CAMDEN ASSET MANAGEMENT L P /CA Diversified Active

Location: Los Angeles, CA

CIK: 0000903944 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $2.942B (13.8% shares, 86.2% debt)

Holdings (69)

NEXTERA ENERGY CAPITAL CV 3PERCENT 030127 REG 6.9%
Value $202M Shares 145,475,000 Est. Cost $1.16 Unrealized
WEC ENERGY GROUP IN CV 4.375PERCENT 060127 REG 6.0%
Value $175M Shares 145,643,000 Est. Cost $1.17 Unrealized
VENTAS REALTY LP CV 3.75PERCENT 060126 REG 4.5%
Value $132M Shares 88,455,000 Est. Cost $1.09 Unrealized
OKTA INC CV 0.375PERCENT 061526 REG 4.0%
Value $118M Shares 119,519,000 Est. Cost $1.02 Unrealized
UBER TECHNOLOGIES I CV 0.875PERCENT 120128 REG 4.0%
Value $117M Shares 97,109,000 Est. Cost $1.27 Unrealized
PPL CORPORATION CV 7PERCENT 021529 PFD REG 3.1%
Value $90.83M Shares 1,780,000 Est. Cost $51.03 Unrealized
AMERICAN WATER CAPI CV 3.625PERCENT 061526 REG 3.0%
Value $88.77M Shares 88,970,000 Est. Cost $1.01 Unrealized
ON SEMICONDUCTOR CORP CV 0.5PERCENT 030129 REG 3.0%
Value $88.34M Shares 90,371,000 Est. Cost $0.96 Unrealized
BANK OF AMERICA CORP 7.25PERCENT CV PFD L 2.9%
Value $85.56M Shares 71,862 Est. Cost $1257.30 Unrealized
EVERGY INC CV 4.5PERCENT 121527 REG 2.6%
Value $77.72M Shares 57,614,000 Est. Cost $1.12 Unrealized
UPWORK INC CV 0.25PERCENT 081526 REG 2.6%
Value $77.24M Shares 79,023,000 Est. Cost $0.77 Unrealized
NEXTERA ENERGY CV 7.375PERCENT 021529 PFD REG 2.6%
Value $75.46M Shares 1,505,000 Est. Cost $50.14 Unrealized
DEXCOM INC CV 0.375PERCENT 051528 REG 2.3%
Value $69.12M Shares 75,050,000 Est. Cost $0.97 Unrealized
CONMED CORP CV 2.25PERCENT 061527 REG 2.3%
Value $67.08M Shares 69,300,000 Est. Cost $0.94 Unrealized
WORLD KINECT CORP CV 3.25PERCENT 070128 REG 2.3%
Value $66.95M Shares 63,850,000 Est. Cost $1.18 Unrealized
ETSY INC CV 0.25PERCENT 061528 REG 2.1%
Value $63.14M Shares 70,715,000 Est. Cost $0.80 Unrealized
EL PASO ENERGY CA CV 4.75PERCENT 033128PFD REG 2.1%
Value $60.84M Shares 1,191,328 Est. Cost $47.51 Unrealized
TELADOC HEALTH INC CV 1.25PERCENT 060127 REG 2.0%
Value $59.76M Shares 62,641,000 Est. Cost $0.91 Unrealized
CHEESECAKE FACTORY (THE CV 2PERCENT 031530 REG 2.0%
Value $59.67M Shares 58,700,000 Est. Cost $1.02 Unrealized
DIGITALOCEAN HOLDINGS CV 0PERCENT 120126 REG 2.0%
Value $58.68M Shares 60,251,000 Est. Cost $0.79 Unrealized
NUTANIX INC CV 0.5PERCENT 121529 REG 2.0%
Value $57.63M Shares 63,928,000 Est. Cost $0.96 Unrealized
SNOWFLAKE INC CV 0PERCENT 100129 REG 1.8%
Value $52.22M Shares 42,676,000 Est. Cost $1.55 Unrealized
ANI PHARMACEUTICALS CV 2.25PERCENT 090129 REG 1.7%
Value $50.17M Shares 40,517,000 Est. Cost $1.39 Unrealized
ARROWHEAD RESEARCH CORP CV 0PERCENT 011532 REG 1.6%
Value $47.07M Shares 45,500,000 Est. Cost $1.03 Unrealized
LANTHEUS HOLDINGS I CV 2.625PERCENT 121527 REG 1.5%
Value $45.46M Shares 37,919,000 Est. Cost $1.11 Unrealized
INNOVIVA INC CV 2.125PERCENT 031528 REG 1.5%
Value $44.28M Shares 41,052,000 Est. Cost $0.96 Unrealized
BLOCK INC CV 0PERCENT 050126 REG 1.5%
Value $44.18M Shares 44,359,000 Est. Cost $0.83 Unrealized
HAEMONETICS CORP CV 2.5PERCENT 060129 REG 1.5%
Value $44.07M Shares 46,300,000 Est. Cost $0.95 Unrealized
UNITY SOFTWARE INC CV 0PERCENT 111526 REG 1.5%
Value $43.53M Shares 44,877,000 Est. Cost $0.83 Unrealized
LIVE NATION ENTERTA CV 3.125PERCENT 011529 REG 1.4%
Value $42.49M Shares 27,975,000 Est. Cost $1.22 Unrealized
IMMUNOCORE HOLDINGS P CV 2.5PERCENT 020130 REG 1.3%
Value $38.32M Shares 42,728,000 Est. Cost $0.87 Unrealized
AMPHASTAR PHARMACEUTICA CV 2PERCENT 031529 REG 1.3%
Value $37.79M Shares 41,827,000 Est. Cost $1.00 Unrealized
ORACLE CORP CV 6.5PERCENT 011529 PFD DREG 1.3%
Value $37.24M Shares 810,000 Est. Cost $45.97 Unrealized
TETRA TECH INC CV 2.25PERCENT 081528 REG 1.2%
Value $36.49M Shares 34,901,000 Est. Cost $1.21 Unrealized
JBT MAREL CORP CV 0.25PERCENT 051526 REG 1.1%
Value $32.68M Shares 32,865,000 Est. Cost $0.96 Unrealized
CHEFS WAREHOUSE INC CV 2.375PERCENT 121528 REG 1.0%
Value $28.59M Shares 19,397,000 Est. Cost $1.03 Unrealized
SOUTHERN CO CV 7.125PERCENT 121528 PFD A REG 1.0%
Value $28.29M Shares 547,900 Est. Cost $49.62 Unrealized
SOUTHERN CO/THE CV 4.5PERCENT 061527 REG 0.9%
Value $25.85M Shares 23,270,000 Est. Cost $1.11 Unrealized
BOX INC CV 1.5PERCENT 091529 REG 0.8%
Value $22.91M Shares 25,000,000 Est. Cost $1.00 Unrealized
ENVISTA HOLDINGS COR CV 1.75PERCENT 081528 REG 0.8%
Value $22.85M Shares 23,040,000 Est. Cost $0.92 Unrealized
FLUOR CORP CV 1.125PERCENT 081529 REG 0.7%
Value $21.37M Shares 17,350,000 Est. Cost $1.23 Unrealized
VISHAY INTERTECHNOLO CV 2.25PERCENT 091530 REG 0.7%
Value $21.21M Shares 22,105,000 Est. Cost $0.91 Unrealized
JAZZ INVESTMENTS I CV 3.125PERCENT 091530 REG 0.7%
Value $20.53M Shares 14,500,000 Est. Cost $1.21 Unrealized
PINNACLE WEST CAPITA CV 4.75PERCENT 061527 REG 0.7%
Value $19.39M Shares 16,938,000 Est. Cost $1.08 Unrealized
INTEGER HOLDINGS CO CV 1.875PERCENT 031530 REG 0.7%
Value $19.19M Shares 20,125,000 Est. Cost $0.95 Unrealized
ENPHASE ENERGY INC CV 0PERCENT 030128 REG 0.6%
Value $18.94M Shares 21,279,000 Est. Cost $0.83 Unrealized
ALARM.COM HOLDINGS I CV 2.25PERCENT 060129 REG 0.6%
Value $18.85M Shares 20,471,000 Est. Cost $0.97 Unrealized
PEBBLEBROOK HOTEL TR CV 1.75PERCENT 121526 REG 0.6%
Value $18.59M Shares 19,085,000 Est. Cost $0.99 Unrealized
WINNEBAGO INDUSTRIES CV 3.25PERCENT 011530 REG 0.6%
Value $17.63M Shares 19,548,000 Est. Cost $0.88 Unrealized
ZIFF DAVIS INC CV 3.625PERCENT 030128 144A 0.5%
Value $15.39M Shares 15,701,000 Est. Cost $0.96 Unrealized
BRIDGEBIO PHARMA INC CV 2.5PERCENT 031527 REG 0.4%
Value $12.89M Shares 7,170,000 Est. Cost $1.80 Unrealized
XEROX HOLDINGS CORP CV 3.75PERCENT 031530 REG 0.4%
Value $12.06M Shares 47,650,000 Est. Cost $0.55 Unrealized
AMC NETWORKS INC CV 4.25PERCENT 021529 REG 0.4%
Value $12.05M Shares 13,600,000 Est. Cost $0.82 Unrealized
ENTERTAINMENT PROPERTIES 5.75PERCENT CV PFD C 0.4%
Value $11.93M Shares 526,931 Est. Cost $24.30 Unrealized
LIVANOVA PLC CV 2.5PERCENT 031529 REG 0.4%
Value $11.63M Shares 10,000,000 Est. Cost $1.16 Unrealized
EVOLENT HEALTH INC CV 3.5PERCENT 120129 REG 0.3%
Value $10.04M Shares 19,054,000 Est. Cost $0.72 Unrealized
ITRON INC CV 1.375PERCENT 071530 REG 0.3%
Value $9.185M Shares 9,139,000 Est. Cost $1.18 Unrealized
BA BOEING CO/THE COM 0.3%
Value $8.021M Shares 40,300 Est. Cost $238.54 Unrealized 0.0%
MARRIOTT VACATIONS W CV 3.25PERCENT 121527 REG 0.3%
Value $7.68M Shares 8,000,000 Est. Cost $0.90 Unrealized
LCI INDUSTRIES CV 1.125PERCENT 051526 REG 0.3%
Value $7.454M Shares 7,500,000 Est. Cost $0.96 Unrealized
MICROCHIP TECHNOLOGY CV 0.75PERCENT 060130 REG 0.3%
Value $7.412M Shares 7,500,000 Est. Cost $0.98 Unrealized
EVOLENT HEALTH INC CV 4.5PERCENT 081531 144A 0.2%
Value $6.935M Shares 13,957,000 Est. Cost $0.84 Unrealized
ENTERTAINMENT PROPERTIES 9PERCENT CV PFD E 0.2%
Value $5.965M Shares 197,382 Est. Cost $34.03 Unrealized
RAPID7 INC CV 1.25PERCENT 031529 REG 0.2%
Value $5.938M Shares 7,090,000 Est. Cost $0.90 Unrealized
WEC ENERGY GROUP IN CV 4.375PERCENT 060129 REG 0.1%
Value $3.711M Shares 3,000,000 Est. Cost $1.24 Unrealized
WELLS FARGO CO 7.5PERCENT CV PFD L 0.0%
Value $1.221M Shares 1,055 Est. Cost $1187.95 Unrealized
PPL CAPITAL FUNDING CV 2.875PERCENT 031528 REG 0.0%
Value $1.171M Shares 1,000,000 Est. Cost $1.05 Unrealized
XRXDW XEROX HOLDINGS CORP WAR 8 021428 0.0%
Value $0 Shares 118 Est. Cost Unrealized
CORZW Core Scientific Inc WAR 6.81 012327 0.0%
Value $0 Shares 769,504 Est. Cost Unrealized