CARLSON CAPITAL L P Quant / Systematic

CIK: 0001056973 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 11, 2022

Total Value ($000): $1,739,011 (100.0% shares, 0.0% debt)

Holdings (144)

SWKH SWK HLDGS CORP 10.3%
Value ($000) $178,511 Shares 9,093,766 Est. Cost $10.16 Unrealized +48.6%
XILINX INC 9.1%
Value ($000) $158,058 Shares 745,450 Est. Cost $117.21 Unrealized
IHS MARKIT LTD 6.2%
Value ($000) $108,330 Shares 815,000 Est. Cost $96.23 Unrealized
BHP GROUP PLC 6.0%
Value ($000) $103,701 Shares 1,735,000 Est. Cost $54.67 Unrealized
NUANCE COMMUNICATIONS INC 4.3%
Value ($000) $75,180 Shares 1,359,000 Est. Cost $54.54 Unrealized
CERNER CORP 2.5%
Value ($000) $44,113 Shares 475,000 Est. Cost $92.87 Unrealized
CMA COMERICA INC 2.3%
Value ($000) $39,947 Shares 459,166 Est. Cost $70.25 Unrealized 0.0%
GLATFELTER CORPORATION 2.1%
Value ($000) $37,376 Shares 2,173,000 Est. Cost $14.80 Unrealized
WFC WELLS FARGO CO NEW 2.1%
Value ($000) $37,089 Shares 773,000 Est. Cost $44.41 Unrealized 0.0%
TXNM PNM RES INC 1.8%
Value ($000) $31,941 Shares 700,300 Est. Cost $48.49 Unrealized -0.9%
COHERENT INC 1.8%
Value ($000) $31,602 Shares 118,563 Est. Cost $252.89 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 1.7%
Value ($000) $30,090 Shares 126,700 Est. Cost $182.92 Unrealized +22.3%
VONAGE HLDGS CORP 1.5%
Value ($000) $25,572 Shares 1,230,000 Est. Cost $20.79 Unrealized
PACWEST BANCORP DEL 1.4%
Value ($000) $23,986 Shares 531,013 Est. Cost $24.11 Unrealized
LC LENDINGCLUB CORP 1.3%
Value ($000) $23,474 Shares 970,800 Est. Cost $33.87 Unrealized 0.0%
MS MORGAN STANLEY 1.3%
Value ($000) $22,999 Shares 234,300 Est. Cost $86.77 Unrealized 0.0%
NTRS NORTHERN TR CORP 1.3%
Value ($000) $22,392 Shares 187,211 Est. Cost $105.01 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 1.3%
Value ($000) $21,817 Shares 108,800 Est. Cost $174.29 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 1.2%
Value ($000) $21,187 Shares 377,200 Est. Cost $51.11 Unrealized 0.0%
ROG ROGERS CORP 1.1%
Value ($000) $19,110 Shares 70,000 Est. Cost $243.23 Unrealized 0.0%
PPC PILGRIMS PRIDE CORP 1.0%
Value ($000) $18,076 Shares 641,000 Est. Cost $25.81 Unrealized +10.2%
CYRUSONE INC 1.0%
Value ($000) $17,765 Shares 198,000 Est. Cost $89.72 Unrealized
STATE AUTO FINL CORP 1.0%
Value ($000) $16,996 Shares 328,800 Est. Cost $50.95 Unrealized
GREENSKY INC 0.8%
Value ($000) $14,200 Shares 1,250,000 Est. Cost $11.18 Unrealized
SCIPLAY CORPORATION 0.8%
Value ($000) $13,780 Shares 1,000,000 Est. Cost $20.00 Unrealized
KBR KBR INC 0.8%
Value ($000) $13,581 Shares 285,190 Est. Cost $19.86 Unrealized +112.7%
CBOE CBOE GLOBAL MKTS INC 0.8%
Value ($000) $13,433 Shares 103,016 Est. Cost $109.51 Unrealized +11.9%
ARMK ARAMARK 0.8%
Value ($000) $13,266 Shares 360,000 Est. Cost $25.49 Unrealized -2.5%
KBH KB HOME 0.7%
Value ($000) $12,595 Shares 281,584 Est. Cost $37.45 Unrealized +4.3%
PHM PULTE GROUP INC 0.7%
Value ($000) $11,998 Shares 209,900 Est. Cost $49.63 Unrealized -0.7%
FOR FORESTAR GROUP INC 0.7%
Value ($000) $11,771 Shares 541,197 Est. Cost $18.50 Unrealized +11.4%
VLO VALERO ENERGY CORP 0.7%
Value ($000) $11,672 Shares 155,400 Est. Cost $65.12 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD 0.7%
Value ($000) $11,449 Shares 345,691 Est. Cost $27.59 Unrealized +15.0%
SBNY SIGNATURE BK NEW YORK N Y 0.6%
Value ($000) $11,250 Shares 34,778 Est. Cost $226.10 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $11,014 Shares 180,000 Est. Cost $53.90 Unrealized 0.0%
CHANGE HEALTHCARE INC 0.6%
Value ($000) $10,690 Shares 500,000 Est. Cost $22.10 Unrealized
CNNE CANNAE HLDGS INC 0.6%
Value ($000) $10,377 Shares 295,222 Est. Cost $35.47 Unrealized -11.0%
MHO M/I HOMES INC 0.6%
Value ($000) $10,267 Shares 165,119 Est. Cost $57.24 Unrealized +4.5%
ARENA PHARMACEUTICALS INC 0.6%
Value ($000) $10,223 Shares 110,000 Est. Cost $92.94 Unrealized
MARATHON OIL CORP 0.6%
Value ($000) $9,803 Shares 597,000 Est. Cost $12.40 Unrealized
PCAR PACCAR INC 0.5%
Value ($000) $9,206 Shares 104,300 Est. Cost $47.95 Unrealized +1.7%
ASB ASSOCIATED BANC CORP 0.5%
Value ($000) $9,153 Shares 405,200 Est. Cost $19.15 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.5%
Value ($000) $8,790 Shares 172,859 Est. Cost $43.02 Unrealized
CSX CSX CORP 0.5%
Value ($000) $8,772 Shares 233,300 Est. Cost $33.29 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $8,673 Shares 196,900 Est. Cost $29.84 Unrealized +12.6%
HWM HOWMET AEROSPACE INC 0.5%
Value ($000) $8,442 Shares 265,209 Est. Cost $28.30 Unrealized +7.6%
ONL ORION OFFICE REIT INC 0.5%
Value ($000) $8,402 Shares 450,000 Est. Cost $18.67 Unrealized
APA APA CORPORATION 0.5%
Value ($000) $8,374 Shares 311,400 Est. Cost $23.39 Unrealized 0.0%
AZEK CO INC 0.5%
Value ($000) $8,354 Shares 180,670 Est. Cost $37.27 Unrealized
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $8,331 Shares 27,985 Est. Cost $255.22 Unrealized 0.0%
UBS UBS GROUP AG 0.5%
Value ($000) $8,003 Shares 447,843 Est. Cost $15.79 Unrealized +11.5%
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $7,837 Shares 72,662 Est. Cost $63.73 Unrealized +40.3%
FDX FEDEX CORP 0.4%
Value ($000) $7,733 Shares 29,900 Est. Cost $219.91 Unrealized 0.0%
LEN LENNAR CORP 0.4%
Value ($000) $7,401 Shares 63,712 Est. Cost $91.89 Unrealized +4.6%
WSO WATSCO INC 0.4%
Value ($000) $7,107 Shares 22,714 Est. Cost $284.73 Unrealized +4.0%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value ($000) $7,095 Shares 250,000 Est. Cost $33.06 Unrealized -5.9%
HUMANCO ACQUISITION CORP 0.4%
Value ($000) $6,886 Shares 704,050 Est. Cost $9.92 Unrealized
MIR MIRION TECHNOLOGIES INC 0.4%
Value ($000) $6,806 Shares 650,000 Est. Cost $10.74 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 0.4%
Value ($000) $6,766 Shares 42,000 Est. Cost $154.05 Unrealized 0.0%
CMC MATERIALS INC 0.4%
Value ($000) $6,666 Shares 34,773 Est. Cost $191.70 Unrealized
IAA INC 0.4%
Value ($000) $6,636 Shares 131,100 Est. Cost $50.62 Unrealized
SVB FINANCIAL GROUP 0.4%
Value ($000) $6,580 Shares 9,701 Est. Cost $493.67 Unrealized
CTO CTO RLTY GROWTH INC NEW 0.4%
Value ($000) $6,553 Shares 106,695 Est. Cost $52.13 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $6,463 Shares 25,003 Est. Cost $118.07 Unrealized +86.2%
JBHT HUNT J B TRANS SVCS INC 0.4%
Value ($000) $6,387 Shares 31,246 Est. Cost $163.64 Unrealized +12.9%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $6,105 Shares 146,300 Est. Cost $35.15 Unrealized +1.8%
T AT&T INC 0.3%
Value ($000) $6,079 Shares 247,100 Est. Cost $16.60 Unrealized -11.6%
XBI SPDR SER TR 0.3%
Value ($000) $6,046 Shares 54,000 Est. Cost $126.03 Unrealized
ALIT ALIGHT INC 0.3%
Value ($000) $5,946 Shares 550,000 Est. Cost $10.10 Unrealized +2.6%
HAL HALLIBURTON CO 0.3%
Value ($000) $5,489 Shares 240,000 Est. Cost $21.79 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.3%
Value ($000) $5,353 Shares 39,600 Est. Cost $132.51 Unrealized 0.0%
MAS MASCO CORP 0.3%
Value ($000) $5,344 Shares 76,100 Est. Cost $59.83 Unrealized 0.0%
MTH MERITAGE HOMES CORP 0.3%
Value ($000) $5,263 Shares 43,115 Est. Cost $46.53 Unrealized +19.9%
LIBERTY MEDIA CORP DEL 0.3%
Value ($000) $5,234 Shares 102,926 Est. Cost $44.63 Unrealized
M D C HLDGS INC 0.3%
Value ($000) $5,226 Shares 93,600 Est. Cost $55.83 Unrealized
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $5,211 Shares 59,852 Est. Cost $54.65 Unrealized +43.5%
FNF FIDELITY NATIONAL FINANCIAL 0.3%
Value ($000) $5,114 Shares 98,000 Est. Cost $38.96 Unrealized 0.0%
STT STATE STR CORP 0.3%
Value ($000) $5,062 Shares 54,428 Est. Cost $70.09 Unrealized +16.9%
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $5,054 Shares 46,300 Est. Cost $102.06 Unrealized 0.0%
PII POLARIS INC 0.3%
Value ($000) $5,045 Shares 45,900 Est. Cost $117.80 Unrealized 0.0%
FISV FISERV INC 0.3%
Value ($000) $4,982 Shares 48,000 Est. Cost $103.40 Unrealized 0.0%
CDAUF COMPASS DIGITAL ACQUISITN CO 0.3%
Value ($000) $4,940 Shares 500,000 Est. Cost $9.88 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $4,927 Shares 77,000 Est. Cost $53.68 Unrealized +8.8%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $4,904 Shares 26,000 Est. Cost $158.57 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 0.3%
Value ($000) $4,806 Shares 132,216 Est. Cost $36.19 Unrealized -8.5%
ALLE ALLEGION PLC 0.3%
Value ($000) $4,728 Shares 35,700 Est. Cost $131.00 Unrealized -5.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $4,312 Shares 12,000 Est. Cost $354.74 Unrealized -4.8%
CONTINENTAL RES INC 0.2%
Value ($000) $4,252 Shares 95,000 Est. Cost $41.69 Unrealized
HRI HERC HLDGS INC 0.2%
Value ($000) $4,221 Shares 26,965 Est. Cost $97.42 Unrealized +67.2%
PWR QUANTA SVCS INC 0.2%
Value ($000) $4,188 Shares 36,522 Est. Cost $94.39 Unrealized +21.3%
EXC EXELON CORP 0.2%
Value ($000) $4,175 Shares 72,287 Est. Cost $29.30 Unrealized +11.0%
MGY MAGNOLIA OIL & GAS CORP 0.2%
Value ($000) $4,146 Shares 219,735 Est. Cost $13.35 Unrealized +48.7%
TCBI TEXAS CAP BANCSHARES INC 0.2%
Value ($000) $4,094 Shares 67,952 Est. Cost $69.52 Unrealized -13.2%
TREBIA ACQUISITION CORP 0.2%
Value ($000) $3,978 Shares 399,396 Est. Cost $10.21 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.2%
Value ($000) $3,928 Shares 14,000 Est. Cost $251.87 Unrealized +25.4%
SAIA SAIA INC 0.2%
Value ($000) $3,876 Shares 11,500 Est. Cost $231.18 Unrealized +34.2%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,710 Shares 39,738 Est. Cost $66.77 Unrealized +15.9%
HAYW HAYWARD HLDGS INC 0.2%
Value ($000) $3,510 Shares 133,800 Est. Cost $24.25 Unrealized 0.0%
OLN OLIN CORP 0.2%
Value ($000) $3,451 Shares 60,000 Est. Cost $51.61 Unrealized 0.0%
OVV OVINTIV INC 0.2%
Value ($000) $3,188 Shares 94,600 Est. Cost $27.16 Unrealized +31.5%
MUR MURPHY OIL CORP 0.2%
Value ($000) $3,004 Shares 115,061 Est. Cost $23.90 Unrealized 0.0%
CC NEUBERGER PRIN HLDGS II 0.2%
Value ($000) $2,985 Shares 301,543 Est. Cost $9.87 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $2,898 Shares 22,400 Est. Cost $116.12 Unrealized 0.0%
ALB ALBEMARLE CORP 0.2%
Value ($000) $2,856 Shares 12,219 Est. Cost $202.32 Unrealized +16.0%
LIBERTY MEDIA ACQUISITION CO 0.2%
Value ($000) $2,733 Shares 265,812 Est. Cost $10.15 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.2%
Value ($000) $2,704 Shares 320,000 Est. Cost $8.62 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,699 Shares 23,000 Est. Cost $83.32 Unrealized +15.3%
MTDR MATADOR RES CO 0.2%
Value ($000) $2,684 Shares 72,700 Est. Cost $23.29 Unrealized +75.7%
KKR ACQUISITION HOLDING I CO 0.2%
Value ($000) $2,679 Shares 275,000 Est. Cost $9.75 Unrealized
SUNPOWER CORP 0.1%
Value ($000) $2,504 Shares 120,000 Est. Cost $20.87 Unrealized
TRGP TARGA RES CORP 0.1%
Value ($000) $2,455 Shares 47,000 Est. Cost $36.38 Unrealized +34.7%
SUNNOVA ENERGY INTL INC. 0.1%
Value ($000) $2,429 Shares 87,000 Est. Cost $36.33 Unrealized
GLPG GALAPAGOS NV 0.1%
Value ($000) $2,205 Shares 40,000 Est. Cost $55.13 Unrealized
CUE CUE BIOPHARMA INC 0.1%
Value ($000) $2,149 Shares 190,000 Est. Cost $13.22 Unrealized -2.5%
AES AES CORP 0.1%
Value ($000) $2,053 Shares 84,467 Est. Cost $22.19 Unrealized -6.8%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,996 Shares 105,054 Est. Cost $16.87 Unrealized 0.0%
APTIV PLC 0.1%
Value ($000) $1,979 Shares 12,000 Est. Cost $156.25 Unrealized
TFF PHARMACEUTICALS INC 0.1%
Value ($000) $1,934 Shares 218,000 Est. Cost $12.46 Unrealized
JWSUF JAWS MUSTANG ACQUISITION COR 0.1%
Value ($000) $1,931 Shares 192,488 Est. Cost $10.15 Unrealized
APTOSE BIOSCIENCES INC 0.1%
Value ($000) $1,890 Shares 1,400,000 Est. Cost $2.67 Unrealized
SNFCA SECURITY NATL FINL CORP 0.1%
Value ($000) $1,833 Shares 199,233 Est. Cost $6.69 Unrealized +7.8%
STEM INC 0.1%
Value ($000) $1,799 Shares 94,814 Est. Cost $29.84 Unrealized
DONNELLEY R R & SONS CO 0.1%
Value ($000) $1,689 Shares 150,000 Est. Cost $11.26 Unrealized
REDBALL ACQUISITION CORP 0.1%
Value ($000) $1,670 Shares 168,397 Est. Cost $9.95 Unrealized
QURE UNIQURE NV 0.1%
Value ($000) $1,626 Shares 78,396 Est. Cost $38.62 Unrealized -25.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,579 Shares 4,800 Est. Cost Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,509 Shares 6,000 Est. Cost Unrealized
SHLS SHOALS TECHNOLOGIES GROUP IN 0.1%
Value ($000) $1,439 Shares 59,200 Est. Cost $28.76 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,048 Shares 14,645 Est. Cost $71.56 Unrealized
LTRN LANTERN PHARMA INC 0.1%
Value ($000) $998 Shares 125,000 Est. Cost $9.13 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $941 Shares 41,313 Est. Cost $16.92 Unrealized +9.4%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $774 Shares 12,000 Est. Cost $51.29 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $749 Shares 25,000 Est. Cost $28.71 Unrealized 0.0%
XILINX INC 0.0%
Value ($000) $724 Shares 500 Est. Cost $117.21 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $701 Shares 350 Est. Cost Unrealized
FREYEUR FREYR BATTERY 0.0%
Value ($000) $615 Shares 55,000 Est. Cost $9.87 Unrealized
MEI PHARMA INC 0.0%
Value ($000) $507 Shares 190,000 Est. Cost $2.67 Unrealized
EIGER BIOPHARMACEUTICALS INC 0.0%
Value ($000) $426 Shares 82,000 Est. Cost $5.20 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $354 Shares 18,000 Est. Cost Unrealized
SUMMIT HEALTHCRE ACQUISTN CO 0.0%
Value ($000) $292 Shares 30,000 Est. Cost $9.77 Unrealized
PACK RANPAK HOLDINGS CORP 0.0%
Value ($000) $278 Shares 3,000 Est. Cost Unrealized
HUMANCO ACQUISITION CORP 0.0%
Value ($000) $254 Shares 339,025 Est. Cost $1.18 Unrealized
EXICURE INC 0.0%
Value ($000) $243 Shares 1,200,000 Est. Cost $0.20 Unrealized
XILINX INC 0.0%
Value ($000) $212 Shares 250 Est. Cost $117.21 Unrealized