Wellesley Asset Management Diversified Active

Location: Portsmouth, NH

CIK: 0001533551 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $961M (0.0% shares, 100.0% debt)

Holdings (54)

BOX US 4.5%
Value $43.35M Shares 44,891,000 Est. Cost $0.99 Unrealized
HAE US 4.4%
Value $42.38M Shares 40,842,000 Est. Cost $0.99 Unrealized
SYNA US 4.3%
Value $41.71M Shares 39,166,000 Est. Cost $1.06 Unrealized
LIVN US 4.1%
Value $39.28M Shares 34,131,000 Est. Cost $1.00 Unrealized
F US 4.0%
Value $38.72M Shares 37,047,000 Est. Cost $1.55 Unrealized
PCG US 4.0%
Value $38.24M Shares 36,998,000 Est. Cost $1.03 Unrealized
ITRI US 3.8%
Value $36.87M Shares 36,131,000 Est. Cost $1.04 Unrealized
GBX US 3.8%
Value $36.31M Shares 33,446,000 Est. Cost $1.62 Unrealized
BL US 3.8%
Value $36.17M Shares 34,564,000 Est. Cost $1.02 Unrealized
VSH US 3.7%
Value $35.55M Shares 38,981,000 Est. Cost $0.92 Unrealized
MTH US 3.5%
Value $33.69M Shares 34,144,000 Est. Cost $0.99 Unrealized
ON US 3.3%
Value $31.64M Shares 32,959,000 Est. Cost $0.97 Unrealized
FOUR US 3.1%
Value $30.13M Shares 31,430,000 Est. Cost $0.97 Unrealized
AKAM US 3.1%
Value $29.4M Shares 29,398,000 Est. Cost $1.59 Unrealized
RGEN US 2.8%
Value $26.54M Shares 24,122,000 Est. Cost $1.03 Unrealized
AMPH US 2.7%
Value $26.29M Shares 28,473,000 Est. Cost $0.98 Unrealized
WGO US 2.7%
Value $25.93M Shares 27,463,000 Est. Cost $0.88 Unrealized
LYFT US 2.7%
Value $25.79M Shares 21,186,000 Est. Cost $0.99 Unrealized
PSN US 2.6%
Value $24.55M Shares 23,772,000 Est. Cost $1.01 Unrealized
GPN US 2.5%
Value $24.09M Shares 26,844,000 Est. Cost $0.93 Unrealized
SPOT US 2.2%
Value $21.42M Shares 19,002,000 Est. Cost $0.94 Unrealized
JBTM US 2.1%
Value $20.19M Shares 19,653,000 Est. Cost $0.92 Unrealized
OMCL US 1.9%
Value $18.23M Shares 16,894,000 Est. Cost $1.08 Unrealized
AKAM US 1.9%
Value $17.86M Shares 18,151,000 Est. Cost $0.94 Unrealized
LNTH US 1.8%
Value $16.95M Shares 14,769,000 Est. Cost $1.15 Unrealized
ALRM US 1.7%
Value $16.67M Shares 17,463,000 Est. Cost $0.96 Unrealized
PRGS US 1.7%
Value $16.41M Shares 16,368,000 Est. Cost $1.02 Unrealized
DDOG US 1.6%
Value $15.24M Shares 15,353,000 Est. Cost $0.99 Unrealized
PPL US 1.5%
Value $14.49M Shares 13,181,000 Est. Cost $0.97 Unrealized
LNT US 1.4%
Value $13.05M Shares 12,455,000 Est. Cost $0.99 Unrealized
ENOV US 1.3%
Value $12.93M Shares 13,197,000 Est. Cost $0.98 Unrealized
FE US 1.1%
Value $10.86M Shares 10,576,000 Est. Cost $1.03 Unrealized
SPB US 0.9%
Value $8.575M Shares 9,028,000 Est. Cost $0.91 Unrealized
ORA US 0.9%
Value $8.32M Shares 6,070,000 Est. Cost $1.03 Unrealized
WKC US 0.6%
Value $6.073M Shares 5,693,000 Est. Cost $1.18 Unrealized
COLL US 0.6%
Value $5.619M Shares 4,000,000 Est. Cost $1.12 Unrealized
TTEK US 0.6%
Value $5.318M Shares 4,890,000 Est. Cost $1.11 Unrealized
FLR US 0.5%
Value $5.272M Shares 4,502,000 Est. Cost $1.25 Unrealized
PCRX US 0.5%
Value $4.97M Shares 5,013,000 Est. Cost $1.00 Unrealized
COGT US 0.5%
Value $4.65M Shares 4,000,000 Est. Cost $1.16 Unrealized
CSWC US 0.5%
Value $4.425M Shares 4,462,000 Est. Cost $0.98 Unrealized
POST US 0.5%
Value $4.324M Shares 4,000,000 Est. Cost $1.08 Unrealized
GWRE US 0.4%
Value $4.281M Shares 4,000,000 Est. Cost $1.07 Unrealized
CNP US 0.4%
Value $4.116M Shares 3,735,000 Est. Cost $1.03 Unrealized
DBX US 0.4%
Value $4.001M Shares 4,005,000 Est. Cost $1.00 Unrealized
BMRN US 0.4%
Value $3.9M Shares 4,058,000 Est. Cost $1.18 Unrealized
IMCR US 0.4%
Value $3.744M Shares 4,150,000 Est. Cost $0.87 Unrealized
MKSI US 0.4%
Value $3.63M Shares 2,750,000 Est. Cost $1.13 Unrealized
TYL US 0.4%
Value $3.504M Shares 3,500,000 Est. Cost $1.06 Unrealized
WEC US 0.4%
Value $3.411M Shares 3,000,000 Est. Cost $1.14 Unrealized
LMAT US 0.3%
Value $3.233M Shares 3,250,000 Est. Cost $0.99 Unrealized
DUK US 0.3%
Value $3.095M Shares 3,000,000 Est. Cost $1.07 Unrealized
CSGS US 0.3%
Value $2.936M Shares 2,484,000 Est. Cost $1.12 Unrealized
CMS US 0.3%
Value $2.482M Shares 2,310,000 Est. Cost $1.02 Unrealized