CARLSON CAPITAL L P Quant / Systematic

CIK: 0001056973 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $2,073,927 (100.0% shares, 0.0% debt)

Holdings (152)

SWKH SWK HLDGS CORP 7.7%
Value ($000) $159,596 Shares 9,093,766 Est. Cost $10.16 Unrealized +28.6%
IHS MARKIT LTD 6.6%
Value ($000) $136,358 Shares 1,210,352 Est. Cost $96.23 Unrealized
ALEXION PHARMACEUTICALS INC 6.0%
Value ($000) $124,767 Shares 679,150 Est. Cost $158.27 Unrealized
XILINX INC 5.6%
Value ($000) $116,382 Shares 804,634 Est. Cost $113.91 Unrealized
NUANCE COMMUNICATIONS INC 5.2%
Value ($000) $108,880 Shares 2,000,000 Est. Cost $54.44 Unrealized
SLACK TECHNOLOGIES INC 5.2%
Value ($000) $107,871 Shares 2,435,000 Est. Cost $42.09 Unrealized
PPD INC 3.3%
Value ($000) $67,799 Shares 1,471,022 Est. Cost $46.09 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 2.9%
Value ($000) $61,047 Shares 265,400 Est. Cost $182.92 Unrealized +27.8%
TXNM PNM RES INC 2.6%
Value ($000) $53,754 Shares 1,102,203 Est. Cost $48.63 Unrealized +1.2%
PRA HEALTH SCIENCES INC 2.6%
Value ($000) $53,594 Shares 324,397 Est. Cost $157.60 Unrealized
DOMTAR CORP 2.2%
Value ($000) $45,012 Shares 819,000 Est. Cost $24.33 Unrealized
MAXIM INTEGRATED PRODS INC 2.0%
Value ($000) $41,498 Shares 393,867 Est. Cost $73.96 Unrealized
COHERENT INC 1.9%
Value ($000) $40,424 Shares 152,923 Est. Cost $252.89 Unrealized
KANSAS CITY SOUTHERN 1.5%
Value ($000) $30,604 Shares 108,000 Est. Cost $246.36 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $24,472 Shares 157,333 Est. Cost $139.74 Unrealized 0.0%
GLATFELTER CORPORATION 1.1%
Value ($000) $23,644 Shares 1,692,462 Est. Cost $15.08 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 1.0%
Value ($000) $21,070 Shares 85,771 Est. Cost $226.10 Unrealized
DELL DELL TECHNOLOGIES INC 1.0%
Value ($000) $19,735 Shares 198,000 Est. Cost $29.45 Unrealized +56.1%
PACWEST BANCORP DEL 0.9%
Value ($000) $18,549 Shares 450,659 Est. Cost $19.71 Unrealized
U S CONCRETE INC 0.9%
Value ($000) $18,450 Shares 250,000 Est. Cost $73.80 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.9%
Value ($000) $18,041 Shares 194,303 Est. Cost $75.19 Unrealized +19.0%
TCBI TEXAS CAP BANCSHARES INC 0.8%
Value ($000) $17,616 Shares 277,463 Est. Cost $73.47 Unrealized -8.3%
PNC PNC FINL SVCS GROUP INC 0.8%
Value ($000) $16,831 Shares 88,229 Est. Cost $138.54 Unrealized +14.5%
AXTA AXALTA COATING SYS LTD 0.8%
Value ($000) $16,683 Shares 547,171 Est. Cost $26.01 Unrealized +21.7%
WFC WELLS FARGO CO NEW 0.8%
Value ($000) $16,409 Shares 362,313 Est. Cost $23.45 Unrealized +70.5%
MS MORGAN STANLEY 0.8%
Value ($000) $16,253 Shares 177,257 Est. Cost $71.34 Unrealized +3.3%
CHANGE HEALTHCARE INC 0.8%
Value ($000) $16,128 Shares 700,000 Est. Cost $22.10 Unrealized
CIMAREX ENERGY CO 0.8%
Value ($000) $15,939 Shares 220,000 Est. Cost $48.23 Unrealized
SVB FINANCIAL GROUP 0.8%
Value ($000) $15,781 Shares 28,362 Est. Cost $493.67 Unrealized
UBS UBS GROUP AG 0.7%
Value ($000) $15,013 Shares 978,700 Est. Cost $15.79 Unrealized 0.0%
STT STATE STR CORP 0.7%
Value ($000) $13,655 Shares 165,957 Est. Cost $66.25 Unrealized +9.3%
LIBERTY MEDIA CORP DEL 0.6%
Value ($000) $13,129 Shares 281,859 Est. Cost $43.02 Unrealized
CMA COMERICA INC 0.6%
Value ($000) $12,941 Shares 181,393 Est. Cost $52.16 Unrealized +14.2%
INVH INVITATION HOMES INC 0.6%
Value ($000) $12,857 Shares 344,796 Est. Cost $24.63 Unrealized +24.1%
LEN LENNAR CORP 0.6%
Value ($000) $12,386 Shares 124,666 Est. Cost $90.32 Unrealized 0.0%
FOR FORESTAR GROUP INC 0.6%
Value ($000) $12,117 Shares 579,497 Est. Cost $18.44 Unrealized +26.8%
CAI INTERNATIONAL INC 0.6%
Value ($000) $12,040 Shares 215,000 Est. Cost $56.00 Unrealized
NNN NATIONAL RETAIL PROPERTIES I 0.5%
Value ($000) $11,323 Shares 241,522 Est. Cost $40.92 Unrealized
T AT&T INC 0.5%
Value ($000) $11,031 Shares 383,294 Est. Cost $16.99 Unrealized 0.0%
CNNE CANNAE HLDGS INC 0.5%
Value ($000) $10,985 Shares 323,955 Est. Cost $35.70 Unrealized -0.6%
KBR KBR INC 0.5%
Value ($000) $10,460 Shares 274,190 Est. Cost $18.97 Unrealized +99.0%
BKR BAKER HUGHES COMPANY 0.5%
Value ($000) $10,345 Shares 452,320 Est. Cost $20.47 Unrealized +0.4%
CORE-MARK HLDG CO INC 0.5%
Value ($000) $10,148 Shares 225,455 Est. Cost $45.01 Unrealized
ARMK ARAMARK 0.5%
Value ($000) $9,871 Shares 265,000 Est. Cost $25.90 Unrealized 0.0%
SUI SUN CMNTYS INC 0.5%
Value ($000) $9,801 Shares 57,184 Est. Cost $151.09 Unrealized
LIBERTY MEDIA CORP DEL 0.5%
Value ($000) $9,785 Shares 210,926 Est. Cost $44.63 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $9,702 Shares 153,800 Est. Cost $46.99 Unrealized +6.5%
MTH MERITAGE HOMES CORP 0.5%
Value ($000) $9,623 Shares 102,290 Est. Cost $46.53 Unrealized +8.5%
LOW LOWES COS INC 0.4%
Value ($000) $9,187 Shares 47,365 Est. Cost $117.33 Unrealized +53.0%
WELBILT INC 0.4%
Value ($000) $8,681 Shares 375,000 Est. Cost $23.15 Unrealized
KRC KILROY RLTY CORP 0.4%
Value ($000) $8,665 Shares 124,431 Est. Cost $66.46 Unrealized
EGP EASTGROUP PPTYS INC 0.4%
Value ($000) $8,617 Shares 52,399 Est. Cost $132.44 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $8,222 Shares 135,000 Est. Cost $35.27 Unrealized +33.8%
GWW GRAINGER W W INC 0.4%
Value ($000) $8,145 Shares 18,597 Est. Cost $349.35 Unrealized +20.3%
SUNNOVA ENERGY INTL INC. 0.4%
Value ($000) $7,874 Shares 209,076 Est. Cost $36.33 Unrealized
OTIS OTIS WORLDWIDE CORP 0.4%
Value ($000) $7,838 Shares 95,852 Est. Cost $54.65 Unrealized +31.2%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $7,323 Shares 188,600 Est. Cost $38.19 Unrealized
KIM KIMCO RLTY CORP 0.4%
Value ($000) $7,314 Shares 350,800 Est. Cost $16.92 Unrealized 0.0%
TMUS T-MOBILE US INC 0.3%
Value ($000) $7,247 Shares 50,039 Est. Cost $100.06 Unrealized +33.1%
CTO CTO RLTY GROWTH INC NEW 0.3%
Value ($000) $7,065 Shares 132,000 Est. Cost $52.07 Unrealized
V VISA INC 0.3%
Value ($000) $6,993 Shares 29,906 Est. Cost $203.18 Unrealized +8.8%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $6,974 Shares 66,094 Est. Cost $101.00 Unrealized -0.1%
AES AES CORP 0.3%
Value ($000) $6,969 Shares 267,306 Est. Cost $22.19 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.3%
Value ($000) $6,940 Shares 33,254 Est. Cost $147.80 Unrealized +15.4%
ALUS ALUSSA ENERGY ACQUISITION CO 0.3%
Value ($000) $6,937 Shares 700,000 Est. Cost $9.91 Unrealized
SPIRIT RLTY CAP INC NEW 0.3%
Value ($000) $6,721 Shares 140,498 Est. Cost $47.84 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $6,719 Shares 36,487 Est. Cost $168.00 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.3%
Value ($000) $6,671 Shares 167,861 Est. Cost $36.83 Unrealized +7.2%
ESS ESSEX PPTY TR INC 0.3%
Value ($000) $6,670 Shares 22,232 Est. Cost $217.54 Unrealized +14.6%
CBOE CBOE GLOBAL MKTS INC 0.3%
Value ($000) $6,660 Shares 55,941 Est. Cost $101.76 Unrealized +1.7%
SANDERSON FARMS INC 0.3%
Value ($000) $6,579 Shares 35,000 Est. Cost $187.97 Unrealized
AAP ADVANCE AUTO PARTS INC 0.3%
Value ($000) $6,430 Shares 31,345 Est. Cost $174.66 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.3%
Value ($000) $6,415 Shares 37,900 Est. Cost $174.87 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.3%
Value ($000) $6,229 Shares 180,696 Est. Cost $26.60 Unrealized +23.7%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $6,211 Shares 30,300 Est. Cost $153.93 Unrealized +14.8%
WMT WALMART INC 0.3%
Value ($000) $6,022 Shares 42,700 Est. Cost $43.81 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $6,001 Shares 50,556 Est. Cost $106.46 Unrealized +1.7%
KBH KB HOME 0.3%
Value ($000) $5,933 Shares 145,699 Est. Cost $36.08 Unrealized +18.5%
FEDERAL RLTY INVT TR 0.3%
Value ($000) $5,907 Shares 50,417 Est. Cost $117.16 Unrealized
ENPH ENPHASE ENERGY INC 0.3%
Value ($000) $5,876 Shares 32,000 Est. Cost $146.68 Unrealized 0.0%
WCC WESCO INTL INC 0.3%
Value ($000) $5,654 Shares 54,993 Est. Cost $96.68 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.3%
Value ($000) $5,476 Shares 19,814 Est. Cost $251.87 Unrealized 0.0%
MAS MASCO CORP 0.3%
Value ($000) $5,409 Shares 91,813 Est. Cost $39.39 Unrealized +43.6%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $5,258 Shares 56,000 Est. Cost $62.87 Unrealized +7.0%
GBTG APOLLO STRATEGIC GROWTH CAPT 0.2%
Value ($000) $5,095 Shares 645,316 Est. Cost $8.00 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $5,075 Shares 19,995 Est. Cost $125.25 Unrealized 0.0%
DEI DOUGLAS EMMETT INC 0.2%
Value ($000) $4,910 Shares 146,039 Est. Cost $33.62 Unrealized
OVV OVINTIV INC 0.2%
Value ($000) $4,809 Shares 152,800 Est. Cost $26.87 Unrealized 0.0%
LESLIES INC 0.2%
Value ($000) $4,686 Shares 170,471 Est. Cost $27.49 Unrealized
HRI HERC HLDGS INC 0.2%
Value ($000) $4,647 Shares 41,462 Est. Cost $97.42 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $4,603 Shares 50,851 Est. Cost $79.13 Unrealized 0.0%
MARATHON OIL CORP 0.2%
Value ($000) $4,590 Shares 336,986 Est. Cost $10.68 Unrealized
NVR NVR INC 0.2%
Value ($000) $4,516 Shares 908 Est. Cost $3549.19 Unrealized +36.9%
PWR QUANTA SVCS INC 0.2%
Value ($000) $4,425 Shares 48,860 Est. Cost $93.14 Unrealized 0.0%
XBI SPDR SER TR 0.2%
Value ($000) $4,319 Shares 31,900 Est. Cost $135.39 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $4,203 Shares 181,800 Est. Cost $20.36 Unrealized 0.0%
GORES HLDGS V INC 0.2%
Value ($000) $4,132 Shares 409,079 Est. Cost $9.98 Unrealized
NTRS NORTHERN TR CORP 0.2%
Value ($000) $4,054 Shares 35,066 Est. Cost $84.43 Unrealized +17.6%
MUR MURPHY OIL CORP 0.2%
Value ($000) $3,958 Shares 170,000 Est. Cost $17.43 Unrealized 0.0%
TREBIA ACQUISITION CORP 0.2%
Value ($000) $3,954 Shares 399,396 Est. Cost $10.21 Unrealized
FOLEY TRASIMENE ACQUISTN COR 0.2%
Value ($000) $3,908 Shares 400,000 Est. Cost $9.77 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.2%
Value ($000) $3,825 Shares 244,735 Est. Cost $12.85 Unrealized 0.0%
CTRE CARETRUST REIT INC 0.2%
Value ($000) $3,660 Shares 157,564 Est. Cost $23.23 Unrealized
CONTINENTAL RES INC 0.2%
Value ($000) $3,639 Shares 95,700 Est. Cost $38.03 Unrealized
HUMANCO ACQUISITION CORP 0.2%
Value ($000) $3,618 Shares 349,526 Est. Cost $11.02 Unrealized
SYNOVUS FINL CORP 0.2%
Value ($000) $3,595 Shares 81,919 Est. Cost $45.75 Unrealized
MTDR MATADOR RES CO 0.2%
Value ($000) $3,523 Shares 97,822 Est. Cost $19.95 Unrealized +46.1%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $3,515 Shares 8,467 Est. Cost $335.49 Unrealized 0.0%
RETAIL OPPORTUNITY INVTS COR 0.2%
Value ($000) $3,446 Shares 195,151 Est. Cost $16.53 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,435 Shares 46,880 Est. Cost $66.51 Unrealized 0.0%
HUMANCO ACQUISITION CORP 0.2%
Value ($000) $3,411 Shares 349,524 Est. Cost $9.95 Unrealized
EQT EQT CORP 0.2%
Value ($000) $3,339 Shares 150,000 Est. Cost $18.97 Unrealized 0.0%
TREX TREX CO INC 0.2%
Value ($000) $3,236 Shares 31,659 Est. Cost $100.96 Unrealized 0.0%
MHO M/I HOMES INC 0.2%
Value ($000) $3,160 Shares 53,865 Est. Cost $51.93 Unrealized +24.3%
POOL POOL CORP 0.1%
Value ($000) $3,092 Shares 6,742 Est. Cost $290.97 Unrealized +36.9%
O REALTY INCOME CORP 0.1%
Value ($000) $2,983 Shares 44,700 Est. Cost $51.83 Unrealized 0.0%
CC NEUBERGER PRIN HLDGS II 0.1%
Value ($000) $2,982 Shares 301,543 Est. Cost $9.87 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $2,979 Shares 31,800 Est. Cost $87.20 Unrealized 0.0%
QURE UNIQURE NV 0.1%
Value ($000) $2,920 Shares 94,790 Est. Cost $40.97 Unrealized -18.2%
BC BRUNSWICK CORP 0.1%
Value ($000) $2,822 Shares 28,327 Est. Cost $44.68 Unrealized +107.2%
WMB WILLIAMS COS INC 0.1%
Value ($000) $2,498 Shares 94,100 Est. Cost $14.49 Unrealized +41.0%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $2,472 Shares 36,621 Est. Cost $55.40 Unrealized +27.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $2,404 Shares 4,246 Est. Cost $35.87 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $2,094 Shares 26,820 Est. Cost $57.19 Unrealized +15.4%
TFF PHARMACEUTICALS INC 0.1%
Value ($000) $2,066 Shares 215,000 Est. Cost $12.74 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $2,006 Shares 19,500 Est. Cost $60.85 Unrealized +28.1%
NESR NATIONAL ENERGY SERVICES REU 0.1%
Value ($000) $1,995 Shares 140,000 Est. Cost $14.25 Unrealized
STEM INC 0.1%
Value ($000) $1,979 Shares 54,960 Est. Cost $36.01 Unrealized
HOLLYFRONTIER CORP 0.1%
Value ($000) $1,974 Shares 60,000 Est. Cost $32.90 Unrealized
SNFCA SECURITY NATL FINL CORP 0.1%
Value ($000) $1,969 Shares 225,000 Est. Cost $6.69 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $1,945 Shares 14,907 Est. Cost $96.29 Unrealized 0.0%
JWSUF JAWS MUSTANG ACQUISITION COR 0.1%
Value ($000) $1,936 Shares 192,488 Est. Cost $10.15 Unrealized
CUE CUE BIOPHARMA INC 0.1%
Value ($000) $1,756 Shares 150,700 Est. Cost $13.50 Unrealized -4.3%
TSLA TESLA INC 0.1%
Value ($000) $1,747 Shares 2,200 Est. Cost Unrealized
HEALTHCARE RLTY TR 0.1%
Value ($000) $1,725 Shares 57,123 Est. Cost $29.91 Unrealized
APTOSE BIOSCIENCES INC 0.1%
Value ($000) $1,693 Shares 510,000 Est. Cost $4.62 Unrealized
REDBALL ACQUISITION CORP 0.1%
Value ($000) $1,645 Shares 168,397 Est. Cost $9.95 Unrealized
CLNE CLEAN ENERGY FUELS CORP 0.1%
Value ($000) $1,342 Shares 132,212 Est. Cost $10.32 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1,341 Shares 8,669 Est. Cost $107.90 Unrealized +28.4%
CHARGEPOINT HOLDINGS INC 0.1%
Value ($000) $1,158 Shares 33,324 Est. Cost $34.75 Unrealized
EQUITRANS MIDSTREAM CORP 0.1%
Value ($000) $1,106 Shares 130,000 Est. Cost $8.51 Unrealized
LIBERTY MEDIA ACQUISITION CO 0.0%
Value ($000) $1,018 Shares 100,000 Est. Cost $10.18 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $1,001 Shares 18,000 Est. Cost Unrealized
KMX CARMAX INC 0.0%
Value ($000) $994 Shares 7,700 Est. Cost $123.63 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $982 Shares 22,100 Est. Cost $19.24 Unrealized +83.2%
SPARTAN ACQUISITION CORP II 0.0%
Value ($000) $942 Shares 94,268 Est. Cost $10.46 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $928 Shares 25,000 Est. Cost $36.53 Unrealized 0.0%
DIDIY DIDI GLOBAL INC 0.0%
Value ($000) $495 Shares 35,000 Est. Cost $14.14 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $425 Shares 10,000 Est. Cost $42.50 Unrealized 0.0%
GEVO GEVO INC 0.0%
Value ($000) $406 Shares 55,902 Est. Cost $7.31 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $383 Shares 15,000 Est. Cost Unrealized
HUMANCO ACQUISITION CORP 0.0%
Value ($000) $207 Shares 174,262 Est. Cost $1.30 Unrealized