INCOME RESEARCH & MANAGEMENT Long-Term Concentrated

CIK: 0001165830 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 25, 2024

Total Value ($000): $148,218 (100.0% shares, 0.0% debt)

Holdings (16)

ALLIANT ENERGY CORP 9.1%
Value ($000) $13,543 Shares 13,770,000 Est. Cost $0.98 Unrealized
EURONET WORLDWIDE INC 9.0%
Value ($000) $13,410 Shares 13,832,000 Est. Cost $0.99 Unrealized
NEW MTN FIN CORP 8.7%
Value ($000) $12,877 Shares 12,712,000 Est. Cost $1.02 Unrealized
SOUTHERN CO 8.6%
Value ($000) $12,756 Shares 12,820,000 Est. Cost $0.99 Unrealized
EXPEDIA GROUP INC 8.6%
Value ($000) $12,691 Shares 13,780,000 Est. Cost $1.21 Unrealized
SOUTHWEST AIRLS CO 8.2%
Value ($000) $12,090 Shares 11,947,000 Est. Cost $1.26 Unrealized
AKAMAI TECHNOLOGIES INC 7.9%
Value ($000) $11,690 Shares 9,911,000 Est. Cost $1.21 Unrealized
PPL CAP FDG INC 7.7%
Value ($000) $11,388 Shares 11,900,000 Est. Cost $0.96 Unrealized
BOOKING HOLDINGS INC 7.4%
Value ($000) $10,903 Shares 5,649,000 Est. Cost $1.41 Unrealized
FORD MTR CO DEL 6.1%
Value ($000) $9,043 Shares 8,750,000 Est. Cost $0.99 Unrealized
ETSY INC 5.1%
Value ($000) $7,517 Shares 9,545,000 Est. Cost $0.74 Unrealized
PENNYMAC CORP 3.9%
Value ($000) $5,787 Shares 5,875,000 Est. Cost $0.99 Unrealized
BLACKSTONE MORTGAGE TRUST IN 3.6%
Value ($000) $5,385 Shares 6,000,000 Est. Cost $0.91 Unrealized
TAXX BONDBLOXX ETF TRUST 3.4%
Value ($000) $5,000 Shares 100,000 Est. Cost $50.00 Unrealized
ON SEMICONDUCTOR CORP 2.7%
Value ($000) $3,936 Shares 4,000,000 Est. Cost $0.98 Unrealized
WELLS FARGO CO NEW 0.1%
Value ($000) $201 Shares 165 Est. Cost $1219.86 Unrealized