INCOME RESEARCH & MANAGEMENT Long-Term Concentrated

CIK: 0001165830 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 23, 2024

Total Value ($000): $173,427 (100.0% shares, 0.0% debt)

Holdings (18)

EXPEDIA GROUP INC 7.3%
Value ($000) $12,650 Shares 13,780,000 Est. Cost $1.21 Unrealized
ALLIANT ENERGY CORP 7.0%
Value ($000) $12,178 Shares 12,370,000 Est. Cost $0.98 Unrealized
NEW MTN FIN CORP 7.0%
Value ($000) $12,125 Shares 12,042,000 Est. Cost $1.02 Unrealized
SOUTHWEST AIRLS CO 6.9%
Value ($000) $11,959 Shares 11,947,000 Est. Cost $1.26 Unrealized
BOOKING HOLDINGS INC 6.9%
Value ($000) $11,880 Shares 5,649,000 Est. Cost $1.41 Unrealized
DUKE ENERGY CORP NEW 6.8%
Value ($000) $11,765 Shares 11,800,000 Est. Cost $1.00 Unrealized
VENTAS RLTY LTD PARTNERSHIP 6.8%
Value ($000) $11,754 Shares 11,200,000 Est. Cost $1.05 Unrealized
EURONET WORLDWIDE INC 6.8%
Value ($000) $11,737 Shares 12,112,000 Est. Cost $0.99 Unrealized
SOUTHERN CO 6.8%
Value ($000) $11,716 Shares 11,470,000 Est. Cost $0.99 Unrealized
PPL CAP FDG INC 6.6%
Value ($000) $11,382 Shares 11,900,000 Est. Cost $0.96 Unrealized
CMS ENERGY CORP 6.3%
Value ($000) $10,861 Shares 11,100,000 Est. Cost $0.98 Unrealized
AKAMAI TECHNOLOGIES INC 6.0%
Value ($000) $10,386 Shares 9,911,000 Est. Cost $1.21 Unrealized
FORD MTR CO DEL 5.1%
Value ($000) $8,833 Shares 8,750,000 Est. Cost $0.99 Unrealized
ETSY INC 4.3%
Value ($000) $7,507 Shares 9,545,000 Est. Cost $0.74 Unrealized
PENNYMAC CORP 3.3%
Value ($000) $5,802 Shares 5,875,000 Est. Cost $0.99 Unrealized
TAXX BONDBLOXX ETF TRUST 2.9%
Value ($000) $5,012 Shares 100,000 Est. Cost $50.00 Unrealized
ON SEMICONDUCTOR CORP 2.2%
Value ($000) $3,832 Shares 4,000,000 Est. Cost $0.98 Unrealized
AGGS HARBOR ETF TRUST 1.2%
Value ($000) $2,047 Shares 50,000 Est. Cost $40.94 Unrealized