CARLSON CAPITAL L P Quant / Systematic

CIK: 0001056973 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $640,652 (100.0% shares, 0.0% debt)

Holdings (93)

SWKH SWK HLDGS CORP 24.1%
Value ($000) $154,503 Shares 9,093,766 Est. Cost $10.16 Unrealized +34.0%
HESS CORP 2.6%
Value ($000) $16,803 Shares 113,901 Est. Cost $145.30 Unrealized
CFG CITIZENS FINL GROUP INC 2.5%
Value ($000) $15,768 Shares 437,647 Est. Cost $31.46 Unrealized +4.2%
LEN LENNAR CORP 2.4%
Value ($000) $15,647 Shares 104,405 Est. Cost $102.10 Unrealized +45.5%
HUBS HUBSPOT INC 2.2%
Value ($000) $13,987 Shares 23,715 Est. Cost $605.02 Unrealized +1.4%
ORLY OREILLY AUTOMOTIVE INC 2.2%
Value ($000) $13,834 Shares 13,100 Est. Cost $69.13 Unrealized 0.0%
CSX CSX CORP 2.1%
Value ($000) $13,357 Shares 399,300 Est. Cost $32.80 Unrealized +1.0%
DOCU DOCUSIGN INC 2.0%
Value ($000) $12,962 Shares 242,274 Est. Cost $56.44 Unrealized -0.1%
NTRS NORTHERN TR CORP 2.0%
Value ($000) $12,706 Shares 151,296 Est. Cost $79.50 Unrealized +0.5%
BPOP POPULAR INC 1.9%
Value ($000) $12,339 Shares 139,530 Est. Cost $80.16 Unrealized +3.6%
WDAY WORKDAY INC 1.9%
Value ($000) $12,296 Shares 55,000 Est. Cost $259.28 Unrealized -7.1%
WFC WELLS FARGO CO NEW 1.8%
Value ($000) $11,836 Shares 199,300 Est. Cost $56.87 Unrealized 0.0%
ORCL ORACLE CORP 1.8%
Value ($000) $11,664 Shares 82,605 Est. Cost $106.71 Unrealized +14.6%
MTDR MATADOR RES CO 1.6%
Value ($000) $10,227 Shares 171,595 Est. Cost $62.36 Unrealized +0.7%
BZH BEAZER HOMES USA INC 1.6%
Value ($000) $10,033 Shares 365,087 Est. Cost $28.70 Unrealized -1.2%
LGIH LGI HOMES INC 1.6%
Value ($000) $10,008 Shares 111,834 Est. Cost $116.17 Unrealized -16.9%
TENB TENABLE HLDGS INC 1.5%
Value ($000) $9,784 Shares 224,500 Est. Cost $46.37 Unrealized -4.9%
DHI D R HORTON INC 1.4%
Value ($000) $8,694 Shares 61,689 Est. Cost $117.94 Unrealized +22.5%
HRI HERC HLDGS INC 1.3%
Value ($000) $8,480 Shares 63,619 Est. Cost $122.38 Unrealized +16.5%
CTRA COTERRA ENERGY INC 1.3%
Value ($000) $8,288 Shares 310,762 Est. Cost $24.05 Unrealized +9.0%
ADSK AUTODESK INC 1.3%
Value ($000) $8,042 Shares 32,500 Est. Cost $224.64 Unrealized 0.0%
MSFT MICROSOFT CORP 1.2%
Value ($000) $7,911 Shares 17,700 Est. Cost $316.08 Unrealized +32.0%
TT TRANE TECHNOLOGIES PLC 1.1%
Value ($000) $7,335 Shares 22,300 Est. Cost $276.90 Unrealized +13.3%
STT STATE STR CORP 1.1%
Value ($000) $7,333 Shares 99,100 Est. Cost $66.61 Unrealized +5.9%
PB PROSPERITY BANCSHARES INC 1.1%
Value ($000) $7,304 Shares 119,460 Est. Cost $58.42 Unrealized -0.3%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $7,090 Shares 45,600 Est. Cost $133.11 Unrealized +10.1%
TPH TRI POINTE HOMES INC 1.0%
Value ($000) $6,586 Shares 176,800 Est. Cost $29.42 Unrealized +28.0%
EWJ ISHARES INC 1.0%
Value ($000) $6,585 Shares 96,500 Est. Cost $68.24 Unrealized
MS MORGAN STANLEY 1.0%
Value ($000) $6,570 Shares 67,600 Est. Cost $86.36 Unrealized +5.1%
GLATFELTER CORPORATION 1.0%
Value ($000) $6,541 Shares 4,705,691 Est. Cost $6.90 Unrealized
TXNM PNM RES INC 0.9%
Value ($000) $6,047 Shares 163,600 Est. Cost $43.78 Unrealized -14.9%
CMI CUMMINS INC 0.9%
Value ($000) $5,954 Shares 21,500 Est. Cost $276.13 Unrealized 0.0%
VIPER ENERGY INC 0.9%
Value ($000) $5,947 Shares 158,452 Est. Cost $35.60 Unrealized
OSK OSHKOSH CORP 0.9%
Value ($000) $5,908 Shares 54,600 Est. Cost $107.50 Unrealized +4.3%
CHRD CHORD ENERGY CORPORATION 0.9%
Value ($000) $5,865 Shares 34,979 Est. Cost $162.01 Unrealized 0.0%
CIVI CIVITAS RESOURCES INC 0.8%
Value ($000) $5,306 Shares 76,900 Est. Cost $59.31 Unrealized +8.1%
UPS UNITED PARCEL SERVICE INC 0.8%
Value ($000) $5,040 Shares 36,830 Est. Cost $136.41 Unrealized -4.7%
HXL HEXCEL CORP NEW 0.8%
Value ($000) $5,032 Shares 80,569 Est. Cost $67.05 Unrealized 0.0%
HEI/A HEICO CORP NEW 0.8%
Value ($000) $5,006 Shares 28,200 Est. Cost $120.44 Unrealized +40.0%
LBRDK LIBERTY BROADBAND CORP 0.8%
Value ($000) $4,890 Shares 89,200 Est. Cost $94.64 Unrealized -48.9%
CTO CTO RLTY GROWTH INC NEW 0.7%
Value ($000) $4,703 Shares 269,382 Est. Cost $16.94 Unrealized
CYBERARK SOFTWARE LTD 0.7%
Value ($000) $4,654 Shares 17,023 Est. Cost $219.05 Unrealized
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $4,564 Shares 13,462 Est. Cost $149.57 Unrealized 0.0%
BLD TOPBUILD CORP 0.6%
Value ($000) $4,120 Shares 10,695 Est. Cost $391.13 Unrealized +4.2%
TREX TREX CO INC 0.6%
Value ($000) $3,980 Shares 53,700 Est. Cost $87.49 Unrealized 0.0%
CPRI CAPRI HOLDINGS LIMITED 0.6%
Value ($000) $3,970 Shares 120,000 Est. Cost $46.87 Unrealized -22.8%
CP CANADIAN PACIFIC KANSAS CITY 0.6%
Value ($000) $3,952 Shares 50,200 Est. Cost $82.86 Unrealized -2.9%
BAC BANK AMERICA CORP 0.6%
Value ($000) $3,945 Shares 99,200 Est. Cost $36.84 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.6%
Value ($000) $3,934 Shares 60,400 Est. Cost $65.13 Unrealized
AIV APARTMENT INVT & MGMT CO 0.6%
Value ($000) $3,806 Shares 459,141 Est. Cost $8.29 Unrealized
TFC TRUIST FINL CORP 0.6%
Value ($000) $3,745 Shares 96,400 Est. Cost $27.77 Unrealized +25.8%
WCC WESCO INTL INC 0.6%
Value ($000) $3,741 Shares 23,600 Est. Cost $162.23 Unrealized +3.3%
BEACON ROOFING SUPPLY INC 0.6%
Value ($000) $3,637 Shares 40,193 Est. Cost $82.51 Unrealized
DINO HF SINCLAIR CORP 0.5%
Value ($000) $3,494 Shares 65,500 Est. Cost $51.35 Unrealized +1.4%
PR PERMIAN RESOURCES CORP 0.5%
Value ($000) $3,348 Shares 207,300 Est. Cost $16.57 Unrealized 0.0%
DIVERSIFIED ENERGY COMPANY P 0.5%
Value ($000) $3,289 Shares 243,800 Est. Cost $13.49 Unrealized
LBRT LIBERTY ENERGY INC 0.5%
Value ($000) $3,253 Shares 155,700 Est. Cost $22.31 Unrealized 0.0%
LOW LOWES COS INC 0.5%
Value ($000) $3,241 Shares 14,700 Est. Cost $221.35 Unrealized 0.0%
ANSYS INC 0.5%
Value ($000) $3,215 Shares 10,000 Est. Cost $321.50 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $3,053 Shares 76,900 Est. Cost $37.76 Unrealized 0.0%
MTH MERITAGE HOMES CORP 0.5%
Value ($000) $3,041 Shares 18,791 Est. Cost $73.37 Unrealized +14.7%
MBLY MOBILEYE GLOBAL INC 0.5%
Value ($000) $3,023 Shares 107,626 Est. Cost $28.39 Unrealized +2.0%
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $2,941 Shares 13,700 Est. Cost $210.87 Unrealized +6.3%
FAF FIRST AMERN FINL CORP 0.4%
Value ($000) $2,843 Shares 52,700 Est. Cost $54.21 Unrealized -3.3%
TEAM ATLASSIAN CORPORATION 0.4%
Value ($000) $2,742 Shares 15,500 Est. Cost $178.70 Unrealized 0.0%
AAON AAON INC 0.4%
Value ($000) $2,704 Shares 31,000 Est. Cost $80.97 Unrealized 0.0%
DISCOVER FINL SVCS 0.4%
Value ($000) $2,616 Shares 20,000 Est. Cost $131.09 Unrealized
FOR FORESTAR GROUP INC 0.4%
Value ($000) $2,606 Shares 81,476 Est. Cost $33.84 Unrealized 0.0%
OVV OVINTIV INC 0.4%
Value ($000) $2,573 Shares 54,900 Est. Cost $50.34 Unrealized 0.0%
CATALENT INC 0.4%
Value ($000) $2,530 Shares 45,000 Est. Cost $56.45 Unrealized
KRE SPDR SER TR 0.4%
Value ($000) $2,484 Shares 50,600 Est. Cost $51.10 Unrealized
CHAMPIONX CORPORATION 0.4%
Value ($000) $2,305 Shares 69,400 Est. Cost $33.21 Unrealized
CFLT CONFLUENT INC 0.3%
Value ($000) $2,179 Shares 73,800 Est. Cost $28.58 Unrealized +0.6%
CYTK CYTOKINETICS INC 0.3%
Value ($000) $2,070 Shares 38,200 Est. Cost $71.47 Unrealized -15.5%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $2,053 Shares 43,303 Est. Cost $46.14 Unrealized +2.4%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,765 Shares 42,500 Est. Cost $42.83 Unrealized -4.2%
TE FREYR BATTERY INC 0.3%
Value ($000) $1,743 Shares 1,025,000 Est. Cost $1.58 Unrealized +20.6%
SNFCA SECURITY NATL FINL CORP 0.3%
Value ($000) $1,702 Shares 213,000 Est. Cost $6.58 Unrealized +1.5%
R1 RCM INC 0.2%
Value ($000) $1,546 Shares 123,100 Est. Cost $12.56 Unrealized
INVH INVITATION HOMES INC 0.2%
Value ($000) $1,249 Shares 34,800 Est. Cost $32.64 Unrealized 0.0%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $1,229 Shares 1,500 Est. Cost $819.35 Unrealized
PINE ALPINE INCOME PPTY TR INC 0.2%
Value ($000) $1,210 Shares 77,774 Est. Cost $15.28 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,119 Shares 40,000 Est. Cost $24.68 Unrealized +0.4%
APA APA CORPORATION 0.2%
Value ($000) $1,030 Shares 35,000 Est. Cost $28.90 Unrealized -0.3%
QURE UNIQURE NV 0.2%
Value ($000) $974 Shares 217,400 Est. Cost $8.54 Unrealized -43.0%
RPD RAPID7 INC 0.1%
Value ($000) $733 Shares 16,946 Est. Cost $41.65 Unrealized 0.0%
SLDP SOLID POWER INC 0.1%
Value ($000) $495 Shares 300,000 Est. Cost $1.73 Unrealized 0.0%
TFF PHARMACEUTICALS INC 0.1%
Value ($000) $487 Shares 293,460 Est. Cost $5.20 Unrealized
PAYCOR HCM INC 0.1%
Value ($000) $479 Shares 37,700 Est. Cost $12.70 Unrealized
INFORMATICA INC 0.1%
Value ($000) $371 Shares 12,000 Est. Cost $30.88 Unrealized
CGTX COGNITION THERAPEUTICS INC 0.0%
Value ($000) $232 Shares 140,000 Est. Cost $1.97 Unrealized +1.4%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $215 Shares 1,900 Est. Cost Unrealized
OKLO OKLO INC 0.0%
Value ($000) $212 Shares 25,000 Est. Cost $11.25 Unrealized 0.0%