Carlson Capital, L.P. Quant / Systematic

Location: Dallas, TX

CIK: 0001056973 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value: $1.25B (100.0% shares, 0.0% debt)

Holdings (121)

SWKH SWK HLDGS CORP 12.8%
Value $159M Shares 9,093,766 Est. Cost $10.16 Unrealized +28.4%
PIONEER NAT RES CO 6.7%
Value $84.02M Shares 373,604 Est. Cost $224.12 Unrealized
HESS CORP 6.3%
Value $79.04M Shares 548,257 Est. Cost $144.16 Unrealized
SPLUNK INC 5.8%
Value $72.5M Shares 475,865 Est. Cost $150.56 Unrealized
CPRI CAPRI HOLDINGS LIMITED 3.8%
Value $46.97M Shares 935,000 Est. Cost $46.86 Unrealized +6.5%
KARUNA THERAPEUTICS INC 2.3%
Value $28.49M Shares 90,000 Est. Cost $316.51 Unrealized
LEN LENNAR CORP 2.2%
Value $27.27M Shares 182,966 Est. Cost $102.10 Unrealized +14.5%
TXNM PNM RES INC 2.0%
Value $24.97M Shares 600,344 Est. Cost $43.78 Unrealized -2.2%
TFC TRUIST FINL CORP 1.8%
Value $22.79M Shares 617,295 Est. Cost $27.77 Unrealized +1.6%
WESTROCK CO 1.8%
Value $22.66M Shares 545,700 Est. Cost $35.80 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $22.56M Shares 59,995 Est. Cost $316.08 Unrealized +10.8%
HBAN HUNTINGTON BANCSHARES INC 1.7%
Value $20.86M Shares 1,639,800 Est. Cost $10.01 Unrealized -0.3%
ORCL ORACLE CORP 1.5%
Value $18.49M Shares 175,400 Est. Cost $106.71 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 1.4%
Value $17.89M Shares 221,986 Est. Cost $102.56 Unrealized -23.4%
UNITED STATES STL CORP NEW 1.4%
Value $17.51M Shares 360,000 Est. Cost $32.48 Unrealized
KBR KBR INC 1.3%
Value $16.16M Shares 291,602 Est. Cost $37.71 Unrealized +42.6%
FHN FIRST HORIZON CORPORATION 1.2%
Value $14.83M Shares 1,047,369 Est. Cost $18.81 Unrealized -40.6%
GLATFELTER CORPORATION 1.1%
Value $13.92M Shares 7,176,000 Est. Cost $6.90 Unrealized
IMMUNOGEN INC 1.1%
Value $13.82M Shares 466,188 Est. Cost $29.65 Unrealized
CYBERARK SOFTWARE LTD 1.1%
Value $13.59M Shares 62,037 Est. Cost $219.05 Unrealized
TPH TRI POINTE HOMES INC 1.1%
Value $13.23M Shares 373,769 Est. Cost $29.42 Unrealized -1.3%
INTU INTUIT 1.0%
Value $12.82M Shares 20,509 Est. Cost $529.23 Unrealized +2.9%
SNOW SNOWFLAKE INC 1.0%
Value $12.16M Shares 61,100 Est. Cost $164.60 Unrealized +2.7%
WFC WELLS FARGO CO NEW 0.9%
Value $11.87M Shares 241,091 Est. Cost $42.11 Unrealized -2.6%
HRI HERC HLDGS INC 0.9%
Value $11.76M Shares 78,969 Est. Cost $122.38 Unrealized -4.4%
DVN DEVON ENERGY CORP NEW 0.9%
Value $11.48M Shares 253,468 Est. Cost $46.14 Unrealized -8.1%
FIVN FIVE9 INC 0.9%
Value $11.31M Shares 143,712 Est. Cost $70.54 Unrealized -1.3%
AMERICAN EQTY INVT LIFE HLD 0.9%
Value $11.16M Shares 200,000 Est. Cost $53.27 Unrealized
HEI/A HEICO CORP NEW 0.9%
Value $10.98M Shares 77,100 Est. Cost $120.44 Unrealized +12.1%
DHI D R HORTON INC 0.8%
Value $10.26M Shares 67,500 Est. Cost $116.99 Unrealized +3.0%
MNDY MONDAY COM LTD 0.8%
Value $10.16M Shares 54,100 Est. Cost $162.88 Unrealized -1.2%
LGIH LGI HOMES INC 0.8%
Value $9.972M Shares 74,888 Est. Cost $124.13 Unrealized -10.6%
PGT INNOVATIONS INC 0.8%
Value $9.972M Shares 245,000 Est. Cost $40.70 Unrealized
CNNE CANNAE HLDGS INC 0.8%
Value $9.764M Shares 500,465 Est. Cost $29.16 Unrealized -40.6%
CTO CTO RLTY GROWTH INC NEW 0.8%
Value $9.459M Shares 545,807 Est. Cost $16.94 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.7%
Value $9.363M Shares 236,554 Est. Cost $37.67 Unrealized -3.1%
CMBT EURONAV NV 0.7%
Value $9.302M Shares 528,809 Est. Cost $12.32 Unrealized +2.4%
WMT WALMART INC 0.7%
Value $8.97M Shares 56,900 Est. Cost $51.64 Unrealized 0.0%
ARMK ARAMARK 0.7%
Value $8.635M Shares 307,297 Est. Cost $26.66 Unrealized -1.1%
BEACON ROOFING SUPPLY INC 0.7%
Value $8.253M Shares 94,843 Est. Cost $82.51 Unrealized
PB PROSPERITY BANCSHARES INC 0.7%
Value $8.215M Shares 121,288 Est. Cost $58.36 Unrealized -7.0%
OLINK HLDG AB 0.7%
Value $8.174M Shares 325,000 Est. Cost $25.15 Unrealized
MARATHON OIL CORP 0.6%
Value $7.961M Shares 329,500 Est. Cost $24.42 Unrealized
JCI JOHNSON CTLS INTL PLC 0.6%
Value $7.96M Shares 138,100 Est. Cost $59.18 Unrealized -14.3%
GPC GENUINE PARTS CO 0.6%
Value $7.95M Shares 57,400 Est. Cost $144.49 Unrealized -11.1%
GEN GEN DIGITAL INC 0.6%
Value $7.922M Shares 347,155 Est. Cost $19.02 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.6%
Value $7.793M Shares 20,200 Est. Cost $319.85 Unrealized -0.7%
TGT TARGET CORP 0.6%
Value $7.548M Shares 53,000 Est. Cost $127.93 Unrealized -11.6%
NVR NVR INC 0.6%
Value $7.049M Shares 1,007 Est. Cost $5820.19 Unrealized +6.0%
AXTA AXALTA COATING SYS LTD 0.6%
Value $7.011M Shares 206,400 Est. Cost $27.47 Unrealized +9.0%
FIS FIDELITY NATL INFORMATION SV 0.6%
Value $6.928M Shares 115,337 Est. Cost $81.65 Unrealized -35.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.6%
Value $6.891M Shares 17,000 Est. Cost $195.78 Unrealized 0.0%
BZH BEAZER HOMES USA INC 0.6%
Value $6.876M Shares 203,500 Est. Cost $27.34 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.5%
Value $6.72M Shares 43,400 Est. Cost $119.93 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.5%
Value $6.686M Shares 262,000 Est. Cost $24.07 Unrealized +3.7%
VRNS VARONIS SYS INC 0.5%
Value $6.624M Shares 146,300 Est. Cost $30.86 Unrealized +21.9%
HXL HEXCEL CORP NEW 0.5%
Value $6.195M Shares 84,000 Est. Cost $67.59 Unrealized 0.0%
WWD WOODWARD INC 0.5%
Value $6.035M Shares 44,330 Est. Cost $129.03 Unrealized 0.0%
TMHC TAYLOR MORRISON HOME CORP 0.5%
Value $5.947M Shares 111,472 Est. Cost $44.70 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 0.5%
Value $5.81M Shares 919,361 Est. Cost $7.15 Unrealized -26.4%
VLO VALERO ENERGY CORP 0.4%
Value $5.564M Shares 42,800 Est. Cost $110.09 Unrealized +8.4%
MIR MIRION TECHNOLOGIES INC 0.4%
Value $5.525M Shares 539,064 Est. Cost $10.26 Unrealized -17.7%
FANG DIAMONDBACK ENERGY INC 0.4%
Value $5.49M Shares 35,400 Est. Cost $139.15 Unrealized +3.7%
CMA COMERICA INC 0.4%
Value $5.324M Shares 95,400 Est. Cost $41.97 Unrealized -3.1%
CSX CSX CORP 0.4%
Value $5.093M Shares 146,900 Est. Cost $29.71 Unrealized +3.9%
NSC NORFOLK SOUTHN CORP 0.4%
Value $5.083M Shares 21,504 Est. Cost $205.00 Unrealized -2.4%
STT STATE STR CORP 0.4%
Value $5.05M Shares 65,200 Est. Cost $64.81 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.4%
Value $5.028M Shares 58,200 Est. Cost $79.41 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.4%
Value $4.98M Shares 45,900 Est. Cost $90.62 Unrealized 0.0%
ALIT ALIGHT INC 0.4%
Value $4.961M Shares 581,610 Est. Cost $9.15 Unrealized -22.8%
XBI SPDR SER TR 0.4%
Value $4.732M Shares 53,000 Est. Cost $75.32 Unrealized
TDG TRANSDIGM GROUP INC 0.4%
Value $4.653M Shares 4,600 Est. Cost $802.78 Unrealized 0.0%
FREYEUR FREYR BATTERY INC 0.4%
Value $4.582M Shares 2,450,000 Est. Cost $1.87 Unrealized
MTH MERITAGE HOMES CORP 0.4%
Value $4.46M Shares 25,600 Est. Cost $56.13 Unrealized +22.8%
BPOP POPULAR INC 0.3%
Value $4.358M Shares 53,100 Est. Cost $66.61 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value $4.294M Shares 53,400 Est. Cost $69.37 Unrealized +8.4%
ANSYS INC 0.3%
Value $4.137M Shares 11,400 Est. Cost $362.88 Unrealized
CHH CHOICE HOTELS INTL INC 0.3%
Value $4.01M Shares 35,395 Est. Cost $122.82 Unrealized -8.9%
DG DOLLAR GEN CORP NEW 0.3%
Value $3.997M Shares 29,400 Est. Cost $115.93 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.3%
Value $3.935M Shares 18,300 Est. Cost $39.39 Unrealized 0.0%
CIVI CIVITAS RESOURCES INC 0.3%
Value $3.761M Shares 55,000 Est. Cost $61.00 Unrealized -0.5%
OVV OVINTIV INC 0.3%
Value $3.312M Shares 75,400 Est. Cost $45.63 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.3%
Value $3.257M Shares 53,261 Est. Cost $52.84 Unrealized 0.0%
MUR MURPHY OIL CORP 0.3%
Value $3.13M Shares 73,378 Est. Cost $39.75 Unrealized 0.0%
TSEM TOWER SEMICONDUCTOR LTD 0.2%
Value $2.942M Shares 96,400 Est. Cost $43.84 Unrealized -40.5%
VSTS VESTIS CORPORATION 0.2%
Value $2.936M Shares 138,865 Est. Cost $17.16 Unrealized 0.0%
SUI SUN CMNTYS INC 0.2%
Value $2.935M Shares 21,957 Est. Cost $128.81 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $2.863M Shares 45,207 Est. Cost $63.33 Unrealized
WFRD WEATHERFORD INTL PLC 0.2%
Value $2.573M Shares 26,300 Est. Cost $92.97 Unrealized 0.0%
GFF GRIFFON CORP 0.2%
Value $2.452M Shares 40,225 Est. Cost $35.80 Unrealized +26.4%
BP BP PLC 0.2%
Value $2.273M Shares 64,200 Est. Cost $35.40 Unrealized
IBP INSTALLED BLDG PRODS INC 0.2%
Value $2.23M Shares 12,200 Est. Cost $136.47 Unrealized -0.4%
CADE CADENCE BANK 0.2%
Value $2.046M Shares 69,141 Est. Cost $22.72 Unrealized 0.0%
KWEB KRANESHARES TR 0.2%
Value $1.993M Shares 73,800 Est. Cost $27.00 Unrealized
SNFCA SECURITY NATL FINL CORP 0.2%
Value $1.902M Shares 211,301 Est. Cost $6.54 Unrealized +10.3%
GPOR GULFPORT ENERGY CORP 0.1%
Value $1.798M Shares 13,500 Est. Cost $128.72 Unrealized 0.0%
VIPER ENERGY INC 0.1%
Value $1.747M Shares 55,676 Est. Cost $31.38 Unrealized
RRC RANGE RES CORP 0.1%
Value $1.598M Shares 52,500 Est. Cost $32.82 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.1%
Value $1.589M Shares 16,000 Est. Cost $85.20 Unrealized 0.0%
CRC CALIFORNIA RES CORP 0.1%
Value $1.389M Shares 25,400 Est. Cost $49.26 Unrealized 0.0%
TFF PHARMACEUTICALS INC 0.1%
Value $1.362M Shares 193,960 Est. Cost $7.02 Unrealized
QURE UNIQURE NV 0.1%
Value $1.32M Shares 195,000 Est. Cost $9.00 Unrealized -26.6%
KMI KINDER MORGAN INC DEL 0.1%
Value $1.312M Shares 74,400 Est. Cost $15.34 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.1%
Value $1.284M Shares 56,600 Est. Cost $25.62 Unrealized -1.1%
KRE SPDR SER TR 0.1%
Value $1.268M Shares 24,176 Est. Cost $52.43 Unrealized
NOV NOV INC 0.1%
Value $1.199M Shares 59,100 Est. Cost $19.64 Unrealized 0.0%
DINO HF SINCLAIR CORP 0.1%
Value $1.189M Shares 21,400 Est. Cost $49.67 Unrealized 0.0%
SITIO ROYALTIES CORP 0.1%
Value $915K Shares 38,900 Est. Cost $23.51 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value $880K Shares 24,300 Est. Cost $38.66 Unrealized 0.0%
PARR PAR PAC HOLDINGS INC 0.1%
Value $669K Shares 18,400 Est. Cost $33.71 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value $631K Shares 2,500 Est. Cost $73.72 Unrealized
TENB TENABLE HLDGS INC 0.0%
Value $534K Shares 11,600 Est. Cost $42.06 Unrealized 0.0%
CGTX COGNITION THERAPEUTICS INC 0.0%
Value $440K Shares 238,000 Est. Cost $1.97 Unrealized -32.7%
LITS MEI PHARMA INC 0.0%
Value $429K Shares 74,000 Est. Cost $4.94 Unrealized +18.0%
TSLA TESLA INC 0.0%
Value $386K Shares 600 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $335K Shares 1,000 Est. Cost Unrealized
CUE CUE BIOPHARMA INC 0.0%
Value $317K Shares 120,000 Est. Cost $8.13 Unrealized -70.7%
LTRN LANTERN PHARMA INC 0.0%
Value $257K Shares 60,000 Est. Cost $8.47 Unrealized -58.4%
APTOSE BIOSCIENCES INC 0.0%
Value $246K Shares 96,666 Est. Cost $4.64 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value $154K Shares 11,300 Est. Cost $12.58 Unrealized +8.8%
CDAWF COMPASS DIGITAL ACQUISITN CO 0.0%
Value $8,326 Shares 168,539 Est. Cost $0.05 Unrealized