Carlson Capital, L.P. Quant / Systematic

Location: Dallas, TX

CIK: 0001056973 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 3, 2026

Total Value: $282M (100.0% shares, 0.0% debt)

Holdings (70)

SWKH SWK HLDGS CORP 51.8%
Value $146M Shares 8,493,088 Est. Cost $10.16 Unrealized +62.5%
HYG ISHARES TR 21.7%
Value $61.28M Shares 760,000 Est. Cost Unrealized
AFRM AFFIRM HLDGS INC 1.6%
Value $4.466M Shares 60,000 Est. Cost Unrealized
CVNA CARVANA CO 1.0%
Value $2.954M Shares 7,000 Est. Cost Unrealized
CYBERARK SOFTWARE LTD 1.0%
Value $2.944M Shares 6,600 Est. Cost $471.35 Unrealized
SYNOVUS FINL CORP 1.0%
Value $2.718M Shares 54,300 Est. Cost $49.44 Unrealized
FRONTIER COMMUNICATIONS PARE 0.9%
Value $2.589M Shares 68,000 Est. Cost $37.09 Unrealized
EA ELECTRONIC ARTS INC 0.9%
Value $2.452M Shares 12,000 Est. Cost $175.88 Unrealized +14.7%
SOFI SOFI TECHNOLOGIES INC 0.8%
Value $2.356M Shares 90,000 Est. Cost Unrealized
SEE SEALED AIR CORP NEW 0.8%
Value $2.237M Shares 54,000 Est. Cost $38.57 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.7%
Value $2.031M Shares 20,000 Est. Cost $80.31 Unrealized 0.0%
RNAM AVIDITY BIOSCIENCES INC 0.7%
Value $2.02M Shares 28,000 Est. Cost $64.59 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.7%
Value $1.948M Shares 112,300 Est. Cost $16.48 Unrealized -1.2%
CFR CULLEN FROST BANKERS INC 0.6%
Value $1.659M Shares 13,100 Est. Cost $127.70 Unrealized -2.3%
NSC NORFOLK SOUTHN CORP 0.6%
Value $1.646M Shares 5,700 Est. Cost $288.62 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.6%
Value $1.643M Shares 5,100 Est. Cost $298.60 Unrealized +3.7%
CIDARA THERAPEUTICS INC 0.5%
Value $1.546M Shares 7,000 Est. Cost $220.89 Unrealized
ALEX ALEXANDER & BALDWIN INC NEW 0.5%
Value $1.496M Shares 72,496 Est. Cost $20.64 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.5%
Value $1.49M Shares 30,000 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.5%
Value $1.448M Shares 9,500 Est. Cost $151.82 Unrealized -0.3%
HOLX HOLOGIC INC 0.5%
Value $1.415M Shares 19,000 Est. Cost $73.07 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.4%
Value $1.214M Shares 7,000 Est. Cost $180.50 Unrealized -5.4%
WBD WARNER BROS DISCOVERY INC 0.4%
Value $1.153M Shares 40,000 Est. Cost $23.37 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.4%
Value $1.146M Shares 110,000 Est. Cost Unrealized
GTLS CHART INDS INC 0.4%
Value $1.031M Shares 5,000 Est. Cost $202.64 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC 0.4%
Value $1.004M Shares 15,500 Est. Cost $49.14 Unrealized +19.6%
IMXI INTERNATIONAL MNY EXPRESS IN 0.4%
Value $998K Shares 65,000 Est. Cost $15.02 Unrealized 0.0%
SSB SOUTHSTATE BK CORP 0.3%
Value $913K Shares 9,700 Est. Cost $95.90 Unrealized -4.2%
TSLA TESLA INC 0.3%
Value $899K Shares 2,000 Est. Cost Unrealized
ACI ALBERTSONS COS INC 0.3%
Value $859K Shares 50,000 Est. Cost $18.96 Unrealized -7.0%
ONB OLD NATL BANCORP IND 0.3%
Value $848K Shares 38,000 Est. Cost $21.06 Unrealized +2.4%
OVV OVINTIV INC 0.3%
Value $839K Shares 21,400 Est. Cost $38.77 Unrealized 0.0%
MTDR MATADOR RES CO 0.3%
Value $828K Shares 19,500 Est. Cost $42.00 Unrealized 0.0%
CLX CLOROX CO DEL 0.3%
Value $817K Shares 8,100 Est. Cost $108.27 Unrealized 0.0%
GDEN GOLDEN ENTMT INC 0.3%
Value $816K Shares 30,000 Est. Cost $25.68 Unrealized 0.0%
BAC BANK AMERICA CORP 0.3%
Value $814K Shares 14,800 Est. Cost $48.34 Unrealized +8.9%
EOG EOG RES INC 0.3%
Value $809K Shares 7,700 Est. Cost $107.22 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.3%
Value $804K Shares 19,200 Est. Cost $58.72 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value $793K Shares 3,800 Est. Cost $192.78 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value $791K Shares 2,300 Est. Cost $364.59 Unrealized 0.0%
RL RALPH LAUREN CORP 0.3%
Value $778K Shares 2,200 Est. Cost $340.01 Unrealized 0.0%
STT STATE STR CORP 0.3%
Value $774K Shares 6,000 Est. Cost $99.69 Unrealized +19.3%
OII OCEANEERING INTL INC 0.3%
Value $769K Shares 32,000 Est. Cost $20.21 Unrealized +19.5%
FND FLOOR & DECOR HLDGS INC 0.3%
Value $743K Shares 12,200 Est. Cost $64.82 Unrealized 0.0%
SUNC SUNOCOCORP LLC 0.3%
Value $739K Shares 15,000 Est. Cost $49.49 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION 0.2%
Value $695K Shares 29,100 Est. Cost $22.18 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value $693K Shares 15,500 Est. Cost $61.41 Unrealized
FRGE FORGE GLOBAL HOLDINGS INC 0.2%
Value $691K Shares 15,500 Est. Cost $33.80 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value $690K Shares 800 Est. Cost $905.73 Unrealized 0.0%
AZO AUTOZONE INC 0.2%
Value $678K Shares 200 Est. Cost $3777.86 Unrealized 0.0%
KNF KNIFE RIVER CORP 0.2%
Value $675K Shares 9,600 Est. Cost $84.23 Unrealized -16.6%
MDLZ MONDELEZ INTL INC 0.2%
Value $667K Shares 12,400 Est. Cost $62.79 Unrealized -9.1%
FANG DIAMONDBACK ENERGY INC 0.2%
Value $661K Shares 4,400 Est. Cost $152.65 Unrealized -3.7%
CYTK CYTOKINETICS INC 0.2%
Value $635K Shares 10,000 Est. Cost $42.62 Unrealized +46.0%
NVRI ENVIRI CORP 0.2%
Value $627K Shares 35,000 Est. Cost $14.90 Unrealized 0.0%
BRSL BRIGHTSTAR LOTTERY PLC 0.2%
Value $599K Shares 38,700 Est. Cost $16.17 Unrealized 0.0%
AMTM AMENTUM HOLDINGS INC 0.2%
Value $551K Shares 19,000 Est. Cost $24.35 Unrealized +5.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value $526K Shares 5,300 Est. Cost $88.13 Unrealized +5.2%
SFNC SIMMONS 1ST NATL CORP 0.2%
Value $509K Shares 27,000 Est. Cost $18.53 Unrealized 0.0%
AD ARRAY DIGITAL INFRASTRUCTURE 0.2%
Value $504K Shares 9,400 Est. Cost $40.94 Unrealized 0.0%
NGD NEW GOLD INC CDA 0.2%
Value $436K Shares 50,000 Est. Cost $7.53 Unrealized 0.0%
PSX PHILLIPS 66 0.2%
Value $426K Shares 3,300 Est. Cost $109.47 Unrealized +22.4%
LOCO EL POLLO LOCO HLDGS INC 0.1%
Value $418K Shares 40,000 Est. Cost $10.11 Unrealized +2.3%
TDS TELEPHONE & DATA SYS INC 0.1%
Value $369K Shares 9,000 Est. Cost $38.95 Unrealized 0.0%
CYTK CYTOKINETICS INC 0.1%
Value $356K Shares 5,600 Est. Cost $42.62 Unrealized +46.0%
LION LIONSGATE STUDIOS CORP 0.1%
Value $274K Shares 30,000 Est. Cost $7.11 Unrealized 0.0%
ANNA ALEANNA INC 0.1%
Value $265K Shares 92,000 Est. Cost $4.52 Unrealized -25.1%
LEG LEGGETT & PLATT INC 0.1%
Value $220K Shares 20,000 Est. Cost $9.84 Unrealized 0.0%
AON AON PLC 0.1%
Value $212K Shares 600 Est. Cost $361.49 Unrealized -3.4%
TRUECAR INC 0.0%
Value $72,336 Shares 32,007 Est. Cost $2.26 Unrealized