Wellesley Asset Management Diversified Active

Location: Portsmouth, NH

CIK: 0001533551 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value: $1.773B

Holdings (66)

— GBX 4.1%
Value $73.55M Shares 76,331,294 Share Price $0.96 Est. Cost/Share $1.78 Unrealized @ Report Date —
— F 3.8%
Value $68.25M Shares 69,026,045 Share Price $0.99 Est. Cost/Share $2.02 Unrealized @ Report Date —
— AKAM ⚠ 3.8%
Value $66.96M Shares 64,104,239 Share Price $1.04 Est. Cost/Share $1.82 Unrealized @ Report Date —
— AKAM 3.8%
Value $66.96M Shares 64,104,239 Share Price $1.04 Est. Cost/Share $1.14 Unrealized @ Report Date —
— LCII 3.4%
Value $59.59M Shares 62,999,607 Share Price $0.95 Est. Cost/Share $1.17 Unrealized @ Report Date —
— LCII ⚠ 3.4%
Value $59.59M Shares 62,999,607 Share Price $0.95 Est. Cost/Share $1.41 Unrealized @ Report Date —
— HALO 3.1%
Value $55.23M Shares 64,339,813 Share Price $0.86 Est. Cost/Share $1.76 Unrealized @ Report Date —
— JBLU 3.1%
Value $54.3M Shares 69,285,732 Share Price $0.78 Est. Cost/Share $1.01 Unrealized @ Report Date —
— JBLU ⚠ 3.1%
Value $54.3M Shares 69,285,732 Share Price $0.78 Est. Cost/Share $1.45 Unrealized @ Report Date —
— PCRX ⚠ 3.0%
Value $53.38M Shares 58,432,319 Share Price $0.91 Est. Cost/Share $1.82 Unrealized @ Report Date —
— PCRX ⚠ 3.0%
Value $53.38M Shares 58,432,319 Share Price $0.91 Est. Cost/Share $1.41 Unrealized @ Report Date —
— BMRN ⚠ 2.7%
Value $47.07M Shares 47,333,746 Share Price $0.99 Est. Cost/Share $1.82 Unrealized @ Report Date —
— BMRN ⚠ 2.7%
Value $47.07M Shares 47,333,746 Share Price $0.99 Est. Cost/Share $2.14 Unrealized @ Report Date —
— ITRI 2.6%
Value $46.49M Shares 53,713,331 Share Price $0.87 Est. Cost/Share $1.22 Unrealized @ Report Date —
— ITRI ⚠ 2.6%
Value $46.49M Shares 53,713,331 Share Price $0.87 Est. Cost/Share $1.41 Unrealized @ Report Date —
— SEDG 2.6%
Value $46.21M Shares 50,244,804 Share Price $0.92 Est. Cost/Share $1.13 Unrealized @ Report Date —
— SEDG 2.6%
Value $46.21M Shares 50,244,804 Share Price $0.92 Est. Cost/Share $0.92 Unrealized @ Report Date —
— UBER ⚠ 2.5%
Value $44.62M Shares 47,573,355 Share Price $0.94 Est. Cost/Share $0.92 Unrealized @ Report Date —
— UBER 2.5%
Value $44.62M Shares 47,573,355 Share Price $0.94 Est. Cost/Share $0.93 Unrealized @ Report Date —
— IMAX ⚠ 2.3%
Value $40.31M Shares 43,357,969 Share Price $0.93 Est. Cost/Share $1.62 Unrealized @ Report Date —
— IMAX 2.3%
Value $40.31M Shares 43,357,969 Share Price $0.93 Est. Cost/Share $1.10 Unrealized @ Report Date —
— PETQ ⚠ 2.1%
Value $37.33M Shares 38,393,655 Share Price $0.97 Est. Cost/Share $2.06 Unrealized @ Report Date —
— PETQ 2.1%
Value $37.33M Shares 38,393,655 Share Price $0.97 Est. Cost/Share $1.20 Unrealized @ Report Date —
— LRN ⚠ 2.1%
Value $36.66M Shares 34,564,000 Share Price $1.06 Est. Cost/Share $1.82 Unrealized @ Report Date —
— LRN ⚠ 2.1%
Value $36.66M Shares 34,564,000 Share Price $1.06 Est. Cost/Share $1.77 Unrealized @ Report Date —
— STAR ⚠ 1.7%
Value $29.65M Shares 30,413,865 Share Price $0.97 Est. Cost/Share $1.41 Unrealized @ Report Date —
— KAMN ⚠ 1.7%
Value $29.65M Shares 30,413,865 Share Price $0.97 Est. Cost/Share $1.81 Unrealized @ Report Date —
— NICE ⚠ 1.6%
Value $27.52M Shares 30,296,198 Share Price $0.91 Est. Cost/Share $0.98 Unrealized @ Report Date —
— NICE ⚠ 1.6%
Value $27.52M Shares 30,296,198 Share Price $0.91 Est. Cost/Share $1.45 Unrealized @ Report Date —
— JAZZ ⚠ 1.5%
Value $27.41M Shares 26,789,080 Share Price $1.02 Est. Cost/Share $1.02 Unrealized @ Report Date —
— JAZZ ⚠ 1.5%
Value $27.41M Shares 26,789,080 Share Price $1.02 Est. Cost/Share $1.47 Unrealized @ Report Date —
— GES 1.5%
Value $26.48M Shares 26,007,000 Share Price $1.02 Est. Cost/Share $2.22 Unrealized @ Report Date —
— LITE ⚠ 1.3%
Value $23.23M Shares 27,201,265 Share Price $0.85 Est. Cost/Share $1.02 Unrealized @ Report Date —
— LITE ⚠ 1.3%
Value $23.23M Shares 27,201,265 Share Price $0.85 Est. Cost/Share $0.97 Unrealized @ Report Date —
— CAKE ⚠ 1.2%
Value $21.1M Shares 25,519,000 Share Price $0.83 Est. Cost/Share $1.60 Unrealized @ Report Date —
— CAKE ⚠ 1.2%
Value $21.1M Shares 25,519,000 Share Price $0.83 Est. Cost/Share $1.97 Unrealized @ Report Date —
— ENPH ⚠ 1.1%
Value $19.37M Shares 22,020,000 Share Price $0.88 Est. Cost/Share $1.68 Unrealized @ Report Date —
— ENPH ⚠ 1.1%
Value $19.37M Shares 22,020,000 Share Price $0.88 Est. Cost/Share $0.94 Unrealized @ Report Date —
— CBRL ⚠ 0.9%
Value $15.9M Shares 18,749,305 Share Price $0.85 Est. Cost/Share $1.97 Unrealized @ Report Date —
— CBRL ⚠ 0.9%
Value $15.9M Shares 18,749,305 Share Price $0.85 Est. Cost/Share $1.68 Unrealized @ Report Date —
— CENX ⚠ 0.9%
Value $15.35M Shares 22,409,838 Share Price $0.69 Est. Cost/Share $0.98 Unrealized @ Report Date —
— CENX ⚠ 0.9%
Value $15.35M Shares 22,409,838 Share Price $0.69 Est. Cost/Share $1.60 Unrealized @ Report Date —
— PATK ⚠ 0.6%
Value $11.42M Shares 11,928,000 Share Price $0.96 Est. Cost/Share $0.92 Unrealized @ Report Date —
— PATK ⚠ 0.6%
Value $11.42M Shares 11,928,000 Share Price $0.96 Est. Cost/Share $0.97 Unrealized @ Report Date —
— ABNB 0.5%
Value $9.489M Shares 10,765,000 Share Price $0.88 Est. Cost/Share $0.89 Unrealized @ Report Date —
— EEFT ⚠ 0.5%
Value $9.092M Shares 9,844,000 Share Price $0.92 Est. Cost/Share $0.94 Unrealized @ Report Date —
— EEFT ⚠ 0.5%
Value $9.092M Shares 9,844,000 Share Price $0.92 Est. Cost/Share $0.98 Unrealized @ Report Date —
— BURL ⚠ 0.4%
Value $7.799M Shares 7,972,480 Share Price $0.98 Est. Cost/Share $0.98 Unrealized @ Report Date —
— BURL ⚠ 0.4%
Value $7.799M Shares 7,972,480 Share Price $0.98 Est. Cost/Share $2.14 Unrealized @ Report Date —
— SQ 0.3%
Value $5.079M Shares 5,483,000 Share Price $0.93 Est. Cost/Share $2.34 Unrealized @ Report Date —
— SQ 0.3%
Value $5.079M Shares 5,483,000 Share Price $0.93 Est. Cost/Share $0.93 Unrealized @ Report Date —
— AKAM 0.3%
Value $5.074M Shares 5,000,000 Share Price $1.01 Est. Cost/Share $1.01 Unrealized @ Report Date —
— VIAV ⚠ 0.3%
Value $4.91M Shares 4,998,000 Share Price $0.98 Est. Cost/Share $2.06 Unrealized @ Report Date —
— VIAV 0.3%
Value $4.91M Shares 4,998,000 Share Price $0.98 Est. Cost/Share $1.00 Unrealized @ Report Date —
— VSH 0.3%
Value $4.887M Shares 5,000,000 Share Price $0.98 Est. Cost/Share $1.85 Unrealized @ Report Date —
— IRWD ⚠ 0.2%
Value $3.604M Shares 3,688,000 Share Price $0.98 Est. Cost/Share $1.62 Unrealized @ Report Date —
— IRWD ⚠ 0.2%
Value $3.604M Shares 3,688,000 Share Price $0.98 Est. Cost/Share $1.47 Unrealized @ Report Date —
— FIVN ⚠ 0.2%
Value $3.562M Shares 3,816,000 Share Price $0.93 Est. Cost/Share $0.98 Unrealized @ Report Date —
— FIVN 0.2%
Value $3.562M Shares 3,816,000 Share Price $0.93 Est. Cost/Share $0.93 Unrealized @ Report Date —
— HAE 0.1%
Value $2.482M Shares 2,856,000 Share Price $0.87 Est. Cost/Share $2.08 Unrealized @ Report Date —
— ORA 0.1%
Value $2.374M Shares 2,442,000 Share Price $0.97 Est. Cost/Share $0.97 Unrealized @ Report Date —
— ORA ⚠ 0.1%
Value $2.374M Shares 2,442,000 Share Price $0.97 Est. Cost/Share $1.81 Unrealized @ Report Date —
— ZG ⚠ 0.1%
Value $1.789M Shares 1,733,000 Share Price $1.03 Est. Cost/Share $1.77 Unrealized @ Report Date —
— ZG 0.1%
Value $1.789M Shares 1,733,000 Share Price $1.03 Est. Cost/Share $1.16 Unrealized @ Report Date —
— LUV 0.1%
Value $1.607M Shares 1,600,000 Share Price $1.00 Est. Cost/Share $1.00 Unrealized @ Report Date —
— LUV ⚠ 0.1%
Value $1.607M Shares 1,600,000 Share Price $1.00 Est. Cost/Share $0.98 Unrealized @ Report Date —