Wellesley Asset Management Diversified Active

Location: Portsmouth, NH

CIK: 0001533551 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 27, 2025

Total Value: $962M (0.0% shares, 100.0% debt)

Holdings (58)

LCII US 6.3%
Value $60.3M Shares 61,292,000 Est. Cost $1.35 Unrealized
F US 6.0%
Value $57.5M Shares 59,383,000 Est. Cost $2.01 Unrealized
GBX US 5.5%
Value $53.24M Shares 43,961,000 Est. Cost $1.78 Unrealized
BMRN US 5.5%
Value $53.06M Shares 56,960,000 Est. Cost $1.18 Unrealized
AKAM US 5.1%
Value $48.6M Shares 48,338,000 Est. Cost $1.67 Unrealized
HALO US 4.8%
Value $46.43M Shares 48,602,000 Est. Cost $1.76 Unrealized
VSH US 4.5%
Value $43.57M Shares 48,530,000 Est. Cost $0.92 Unrealized
JBTM US 4.4%
Value $42.06M Shares 42,450,000 Est. Cost $0.92 Unrealized
UBER US 4.3%
Value $41.34M Shares 40,892,000 Est. Cost $0.95 Unrealized
SPOT US 4.0%
Value $38.67M Shares 36,251,000 Est. Cost $0.94 Unrealized
ON US 3.9%
Value $37.23M Shares 39,439,000 Est. Cost $0.98 Unrealized
NICE IT 3.6%
Value $34.24M Shares 35,620,000 Est. Cost $0.95 Unrealized
IMAX US 3.2%
Value $30.84M Shares 28,902,000 Est. Cost $0.96 Unrealized
JAZZ US 2.8%
Value $27.42M Shares 27,030,000 Est. Cost $0.99 Unrealized
AMPH US 2.8%
Value $27.42M Shares 29,413,000 Est. Cost $1.03 Unrealized
VIAV US 2.8%
Value $26.94M Shares 26,061,000 Est. Cost $0.97 Unrealized
CNP US 2.5%
Value $23.68M Shares 23,138,000 Est. Cost $1.02 Unrealized
ITRI US 2.3%
Value $22.4M Shares 21,556,000 Est. Cost $1.33 Unrealized
LNT US 2.1%
Value $19.81M Shares 19,269,000 Est. Cost $0.99 Unrealized
CSWC US 2.0%
Value $18.93M Shares 19,377,000 Est. Cost $0.98 Unrealized
ATSG US 1.9%
Value $18.36M Shares 18,487,000 Est. Cost $0.94 Unrealized
PPL US 1.8%
Value $17.73M Shares 16,972,000 Est. Cost $0.96 Unrealized
LUV US 1.8%
Value $17.67M Shares 17,137,000 Est. Cost $1.01 Unrealized
WKC US 1.8%
Value $16.98M Shares 15,020,000 Est. Cost $1.22 Unrealized
GWRE US 1.7%
Value $16.64M Shares 17,000,000 Est. Cost $0.98 Unrealized
ABNB US 1.3%
Value $12.87M Shares 13,711,000 Est. Cost $0.91 Unrealized
FLR US 1.3%
Value $12.2M Shares 9,680,000 Est. Cost $1.22 Unrealized
PCRX US 1.2%
Value $11.52M Shares 11,866,000 Est. Cost $1.73 Unrealized
EXPE US 1.1%
Value $10.27M Shares 10,327,000 Est. Cost $0.99 Unrealized
AEIS US 1.0%
Value $9.81M Shares 8,988,000 Est. Cost $1.06 Unrealized
ORA US 0.9%
Value $9.083M Shares 9,183,000 Est. Cost $0.99 Unrealized
BURL US 0.6%
Value $6.037M Shares 4,621,000 Est. Cost $0.75 Unrealized
ZG US 0.5%
Value $5.269M Shares 4,548,000 Est. Cost $1.10 Unrealized
AWK US 0.5%
Value $4.587M Shares 4,642,000 Est. Cost $1.01 Unrealized
SHOP CN 0.4%
Value $3.769M Shares 3,694,000 Est. Cost $0.95 Unrealized
BE US 0.4%
Value $3.545M Shares 2,548,000 Est. Cost $0.98 Unrealized
MGPI US 0.3%
Value $3.173M Shares 3,436,000 Est. Cost $0.99 Unrealized
SRPT US 0.3%
Value $2.957M Shares 2,677,000 Est. Cost $1.04 Unrealized
PEGA US 0.3%
Value $2.694M Shares 2,718,000 Est. Cost $0.98 Unrealized
DXCM US 0.2%
Value $2.13M Shares 2,209,000 Est. Cost $0.99 Unrealized
OKTA US 0.2%
Value $1.955M Shares 2,100,000 Est. Cost $0.93 Unrealized
GMED US 0.2%
Value $1.877M Shares 1,900,000 Est. Cost $0.98 Unrealized
CMS US 0.2%
Value $1.552M Shares 1,494,000 Est. Cost $0.99 Unrealized
PATK US 0.2%
Value $1.46M Shares 1,071,000 Est. Cost $0.93 Unrealized
DDOG US 0.2%
Value $1.45M Shares 1,500,000 Est. Cost $0.97 Unrealized
IMCR US 0.1%
Value $1.261M Shares 1,500,000 Est. Cost $0.85 Unrealized
EXAS US 0.1%
Value $1.234M Shares 1,200,000 Est. Cost $1.03 Unrealized
DAY US 0.1%
Value $1.223M Shares 1,264,000 Est. Cost $0.97 Unrealized
FWONA US 0.1%
Value $1.223M Shares 1,000,000 Est. Cost $1.22 Unrealized
UBER US 0.1%
Value $1.104M Shares 1,000,000 Est. Cost $1.10 Unrealized
PCG US 0.1%
Value $1.088M Shares 1,000,000 Est. Cost $1.09 Unrealized
HALO US 0.1%
Value $1.081M Shares 1,000,000 Est. Cost $1.11 Unrealized
OMCL US 0.1%
Value $1.051M Shares 1,000,000 Est. Cost $1.05 Unrealized
RGEN US 0.1%
Value $1.026M Shares 1,000,000 Est. Cost $1.03 Unrealized
DBX US 0.1%
Value $1.021M Shares 1,000,000 Est. Cost $1.02 Unrealized
ARRY US 0.1%
Value $756K Shares 1,025,000 Est. Cost $0.74 Unrealized
IRWD US 0.1%
Value $726K Shares 775,000 Est. Cost $1.01 Unrealized
SIRI US 0.0%
Value $249K Shares 240,000 Est. Cost $1.03 Unrealized