INCOME RESEARCH & MANAGEMENT Long-Term Concentrated

CIK: 0001165830 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 11, 2017

Total Value ($000): $370,042 (2.0% shares, 98.0% debt)

Holdings (34)

INTEL CORP 6.8%
Value ($000) $25,070 Shares 19,183,000 Est. Cost $1.18 Unrealized
ANTHEM INC 6.5%
Value ($000) $24,020 Shares 9,326,000 Est. Cost $2.06 Unrealized
PRICELINE GRP INC 6.5%
Value ($000) $24,003 Shares 20,963,000 Est. Cost $1.01 Unrealized
ILLUMINA INC 5.8%
Value ($000) $21,578 Shares 21,364,000 Est. Cost $1.16 Unrealized
ARES CAP CORP 5.4%
Value ($000) $20,141 Shares 19,868,000 Est. Cost $1.14 Unrealized
JEFFERIES GROUP INC NEW 5.3%
Value ($000) $19,761 Shares 19,687,000 Est. Cost $1.05 Unrealized
LAM RESEARCH CORP 5.1%
Value ($000) $18,703 Shares 8,014,000 Est. Cost $1.59 Unrealized
RED HAT INC 5.0%
Value ($000) $18,674 Shares 13,526,000 Est. Cost $1.30 Unrealized
MACQUARIE INFRASTRUCTURE COR 4.5%
Value ($000) $16,814 Shares 15,216,000 Est. Cost $1.13 Unrealized
ALZA CORP 3.8%
Value ($000) $14,233 Shares 7,839,000 Est. Cost $1.42 Unrealized
OLD REP INTL CORP 3.8%
Value ($000) $14,170 Shares 11,196,000 Est. Cost $1.23 Unrealized
NEWMONT MINING CORP 3.7%
Value ($000) $13,559 Shares 13,567,000 Est. Cost $1.05 Unrealized
PROSPECT CAPITAL CORPORATION 3.0%
Value ($000) $11,142 Shares 10,791,000 Est. Cost $1.05 Unrealized
FIDELITY NATIONAL FINANCIAL 3.0%
Value ($000) $11,063 Shares 4,400,000 Est. Cost $1.66 Unrealized
NOVELLUS SYS INC 2.9%
Value ($000) $10,782 Shares 2,583,000 Est. Cost $2.79 Unrealized
SPIRIT RLTY CAP INC NEW 2.9%
Value ($000) $10,742 Shares 10,844,000 Est. Cost $1.08 Unrealized
TORONTO DOMINION BK ONT 2.8%
Value ($000) $10,388 Shares 10,470,000 Est. Cost $1.00 Unrealized
PROSPECT CAPITAL CORPORATION 2.8%
Value ($000) $10,259 Shares 10,233,000 Est. Cost $0.90 Unrealized
RPM INTL INC 2.7%
Value ($000) $9,906 Shares 8,395,000 Est. Cost $1.48 Unrealized
AMERICAN RLTY CAP PPTYS INC 2.6%
Value ($000) $9,502 Shares 9,461,000 Est. Cost $1.00 Unrealized
TEVA PHARMACEUTICAL FIN LLC 2.2%
Value ($000) $8,014 Shares 7,472,000 Est. Cost $1.25 Unrealized
PROSPECT CAPITAL CORPORATION 1.7%
Value ($000) $6,471 Shares 6,313,000 Est. Cost $0.99 Unrealized
CITRIX SYS INC 1.6%
Value ($000) $6,051 Shares 5,040,000 Est. Cost $1.06 Unrealized
SPIRIT RLTY CAP INC NEW 1.6%
Value ($000) $6,027 Shares 6,073,000 Est. Cost $1.12 Unrealized
ARES CAP CORP 1.3%
Value ($000) $4,849 Shares 4,711,000 Est. Cost $1.04 Unrealized
AMERICAN RLTY CAP PPTYS INC 1.2%
Value ($000) $4,489 Shares 4,364,000 Est. Cost $1.03 Unrealized
MACQUARIE INFRASTRUCTURE COR 1.2%
Value ($000) $4,343 Shares 4,362,000 Est. Cost $1.00 Unrealized
WELLS FARGO CO NEW 1.2%
Value ($000) $4,326 Shares 3,299 Est. Cost $1186.84 Unrealized
PRICELINE GRP INC 1.1%
Value ($000) $4,068 Shares 2,770,000 Est. Cost $1.18 Unrealized
BANK AMER CORP 0.8%
Value ($000) $2,892 Shares 2,287 Est. Cost $1080.28 Unrealized
DANAHER CORP DEL 0.5%
Value ($000) $1,834 Shares 569,000 Est. Cost $2.26 Unrealized
TOLL BROS FIN CORP 0.3%
Value ($000) $984 Shares 986,000 Est. Cost $1.05 Unrealized
ON SEMICONDUCTOR CORP 0.2%
Value ($000) $845 Shares 814,000 Est. Cost $0.89 Unrealized
BROCADE COMMUNICATIONS SYS I 0.1%
Value ($000) $339 Shares 334,000 Est. Cost $0.99 Unrealized