Carlson Capital, L.P. Quant / Systematic

Location: Dallas, TX

CIK: 0001056973 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 14, 2023

Total Value: $1.31B (100.0% shares, 0.0% debt)

Holdings (117)

SWKH SWK HLDGS CORP 12.2%
Value $160M Shares 9,093,766 Est. Cost $10.16 Unrealized +44.8%
HORIZON THERAPEUTICS PUB L 6.6%
Value $85.92M Shares 755,000 Est. Cost $113.80 Unrealized
BLACK KNIGHT INC 5.0%
Value $64.9M Shares 1,051,022 Est. Cost $64.74 Unrealized
MYOVANT SCIENCES LTD 3.7%
Value $48.67M Shares 1,805,249 Est. Cost $26.96 Unrealized
FHN FIRST HORIZON CORPORATION 3.4%
Value $44.96M Shares 1,835,211 Est. Cost $18.62 Unrealized +15.6%
COWEN INC 3.0%
Value $39.85M Shares 1,031,794 Est. Cost $38.64 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 2.6%
Value $34.56M Shares 800,000 Est. Cost $43.84 Unrealized -0.9%
YAMANA GOLD INC 2.6%
Value $34.13M Shares 6,150,000 Est. Cost $5.55 Unrealized
WFC WELLS FARGO CO NEW 2.5%
Value $32.45M Shares 785,909 Est. Cost $42.25 Unrealized -3.4%
POSHMARK INC 2.1%
Value $28.04M Shares 1,568,424 Est. Cost $17.88 Unrealized
AEROJET ROCKETDYNE HLDGS INC 2.1%
Value $27.41M Shares 490,000 Est. Cost $55.93 Unrealized
ACTIVISION BLIZZARD INC 2.0%
Value $25.96M Shares 339,100 Est. Cost $79.45 Unrealized
EVO PMTS INC 1.8%
Value $23.69M Shares 700,000 Est. Cost $33.84 Unrealized
LOW LOWES COS INC 1.7%
Value $22.75M Shares 114,203 Est. Cost $179.11 Unrealized +5.1%
USB US BANCORP DEL 1.4%
Value $18.24M Shares 418,292 Est. Cost $39.22 Unrealized -6.4%
LHC GROUP INC 1.4%
Value $17.79M Shares 110,000 Est. Cost $163.66 Unrealized
PNC PNC FINL SVCS GROUP INC 1.2%
Value $15.33M Shares 97,036 Est. Cost $139.24 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 1.2%
Value $15.17M Shares 163,176 Est. Cost $104.09 Unrealized -10.6%
GLATFELTER CORPORATION 1.1%
Value $14.91M Shares 5,365,000 Est. Cost $8.44 Unrealized
CMBT EURONAV NV 1.1%
Value $14.77M Shares 866,664 Est. Cost $9.37 Unrealized +14.8%
CSX CSX CORP 1.1%
Value $14.63M Shares 472,191 Est. Cost $28.73 Unrealized 0.0%
KBR KBR INC 1.1%
Value $14.6M Shares 276,446 Est. Cost $25.38 Unrealized +89.5%
MAT MATTEL INC 1.0%
Value $13.51M Shares 757,451 Est. Cost $22.50 Unrealized -19.4%
WCN WASTE CONNECTIONS INC 0.9%
Value $12.42M Shares 93,700 Est. Cost $130.09 Unrealized +2.5%
PAYX PAYCHEX INC 0.9%
Value $12.15M Shares 105,157 Est. Cost $108.61 Unrealized -1.9%
DISCOVER FINL SVCS 0.9%
Value $11.88M Shares 121,436 Est. Cost $97.83 Unrealized
SPGI S&P GLOBAL INC 0.9%
Value $11.72M Shares 35,000 Est. Cost $337.42 Unrealized -4.8%
MHO M/I HOMES INC 0.9%
Value $11.2M Shares 242,453 Est. Cost $52.52 Unrealized -18.2%
BENEFITFOCUS INC 0.8%
Value $10.71M Shares 1,024,075 Est. Cost $10.46 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.8%
Value $10.67M Shares 157,200 Est. Cost $82.25 Unrealized -20.4%
TIP ISHARES TR 0.8%
Value $10.64M Shares 100,000 Est. Cost $105.22 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.8%
Value $10.13M Shares 12,000 Est. Cost $53.77 Unrealized 0.0%
VMC VULCAN MATLS CO 0.7%
Value $9.607M Shares 54,860 Est. Cost $166.92 Unrealized 0.0%
HEI/A HEICO CORP NEW 0.7%
Value $9.24M Shares 77,100 Est. Cost $120.44 Unrealized +0.9%
HLT HILTON WORLDWIDE HLDGS INC 0.7%
Value $9.009M Shares 71,300 Est. Cost $136.67 Unrealized -4.5%
WAB WABTEC 0.7%
Value $8.902M Shares 89,194 Est. Cost $87.14 Unrealized +7.8%
PYPL PAYPAL HLDGS INC 0.7%
Value $8.682M Shares 121,900 Est. Cost $79.85 Unrealized 0.0%
FOR FORESTAR GROUP INC 0.7%
Value $8.614M Shares 559,010 Est. Cost $17.70 Unrealized -25.2%
FLEETCOR TECHNOLOGIES INC 0.7%
Value $8.596M Shares 46,800 Est. Cost $193.41 Unrealized
LIBERTY MEDIA CORP DEL 0.7%
Value $8.574M Shares 218,118 Est. Cost $44.16 Unrealized
TRU TRANSUNION 0.7%
Value $8.535M Shares 150,400 Est. Cost $71.04 Unrealized -18.9%
KBH KB HOME 0.6%
Value $8.449M Shares 265,288 Est. Cost $34.21 Unrealized -17.3%
SCIPLAY CORPORATION 0.6%
Value $8.394M Shares 522,000 Est. Cost $20.00 Unrealized
CNNE CANNAE HLDGS INC 0.6%
Value $8.074M Shares 390,992 Est. Cost $32.00 Unrealized -35.0%
GWW GRAINGER W W INC 0.6%
Value $8.066M Shares 14,500 Est. Cost $510.04 Unrealized +7.5%
SOUTHSTATE CORPORATION 0.6%
Value $8.01M Shares 104,898 Est. Cost $79.12 Unrealized
BRBR BELLRING BRANDS INC 0.6%
Value $7.718M Shares 300,995 Est. Cost $24.81 Unrealized -3.1%
LBRDK LIBERTY BROADBAND CORP 0.6%
Value $7.667M Shares 100,528 Est. Cost $134.88 Unrealized -43.5%
TPH TRI POINTE HOMES INC 0.6%
Value $7.615M Shares 409,615 Est. Cost $17.65 Unrealized -1.5%
TOL TOLL BROTHERS INC 0.6%
Value $7.61M Shares 152,444 Est. Cost $50.52 Unrealized -9.0%
ARMK ARAMARK 0.6%
Value $7.568M Shares 183,064 Est. Cost $25.49 Unrealized +4.1%
HAL HALLIBURTON CO 0.6%
Value $7.374M Shares 187,400 Est. Cost $26.55 Unrealized +24.2%
HYG ISHARES TR 0.6%
Value $7.363M Shares 100,000 Est. Cost $73.63 Unrealized
KEY KEYCORP 0.5%
Value $7.161M Shares 411,100 Est. Cost $14.79 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.5%
Value $7.159M Shares 55,500 Est. Cost $128.26 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.5%
Value $7.109M Shares 144,600 Est. Cost $60.32 Unrealized -17.1%
AXTA AXALTA COATING SYS LTD 0.5%
Value $7.048M Shares 276,705 Est. Cost $27.13 Unrealized -8.9%
ALSN ALLISON TRANSMISSION HLDGS I 0.5%
Value $6.998M Shares 168,216 Est. Cost $36.08 Unrealized +9.0%
GLOB GLOBANT S A 0.5%
Value $6.995M Shares 41,600 Est. Cost $192.66 Unrealized -8.1%
CMA COMERICA INC 0.5%
Value $6.351M Shares 95,000 Est. Cost $58.65 Unrealized 0.0%
KRE SPDR SER TR 0.5%
Value $6.097M Shares 103,800 Est. Cost $58.74 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value $6.071M Shares 25,581 Est. Cost $224.77 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.5%
Value $6.033M Shares 183,862 Est. Cost $32.00 Unrealized -6.5%
V VISA INC 0.5%
Value $5.963M Shares 28,700 Est. Cost $196.98 Unrealized 0.0%
UNP UNION PAC CORP 0.5%
Value $5.922M Shares 28,600 Est. Cost $204.23 Unrealized -6.9%
BLKB BLACKBAUD INC 0.4%
Value $5.886M Shares 100,000 Est. Cost $54.23 Unrealized +3.3%
TGT TARGET CORP 0.4%
Value $5.872M Shares 39,400 Est. Cost $140.92 Unrealized 0.0%
BERRY GLOBAL GROUP INC 0.4%
Value $5.439M Shares 90,000 Est. Cost $54.64 Unrealized
CRM SALESFORCE INC 0.4%
Value $5.118M Shares 38,600 Est. Cost $144.17 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.4%
Value $5.105M Shares 135,700 Est. Cost $31.86 Unrealized 0.0%
CDAUF COMPASS DIGITAL ACQUISITN CO 0.4%
Value $5.046M Shares 505,619 Est. Cost $9.88 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.4%
Value $4.937M Shares 28,314 Est. Cost $169.23 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.4%
Value $4.856M Shares 25,000 Est. Cost $214.75 Unrealized 0.0%
MIR MIRION TECHNOLOGIES INC 0.4%
Value $4.851M Shares 733,935 Est. Cost $10.31 Unrealized -34.7%
MTH MERITAGE HOMES CORP 0.4%
Value $4.74M Shares 51,415 Est. Cost $44.45 Unrealized -9.0%
TSLA TESLA INC 0.4%
Value $4.673M Shares 1,500 Est. Cost Unrealized
FDX FEDEX CORP 0.4%
Value $4.659M Shares 26,900 Est. Cost $155.01 Unrealized 0.0%
ALIT ALIGHT INC 0.4%
Value $4.658M Shares 557,204 Est. Cost $10.07 Unrealized -21.0%
DELL DELL TECHNOLOGIES INC 0.3%
Value $4.579M Shares 113,844 Est. Cost $51.12 Unrealized -27.4%
ALLE ALLEGION PLC 0.3%
Value $4.526M Shares 43,000 Est. Cost $110.74 Unrealized -9.6%
GFF GRIFFON CORP 0.3%
Value $4.074M Shares 113,821 Est. Cost $27.54 Unrealized +9.9%
PKG PACKAGING CORP AMER 0.3%
Value $4.016M Shares 31,400 Est. Cost $121.77 Unrealized -6.2%
JKHY HENRY JACK & ASSOC INC 0.3%
Value $3.968M Shares 22,600 Est. Cost $177.18 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.3%
Value $3.947M Shares 33,200 Est. Cost $111.34 Unrealized +0.8%
FDS FACTSET RESH SYS INC 0.3%
Value $3.892M Shares 9,700 Est. Cost $412.86 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.3%
Value $3.546M Shares 77,900 Est. Cost $39.25 Unrealized 0.0%
BPOP POPULAR INC 0.3%
Value $3.343M Shares 50,401 Est. Cost $70.02 Unrealized -9.9%
GOOG ALPHABET INC 0.3%
Value $3.283M Shares 37,000 Est. Cost $94.73 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.2%
Value $3.228M Shares 107,100 Est. Cost $30.14 Unrealized
LIBERTY MEDIA CORP DEL 0.2%
Value $2.984M Shares 76,251 Est. Cost $44.93 Unrealized
BEACON ROOFING SUPPLY INC 0.2%
Value $2.966M Shares 56,183 Est. Cost $52.79 Unrealized
BC BRUNSWICK CORP 0.2%
Value $2.938M Shares 40,758 Est. Cost $84.69 Unrealized -21.8%
META META PLATFORMS INC 0.2%
Value $2.912M Shares 24,200 Est. Cost $116.61 Unrealized 0.0%
IGV ISHARES TR 0.2%
Value $2.749M Shares 10,743 Est. Cost $255.85 Unrealized
FORGEROCK INC 0.2%
Value $2.277M Shares 100,000 Est. Cost $22.77 Unrealized
SNFCA SECURITY NATL FINL CORP 0.2%
Value $2.029M Shares 277,977 Est. Cost $6.61 Unrealized -15.1%
WWD WOODWARD INC 0.2%
Value $2.029M Shares 21,000 Est. Cost $90.55 Unrealized 0.0%
GLPG GALAPAGOS NV 0.1%
Value $1.553M Shares 35,000 Est. Cost $52.35 Unrealized
BIIB BIOGEN INC 0.1%
Value $1.385M Shares 5,000 Est. Cost $247.41 Unrealized +14.2%
TFF PHARMACEUTICALS INC 0.1%
Value $1.304M Shares 1,242,000 Est. Cost $3.17 Unrealized
TSHA TAYSHA GENE THERAPIES INC 0.1%
Value $1.266M Shares 560,000 Est. Cost $2.70 Unrealized -24.9%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.1%
Value $1.164M Shares 182,109 Est. Cost $13.98 Unrealized -44.1%
APTOSE BIOSCIENCES INC 0.1%
Value $1.137M Shares 1,960,000 Est. Cost $2.13 Unrealized
CUE CUE BIOPHARMA INC 0.1%
Value $1.04M Shares 365,000 Est. Cost $8.13 Unrealized -62.5%
HYG ISHARES TR 0.1%
Value $956K Shares 7,500 Est. Cost $73.63 Unrealized
QURE UNIQURE NV 0.1%
Value $907K Shares 40,000 Est. Cost $38.62 Unrealized -44.1%
LTRN LANTERN PHARMA INC 0.1%
Value $834K Shares 138,000 Est. Cost $8.47 Unrealized -40.9%
CGTX COGNITION THERAPEUTICS INC 0.0%
Value $483K Shares 229,900 Est. Cost $2.05 Unrealized -1.3%
GLD SPDR GOLD TR 0.0%
Value $399K Shares 700 Est. Cost $154.67 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $398K Shares 1,000 Est. Cost Unrealized
EWZ ISHARES INC 0.0%
Value $392K Shares 14,000 Est. Cost $27.97 Unrealized
MEI PHARMA INC 0.0%
Value $287K Shares 1,180,000 Est. Cost $0.92 Unrealized
RBLX ROBLOX CORP 0.0%
Value $285K Shares 10,000 Est. Cost $35.12 Unrealized 0.0%
EXICURE INC 0.0%
Value $244K Shares 212,283 Est. Cost $1.80 Unrealized
BARCLAYS BANK PLC 0.0%
Value $194K Shares 10,000 Est. Cost $19.38 Unrealized
FREYEUR FREYR BATTERY 0.0%
Value $86,800 Shares 10,000 Est. Cost $8.68 Unrealized
EIGER BIOPHARMACEUTICALS INC 0.0%
Value $82,600 Shares 70,000 Est. Cost $4.85 Unrealized