Carlson Capital, L.P. Quant / Systematic

Location: Dallas, TX

CIK: 0001056973 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value: $2.806B (100.0% shares, 0.0% debt)

Holdings (152)

SWKH SWK HLDGS CORP 4.7%
Value $131M Shares 9,093,766 Est. Cost $10.16 Unrealized +14.0%
GRUBHUB INC 4.7%
Value $131M Shares 1,760,835 Est. Cost $70.43 Unrealized
VARIAN MED SYS INC 4.2%
Value $119M Shares 680,162 Est. Cost $172.00 Unrealized
XILINX INC 4.1%
Value $114M Shares 802,865 Est. Cost $111.72 Unrealized
INPHI CORP 3.9%
Value $108M Shares 675,406 Est. Cost $160.47 Unrealized
SLACK TECHNOLOGIES INC 3.3%
Value $93.77M Shares 2,220,000 Est. Cost $42.24 Unrealized
CONCHO RES INC 3.0%
Value $84.42M Shares 1,446,772 Est. Cost $55.17 Unrealized
ALEXION PHARMACEUTICALS INC 2.7%
Value $75.78M Shares 485,000 Est. Cost $156.24 Unrealized
LOW LOWES COS INC 2.7%
Value $74.67M Shares 465,227 Est. Cost $117.33 Unrealized +26.2%
IHS MARKIT LTD 2.3%
Value $64M Shares 712,500 Est. Cost $89.83 Unrealized
DOMTAR CORP 1.8%
Value $51.31M Shares 1,621,295 Est. Cost $24.33 Unrealized
DKS DICKS SPORTING GOODS INC 1.8%
Value $50.6M Shares 900,190 Est. Cost $40.54 Unrealized +20.4%
EAT BRINKER INTL INC 1.7%
Value $46.55M Shares 822,783 Est. Cost $29.91 Unrealized +65.2%
WTW WILLIS TOWERS WATSON PLC LTD 1.5%
Value $43.45M Shares 206,219 Est. Cost $175.49 Unrealized +9.5%
MAXIM INTEGRATED PRODS INC 1.5%
Value $42.55M Shares 480,000 Est. Cost $67.61 Unrealized
VMC VULCAN MATLS CO 1.5%
Value $41.41M Shares 279,206 Est. Cost $136.81 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 1.5%
Value $40.71M Shares 399,701 Est. Cost $32.08 Unrealized +44.9%
WFC WELLS FARGO CO NEW 1.4%
Value $40.46M Shares 1,340,609 Est. Cost $23.45 Unrealized -1.8%
WPX ENERGY INC 1.2%
Value $33.41M Shares 4,100,016 Est. Cost $8.15 Unrealized
TXNM PNM RES INC 1.2%
Value $32.92M Shares 678,419 Est. Cost $48.23 Unrealized 0.0%
NNN NATIONAL RETAIL PROPERTIES I 1.1%
Value $31.1M Shares 759,922 Est. Cost $40.92 Unrealized
USB US BANCORP DEL 1.1%
Value $30.61M Shares 657,106 Est. Cost $33.86 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 1.0%
Value $28.9M Shares 670,160 Est. Cost $36.83 Unrealized +0.5%
PACWEST BANCORP DEL 1.0%
Value $28.63M Shares 1,127,042 Est. Cost $19.71 Unrealized
AXTA AXALTA COATING SYS LTD 1.0%
Value $28.21M Shares 988,188 Est. Cost $26.01 Unrealized +4.7%
GWW GRAINGER W W INC 0.9%
Value $25.32M Shares 62,019 Est. Cost $349.35 Unrealized +6.3%
MNST MONSTER BEVERAGE CORP NEW 0.9%
Value $25.02M Shares 270,519 Est. Cost $37.76 Unrealized +11.3%
TOTAL SE 0.9%
Value $24.19M Shares 577,128 Est. Cost $35.61 Unrealized
BBY BEST BUY INC 0.9%
Value $23.98M Shares 240,336 Est. Cost $64.46 Unrealized +39.5%
CME CME GROUP INC 0.8%
Value $23.84M Shares 130,923 Est. Cost $147.09 Unrealized -5.9%
LIBERTY MEDIA CORP DEL 0.8%
Value $23.34M Shares 540,505 Est. Cost $43.02 Unrealized
FHN FIRST HORIZON CORPORATION 0.8%
Value $21.84M Shares 1,711,905 Est. Cost $9.32 Unrealized +4.7%
FR FIRST INDL RLTY TR INC 0.8%
Value $21.74M Shares 515,982 Est. Cost $39.80 Unrealized
ADC AGREE REALTY CORP 0.8%
Value $21.17M Shares 317,928 Est. Cost $65.76 Unrealized
RH RH 0.7%
Value $19.99M Shares 44,672 Est. Cost $198.45 Unrealized +107.7%
MAA MID-AMER APT CMNTYS INC 0.7%
Value $19.69M Shares 155,444 Est. Cost $96.93 Unrealized +6.9%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.7%
Value $19.65M Shares 927,015 Est. Cost $21.20 Unrealized
DELL DELL TECHNOLOGIES INC 0.7%
Value $19.42M Shares 265,000 Est. Cost $29.35 Unrealized +8.8%
EGP EASTGROUP PPTYS INC 0.7%
Value $18.66M Shares 135,176 Est. Cost $132.44 Unrealized
POOL POOL CORP 0.7%
Value $18.61M Shares 49,955 Est. Cost $290.97 Unrealized +13.0%
HEALTHCARE RLTY TR 0.7%
Value $18.57M Shares 627,277 Est. Cost $29.91 Unrealized
BK BANK NEW YORK MELLON CORP 0.7%
Value $18.55M Shares 437,165 Est. Cost $36.15 Unrealized -8.3%
WMT WALMART INC 0.7%
Value $18.46M Shares 128,061 Est. Cost $33.50 Unrealized +35.1%
ROST ROSS STORES INC 0.7%
Value $18.24M Shares 148,543 Est. Cost $91.81 Unrealized +8.0%
DRI DARDEN RESTAURANTS INC 0.6%
Value $18.21M Shares 152,862 Est. Cost $82.49 Unrealized +10.8%
XOM EXXON MOBIL CORP 0.6%
Value $18.03M Shares 437,449 Est. Cost $30.36 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.6%
Value $17.75M Shares 105,378 Est. Cost $84.09 Unrealized +62.8%
HLT HILTON WORLDWIDE HLDGS INC 0.6%
Value $17.28M Shares 155,302 Est. Cost $96.21 Unrealized +1.7%
GS GOLDMAN SACHS GROUP INC 0.6%
Value $17.15M Shares 65,025 Est. Cost $171.25 Unrealized +15.0%
DISH NETWORK CORPORATION 0.6%
Value $17.11M Shares 529,173 Est. Cost $31.68 Unrealized
DISCOVERY INC 0.6%
Value $16.41M Shares 626,552 Est. Cost $23.00 Unrealized
HEALTHCARE TR AMER INC 0.6%
Value $15.98M Shares 580,306 Est. Cost $26.55 Unrealized
MAS MASCO CORP 0.6%
Value $15.83M Shares 288,249 Est. Cost $39.39 Unrealized +27.7%
CANADIAN PAC RY LTD 0.5%
Value $15.29M Shares 44,110 Est. Cost $245.58 Unrealized
REALPAGE INC 0.5%
Value $15.27M Shares 175,000 Est. Cost $87.24 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.5%
Value $15.04M Shares 22,737 Est. Cost $528.16 Unrealized +20.5%
STAG STAG INDL INC 0.5%
Value $14.45M Shares 461,487 Est. Cost $31.32 Unrealized
DLTR DOLLAR TREE INC 0.5%
Value $14.38M Shares 133,108 Est. Cost $88.07 Unrealized +14.0%
ASO ACADEMY SPORTS & OUTDOORS IN 0.5%
Value $14.25M Shares 687,400 Est. Cost $15.69 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.5%
Value $14.12M Shares 225,256 Est. Cost $56.43 Unrealized
COP CONOCOPHILLIPS 0.5%
Value $13.99M Shares 349,738 Est. Cost $35.27 Unrealized -12.9%
FBIN FORTUNE BRANDS HOME & SEC IN 0.5%
Value $13.28M Shares 154,878 Est. Cost $42.74 Unrealized +57.7%
CBOE CBOE GLOBAL MKTS INC 0.5%
Value $12.8M Shares 137,442 Est. Cost $101.76 Unrealized -19.6%
KBH KB HOME 0.4%
Value $12.58M Shares 375,430 Est. Cost $33.04 Unrealized 0.0%
TGT TARGET CORP 0.4%
Value $12.49M Shares 70,754 Est. Cost $144.87 Unrealized 0.0%
TMUS T-MOBILE US INC 0.4%
Value $12.37M Shares 91,762 Est. Cost $97.27 Unrealized +22.7%
BKNG BOOKING HOLDINGS INC 0.4%
Value $12.34M Shares 5,542 Est. Cost $1807.89 Unrealized +5.0%
CHAMPIONX CORPORATION 0.4%
Value $11.97M Shares 782,584 Est. Cost $9.76 Unrealized
KBR KBR INC 0.4%
Value $11.94M Shares 385,922 Est. Cost $18.97 Unrealized +31.2%
BUNGE LIMITED 0.4%
Value $11.64M Shares 177,509 Est. Cost $52.25 Unrealized
INVH INVITATION HOMES INC 0.4%
Value $11.53M Shares 388,154 Est. Cost $24.63 Unrealized 0.0%
HESS CORP 0.4%
Value $11.4M Shares 216,024 Est. Cost $52.79 Unrealized
NSC NORFOLK SOUTHN CORP 0.4%
Value $11.38M Shares 47,896 Est. Cost $204.73 Unrealized 0.0%
DISCOVERY INC 0.4%
Value $11.29M Shares 375,317 Est. Cost $30.09 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value $11.03M Shares 117,514 Est. Cost $84.35 Unrealized 0.0%
LII LENNOX INTL INC 0.4%
Value $10.98M Shares 40,093 Est. Cost $250.12 Unrealized +6.8%
CORELOGIC INC 0.4%
Value $10.94M Shares 141,503 Est. Cost $77.32 Unrealized
KIM KIMCO RLTY CORP 0.4%
Value $10.88M Shares 724,947 Est. Cost $10.60 Unrealized 0.0%
AEROJET ROCKETDYNE HLDGS INC 0.4%
Value $10.57M Shares 200,000 Est. Cost $52.85 Unrealized
APACHE CORP 0.4%
Value $10.37M Shares 730,909 Est. Cost $13.97 Unrealized
CNNE CANNAE HLDGS INC 0.4%
Value $10.16M Shares 229,603 Est. Cost $34.83 Unrealized +11.0%
FANG DIAMONDBACK ENERGY INC 0.3%
Value $9.586M Shares 198,058 Est. Cost $50.83 Unrealized -41.3%
PTON PELOTON INTERACTIVE INC 0.3%
Value $9.455M Shares 62,321 Est. Cost $73.57 Unrealized +65.6%
MPT MEDICAL PPTYS TRUST INC 0.3%
Value $9.38M Shares 430,486 Est. Cost $21.79 Unrealized
KKR KKR & CO INC 0.3%
Value $9.125M Shares 225,375 Est. Cost $30.38 Unrealized +18.8%
MTH MERITAGE HOMES CORP 0.3%
Value $8.812M Shares 106,400 Est. Cost $47.27 Unrealized 0.0%
NAVISTAR INTL CORP NEW 0.3%
Value $8.752M Shares 199,096 Est. Cost $43.96 Unrealized
KANSAS CITY SOUTHERN 0.3%
Value $8.485M Shares 41,568 Est. Cost $135.29 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.3%
Value $8.457M Shares 26,500 Est. Cost $276.37 Unrealized 0.0%
GLATFELTER CORPORATION 0.3%
Value $8.19M Shares 500,000 Est. Cost $16.38 Unrealized
VOYA VOYA FINANCIAL INC 0.3%
Value $8.116M Shares 138,000 Est. Cost $40.32 Unrealized +22.8%
DG DOLLAR GEN CORP NEW 0.3%
Value $7.941M Shares 37,760 Est. Cost $188.76 Unrealized +4.9%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value $7.805M Shares 49,084 Est. Cost $94.67 Unrealized +42.4%
HUMANCO ACQUISITION CORP 0.3%
Value $7.714M Shares 700,000 Est. Cost $11.02 Unrealized
CIMAREX ENERGY CO 0.3%
Value $7.645M Shares 203,800 Est. Cost $24.33 Unrealized
AMZN AMAZON COM INC 0.3%
Value $7.256M Shares 2,228 Est. Cost $159.58 Unrealized 0.0%
TRGP TARGA RES CORP 0.3%
Value $7.133M Shares 270,400 Est. Cost $19.24 Unrealized 0.0%
FOR FORESTAR GROUP INC 0.2%
Value $6.798M Shares 336,879 Est. Cost $14.60 Unrealized +30.2%
NVR NVR INC 0.2%
Value $6.748M Shares 1,654 Est. Cost $3435.71 Unrealized +21.0%
DAR DARLING INGREDIENTS INC 0.2%
Value $6.708M Shares 116,304 Est. Cost $47.78 Unrealized 0.0%
BURL BURLINGTON STORES INC 0.2%
Value $6.621M Shares 25,316 Est. Cost $191.49 Unrealized +16.3%
PHM PULTE GROUP INC 0.2%
Value $6.61M Shares 153,300 Est. Cost $42.08 Unrealized 0.0%
SUI SUN CMNTYS INC 0.2%
Value $6.519M Shares 42,905 Est. Cost $151.94 Unrealized
HAL HALLIBURTON CO 0.2%
Value $6.517M Shares 344,806 Est. Cost $14.16 Unrealized 0.0%
TPH TRI POINTE GROUP INC 0.2%
Value $6.464M Shares 374,737 Est. Cost $13.78 Unrealized +28.3%
HOLLYFRONTIER CORP 0.2%
Value $6.203M Shares 239,964 Est. Cost $23.52 Unrealized
CTO REALTY GROWTH INC 0.2%
Value $6.198M Shares 147,000 Est. Cost $39.50 Unrealized
OSK OSHKOSH CORP 0.2%
Value $6.112M Shares 71,010 Est. Cost $73.00 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value $6.109M Shares 116,589 Est. Cost $32.76 Unrealized +27.2%
QURE UNIQURE NV 0.2%
Value $5.878M Shares 162,700 Est. Cost $40.97 Unrealized +3.0%
MCD MCDONALDS CORP 0.2%
Value $5.742M Shares 26,759 Est. Cost $193.25 Unrealized 0.0%
FBL FINL GROUP INC 0.2%
Value $5.596M Shares 106,576 Est. Cost $48.20 Unrealized
META FACEBOOK INC 0.2%
Value $5.132M Shares 18,786 Est. Cost $160.28 Unrealized +69.8%
DECK DECKERS OUTDOOR CORP 0.2%
Value $5.123M Shares 17,864 Est. Cost $44.35 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.2%
Value $5.055M Shares 74,827 Est. Cost $47.48 Unrealized +26.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value $4.956M Shares 25,390 Est. Cost $97.11 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.2%
Value $4.831M Shares 27,049 Est. Cost $150.39 Unrealized +16.8%
STAR PEAK ENERGY TRANSITION 0.2%
Value $4.825M Shares 235,820 Est. Cost $20.46 Unrealized
APOLLO STRATEGIC GROWTH CAPT 0.2%
Value $4.82M Shares 440,967 Est. Cost $10.93 Unrealized
SATS ECHOSTAR CORP 0.2%
Value $4.494M Shares 212,073 Est. Cost $30.28 Unrealized -21.0%
WMB WILLIAMS COS INC 0.2%
Value $4.493M Shares 224,100 Est. Cost $14.49 Unrealized +7.9%
OVV OVINTIV INC 0.1%
Value $3.877M Shares 270,000 Est. Cost $11.71 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value $3.862M Shares 343,900 Est. Cost $7.12 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value $3.837M Shares 163,138 Est. Cost $17.29 Unrealized 0.0%
BC BRUNSWICK CORP 0.1%
Value $3.822M Shares 50,127 Est. Cost $44.68 Unrealized +42.6%
QURATE RETAIL INC 0.1%
Value $3.597M Shares 327,861 Est. Cost $8.87 Unrealized
SUNNOVA ENERGY INTL INC. 0.1%
Value $3.385M Shares 75,000 Est. Cost $12.62 Unrealized
PVH PVH CORPORATION 0.1%
Value $3.049M Shares 32,469 Est. Cost $75.56 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value $3.029M Shares 175,000 Est. Cost $12.92 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.1%
Value $2.854M Shares 100,000 Est. Cost $20.51 Unrealized +7.0%
PARSLEY ENERGY INC 0.1%
Value $2.812M Shares 198,000 Est. Cost $14.94 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value $2.732M Shares 29,810 Est. Cost $49.10 Unrealized +17.1%
ALASKA COMMUNICATIONS SYS GR 0.1%
Value $2.573M Shares 697,420 Est. Cost $3.69 Unrealized
SM SM ENERGY CO 0.1%
Value $2.448M Shares 400,000 Est. Cost $3.11 Unrealized 0.0%
APOLLO GLOBAL MGMT INC 0.1%
Value $2.43M Shares 49,614 Est. Cost $43.23 Unrealized
LIBERTY MEDIA CORP DEL 0.1%
Value $2.317M Shares 53,245 Est. Cost $43.22 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value $2.301M Shares 244,800 Est. Cost $5.52 Unrealized +4.6%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value $1.944M Shares 153,920 Est. Cost $7.28 Unrealized +23.8%
BEEM BEAM GLOBAL 0.1%
Value $1.845M Shares 25,000 Est. Cost $27.71 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value $1.794M Shares 8,000 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value $1.721M Shares 108,829 Est. Cost $7.91 Unrealized +20.3%
HYG ISHARES TR 0.0%
Value $1.32M Shares 10,000 Est. Cost Unrealized
TREBIA ACQUISITION CORP 0.0%
Value $1.295M Shares 120,000 Est. Cost $10.79 Unrealized
APTOSE BIOSCIENCES INC 0.0%
Value $1.095M Shares 250,000 Est. Cost $4.38 Unrealized
CUE CUE BIOPHARMA INC 0.0%
Value $1.063M Shares 85,000 Est. Cost $13.32 Unrealized 0.0%
PUMP PROPETRO HLDG CORP 0.0%
Value $857K Shares 115,961 Est. Cost $5.56 Unrealized 0.0%
BRISTOL-MYERS SQUIBB CO 0.0%
Value $604K Shares 875,000 Est. Cost $3.20 Unrealized
XYZ SQUARE INC 0.0%
Value $547K Shares 400 Est. Cost Unrealized
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value $422K Shares 2,161 Est. Cost Unrealized
SPLUNK INC 0.0%
Value $358K Shares 200 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value $221K Shares 100 Est. Cost Unrealized
WELL WELLTOWER INC 0.0%
Value $205K Shares 3,175 Est. Cost $52.89 Unrealized 0.0%