Pacific Capital Partners Ltd Diversified Active

CIK: 0002064920 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $170,019 (100.0% shares, 0.0% debt)

Holdings (50)

ICUI ICU MED INC 8.0%
Value ($000) $13,577 Shares 87,500 Est. Cost $148.69 Unrealized +13.7%
AVTR AVANTOR INC 7.7%
Value ($000) $13,169 Shares 625,000 Est. Cost $22.06 Unrealized +1.9%
CBZ CBIZ INC 5.7%
Value ($000) $9,615 Shares 117,500 Est. Cost $59.39 Unrealized +25.9%
UNH UNITEDHEALTH GROUP INC 4.9%
Value ($000) $8,364 Shares 16,535 Est. Cost $534.40 Unrealized +3.5%
CLH CLEAN HARBORS INC 4.7%
Value ($000) $8,055 Shares 35,000 Est. Cost $185.07 Unrealized +34.2%
DHR DANAHER CORPORATION 4.7%
Value ($000) $8,034 Shares 35,000 Est. Cost $231.28 Unrealized +5.5%
CRH CRH PLC 4.6%
Value ($000) $7,864 Shares 85,000 Est. Cost $56.77 Unrealized +67.9%
CNMD CONMED CORP 4.1%
Value ($000) $6,918 Shares 101,086 Est. Cost $81.79 Unrealized -15.9%
WWD WOODWARD INC 3.7%
Value ($000) $6,241 Shares 37,500 Est. Cost $133.47 Unrealized +27.1%
AER AERCAP HOLDINGS NV 3.7%
Value ($000) $6,221 Shares 65,000 Est. Cost $81.44 Unrealized +16.7%
KBR KBR INC 3.4%
Value ($000) $5,793 Shares 100,000 Est. Cost $62.80 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 3.3%
Value ($000) $5,588 Shares 37,500 Est. Cost $111.18 Unrealized +40.5%
ACA ARCOSA INC 2.8%
Value ($000) $4,837 Shares 50,000 Est. Cost $90.11 Unrealized +11.3%
ELV ELEVANCE HEALTH INC 2.7%
Value ($000) $4,611 Shares 12,500 Est. Cost $442.04 Unrealized -7.4%
PYPL PAYPAL HLDGS INC 2.5%
Value ($000) $4,268 Shares 50,000 Est. Cost $64.93 Unrealized +29.2%
RPRX ROYALTY PHARMA PLC 2.4%
Value ($000) $4,145 Shares 162,500 Est. Cost $29.68 Unrealized -10.7%
BXMT BLACKSTONE MTG TR INC 2.0%
Value ($000) $3,482 Shares 200,000 Est. Cost $20.22 Unrealized
BKNG BOOKING HOLDINGS INC 1.9%
Value ($000) $3,220 Shares 648 Est. Cost $3483.79 Unrealized +36.8%
MET METLIFE INC 1.7%
Value ($000) $2,866 Shares 35,000 Est. Cost $58.90 Unrealized +36.9%
AMTM AMENTUM HOLDINGS INC 1.5%
Value ($000) $2,629 Shares 125,000 Est. Cost $25.85 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 1.5%
Value ($000) $2,506 Shares 22,500 Est. Cost $70.74 Unrealized +71.2%
FIS FIDELITY NATL INFORMATION SV 1.4%
Value ($000) $2,423 Shares 30,000 Est. Cost $65.56 Unrealized +28.0%
ICLR ICON PLC 1.3%
Value ($000) $2,227 Shares 10,618 Est. Cost $252.02 Unrealized -7.3%
PRM PERIMETER SOLUTIONS INC 1.1%
Value ($000) $1,917 Shares 150,000 Est. Cost $13.06 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $1,878 Shares 3,609 Est. Cost $537.46 Unrealized +1.9%
ABBV ABBVIE INC 1.1%
Value ($000) $1,870 Shares 10,522 Est. Cost $140.28 Unrealized +26.5%
TRU TRANSUNION 1.1%
Value ($000) $1,854 Shares 20,000 Est. Cost $77.41 Unrealized +30.1%
LAB STANDARD BIOTOOLS INC 1.0%
Value ($000) $1,750 Shares 1,000,000 Est. Cost $2.31 Unrealized -19.2%
SCI SERVICE CORP INTL 1.0%
Value ($000) $1,718 Shares 21,522 Est. Cost $63.42 Unrealized +29.0%
CG CARLYLE GROUP INC 1.0%
Value ($000) $1,619 Shares 32,074 Est. Cost $30.81 Unrealized +58.7%
EXAS EXACT SCIENCES CORP 0.9%
Value ($000) $1,601 Shares 28,500 Est. Cost $67.13 Unrealized -7.3%
HOLX HOLOGIC INC 0.9%
Value ($000) $1,584 Shares 21,974 Est. Cost $75.29 Unrealized +3.8%
MRK MERCK & CO INC 0.8%
Value ($000) $1,361 Shares 13,681 Est. Cost $105.44 Unrealized -6.4%
LULU LULULEMON ATHLETICA INC 0.8%
Value ($000) $1,282 Shares 3,352 Est. Cost $355.81 Unrealized -8.2%
STRA STRATEGIC ED INC 0.7%
Value ($000) $1,271 Shares 13,606 Est. Cost $79.37 Unrealized +13.8%
COO COOPER COS INC 0.7%
Value ($000) $1,180 Shares 12,838 Est. Cost $96.28 Unrealized +5.8%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $1,175 Shares 13,156 Est. Cost $52.46 Unrealized +67.8%
EPAM EPAM SYS INC 0.7%
Value ($000) $1,169 Shares 5,000 Est. Cost $213.23 Unrealized +4.3%
CVSA ADTALEM GLOBAL ED INC 0.7%
Value ($000) $1,163 Shares 12,803 Est. Cost $42.24 Unrealized +98.0%
BC BRUNSWICK CORP 0.6%
Value ($000) $992 Shares 15,343 Est. Cost $77.84 Unrealized -2.4%
PBH PRESTIGE CONSMR HEALTHCARE I 0.6%
Value ($000) $976 Shares 12,500 Est. Cost $67.75 Unrealized +14.6%
LLY ELI LILLY & CO 0.6%
Value ($000) $962 Shares 1,246 Est. Cost $507.98 Unrealized +61.6%
NKE NIKE INC 0.6%
Value ($000) $957 Shares 12,645 Est. Cost $90.52 Unrealized -15.5%
FTRE FORTREA HLDGS INC 0.5%
Value ($000) $933 Shares 50,000 Est. Cost $34.68 Unrealized -43.8%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $749 Shares 2,495 Est. Cost $267.91 Unrealized +29.2%
TMDX TRANSMEDICS GROUP INC 0.4%
Value ($000) $748 Shares 12,000 Est. Cost $75.87 Unrealized +22.7%
AMP AMERIPRISE FINL INC 0.4%
Value ($000) $730 Shares 1,372 Est. Cost $330.63 Unrealized +59.2%
PRCT PROCEPT BIOROBOTICS CORP 0.4%
Value ($000) $666 Shares 8,269 Est. Cost $38.86 Unrealized +119.9%
COLM COLUMBIA SPORTSWEAR CO 0.4%
Value ($000) $639 Shares 7,609 Est. Cost $71.48 Unrealized +14.7%
ECL ECOLAB INC 0.4%
Value ($000) $622 Shares 2,653 Est. Cost $177.28 Unrealized +38.5%