INCOME RESEARCH & MANAGEMENT Long-Term Concentrated

CIK: 0001165830 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 5, 2021

Total Value ($000): $271,105 (100.0% shares, 0.0% debt)

Holdings (16)

PROSPECT CAP CORP 9.1%
Value ($000) $24,788 Shares 24,212,000 Est. Cost $0.96 Unrealized
WESTERN DIGITAL CORP. 8.8%
Value ($000) $23,926 Shares 22,400,000 Est. Cost $0.94 Unrealized
ARES CAPITAL CORP 8.8%
Value ($000) $23,761 Shares 22,738,000 Est. Cost $1.02 Unrealized
TPG SPECIALTY LENDING INC 8.7%
Value ($000) $23,710 Shares 20,583,000 Est. Cost $1.02 Unrealized
ILLUMINA INC 8.6%
Value ($000) $23,424 Shares 18,609,000 Est. Cost $1.15 Unrealized
EURONET WORLDWIDE INC 8.5%
Value ($000) $23,026 Shares 20,220,000 Est. Cost $0.99 Unrealized
PIONEER NAT RES CO 8.4%
Value ($000) $22,806 Shares 14,294,000 Est. Cost $1.60 Unrealized
FORTIVE CORP 8.4%
Value ($000) $22,768 Shares 22,711,000 Est. Cost $0.98 Unrealized
BOOKING HOLDINGS INC 7.9%
Value ($000) $21,515 Shares 15,216,000 Est. Cost $1.41 Unrealized
SOUTHWEST AIRLS CO 7.5%
Value ($000) $20,334 Shares 13,427,000 Est. Cost $1.25 Unrealized
HERCULES CAPITAL INC 4.7%
Value ($000) $12,634 Shares 11,932,000 Est. Cost $1.00 Unrealized
TEVA PHARMACEUTICAL FIN LLC 4.4%
Value ($000) $11,848 Shares 12,028,000 Est. Cost $1.00 Unrealized
AKAMAI TECHNOLOGIES INC 4.2%
Value ($000) $11,372 Shares 8,701,000 Est. Cost $1.25 Unrealized
BLACKROCK TCP CAPITAL CORP 1.4%
Value ($000) $3,924 Shares 3,852,000 Est. Cost $1.02 Unrealized
BLACKROCK CAP INVT CORP 0.3%
Value ($000) $808 Shares 800,000 Est. Cost $1.01 Unrealized
GOLDMAN SACHS BDC INC 0.2%
Value ($000) $461 Shares 450,000 Est. Cost $1.03 Unrealized