Carlson Capital, L.P. Quant / Systematic

Location: Dallas, TX

CIK: 0001056973 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 28, 2026

Total Value: $318M (100.0% shares, 0.0% debt)

Holdings (72)

SWKH SWK HLDGS CORP 45.4%
Value $144M Shares 8,493,088 Est. Cost $10.16 Unrealized +69.8%
HYG ISHARES TR 18.3%
Value $58.08M Shares 730,000 Est. Cost Unrealized
PNFP PINNACLE FINL PARTNERS INC 1.6%
Value $5.18M Shares 60,134 Est. Cost $97.40 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 1.4%
Value $4.452M Shares 284,482 Est. Cost $17.33 Unrealized +3.2%
CFR CULLEN FROST BANKERS INC 1.2%
Value $3.95M Shares 28,818 Est. Cost $134.44 Unrealized +4.2%
WFC WELLS FARGO & CO 1.1%
Value $3.624M Shares 45,528 Est. Cost $90.04 Unrealized 0.0%
SEE SEALED AIR CORP NEW 1.0%
Value $3.196M Shares 76,000 Est. Cost $39.50 Unrealized +5.8%
HD HOME DEPOT INC 1.0%
Value $3.117M Shares 9,477 Est. Cost $373.98 Unrealized +0.8%
SOFI SOFI TECHNOLOGIES INC 0.9%
Value $3.017M Shares 190,000 Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.9%
Value $2.752M Shares 13,500 Est. Cost $178.84 Unrealized +13.2%
WBS WEBSTER FINL CORP 0.9%
Value $2.707M Shares 39,000 Est. Cost $68.20 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.8%
Value $2.636M Shares 96,000 Est. Cost $26.21 Unrealized +7.7%
CVX CHEVRON CORPORATION 0.8%
Value $2.63M Shares 12,713 Est. Cost $156.88 Unrealized +9.6%
EXE EXPAND ENERGY CORPORATION 0.8%
Value $2.606M Shares 23,734 Est. Cost $105.80 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.8%
Value $2.497M Shares 8,700 Est. Cost $291.92 Unrealized +2.1%
BAC BANK AMERICA CORP 0.7%
Value $2.348M Shares 48,160 Est. Cost $52.03 Unrealized +3.1%
SLB SLB LIMITED 0.7%
Value $2.201M Shares 42,822 Est. Cost $48.30 Unrealized 0.0%
PSX PHILLIPS 66 0.7%
Value $2.142M Shares 11,757 Est. Cost $136.55 Unrealized +7.7%
MTDR MATADOR RES CO 0.7%
Value $2.133M Shares 33,757 Est. Cost $43.43 Unrealized +4.5%
TFC TRUIST FINL CORP 0.6%
Value $2.05M Shares 44,600 Est. Cost $51.15 Unrealized 0.0%
UPS UNITED PARCEL SVCS INC 0.6%
Value $2.037M Shares 20,706 Est. Cost $104.30 Unrealized +5.3%
OVV OVINTIV INC 0.6%
Value $2.036M Shares 34,306 Est. Cost $40.61 Unrealized +7.5%
ACI ALBERTSONS COS INC 0.6%
Value $2.031M Shares 119,200 Est. Cost $18.05 Unrealized -3.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value $2.029M Shares 12,900 Est. Cost $164.98 Unrealized 0.0%
AZO AUTOZONE INC 0.6%
Value $2.027M Shares 600 Est. Cost $3676.02 Unrealized -1.4%
STT STATE STR CORP 0.6%
Value $1.951M Shares 15,413 Est. Cost $118.36 Unrealized +10.1%
JPM JPMORGAN CHASE & CO 0.6%
Value $1.916M Shares 6,515 Est. Cost $301.38 Unrealized +3.3%
CLX CLOROX CO DEL 0.6%
Value $1.871M Shares 18,050 Est. Cost $111.65 Unrealized +2.5%
TSLA TESLA INC 0.6%
Value $1.859M Shares 5,000 Est. Cost Unrealized
FND FLOOR & DECOR HLDGS INC 0.6%
Value $1.853M Shares 36,478 Est. Cost $68.23 Unrealized +2.5%
COLB COLUMBIA BKG SYS INC 0.6%
Value $1.824M Shares 66,509 Est. Cost $29.96 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.6%
Value $1.791M Shares 12,400 Est. Cost $151.77 Unrealized 0.0%
ONB OLD NATL BANCORP IND 0.5%
Value $1.734M Shares 78,443 Est. Cost $22.66 Unrealized +6.6%
HAL HALLIBURTON CO 0.5%
Value $1.724M Shares 44,229 Est. Cost $33.54 Unrealized 0.0%
SSB SOUTHSTATE BK CORP 0.5%
Value $1.674M Shares 18,098 Est. Cost $98.22 Unrealized +2.7%
NDAQ NASDAQ INC 0.5%
Value $1.672M Shares 19,700 Est. Cost $91.74 Unrealized 0.0%
WHD CACTUS INC 0.5%
Value $1.611M Shares 34,018 Est. Cost $55.06 Unrealized 0.0%
CBRE CBRE GROUP INC 0.5%
Value $1.61M Shares 11,882 Est. Cost $161.40 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.5%
Value $1.591M Shares 27,600 Est. Cost $60.24 Unrealized -3.5%
SFNC SIMMONS FIRST NATL CORP 0.5%
Value $1.529M Shares 78,624 Est. Cost $19.74 Unrealized +3.2%
MS MORGAN STANLEY 0.4%
Value $1.429M Shares 8,682 Est. Cost $179.67 Unrealized 0.0%
COST COSTCO WHOLESALE CORPORATION 0.4%
Value $1.4M Shares 1,405 Est. Cost $930.72 Unrealized +3.6%
GDEN GOLDEN ENTMT INC 0.4%
Value $1.335M Shares 50,000 Est. Cost $26.54 Unrealized +4.8%
BHF BRIGHTHOUSE FINL INC 0.4%
Value $1.317M Shares 22,000 Est. Cost $53.49 Unrealized +19.4%
FHN FIRST HORIZON CORPORATION 0.4%
Value $1.313M Shares 57,702 Est. Cost $23.44 Unrealized +5.4%
TPH TRI POINTE HOMES INC 0.4%
Value $1.215M Shares 26,000 Est. Cost $37.17 Unrealized 0.0%
HOLX HOLOGIC INC 0.4%
Value $1.209M Shares 16,000 Est. Cost $73.07 Unrealized +2.7%
APLS APELLIS PHARMACEUTICALS INC 0.4%
Value $1.207M Shares 30,000 Est. Cost $22.69 Unrealized 0.0%
JHG JANUS HENDERSON GROUP PLC 0.4%
Value $1.182M Shares 23,000 Est. Cost $48.49 Unrealized 0.0%
OII OCEANEERING INTL INC 0.4%
Value $1.163M Shares 32,800 Est. Cost $20.47 Unrealized +49.5%
DKS DICKS SPORTING GOODS INC 0.3%
Value $1.057M Shares 5,333 Est. Cost $207.91 Unrealized 0.0%
IMXI INTERNATIONAL MONEY EXPRESS 0.3%
Value $1.027M Shares 65,000 Est. Cost $15.02 Unrealized +3.3%
AFRM AFFIRM HLDGS INC 0.3%
Value $916K Shares 20,000 Est. Cost Unrealized
PEN PENUMBRA INC 0.3%
Value $854K Shares 2,600 Est. Cost $339.56 Unrealized 0.0%
SLAB SILICON LABORATORIES INC 0.2%
Value $770K Shares 3,700 Est. Cost $170.34 Unrealized 0.0%
BRBR BELLRING BRANDS INC 0.2%
Value $660K Shares 41,000 Est. Cost $22.20 Unrealized 0.0%
TERN TERNS PHARMACEUTICALS INC 0.2%
Value $633K Shares 12,000 Est. Cost $37.46 Unrealized 0.0%
AAUC ALLIED GOLD CORP 0.2%
Value $619K Shares 20,000 Est. Cost $29.54 Unrealized 0.0%
FOLD AMICUS THERAPEUTIC 0.2%
Value $607K Shares 42,000 Est. Cost $14.31 Unrealized 0.0%
CYTK CYTOKINETICS INC 0.2%
Value $593K Shares 9,000 Est. Cost $50.87 Unrealized +26.7%
KBR KBR INC 0.2%
Value $582K Shares 15,800 Est. Cost $42.75 Unrealized 0.0%
TIC TIC SOLUTIONS INC 0.2%
Value $572K Shares 87,000 Est. Cost $10.25 Unrealized 0.0%
RKT ROCKET COS INC 0.2%
Value $534K Shares 37,500 Est. Cost $20.15 Unrealized 0.0%
WLFC WILLIS LEASE FIN CORP 0.2%
Value $528K Shares 3,100 Est. Cost $182.60 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.2%
Value $524K Shares 53,000 Est. Cost $11.22 Unrealized +7.4%
PZZA PAPA JOHNS INTL INC 0.2%
Value $486K Shares 15,000 Est. Cost Unrealized
QS QUANTUMSCAPE CORP 0.1%
Value $447K Shares 70,000 Est. Cost Unrealized
AON AON PLC 0.1%
Value $355K Shares 1,100 Est. Cost $349.93 Unrealized -4.0%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $347K Shares 1,600 Est. Cost $240.41 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $330K Shares 1,900 Est. Cost $181.36 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value $320K Shares 1,100 Est. Cost $314.93 Unrealized 0.0%
LWAY LIFEWAY FOODS INC 0.1%
Value $193K Shares 10,000 Est. Cost $22.08 Unrealized 0.0%