INCOME RESEARCH & MANAGEMENT Long-Term Concentrated

CIK: 0001165830 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $206,000 (100.0% shares, 0.0% debt)

Holdings (16)

PRICELINE GRP INC 11.2%
Value ($000) $23,000 Shares 20,163,000 Est. Cost $1.03 Unrealized
ARES CAP CORP 10.7%
Value ($000) $22,000 Shares 21,400,000 Est. Cost $1.01 Unrealized
SPIRIT RLTY CAP INC NEW 9.7%
Value ($000) $20,000 Shares 19,833,000 Est. Cost $1.05 Unrealized
ANTHEM INC 9.2%
Value ($000) $19,000 Shares 4,851,000 Est. Cost $2.06 Unrealized
AMERICAN RLTY CAP PPTYS INC 8.3%
Value ($000) $17,000 Shares 16,414,000 Est. Cost $1.02 Unrealized
TPG SPECIALTY LENDING INC 8.3%
Value ($000) $17,000 Shares 16,700,000 Est. Cost $1.01 Unrealized
NOVELLUS SYS INC 6.8%
Value ($000) $14,000 Shares 2,498,000 Est. Cost $2.79 Unrealized
ALZA CORP 6.8%
Value ($000) $14,000 Shares 7,339,000 Est. Cost $1.42 Unrealized
TEVA PHARMACEUTICAL FIN LLC 6.8%
Value ($000) $14,000 Shares 15,589,000 Est. Cost $1.00 Unrealized
ILLUMINA INC 6.3%
Value ($000) $13,000 Shares 8,300,000 Est. Cost $1.53 Unrealized
HERCULES CAPITAL INC 5.8%
Value ($000) $12,000 Shares 11,719,000 Est. Cost $1.00 Unrealized
PROSPECT CAPITAL CORPORATION 5.3%
Value ($000) $11,000 Shares 10,700,000 Est. Cost $0.99 Unrealized
MACQUARIE INFRASTRUCTURE COR 3.4%
Value ($000) $7,000 Shares 8,362,000 Est. Cost $0.93 Unrealized
DANAHER CORPORATION 0.5%
Value ($000) $1,000 Shares 264,000 Est. Cost $2.26 Unrealized
ON SEMICONDUCTOR CORP 0.5%
Value ($000) $1,000 Shares 814,000 Est. Cost $0.89 Unrealized
NABORS INDS INC NEW 0.5%
Value ($000) $1,000 Shares 1,375,000 Est. Cost $0.78 Unrealized