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Asset Manager ← All Institutions

Carlson Capital, L.P.

Q1 2026 · Filed 2026-02-03
Market Value
$0
-100.0%
Holdings
60
-26
New Purchases
0
Added To
0
Closed
60
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $0 0%
Large Cap 22 $0 0%
Mid Cap 22 $0 0%
Small Cap 7 $0 0%
Micro Cap 3 $0 0%

Portfolio Analytics

Avg Market Cap
$62.9B
Median Market Cap
$9.6B
Avg P/E
24.2
Median P/E
17.5
Avg Dividend Yield
0.04%
Avg Beta
0.90
# Stocks
59
# ETFs / Funds
1

Top Holdings (60 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACI —% -$858K -50,000 -100.0% SOLD
2 CVX —% -$1M -9,500 -100.0% SOLD
3 MTDR —% -$828K -19,500 -100.0% SOLD
4 PSX —% -$426K -3,300 -100.0% SOLD
5 AON —% -$212K -600 -100.0% SOLD
6 HD —% -$791K -2,300 -100.0% SOLD
7 EOG —% -$809K -7,700 -100.0% SOLD
8 RL —% -$778K -2,200 -100.0% SOLD
9 SUNC —% -$739K -15,000 -100.0% SOLD
10 NVRI —% -$627K -35,000 -100.0% SOLD
11 TDS —% -$369K -9,000 -100.0% SOLD
12 UPS —% -$526K -5,300 -100.0% SOLD
13 STT —% -$774K -6,000 -100.0% SOLD
14 OVV —% -$839K -21,400 -100.0% SOLD
15 FHN —% -$695K -29,100 -100.0% SOLD
16 CLX —% -$817K -8,100 -100.0% SOLD
17 JPM —% -$2M -5,100 -100.0% SOLD
18 AMTM —% -$551K -19,000 -100.0% SOLD
19 BAC —% -$814K -14,800 -100.0% SOLD
20 NSC —% -$2M -5,700 -100.0% SOLD
21 AZO —% -$678K -200 -100.0% SOLD
22 KNF —% -$675K -9,600 -100.0% SOLD
23 OII —% -$769K -32,000 -100.0% SOLD
24 FND —% -$743K -12,200 -100.0% SOLD
25 CFR —% -$2M -13,100 -100.0% SOLD
26 GTLS —% -$1M -5,000 -100.0% SOLD
27 LW —% -$804K -19,200 -100.0% SOLD
28 LEG —% -$220K -20,000 -100.0% SOLD
29 PNC —% -$793K -3,800 -100.0% SOLD
30 COST —% -$690K -800 -100.0% SOLD
31 IMXI —% -$998K -65,000 -100.0% SOLD
32 FANG —% -$661K -4,400 -100.0% SOLD
33 BHF —% -$1M -15,500 -100.0% SOLD
34 EA —% -$2M -12,000 -100.0% SOLD
35 CYTK —% -$356K -5,600 -100.0% SOLD
36 LOCO —% -$418K -40,000 -100.0% SOLD
37 ANNA —% -$265K -92,000 -100.0% SOLD
38 HBAN —% -$2M -112,300 -100.0% SOLD
39 MDLZ —% -$667K -12,400 -100.0% SOLD
40 WBD —% -$1M -40,000 -100.0% SOLD
41 SFNC —% -$509K -27,000 -100.0% SOLD
42 ONB —% -$848K -38,000 -100.0% SOLD
43 TXN —% -$1M -7,000 -100.0% SOLD
44 XLE —% -$693K -15,500 -100.0% SOLD
45 GDEN —% -$816K -30,000 -100.0% SOLD
46 FRGE —% -$691K -15,500 -100.0% SOLD
47 RNAM —% -$2M -28,000 -100.0% SOLD
48 HOLX —% -$1M -19,000 -100.0% SOLD
49 SWKH —% -$146M -8,493,088 -100.0% SOLD
50 EXAS —% -$2M -20,000 -100.0% SOLD
51 ALEX —% -$1M -72,496 -100.0% SOLD
52 CYBR —% -$3M -6,600 -100.0% SOLD
53 TRUE —% -$72K -32,007 -100.0% SOLD
54 NGD —% -$436K -50,000 -100.0% SOLD
55 FYBR —% -$3M -68,000 -100.0% SOLD
56 IGT —% -$599K -38,700 -100.0% SOLD
57 SEE —% -$2M -54,000 -100.0% SOLD
58 CDTX —% -$2M -7,000 -100.0% SOLD
59 USM —% -$504K -9,400 -100.0% SOLD
60 SNV —% -$3M -54,300 -100.0% SOLD

Options Breakdown

2 Calls $0 Call Value 6 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
CYTK $0 SOLD
IBIT $0 SOLD

Top Puts

SymbolSharesValueStatus
AFRM $0 SOLD
CVNA $0 SOLD
QS $0 SOLD
TSLA $0 SOLD
SOFI $0 SOLD
HYG $0 SOLD

Sold Out Positions

SymbolValue% Port
ACI —%
CVX —%
MTDR —%
PSX —%
AON —%
HD —%
EOG —%
RL —%
SUNC —%
NVRI —%
TDS —%
UPS —%
STT —%
OVV —%
FHN —%
View SEC EDGAR Filings for Carlson Capital, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms