE9 INC CV 1PERCENT 031529 REG(FIVN)00019,03914,8540.38%-4,186
WAYFAIR INC CV 3.25PERCENT 091527 REG(W)0004,3810-4,381
LANTHEUS HOLDINGS I CV 2.625PERCENT 121527 REG(LNTH)00039,91932,5260.82%-7,393
WINNEBAGO INDUSTRIES CV 3.25PERCENT 011530 REG(WGO)00021,92113,6390.35%-8,283
BLOCK INC CV 0.25PERCENT 110127 REG(XYZ)00044,08335,5660.90%-8,518
EVOLENT HEALTH INC CV 4.5PERCENT 081531 144A00015,4936,5990.17%-8,895
LYFT INC CV 0.625PERCENT 030129 REG(LYFT)00025,80016,5890.42%-9,211
WOLFSPEED INC COM(WOLF)330,4790-330,4799,4520-9,452
XEROX HOLDINGS CORP CV 3.75PERCENT 031530 REG00030,79818,8020.48%-11,996
TANDEM DIABETES CARE CV 1.5PERCENT 031529 REG(TNDM)00012,2410-12,241
SPOTIFY USA INC CV 0PERCENT 031526 REG(SPOT)00080,18666,6021.69%-13,584
ADVANCED ENERGY INDUS CV 2.5PERCENT 091528 REG(AEIS)00015,2300-15,229
WEC ENERGY GROUP IN CV 4.375PERCENT 060127 REG(WEC)000171,015155,0063.92%-16,009
PTC THERAPEUTICS INC CV 1.5PERCENT 091526 REG(PTCT)00016,0310-16,031
ZIFF DAVIS INC CV 3.625PERCENT 030128 144A(ZD)00035,37119,2480.49%-16,123
MARRIOTT VACATIONS W CV 3.25PERCENT 121527 REG(VAC)00023,8307,6000.19%-16,230
PINNACLE WEST CAPITA CV 4.75PERCENT 061527 REG(PNW)00038,03419,4160.49%-18,618
PAGERDUTY INC CV 1.5PERCENT 101528 REG00018,6890-18,689
AKAMAI TECHNOLOGIES CV 1.125PERCENT 021529 REG(AKAM)00019,2290-19,229
RAPID7 INC CV 1.25PERCENT 031529 REG00037,15916,4560.42%-20,702
SHAKE SHACK INC CV 0PERCENT 030128 REG(SHAK)00024,3500-24,350
ITRON INC CV 1.375PERCENT 071530 REG(ITRI)00036,6729,2360.23%-27,436
BRIDGEBIO PHARMA INC CV 2.25PERCENT 020129 REG(BBIO)00033,4730-33,473
NEXTERA ENERGY CAPITAL CV 3PERCENT 030127 REG(NEE)000259,273215,5535.45%-43,720
HALOZYME THERAPEUTICS I CV 1PERCENT 081528 REG(HALO)00049,4670-49,467
UBER TECHNOLOGIES I CV 0.875PERCENT 120128 REG(UBER)000150,83587,0402.20%-63,795
HAEMONETICS CORP CV 2.5PERCENT 060129 REG(HAE)00063,9040-63,904
PPL CAPITAL FUNDING CV 2.875PERCENT 031528 REG(PPL)00073,3766,8370.17%-66,538
EVERGY INC CV 4.5PERCENT 121527 REG(EVRG)000209,454139,5853.53%-69,868
SHOPIFY INC CV 0.125PERCENT 110125 REG(SHOP)00085,6820-85,682
WESTERN DIGITAL CORP CV 3PERCENT 111528 REG(WDC)000117,9560-117,956
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