CARLSON CAPITAL L P Quant / Systematic

CIK: 0001056973 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $1,064,358 (100.0% shares, 0.0% debt)

Holdings (110)

SWKH SWK HLDGS CORP 15.3%
Value ($000) $162,415 Shares 9,093,766 Est. Cost $10.16 Unrealized +44.9%
HORIZON THERAPEUTICS PUB L 8.5%
Value ($000) $90,150 Shares 826,000 Est. Cost $113.40 Unrealized
BLACK KNIGHT INC 6.1%
Value ($000) $64,824 Shares 1,126,200 Est. Cost $64.26 Unrealized
FHN FIRST HORIZON CORPORATION 3.6%
Value ($000) $38,494 Shares 2,165,000 Est. Cost $18.81 Unrealized +5.6%
AEROJET ROCKETDYNE HLDGS INC 3.5%
Value ($000) $37,353 Shares 665,000 Est. Cost $55.99 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 2.7%
Value ($000) $28,417 Shares 669,100 Est. Cost $43.84 Unrealized -4.7%
WFC WELLS FARGO CO NEW 2.6%
Value ($000) $27,228 Shares 728,400 Est. Cost $42.25 Unrealized -4.2%
ARGO GROUP INTL HLDGS LTD 2.2%
Value ($000) $23,432 Shares 800,000 Est. Cost $29.29 Unrealized
DISCOVER FINL SVCS 2.2%
Value ($000) $23,096 Shares 233,671 Est. Cost $98.32 Unrealized
EVOQUA WATER TECHNOLOGIES CO 2.1%
Value ($000) $22,623 Shares 455,000 Est. Cost $49.72 Unrealized
GLATFELTER CORPORATION 1.8%
Value ($000) $18,869 Shares 5,915,000 Est. Cost $7.95 Unrealized
ACTIVISION BLIZZARD INC 1.6%
Value ($000) $17,118 Shares 200,000 Est. Cost $79.45 Unrealized
BLKB BLACKBAUD INC 1.4%
Value ($000) $14,553 Shares 210,000 Est. Cost $57.20 Unrealized +4.7%
FITB FIFTH THIRD BANCORP 1.4%
Value ($000) $14,398 Shares 540,447 Est. Cost $30.30 Unrealized -2.9%
ARMK ARAMARK 1.3%
Value ($000) $13,427 Shares 375,064 Est. Cost $26.49 Unrealized +3.6%
DIVERSEY HLDGS LTD 1.3%
Value ($000) $13,389 Shares 1,655,000 Est. Cost $8.09 Unrealized
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value ($000) $11,669 Shares 13,745 Est. Cost $53.90 Unrealized +1.7%
TOL TOLL BROTHERS INC 1.1%
Value ($000) $11,483 Shares 191,281 Est. Cost $51.97 Unrealized +10.9%
CNI CANADIAN NATL RY CO 1.0%
Value ($000) $11,098 Shares 94,077 Est. Cost $111.43 Unrealized +0.0%
KBR KBR INC 1.0%
Value ($000) $11,062 Shares 200,946 Est. Cost $25.38 Unrealized +99.7%
TIP ISHARES TR 1.0%
Value ($000) $11,025 Shares 100,000 Est. Cost $105.22 Unrealized
LIFE STORAGE INC 1.0%
Value ($000) $10,487 Shares 80,000 Est. Cost $131.09 Unrealized
HEI/A HEICO CORP NEW 1.0%
Value ($000) $10,478 Shares 77,100 Est. Cost $120.44 Unrealized +9.7%
MHO M/I HOMES INC 1.0%
Value ($000) $10,414 Shares 165,069 Est. Cost $52.52 Unrealized +9.7%
PB PROSPERITY BANCSHARES INC 1.0%
Value ($000) $10,390 Shares 168,885 Est. Cost $64.28 Unrealized 0.0%
LOW LOWES COS INC 1.0%
Value ($000) $10,319 Shares 51,603 Est. Cost $179.11 Unrealized +7.3%
FOR FORESTAR GROUP INC 0.9%
Value ($000) $10,028 Shares 644,496 Est. Cost $17.34 Unrealized -13.6%
NTRS NORTHERN TR CORP 0.9%
Value ($000) $9,492 Shares 107,700 Est. Cost $84.16 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.9%
Value ($000) $9,357 Shares 333,118 Est. Cost $38.61 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.9%
Value ($000) $9,157 Shares 202,416 Est. Cost $37.28 Unrealized +15.8%
LBRDK LIBERTY BROADBAND CORP 0.8%
Value ($000) $8,622 Shares 105,528 Est. Cost $132.32 Unrealized -38.9%
AXTA AXALTA COATING SYS LTD 0.8%
Value ($000) $8,571 Shares 282,954 Est. Cost $27.17 Unrealized +5.8%
CNNE CANNAE HLDGS INC 0.8%
Value ($000) $8,395 Shares 415,992 Est. Cost $31.34 Unrealized -32.8%
UNP UNION PAC CORP 0.7%
Value ($000) $7,910 Shares 39,300 Est. Cost $200.19 Unrealized -5.4%
CSX CSX CORP 0.7%
Value ($000) $7,455 Shares 249,000 Est. Cost $28.73 Unrealized +2.6%
JBHT HUNT J B TRANS SVCS INC 0.7%
Value ($000) $7,407 Shares 42,214 Est. Cost $171.68 Unrealized +2.9%
U S XPRESS ENTERPRISES INC 0.7%
Value ($000) $7,128 Shares 1,200,000 Est. Cost $5.94 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.7%
Value ($000) $7,090 Shares 130,500 Est. Cost $82.25 Unrealized -26.6%
GWW GRAINGER W W INC 0.6%
Value ($000) $6,888 Shares 10,000 Est. Cost $510.04 Unrealized +21.9%
KBH KB HOME 0.6%
Value ($000) $6,452 Shares 160,579 Est. Cost $34.21 Unrealized +1.8%
BRBR BELLRING BRANDS INC 0.6%
Value ($000) $6,324 Shares 185,995 Est. Cost $24.81 Unrealized +19.0%
LEN LENNAR CORP 0.6%
Value ($000) $6,023 Shares 57,300 Est. Cost $92.73 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $5,988 Shares 36,700 Est. Cost $148.45 Unrealized 0.0%
WWD WOODWARD INC 0.6%
Value ($000) $5,868 Shares 60,262 Est. Cost $95.88 Unrealized +3.0%
NUVASIVE INC 0.5%
Value ($000) $5,783 Shares 140,000 Est. Cost $41.31 Unrealized
GFF GRIFFON CORP 0.5%
Value ($000) $5,680 Shares 177,458 Est. Cost $29.60 Unrealized +12.5%
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $5,649 Shares 40,100 Est. Cost $136.67 Unrealized +2.1%
POOL POOL CORP 0.5%
Value ($000) $5,513 Shares 16,100 Est. Cost $340.72 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.5%
Value ($000) $5,387 Shares 38,800 Est. Cost $122.40 Unrealized +2.2%
HRI HERC HLDGS INC 0.5%
Value ($000) $5,296 Shares 46,500 Est. Cost $129.84 Unrealized 0.0%
WMT WALMART INC 0.5%
Value ($000) $5,264 Shares 35,700 Est. Cost $45.79 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.5%
Value ($000) $5,226 Shares 166,160 Est. Cost $30.61 Unrealized
DG DOLLAR GEN CORP NEW 0.5%
Value ($000) $5,177 Shares 24,600 Est. Cost $212.09 Unrealized 0.0%
CDAUF COMPASS DIGITAL ACQUISITN CO 0.5%
Value ($000) $5,172 Shares 505,619 Est. Cost $9.88 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $5,138 Shares 49,400 Est. Cost $95.01 Unrealized +0.9%
XBI SPDR SER TR 0.5%
Value ($000) $5,129 Shares 67,300 Est. Cost $76.21 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.5%
Value ($000) $5,077 Shares 46,100 Est. Cost $104.74 Unrealized 0.0%
SEAGEN INC 0.5%
Value ($000) $5,062 Shares 25,000 Est. Cost $202.47 Unrealized
SCIPLAY CORPORATION 0.5%
Value ($000) $4,997 Shares 294,643 Est. Cost $20.00 Unrealized
SPGI S&P GLOBAL INC 0.5%
Value ($000) $4,991 Shares 14,475 Est. Cost $337.42 Unrealized +1.9%
WCC WESCO INTL INC 0.5%
Value ($000) $4,868 Shares 31,500 Est. Cost $145.73 Unrealized 0.0%
PROVENTION BIO INC 0.5%
Value ($000) $4,820 Shares 200,000 Est. Cost $24.10 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $4,786 Shares 16,600 Est. Cost $249.46 Unrealized 0.0%
MIR MIRION TECHNOLOGIES INC 0.4%
Value ($000) $4,731 Shares 553,935 Est. Cost $10.31 Unrealized -23.1%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $4,430 Shares 97,500 Est. Cost $40.36 Unrealized +10.9%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $4,416 Shares 13,500 Est. Cost $323.64 Unrealized 0.0%
NOW SERVICENOW INC 0.4%
Value ($000) $4,314 Shares 9,282 Est. Cost $87.09 Unrealized 0.0%
ALLE ALLEGION PLC 0.4%
Value ($000) $4,302 Shares 40,307 Est. Cost $110.74 Unrealized -2.4%
WESTROCK CO 0.4%
Value ($000) $4,299 Shares 141,100 Est. Cost $30.47 Unrealized
FORGEROCK INC 0.4%
Value ($000) $4,120 Shares 200,000 Est. Cost $21.68 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.4%
Value ($000) $4,106 Shares 115,533 Est. Cost $56.86 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.4%
Value ($000) $4,078 Shares 38,900 Est. Cost $101.65 Unrealized 0.0%
C CITIGROUP INC 0.4%
Value ($000) $3,990 Shares 85,100 Est. Cost $44.28 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.4%
Value ($000) $3,793 Shares 108,600 Est. Cost $31.86 Unrealized +6.1%
HAL HALLIBURTON CO 0.3%
Value ($000) $3,692 Shares 116,700 Est. Cost $26.55 Unrealized +30.5%
MAT MATTEL INC 0.3%
Value ($000) $3,682 Shares 200,000 Est. Cost $22.50 Unrealized -17.4%
MTH MERITAGE HOMES CORP 0.3%
Value ($000) $3,644 Shares 31,207 Est. Cost $44.45 Unrealized +21.0%
FDS FACTSET RESH SYS INC 0.3%
Value ($000) $3,501 Shares 8,434 Est. Cost $412.86 Unrealized -2.0%
IT GARTNER INC 0.3%
Value ($000) $3,290 Shares 10,100 Est. Cost $330.57 Unrealized 0.0%
AVGO BROADCOM INC 0.3%
Value ($000) $3,233 Shares 5,040 Est. Cost $57.59 Unrealized 0.0%
CMA COMERICA INC 0.3%
Value ($000) $2,822 Shares 65,000 Est. Cost $58.65 Unrealized -6.4%
DHI D R HORTON INC 0.2%
Value ($000) $2,612 Shares 26,734 Est. Cost $92.76 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.2%
Value ($000) $2,541 Shares 84,883 Est. Cost $60.32 Unrealized -24.1%
ALIT ALIGHT INC 0.2%
Value ($000) $2,489 Shares 270,204 Est. Cost $10.07 Unrealized -13.0%
BC BRUNSWICK CORP 0.2%
Value ($000) $2,293 Shares 27,958 Est. Cost $84.69 Unrealized -8.6%
INTU INTUIT 0.2%
Value ($000) $2,229 Shares 5,000 Est. Cost $403.22 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.2%
Value ($000) $2,134 Shares 76,251 Est. Cost $44.93 Unrealized
BLD TOPBUILD CORP 0.2%
Value ($000) $2,040 Shares 9,800 Est. Cost $193.38 Unrealized 0.0%
PCTY PAYLOCITY HLDG CORP 0.2%
Value ($000) $2,017 Shares 10,147 Est. Cost $214.75 Unrealized -8.4%
SNFCA SECURITY NATL FINL CORP 0.2%
Value ($000) $1,931 Shares 310,000 Est. Cost $6.54 Unrealized -8.7%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $1,783 Shares 25,900 Est. Cost $73.79 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $1,758 Shares 13,000 Est. Cost $128.26 Unrealized -4.0%
ADSK AUTODESK INC 0.1%
Value ($000) $1,561 Shares 7,500 Est. Cost $205.89 Unrealized 0.0%
GLPG GALAPAGOS NV 0.1%
Value ($000) $1,546 Shares 40,000 Est. Cost $50.64 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $1,475 Shares 100,000 Est. Cost $15.59 Unrealized 0.0%
BOH BANK HAWAII CORP 0.1%
Value ($000) $1,283 Shares 24,633 Est. Cost $60.83 Unrealized 0.0%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.1%
Value ($000) $1,113 Shares 182,109 Est. Cost $13.98 Unrealized -50.6%
APTOSE BIOSCIENCES INC 0.1%
Value ($000) $1,056 Shares 1,650,000 Est. Cost $2.13 Unrealized
CUE CUE BIOPHARMA INC 0.1%
Value ($000) $907 Shares 254,036 Est. Cost $8.13 Unrealized -60.9%
HYG ISHARES TR 0.1%
Value ($000) $904 Shares 9,000 Est. Cost $73.63 Unrealized
TFF PHARMACEUTICALS INC 0.1%
Value ($000) $877 Shares 1,280,000 Est. Cost $3.10 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $683 Shares 13,500 Est. Cost $50.57 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value ($000) $647 Shares 2,123 Est. Cost $255.85 Unrealized
LTRN LANTERN PHARMA INC 0.1%
Value ($000) $603 Shares 124,900 Est. Cost $8.47 Unrealized -38.0%
CGTX COGNITION THERAPEUTICS INC 0.0%
Value ($000) $485 Shares 245,169 Est. Cost $2.04 Unrealized -6.5%
MEI PHARMA INC 0.0%
Value ($000) $481 Shares 2,100,000 Est. Cost $0.62 Unrealized
TSHA TAYSHA GENE THERAPIES INC 0.0%
Value ($000) $402 Shares 504,000 Est. Cost $2.70 Unrealized -52.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $363 Shares 1,700 Est. Cost Unrealized
EXICURE INC 0.0%
Value ($000) $165 Shares 189,100 Est. Cost $1.80 Unrealized
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $160 Shares 1,000,000 Est. Cost $0.44 Unrealized 0.0%