CARLSON CAPITAL L P Quant / Systematic

CIK: 0001056973 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 14, 2020

Total Value ($000): $3,622,050 (99.8% shares, 0.2% debt)

Holdings (162)

LEGG MASON INC 4.0%
Value ($000) $144,714 Shares 2,908,829 Est. Cost $49.15 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 3.8%
Value ($000) $136,362 Shares 692,367 Est. Cost $175.49 Unrealized +1.1%
WRIGHT MED GROUP N V 3.7%
Value ($000) $134,691 Shares 4,532,000 Est. Cost $30.11 Unrealized
TIFFANY & CO NEW 3.7%
Value ($000) $133,646 Shares 1,096,000 Est. Cost $133.65 Unrealized
GRUBHUB INC 3.2%
Value ($000) $117,366 Shares 1,669,500 Est. Cost $70.30 Unrealized
SWKH SWK HLDGS CORP 3.0%
Value ($000) $108,977 Shares 9,193,766 Est. Cost $10.16 Unrealized -2.7%
GS GOLDMAN SACHS GROUP INC 2.9%
Value ($000) $105,880 Shares 535,775 Est. Cost $171.25 Unrealized -4.1%
BK BANK NEW YORK MELLON CORP 2.8%
Value ($000) $101,673 Shares 2,630,600 Est. Cost $36.15 Unrealized -14.1%
E TRADE FINANCIAL CORP 2.4%
Value ($000) $88,543 Shares 1,780,465 Est. Cost $36.49 Unrealized
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $86,549 Shares 920,150 Est. Cost $81.74 Unrealized 0.0%
FHN FIRST HORIZON NATL CORP 2.3%
Value ($000) $85,116 Shares 8,545,766 Est. Cost $9.32 Unrealized -21.1%
CAESARS ENTMT CORP 1.8%
Value ($000) $66,715 Shares 5,500,000 Est. Cost $12.13 Unrealized
AMAT APPLIED MATLS INC 1.6%
Value ($000) $56,200 Shares 929,686 Est. Cost $42.10 Unrealized +21.7%
XILINX INC 1.5%
Value ($000) $54,392 Shares 552,816 Est. Cost $96.02 Unrealized
PANW PALO ALTO NETWORKS INC 1.4%
Value ($000) $51,910 Shares 226,022 Est. Cost $34.78 Unrealized +1.3%
FISV FISERV INC 1.3%
Value ($000) $48,741 Shares 499,296 Est. Cost $101.35 Unrealized -0.6%
LOW LOWES COS INC 1.3%
Value ($000) $46,251 Shares 342,293 Est. Cost $98.50 Unrealized +4.9%
CABOT MICROELECTRONICS CORP 1.3%
Value ($000) $45,694 Shares 327,463 Est. Cost $112.50 Unrealized
CANADIAN PAC RY LTD 1.2%
Value ($000) $45,110 Shares 176,665 Est. Cost $245.58 Unrealized
NXPI NXP SEMICONDUCTORS N V 1.2%
Value ($000) $43,723 Shares 383,397 Est. Cost $94.67 Unrealized -4.0%
NSC NORFOLK SOUTHERN CORP 1.1%
Value ($000) $39,644 Shares 225,800 Est. Cost $150.98 Unrealized 0.0%
HEALTHCARE TR AMER INC 1.1%
Value ($000) $39,183 Shares 1,477,500 Est. Cost $26.52 Unrealized
FITB FIFTH THIRD BANCORP 1.0%
Value ($000) $34,711 Shares 1,800,370 Est. Cost $14.84 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.9%
Value ($000) $33,440 Shares 407,750 Est. Cost $30.54 Unrealized 0.0%
PACWEST BANCORP DEL 0.9%
Value ($000) $33,370 Shares 1,693,066 Est. Cost $19.71 Unrealized
V VISA INC 0.9%
Value ($000) $32,700 Shares 169,283 Est. Cost $116.79 Unrealized +50.3%
TFC TRUIST FINL CORP 0.9%
Value ($000) $31,076 Shares 827,597 Est. Cost $37.85 Unrealized -26.7%
WCC WESCO INTL INC 0.8%
Value ($000) $30,570 Shares 870,690 Est. Cost $36.05 Unrealized -19.4%
XLU SELECT SECTOR SPDR TR 0.8%
Value ($000) $29,496 Shares 522,700 Est. Cost $56.43 Unrealized
WDC WESTERN DIGITAL CORP. 0.8%
Value ($000) $28,192 Shares 638,557 Est. Cost $47.74 Unrealized -32.4%
DRI DARDEN RESTAURANTS INC 0.8%
Value ($000) $28,078 Shares 370,575 Est. Cost $82.77 Unrealized -27.0%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $27,762 Shares 17,435 Est. Cost $1807.89 Unrealized -17.2%
WDAY WORKDAY INC 0.8%
Value ($000) $27,707 Shares 147,882 Est. Cost $165.31 Unrealized -2.2%
ADBE ADOBE INC 0.8%
Value ($000) $27,440 Shares 63,036 Est. Cost $311.23 Unrealized +19.1%
MAS MASCO CORP 0.8%
Value ($000) $27,344 Shares 544,589 Est. Cost $39.39 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.8%
Value ($000) $27,327 Shares 517,255 Est. Cost $49.15 Unrealized -3.4%
BUNGE LIMITED 0.8%
Value ($000) $27,213 Shares 661,639 Est. Cost $52.25 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.7%
Value ($000) $26,712 Shares 286,359 Est. Cost $101.76 Unrealized -10.3%
DLTR DOLLAR TREE INC 0.7%
Value ($000) $26,570 Shares 286,689 Est. Cost $83.41 Unrealized 0.0%
USB US BANCORP DEL 0.7%
Value ($000) $26,088 Shares 708,539 Est. Cost $37.23 Unrealized -25.2%
QURATE RETAIL INC 0.7%
Value ($000) $25,944 Shares 2,730,900 Est. Cost $9.50 Unrealized
VERINT SYS INC 0.7%
Value ($000) $25,764 Shares 570,243 Est. Cost $45.18 Unrealized
META FACEBOOK INC 0.7%
Value ($000) $25,742 Shares 113,367 Est. Cost $160.28 Unrealized +29.4%
CHAMPIONX CORPORATION 0.7%
Value ($000) $25,729 Shares 2,636,187 Est. Cost $9.76 Unrealized
HRB BLOCK H & R INC 0.7%
Value ($000) $25,438 Shares 1,781,339 Est. Cost $14.11 Unrealized -9.6%
ANGI HOMESERVICES INC 0.7%
Value ($000) $25,133 Shares 2,068,600 Est. Cost $12.15 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $24,444 Shares 371,949 Est. Cost $49.10 Unrealized -16.9%
BBY BEST BUY INC 0.7%
Value ($000) $23,768 Shares 272,350 Est. Cost $61.68 Unrealized -2.2%
UNF UNIFIRST CORP MASS 0.6%
Value ($000) $23,052 Shares 128,820 Est. Cost $154.93 Unrealized +4.2%
SNPS SYNOPSYS INC 0.6%
Value ($000) $23,051 Shares 118,210 Est. Cost $100.51 Unrealized +64.2%
ERIC ERICSSON 0.6%
Value ($000) $22,998 Shares 2,472,900 Est. Cost $9.30 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.6%
Value ($000) $21,856 Shares 594,242 Est. Cost $36.73 Unrealized -11.1%
DOMTAR CORP 0.6%
Value ($000) $21,679 Shares 1,026,960 Est. Cost $21.38 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.6%
Value ($000) $21,522 Shares 293,013 Est. Cost $75.20 Unrealized -2.5%
BURL BURLINGTON STORES INC 0.6%
Value ($000) $21,360 Shares 108,464 Est. Cost $191.49 Unrealized -1.6%
KANSAS CITY SOUTHERN 0.6%
Value ($000) $20,247 Shares 135,625 Est. Cost $135.29 Unrealized
TDC TERADATA CORP DEL 0.6%
Value ($000) $19,970 Shares 960,114 Est. Cost $24.93 Unrealized -12.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $19,933 Shares 350,801 Est. Cost $59.53 Unrealized -17.2%
UE URBAN EDGE PPTYS 0.5%
Value ($000) $18,720 Shares 1,577,106 Est. Cost $9.02 Unrealized
SLAB SILICON LABORATORIES INC 0.5%
Value ($000) $18,548 Shares 184,982 Est. Cost $86.55 Unrealized +8.0%
NHI NATIONAL HEALTH INVS INC 0.5%
Value ($000) $18,463 Shares 304,075 Est. Cost $67.08 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $18,010 Shares 979,353 Est. Cost $15.47 Unrealized 0.0%
VMC VULCAN MATLS CO 0.5%
Value ($000) $17,916 Shares 154,646 Est. Cost $111.09 Unrealized -5.9%
WAL WESTERN ALLIANCE BANCORP 0.5%
Value ($000) $16,870 Shares 445,466 Est. Cost $30.98 Unrealized 0.0%
RETAIL OPPORTUNITY INVTS COR 0.5%
Value ($000) $16,612 Shares 1,466,206 Est. Cost $11.33 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.5%
Value ($000) $16,402 Shares 1,279,435 Est. Cost $14.94 Unrealized
GLATFELTER 0.4%
Value ($000) $15,873 Shares 989,000 Est. Cost $13.88 Unrealized
RH RH 0.4%
Value ($000) $15,422 Shares 61,960 Est. Cost $181.18 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $15,019 Shares 282,680 Est. Cost $25.27 Unrealized -31.0%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $14,886 Shares 381,900 Est. Cost $32.76 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC IN 0.4%
Value ($000) $14,690 Shares 229,786 Est. Cost $42.74 Unrealized 0.0%
ADC AGREE REALTY CORP 0.4%
Value ($000) $14,620 Shares 222,500 Est. Cost $65.71 Unrealized
CME CME GROUP INC 0.4%
Value ($000) $14,231 Shares 87,551 Est. Cost $157.37 Unrealized -8.3%
SUPER MICRO COMPUTER INC 0.4%
Value ($000) $13,964 Shares 491,869 Est. Cost $21.28 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.4%
Value ($000) $13,709 Shares 396,217 Est. Cost $34.63 Unrealized
LIBERTY MEDIA CORP DEL 0.4%
Value ($000) $13,509 Shares 391,330 Est. Cost $42.78 Unrealized
CONTINENTAL RES INC 0.4%
Value ($000) $13,477 Shares 768,799 Est. Cost $17.53 Unrealized
PHM PULTE GROUP INC 0.4%
Value ($000) $13,351 Shares 392,321 Est. Cost $28.36 Unrealized 0.0%
WESTROCK CO 0.4%
Value ($000) $13,178 Shares 466,298 Est. Cost $28.26 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $13,168 Shares 220,090 Est. Cost $42.22 Unrealized +26.0%
KBR KBR INC 0.4%
Value ($000) $12,977 Shares 575,484 Est. Cost $18.97 Unrealized +7.5%
SUI SUN CMNTYS INC 0.4%
Value ($000) $12,724 Shares 93,782 Est. Cost $135.68 Unrealized
DPZ DOMINOS PIZZA INC 0.3%
Value ($000) $12,609 Shares 34,130 Est. Cost $343.88 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $12,528 Shares 112,685 Est. Cost $81.25 Unrealized -1.8%
REXR REXFORD INDL RLTY INC 0.3%
Value ($000) $12,342 Shares 297,889 Est. Cost $41.43 Unrealized
VOYA VOYA FINANCIAL INC 0.3%
Value ($000) $12,129 Shares 260,000 Est. Cost $40.32 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.3%
Value ($000) $11,978 Shares 172,800 Est. Cost $32.65 Unrealized 0.0%
AMZN AMAZON COM INC 0.3%
Value ($000) $11,797 Shares 4,276 Est. Cost $94.86 Unrealized +27.3%
EAT BRINKER INTL INC 0.3%
Value ($000) $11,753 Shares 489,701 Est. Cost $21.46 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.3%
Value ($000) $11,462 Shares 277,800 Est. Cost $26.83 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $11,457 Shares 95,650 Est. Cost $30.31 Unrealized +25.6%
TPH TRI POINTE GROUP INC 0.3%
Value ($000) $11,428 Shares 777,911 Est. Cost $12.30 Unrealized -0.3%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $11,221 Shares 26,610 Est. Cost $26.22 Unrealized -0.3%
APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $11,025 Shares 220,849 Est. Cost $43.23 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $10,913 Shares 256,047 Est. Cost $41.57 Unrealized -1.9%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $10,565 Shares 118,400 Est. Cost $76.00 Unrealized -8.1%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $10,255 Shares 400,600 Est. Cost $36.64 Unrealized -34.6%
PARSLEY ENERGY INC 0.3%
Value ($000) $10,206 Shares 955,600 Est. Cost $15.51 Unrealized
SONY SONY CORP 0.3%
Value ($000) $9,987 Shares 144,472 Est. Cost $55.23 Unrealized
UNILEVER N V 0.3%
Value ($000) $9,669 Shares 181,500 Est. Cost $53.27 Unrealized
NVT NVENT ELECTRIC PLC 0.3%
Value ($000) $9,646 Shares 515,000 Est. Cost $17.93 Unrealized -8.6%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $9,619 Shares 230,000 Est. Cost $55.59 Unrealized -41.9%
XPO XPO LOGISTICS INC 0.3%
Value ($000) $9,569 Shares 123,874 Est. Cost $24.10 Unrealized -0.7%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $9,467 Shares 50,175 Est. Cost $176.40 Unrealized -6.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $9,412 Shares 224,000 Est. Cost $40.08 Unrealized -17.9%
NVR NVR INC 0.3%
Value ($000) $9,408 Shares 2,887 Est. Cost $3065.87 Unrealized 0.0%
TAUBMAN CTRS INC 0.3%
Value ($000) $9,364 Shares 248,000 Est. Cost $41.88 Unrealized
NOBLE ENERGY INC 0.3%
Value ($000) $9,305 Shares 1,038,490 Est. Cost $13.23 Unrealized
UDR UDR INC 0.3%
Value ($000) $9,205 Shares 246,250 Est. Cost $36.28 Unrealized -16.7%
FND FLOOR & DECOR HLDGS INC 0.3%
Value ($000) $9,166 Shares 159,000 Est. Cost $45.61 Unrealized 0.0%
BC BRUNSWICK CORP 0.3%
Value ($000) $9,160 Shares 143,100 Est. Cost $44.68 Unrealized 0.0%
AZO AUTOZONE INC 0.2%
Value ($000) $8,873 Shares 7,865 Est. Cost $1053.52 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.2%
Value ($000) $8,777 Shares 58,700 Est. Cost $145.31 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $8,241 Shares 40,513 Est. Cost $249.33 Unrealized -13.8%
DISCOVERY INC 0.2%
Value ($000) $8,186 Shares 425,000 Est. Cost $19.26 Unrealized
LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $7,964 Shares 231,181 Est. Cost $45.21 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.2%
Value ($000) $7,663 Shares 15,024 Est. Cost $489.07 Unrealized +3.7%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $7,306 Shares 481,600 Est. Cost $10.85 Unrealized 0.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $7,287 Shares 69,963 Est. Cost $87.03 Unrealized +6.4%
PSX PHILLIPS 66 0.2%
Value ($000) $7,154 Shares 99,500 Est. Cost $59.79 Unrealized -6.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value ($000) $6,827 Shares 63,550 Est. Cost $110.47 Unrealized -4.1%
TD AMERITRADE HLDG CORP 0.2%
Value ($000) $6,821 Shares 187,500 Est. Cost $36.38 Unrealized
CTO REALTY GROWTH INC 0.2%
Value ($000) $6,818 Shares 172,617 Est. Cost $39.50 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $6,685 Shares 117,571 Est. Cost $47.48 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.2%
Value ($000) $6,672 Shares 569,322 Est. Cost $19.14 Unrealized -63.6%
DISH NETWORK CORPORATION 0.2%
Value ($000) $6,519 Shares 188,900 Est. Cost $29.93 Unrealized
FOR FORESTAR GROUP INC 0.2%
Value ($000) $6,398 Shares 424,253 Est. Cost $13.77 Unrealized 0.0%
HEALTHCARE RLTY TR 0.2%
Value ($000) $6,382 Shares 217,900 Est. Cost $29.29 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $6,046 Shares 34,700 Est. Cost $137.88 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC 0.2%
Value ($000) $5,546 Shares 70,286 Est. Cost $73.07 Unrealized 0.0%
NAVISTAR INTL CORP NEW 0.1%
Value ($000) $5,409 Shares 191,800 Est. Cost $16.49 Unrealized
CNQ CANADIAN NAT RES LTD 0.1%
Value ($000) $5,049 Shares 289,700 Est. Cost $6.17 Unrealized 0.0%
SHIP FIN INTL LTD 0.1%
Value ($000) $4,840 Shares 5,260,000 Est. Cost $1.00 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $4,317 Shares 50,650 Est. Cost $100.74 Unrealized -15.0%
WEX WEX INC 0.1%
Value ($000) $3,869 Shares 23,446 Est. Cost $207.14 Unrealized -33.7%
SUNNOVA ENERGY INTL INC 0.1%
Value ($000) $3,839 Shares 224,912 Est. Cost $12.62 Unrealized
SATS ECHOSTAR CORP 0.1%
Value ($000) $3,775 Shares 135,000 Est. Cost $37.42 Unrealized -18.8%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $3,511 Shares 100,002 Est. Cost $36.01 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $3,502 Shares 184,100 Est. Cost $13.99 Unrealized -1.4%
CNNE CANNAE HLDGS INC 0.1%
Value ($000) $3,494 Shares 85,000 Est. Cost $32.56 Unrealized 0.0%
RENEWABLE ENERGY GROUP INC 0.1%
Value ($000) $3,345 Shares 135,000 Est. Cost $19.90 Unrealized
BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $3,312 Shares 925,000 Est. Cost $3.45 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $3,281 Shares 106,235 Est. Cost $24.37 Unrealized +4.5%
M D C HLDGS INC 0.1%
Value ($000) $3,159 Shares 88,498 Est. Cost $35.70 Unrealized
TRANSOCEAN INC 0.1%
Value ($000) $3,150 Shares 7,640,000 Est. Cost $0.83 Unrealized
APACHE CORP 0.1%
Value ($000) $3,105 Shares 230,000 Est. Cost $13.50 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $2,999 Shares 14,736 Est. Cost $173.06 Unrealized 0.0%
PLNT PLANET FITNESS INC 0.1%
Value ($000) $2,927 Shares 48,327 Est. Cost $60.04 Unrealized 0.0%
WPX ENERGY INC 0.1%
Value ($000) $2,641 Shares 414,000 Est. Cost $6.38 Unrealized
SAILPOINT TECHNLGIES HLDGS I 0.1%
Value ($000) $2,592 Shares 97,918 Est. Cost $26.47 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $2,220 Shares 6,000 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $2,219 Shares 140,000 Est. Cost $20.51 Unrealized -36.8%
GAP GAP INC 0.1%
Value ($000) $1,916 Shares 151,860 Est. Cost $7.43 Unrealized 0.0%
MIMECAST LTD 0.1%
Value ($000) $1,900 Shares 45,616 Est. Cost $35.67 Unrealized
PTEN PATTERSON UTI ENERGY INC 0.1%
Value ($000) $1,874 Shares 540,000 Est. Cost $3.45 Unrealized 0.0%
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $1,325 Shares 240,000 Est. Cost $6.19 Unrealized -21.5%
TRGP TARGA RES CORP 0.0%
Value ($000) $1,288 Shares 64,175 Est. Cost $33.27 Unrealized -59.6%
TSLA TESLA INC 0.0%
Value ($000) $1,218 Shares 1,500 Est. Cost Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $1,185 Shares 21,375 Est. Cost $45.81 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $748 Shares 20,000 Est. Cost $42.99 Unrealized -36.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $375 Shares 1,194 Est. Cost $270.64 Unrealized 0.0%
T-MOBILE US INC 0.0%
Value ($000) $11 Shares 66,463 Est. Cost $0.17 Unrealized