CARLSON CAPITAL L P Quant / Systematic

CIK: 0001056973 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $242,112 (100.0% shares, 0.0% debt)

Holdings (65)

SWKH SWK HLDGS CORP 51.7%
Value ($000) $125,188 Shares 8,493,088 Est. Cost $10.16 Unrealized +39.4%
HYG ISHARES TR 21.7%
Value ($000) $52,423 Shares 650,000 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $4,740 Shares 30,000 Est. Cost $125.82 Unrealized 0.0%
KELLANOVA 1.6%
Value ($000) $3,817 Shares 48,000 Est. Cost $78.88 Unrealized +1.6%
HESS CORP 1.3%
Value ($000) $3,048 Shares 22,000 Est. Cost $137.19 Unrealized
AFRM AFFIRM HLDGS INC 1.1%
Value ($000) $2,766 Shares 40,000 Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC 1.1%
Value ($000) $2,732 Shares 150,000 Est. Cost Unrealized
TSLA TESLA INC 1.0%
Value ($000) $2,541 Shares 8,000 Est. Cost Unrealized
MR COOPER GROUP INC 1.0%
Value ($000) $2,417 Shares 16,200 Est. Cost $149.21 Unrealized
REDFIN CORP 1.0%
Value ($000) $2,350 Shares 210,000 Est. Cost $11.19 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $2,149 Shares 13,600 Est. Cost $125.82 Unrealized 0.0%
AZEK CO INC 0.8%
Value ($000) $2,011 Shares 37,000 Est. Cost $54.35 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,526 Shares 8,600 Est. Cost $169.56 Unrealized -2.8%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $1,481 Shares 36,000 Est. Cost $39.49 Unrealized -7.4%
SOUTHSTATE CORPORATION 0.6%
Value ($000) $1,463 Shares 15,900 Est. Cost $92.25 Unrealized
CCRN CROSS CTRY HEALTHCARE INC 0.5%
Value ($000) $1,305 Shares 100,000 Est. Cost $16.15 Unrealized -14.9%
SYNOVUS FINL CORP 0.5%
Value ($000) $1,185 Shares 22,900 Est. Cost $49.26 Unrealized
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $962 Shares 7,000 Est. Cost $152.65 Unrealized -10.8%
MS MORGAN STANLEY 0.4%
Value ($000) $916 Shares 6,500 Est. Cost $120.96 Unrealized 0.0%
TFC TRUIST FINL CORP 0.4%
Value ($000) $911 Shares 21,200 Est. Cost $38.00 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value ($000) $885 Shares 6,700 Est. Cost $131.03 Unrealized 0.0%
ANSYS INC 0.4%
Value ($000) $878 Shares 2,500 Est. Cost $316.56 Unrealized
FRONTIER COMMUNICATIONS PARE 0.4%
Value ($000) $874 Shares 24,000 Est. Cost $36.40 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $863 Shares 4,000 Est. Cost $215.79 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $835 Shares 7,000 Est. Cost $109.47 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $820 Shares 4,400 Est. Cost $186.49 Unrealized -11.0%
TLT ISHARES TR 0.3%
Value ($000) $812 Shares 9,200 Est. Cost $88.25 Unrealized
ACI ALBERTSONS COS INC 0.3%
Value ($000) $800 Shares 37,200 Est. Cost $18.99 Unrealized +11.6%
LOW LOWES COS INC 0.3%
Value ($000) $799 Shares 3,600 Est. Cost $237.67 Unrealized -7.2%
MTDR MATADOR RES CO 0.3%
Value ($000) $783 Shares 16,400 Est. Cost $44.16 Unrealized 0.0%
BOKF BOK FINL CORP 0.3%
Value ($000) $771 Shares 7,900 Est. Cost $103.73 Unrealized -11.0%
MSFT MICROSOFT CORP 0.3%
Value ($000) $746 Shares 1,500 Est. Cost $432.38 Unrealized 0.0%
WMT WALMART INC 0.3%
Value ($000) $733 Shares 7,500 Est. Cost $94.76 Unrealized 0.0%
BRSL INTERNATIONAL GAME TECHNOLOG 0.3%
Value ($000) $711 Shares 45,000 Est. Cost $12.66 Unrealized 0.0%
DUN & BRADSTREET HLDGS INC 0.3%
Value ($000) $682 Shares 75,000 Est. Cost $9.09 Unrealized
CYTK CYTOKINETICS INC 0.3%
Value ($000) $677 Shares 20,500 Est. Cost $38.87 Unrealized -10.5%
QS QUANTUMSCAPE CORP 0.3%
Value ($000) $672 Shares 100,000 Est. Cost Unrealized
LOCO EL POLLO LOCO HLDGS INC 0.3%
Value ($000) $672 Shares 61,000 Est. Cost $9.91 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.3%
Value ($000) $648 Shares 8,100 Est. Cost $93.89 Unrealized -16.4%
SFNC SIMMONS 1ST NATL CORP 0.3%
Value ($000) $624 Shares 32,900 Est. Cost $18.83 Unrealized 0.0%
FISV FISERV INC 0.3%
Value ($000) $621 Shares 3,600 Est. Cost $181.35 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $608 Shares 5,900 Est. Cost $132.25 Unrealized -16.3%
ROST ROSS STORES INC 0.2%
Value ($000) $600 Shares 4,700 Est. Cost $137.79 Unrealized 0.0%
ONB OLD NATL BANCORP IND 0.2%
Value ($000) $593 Shares 27,800 Est. Cost $20.69 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $593 Shares 5,500 Est. Cost $113.92 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $577 Shares 6,400 Est. Cost $91.18 Unrealized 0.0%
OII OCEANEERING INTL INC 0.2%
Value ($000) $574 Shares 27,700 Est. Cost $19.28 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.2%
Value ($000) $561 Shares 10,800 Est. Cost $46.91 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $540 Shares 26,400 Est. Cost $22.44 Unrealized 0.0%
KRE SPDR SERIES TRUST 0.2%
Value ($000) $529 Shares 8,900 Est. Cost $59.39 Unrealized
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $510 Shares 4,900 Est. Cost $100.61 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC 0.2%
Value ($000) $509 Shares 6,700 Est. Cost $74.27 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $495 Shares 6,880 Est. Cost $71.94 Unrealized 0.0%
STT STATE STR CORP 0.2%
Value ($000) $468 Shares 4,400 Est. Cost $92.13 Unrealized -1.7%
CLX CLOROX CO DEL 0.2%
Value ($000) $444 Shares 3,700 Est. Cost $130.41 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $436 Shares 2,100 Est. Cost $174.27 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.2%
Value ($000) $419 Shares 10,400 Est. Cost $37.87 Unrealized 0.0%
SKECHERS U S A INC 0.2%
Value ($000) $379 Shares 6,000 Est. Cost $63.10 Unrealized
CUREVAC N V 0.1%
Value ($000) $299 Shares 55,000 Est. Cost $5.43 Unrealized
LWAY LIFEWAY FOODS INC 0.1%
Value ($000) $247 Shares 10,000 Est. Cost $23.70 Unrealized 0.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $246 Shares 480 Est. Cost $465.91 Unrealized 0.0%
KNF KNIFE RIVER CORP 0.1%
Value ($000) $245 Shares 3,000 Est. Cost $91.06 Unrealized 0.0%
ENVX ENOVIX CORPORATION 0.1%
Value ($000) $207 Shares 20,000 Est. Cost Unrealized
SLDP SOLID POWER INC 0.0%
Value ($000) $110 Shares 50,000 Est. Cost Unrealized
ALMS ALUMIS INC 0.0%
Value ($000) $90 Shares 30,000 Est. Cost $4.72 Unrealized 0.0%