whalepapers
Overview/ Oaktree Capital Management LP/ Q1 2023

Oaktree Capital Management LP

Howard Marks & Bruce Karsh · As of Q1 2023 · filed Aug 25, 2023

Q1 2023

Holdings

301 positions · Δ vs prior quarter
TRMD TORM PLC-A
$1.65B
18.3%
53,812,988 Held
EXE EXPAND ENERGY CORP
$652.4M
7.2%
8,579,879 −50,000 −0.6% Reduced
GTX 11 PERP A GARRETT MOTION INC
$611.9M
6.8%
68,834,814 Held
VST VISTRA CORP
$557.5M
6.2%
23,228,843 −2,170,969 −8.5% Reduced
SBLK STAR BULK CARRIERS CORP
$550.5M
6.1%
26,067,483 Held
SB9 SITIO ROYALTIES CORP-A
$292.3M
3.2%
12,935,120 Held
RWAY RUNWAY GROWTH FINANCE CORP
$255.4M
2.8%
21,054,667 Held
INFNEUR INFINERA CORP
$195.4M
2.2%
25,175,384 Held
EGLEUSD EAGLE BULK SHIPPING INC
$172.1M
1.9%
3,781,561 Held
STKL SUNOPTA INC
$159.6M
1.8%
20,726,126 Held
ALLY ALLY FINANCIAL INC
$156.1M
1.7%
6,124,687 Held
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$135.0M
1.5%
5,582,382 +234,933 +4.4% Added
VALE VALE SA-SP ADR
$132.1M
1.5%
8,372,867 +324,168 +4.0% Added
FCX FREEPORT-MCMORAN INC
$110.2M
1.2%
2,692,705 +113,281 +4.4% Added
WFRD WEATHERFORD INTERNATIONAL PL
$109.4M
1.2%
1,843,818 −1,710,289 −48.1% Reduced
NMIH NMI HOLDINGS INC
$109.4M
1.2%
4,900,000 Held
SPY PUT SS SPDR S&P 500 ETF TRUST-US
$102.3M
1.1%
250,000 −349,000 −58.3% Reduced
CBL CBL & ASSOCIATES PROPERTIES
$102.1M
1.1%
3,983,966 Held
ALVO ALVOTECH SA
$100.1M
1.1%
7,762,633 +1,423,973 +22.5% Added
FYBRGBX FRONTIER COMMUNICATIONS PARE
$90.7M
1.0%
3,982,849 Held
PCG P G & E CORP
$90.6M
1.0%
5,600,000 −2,150,000 −27.7% Reduced
IBN ICICI BANK LTD-SPON ADR
$87.8M
1.0%
4,069,268 +159,071 +4.1% Added
PBR PETROLEO BRASILEIRO-SPON ADR
$84.1M
0.9%
8,062,539 +356,584 +4.6% Added
HTZ HERTZ GLOBAL HLDGS INC
$81.4M
0.9%
4,997,100 −1,502,900 −23.1% Reduced
CX CEMEX SAB-SPONS ADR PART CER
$80.1M
0.9%
14,489,032 −187,294 −1.3% Reduced
ITUB ITAU UNIBANCO H-SPON PRF ADR
$75.8M
0.8%
15,563,352 −7,223,703 −31.7% Reduced
EAGLE BULK SHIPPING INC PRN
$62.5M
0.7%
40,495,000 Held
KRC KILROY REALTY CORP
$59.9M
0.7%
1,850,011 Held
XOP PUT SS SPDR S&P OG EXP & PROD
$57.4M
0.6%
450,000 Held
VIST VISTA ENERGY SAB DE CV
$57.1M
0.6%
2,884,674 Held
FTAI FTAI AVIATION LTD
$56.8M
0.6%
2,033,110 Held
BAP CREDICORP LTD
$56.3M
0.6%
425,167 +18,301 +4.5% Added
BBD BANCO BRADESCO-ADR
$55.8M
0.6%
21,294,251 +7,816,110 +58.0% Added
BRYGBP BERRY CORP
$52.6M
0.6%
6,697,000 −100,000 −1.5% Reduced
DQ DAQO NEW ENERGY CORP-ADR
$49.5M
0.5%
1,056,121 +1,056,121 New
LBTYAUSD LIBERTY GLOBAL PLC-A
$37.9M
0.4%
1,946,000 Held
AZUL SA
$35.4M
0.4%
4,946,154 −61,400 −1.2% Reduced
TOL TOLL BROTHERS INC
$33.5M
0.4%
558,000 −39,000 −6.5% Reduced
SPOT 0 03/15/26 PRN SPOTIFY USA INC
$33.0M
0.4%
39,206,000 +10,134,000 +34.9% Added
SEALTD 0.25 09/15/26 PRN SEA LTD
$32.9M
0.4%
41,673,000 +10,092,000 +32.0% Added
OCSL OAKTREE SPECIALTY LENDING CO
$31.4M
0.3%
1,671,503 +1,671,503 New
GTX GARRETT MOTION INC
$27.5M
0.3%
3,593,111 Held
VVR INVESCO SENIOR INCOME TRUST
$24.8M
0.3%
6,733,373 −666,627 −9.0% Reduced
GMED 0.375 03/15/25 PRN NUVASIVE INC
$22.6M
0.2%
25,492,000 +10,675,000 +72.0% Added
HAE 0 03/01/26 PRN HAEMONETICS CORP
$21.4M
0.2%
25,120,000 +3,110,000 +14.1% Added
MX MAGNACHIP SEMICONDUCTOR CORP
$21.3M
0.2%
2,300,000 Held
PAM PAMPA ENERGIA SA-SPON ADR
$21.1M
0.2%
639,421 −79,000 −11.0% Reduced
WDC 1.5 02/01/24 PRN WESTERN DIGITAL CORP
$20.9M
0.2%
21,583,000 −6,232,000 −22.4% Reduced
TX TERNIUM SA-SPONSORED ADR
$20.2M
0.2%
489,377 +19,578 +4.2% Added
CABO 0 03/15/26 PRN CABLE ONE INC
$20.0M
0.2%
25,246,000 +1,001,000 +4.1% Added
ILMN 0 08/15/23 PRN ILLUMINA INC
$19.9M
0.2%
20,332,000 −5,325,000 −20.8% Reduced
BATL BATTALION OIL CORP
$19.8M
0.2%
3,009,912 Held
SPLK 0.5 09/15/23 PRN SPLUNK INC
$19.7M
0.2%
20,138,000 −5,040,000 −20.0% Reduced
SUPN 0.625 04/01/23 PRN SUPERNUS PHARMACEUTICALS
$19.6M
0.2%
19,540,000 −2,973,000 −13.2% Reduced
SMRT SMARTRENT INC
$19.1M
0.2%
7,505,294 +3,125,820 +71.4% Added
DOCN 0 12/01/26 PRN DIGITALOCEAN HOLDINGS
$18.4M
0.2%
23,228,000 +510,000 +2.2% Added
TGS TRANSPORTADOR GAS-ADR SP B
$18.3M
0.2%
1,784,412 Held
XJQCX NUVEEN CREDIT STRATEGIES INC
$17.0M
0.2%
3,333,949 −46,838 −1.4% Reduced
ONIT ONITY GROUP INC
$17.0M
0.2%
627,366 Held
PMT 5.5 11/01/24 PRN PENNYMAC CORP
$16.9M
0.2%
17,985,000 −786,000 −4.2% Reduced
SHOPCN 0.125 11/01/25 PRN SHOPIFY INC
$16.6M
0.2%
18,800,000 +851,000 +4.7% Added
ALRM 0 01/15/26 PRN ALARM.COM HLDGS INC
$16.5M
0.2%
19,409,000 +6,951,000 +55.8% Added
RWT 5.75 10/01/25 PRN RWT HOLDINGS INC
$16.5M
0.2%
18,137,000 +2,339,000 +14.8% Added
WIX 0 08/15/25 PRN WIX LTD
$16.3M
0.2%
18,783,000 +5,019,000 +36.5% Added
MTG MGIC INVESTMENT CORP
$16.1M
0.2%
1,200,000 Held
PRAA 3.5 06/01/23 PRN PRA GROUP INC
$15.4M
0.2%
15,449,000 +15,449,000 New
YPF YPF S.A.-SPONSORED ADR
$15.1M
0.2%
1,378,354 +1,378,354 New
NEWR 0.5 05/01/23 PRN NEW RELIC INC
$14.6M
0.2%
14,637,000 −7,284,000 −33.2% Reduced
JBLU 0.5 04/01/26 PRN JETBLUE AIRWAYS CORP
$14.4M
0.2%
18,674,000 +7,764,000 +71.2% Added
ICPT 3.25 07/01/23 PRN INTERCEPT PHARMAS
$14.2M
0.2%
14,234,000 +3,557,000 +33.3% Added
ARI 5.375 10/15/23 PRN APOLLO CMMRL REAL EST FI
$14.0M
0.2%
14,293,000 −4,174,000 −22.6% Reduced
W 1 08/15/26 PRN WAYFAIR INC
$13.5M
0.1%
20,312,000 +20,312,000 New
KBH KB HOME
$13.4M
0.1%
333,992 −271,008 −44.8% Reduced
NMFC 5.75 08/15/23 PRN NEW MOUNTAIN FINANCE COR
$13.4M
0.1%
13,428,000 Held
MFA 6.25 06/15/24 PRN MFA FINANCIAL INC
$13.3M
0.1%
13,834,000 +4,652,000 +50.7% Added
U 0 11/15/26 PRN UNITY SOFTWARE INC
$13.1M
0.1%
16,827,000 −2,025,000 −10.7% Reduced
STHO STAR HOLDINGS
$13.0M
0.1%
749,850 +749,850 New
HIMS HIMS & HERS HEALTH INC
$13.0M
0.1%
1,309,560 −1,961,719 −60.0% Reduced
DOCU 0 01/15/24 PRN DOCUSIGN INC
$12.5M
0.1%
13,032,000 −3,669,000 −22.0% Reduced
MGNI 0.25 03/15/26 PRN MAGNITE INC
$12.3M
0.1%
15,218,000 +6,012,000 +65.3% Added
ITRI 0 03/15/26 PRN ITRON INC
$12.2M
0.1%
14,703,000 +7,668,000 +109.0% Added
UNITI GROUP INC
$12.1M
0.1%
3,397,592 Held
KAMN 3.25 05/01/24 PRN KAMAN CORP
$12.0M
0.1%
12,649,000 +4,665,000 +58.4% Added
GMED 1 06/01/23 PRN NUVASIVE INC
$11.7M
0.1%
11,744,000 −1,842,000 −13.6% Reduced
TV GRUPO TELEVISA SA-SPON ADR
$11.5M
0.1%
2,182,167 −182,007 −7.7% Reduced
SFL 4.875 05/01/23 PRN SFL CORP LTD
$11.2M
0.1%
11,098,000 Held
ALVOW ALVOTECH SA -27
$11.1M
0.1%
4,666,667 Held
LGND 0.75 05/15/23 PRN LIGAND PHARMACEUTICALS I
$10.6M
0.1%
10,697,000 −10,297,000 −49.0% Reduced
CHGG 0 09/01/26 PRN CHEGG INC
$10.4M
0.1%
13,053,000 −14,374,000 −52.4% Reduced
EF HUTTON ACQUISITION CORP I
$10.2M
0.1%
990,000 Held
TEO TELECOM ARGENTINA SA-SP ADR
$10.1M
0.1%
2,033,741 Held
DISH 0 12/15/25 PRN DISH NETWORK CORP
$10.1M
0.1%
18,995,000 +18,995,000 New
HOPE 2 05/15/38 PRN HOPE BANCORP INC
$10.1M
0.1%
10,368,000 −9,652,000 −48.2% Reduced
EB 0.75 09/15/26 PRN EVENTBRITE INC
$9.9M
0.1%
12,756,000 +12,756,000 New
FVRR 0 11/01/25 PRN FIVERR INTERNATIONAL LTD
$9.6M
0.1%
11,544,000 +11,544,000 New
F 0 03/15/26 PRN FORD MOTOR COMPANY
$9.2M
0.1%
9,210,000 +1,983,000 +27.4% Added
SEALTD 2.375 12/01/25 PRN SEA LTD
$9.2M
0.1%
7,490,000 +2,699,000 +56.3% Added
TPI COMPOSITES INC
$9.1M
0.1%
700,739 Held
SNAP 0.125 03/01/28 PRN SNAP INC
$9.1M
0.1%
12,910,000 +12,910,000 New
NEO 0.25 01/15/28 PRN NEOGENOMICS INC
$9.0M
0.1%
12,162,000 +6,336,000 +108.8% Added
BAND 0.25 03/01/26 PRN BANDWIDTH INC
$8.6M
0.1%
11,068,000 +2,213,000 +25.0% Added
EZPW 2.375 05/01/25 PRN EZCORP INC
$8.6M
0.1%
9,380,000 −1,875,000 −16.7% Reduced
TDOC 0.875 06/01/25 PRN LIVONGO HEALTH
$8.3M
0.1%
9,404,000 +3,102,000 +49.2% Added
JFR NUVEEN FLOATING RATE INCOME
$8.1M
0.1%
991,759 −104,477 −9.5% Reduced
MONTEREY CAPITAL ACQUISITION CORP
$8.1M
0.1%
792,000 Held
GLRE 4 08/01/23 PRN GREENLIGHT CAPITAL RE
$8.0M
0.1%
8,226,000 +719,000 +9.6% Added
WIX 0 07/01/23 PRN WIX LTD
$7.9M
0.1%
7,941,000 −1,095,000 −12.1% Reduced
HLF 2.625 03/15/24 PRN HERBALIFE LTD
$7.7M
0.1%
8,156,000 +8,156,000 New
NUVEEN SENIOR INCOME FUND
$7.7M
0.1%
1,669,270 Held
AIEV THUNDER POWER HOLDINGS INC
$7.7M
0.1%
735,000 Held
AYX 0.5 08/01/24 PRN ALTERYX INC
$7.6M
0.1%
8,159,000 −2,859,000 −25.9% Reduced
ALSET CAPITAL ACQUISITION CORP
$7.5M
0.1%
735,000 Held
IONS 0.125 12/15/24 PRN IONIS PHARMACEUTICALS IN
$7.4M
0.1%
7,982,000 −3,508,000 −30.5% Reduced
ICPT 2 05/15/26 PRN INTERCEPT PHARMAS
$7.3M
0.1%
8,816,000 +421,000 +5.0% Added
PRFT 0.125 11/15/26 PRN PERFICIENT INC
$7.2M
0.1%
9,050,000 +3,106,000 +52.3% Added
DAY 0.25 03/15/26 PRN DAYFORCE INC
$7.2M
0.1%
8,003,000 +1,397,000 +21.1% Added
8L8C LIBERTY BROADBAND-C
$7.1M
0.1%
86,999 Held
ASCBF A SPAC II ACQUISITION CORP
$7.0M
0.1%
675,000 Held
ENPH 0 03/01/28 PRN ENPHASE ENERGY INC
$7.0M
0.1%
6,726,000 +4,448,000 +195.3% Added
RWT 5.625 07/15/24 PRN REDWOOD TRUST INC
$7.0M
0.1%
7,335,000 +968,000 +15.2% Added
RNG 0 03/01/25 PRN RINGCENTRAL INC
$7.0M
0.1%
7,856,000 −8,033,000 −50.6% Reduced
OKTA 0.375 06/15/26 PRN OKTA INC
$6.9M
0.1%
8,095,000 −2,516,000 −23.7% Reduced
BMRN 0.599 08/01/24 PRN BIOMARIN PHARMACEUTICAL
$6.7M
0.1%
6,561,000 +4,098,000 +166.4% Added
TRIP 0.25 04/01/26 PRN TRIPADVISOR INC
$6.5M
0.1%
7,921,000 +1,855,000 +30.6% Added
BSY 0.375 07/01/27 PRN BENTLEY SYSTEMS
$6.5M
0.1%
7,622,000 +1,500,000 +24.5% Added
NUVEEN FLOATING RATE INCOME OPPORTUNITY FUND
$6.4M
0.1%
793,641 −14,201 −1.8% Reduced
IQ 4 12/15/26 PRN IQIYI INC
$6.4M
0.1%
7,015,000 +7,015,000 New
STWD 4.375 04/01/23 PRN STARWOOD PROPERTY TRUST
$6.2M
0.1%
6,215,000 −13,848,000 −69.0% Reduced
AKAM 0.375 09/01/27 PRN AKAMAI TECHNOLOGIES INC
$6.2M
0.1%
6,729,000 Held
SHAK 0 03/01/28 PRN SHAKE SHACK INC
$6.2M
0.1%
8,405,000 +1,440,000 +20.7% Added
NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND
$6.0M
0.1%
509,049 Held
BROAD CAPITAL ACQUISITION CORP
$5.9M
0.1%
550,000 Held
FAT PROJECTS ACQUISITION CORP
$5.9M
0.1%
560,000 +350,000 +166.7% Added
MSTR 0 02/15/27 PRN MICROSTRATEGY INC
$5.8M
0.1%
10,864,000 +10,864,000 New
ETSY 0.25 06/15/28 PRN ETSY INC
$5.8M
0.1%
6,937,000 +1,487,000 +27.3% Added
BLUE WORLD ACQUISITION CORP
$5.7M
0.1%
550,000 Held
TTGT 0 12/15/26 PRN TECHTARGET HOLDINGS INC
$5.7M
0.1%
7,347,000 +7,347,000 New
SPLK 1.125 06/15/27 PRN SPLUNK INC
$5.6M
0.1%
6,547,000 −756,000 −10.4% Reduced
LILAK 2 07/15/24 PRN LIBERTY LATIN AMERICA
$5.6M
0.1%
6,076,000 +218,000 +3.7% Added
BGB BLACKSTONE STRATEGIC CREDIT
$5.5M
0.1%
512,113 Held
TPB 2.5 07/15/24 PRN TURNING POINT BRANDS INC
$5.4M
0.1%
5,712,000 +5,712,000 New
TWOU 2.25 05/01/25 PRN 2U INC
$5.4M
0.1%
6,832,000 +6,832,000 New
ZS 0.125 07/01/25 PRN ZSCALER INC.
$5.3M
0.1%
4,992,000 +2,492,000 +99.7% Added
BL 0 03/15/26 PRN BLACKLINE INC
$5.3M
0.1%
6,188,000 +772,000 +14.3% Added
JUPITER WELLNESS ACQUISITION CORP
$5.3M
0.1%
500,000 Held
ABNB 0 03/15/26 PRN AIRBNB INC
$5.3M
0.1%
6,013,000 +3,282,000 +120.2% Added
MOMO 1.25 07/01/25 PRN HELLO GROUP INC
$5.2M
0.1%
5,205,000 +5,205,000 New
MSSAF METAL SKY STAR ACQUISITION C
$5.2M
0.1%
496,000 Held
DUET ACQUISITION CORP
$5.2M
0.1%
500,000 Held
CHRS 1.5 04/15/26 PRN COHERUS ONCOLOGY INC
$5.2M
0.1%
7,306,000 +7,306,000 New
SNAP 0 05/01/27 PRN SNAP INC
$5.1M
0.1%
7,000,000 Held
JOYY 1.375 06/15/26 PRN JOYY INC
$5.1M
0.1%
5,600,000 +5,600,000 New
RDFN 0.5 04/01/27 PRN REDFIN CORP
$5.0M
0.1%
8,140,000 +8,140,000 New
DDOG 0.125 06/15/25 PRN DATADOG INC
$4.9M
0.1%
4,492,000 +2,992,000 +199.5% Added
NET 0 08/15/26 PRN CLOUDFLARE INC
$4.8M
0.1%
5,704,000 +1,687,000 +42.0% Added
EFT EATON VANCE FLTNG RT INC TR
$4.8M
0.1%
419,051 Held
TETEF TECHNOLOGY & TELECOMMUNICATI
$4.8M
0.1%
450,000 Held
FINTECH ECOSYSTEM DEVELOPMENT CORP
$4.7M
0.1%
450,000 Held
LITE 0.5 06/15/28 PRN LUMENTUM HOLDINGS INC
$4.7M
0.1%
6,182,000 +6,182,000 New
EVERGREEN CORP
$4.7M
0.1%
450,000 Held
APOLLO SENIOR FLOATING RATE FUND INC
$4.7M
0.1%
372,824 Held
WELSBACH TECHNOLOGY METALS ACQUISITION CORP
$4.7M
0.1%
450,000 Held
DISH 2.375 03/15/24 PRN DISH NETWORK CORP
$4.7M
0.1%
5,250,000 +5,250,000 New
REDWOODS ACQUISITION CORP
$4.6M
0.1%
450,000 Held
DBRG 5 04/15/23 PRN DIGITALBRIDGE GROUP INC
$4.6M
0.1%
4,624,000 −12,339,000 −72.7% Reduced
BILL 0 12/01/25 PRN BILL HOLDINGS INC
$4.5M
0.0%
4,892,000 +2,492,000 +103.8% Added
GBX 2.875 02/01/24 PRN GREENBRIER COS INC
$4.5M
0.0%
4,558,000 +3,801,000 +502.1% Added
EONR EON RESOURCES INC
$4.4M
0.0%
425,000 Held
OSH 0 03/15/26 PRN OAK STREET HEALTH INC
$4.4M
0.0%
4,439,000 +4,439,000 New
JAZZ 1.5 08/15/24 PRN JAZZ INVESTMENTS I LTD
$4.4M
0.0%
4,495,000 +4,495,000 New
FTII FUTURETECH II ACQUISITI-CL A
$4.3M
0.0%
410,000 Held
TREE 0.5 07/15/25 PRN LENDINGTREE INC
$4.3M
0.0%
5,710,000 +5,710,000 New
WT 3.25 06/15/26 PRN WISDOMTREE INVESTMENTS
$4.2M
0.0%
4,474,000 −924,000 −17.1% Reduced
ICONIC SPORTS ACQUISITION CORP
$4.2M
0.0%
400,000 Held
ALSAF ALPHA STAR ACQUISITION CORP
$4.2M
0.0%
400,000 Held
CONSILIUM ACQUISITION CORP I LTD
$4.1M
0.0%
400,000 Held
HAINAN MANASLU ACQUISITION CORP
$4.1M
0.0%
400,000 Held
RF ACQUISITION CORP
$4.1M
0.0%
400,000 Held
YOTA YOTTA ACQUISITION CORP
$4.1M
0.0%
398,000 Held
AVALON ACQUISITION INC
$3.9M
0.0%
375,000 Held
RSVR RESERVOIR MEDIA INC
$3.8M
0.0%
576,518 −253,897 −30.6% Reduced
SACQF SPREE ACQUISITION CORP 1 LTD
$3.7M
0.0%
350,000 Held
EXAS 0.375 03/15/27 PRN EXACT SCIENCES CORP
$3.7M
0.0%
3,993,000 +3,993,000 New
RIGEL RESOURCE ACQUISITION CORP
$3.7M
0.0%
350,000 Held
GLLI GLOBALINK INVESTMENT INC
$3.6M
0.0%
350,000 Held
GDST GOLDENSTONE ACQUISITION LTD
$3.6M
0.0%
350,000 Held
FSLY 0 03/15/26 PRN FASTLY INC
$3.6M
0.0%
4,547,000 −8,464,000 −65.1% Reduced
DXCM 0.25 11/15/25 PRN DEXCOM INC
$3.6M
0.0%
3,337,000 Held
NTNX 0.25 10/01/27 PRN NUTANIX INC
$3.5M
0.0%
4,198,000 −669,000 −13.7% Reduced
NICEIT 0 09/15/25 PRN NICE LTD
$3.4M
0.0%
3,554,000 −1,196,000 −25.2% Reduced
LIBERTY RESOURCES ACQUISITION CORP
$3.4M
0.0%
325,000 Held
XEFRX EATON VANCE SR FLTG RATE TR
$3.4M
0.0%
300,938 Held
JAZZ 2 06/15/26 PRN JAZZ INVESTMENTS I LTD
$3.4M
0.0%
3,030,000 +830,000 +37.7% Added
Z 1.375 09/01/26 PRN ZILLOW GROUP INC
$3.3M
0.0%
2,750,000 Held
PONO CAPITAL THREE INC
$3.2M
0.0%
315,000 +315,000 New
SPLK 1.125 09/15/25 PRN SPLUNK INC
$3.2M
0.0%
3,288,000 Held
GOGREEN INVESTMENTS CORP
$3.2M
0.0%
300,000 Held
KIMBELL TIGER ACQUISITION CORP
$3.2M
0.0%
300,000 Held
AOGO AROGO CAPITAL ACQUISITION -A
$3.1M
0.0%
300,000 Held
PTON 0 02/15/26 PRN PELOTON INTERACTIVE INC
$3.1M
0.0%
4,079,000 +2,029,000 +99.0% Added
BEARD ENERGY TRANSITION ACQUISITION CORP
$3.1M
0.0%
300,000 Held
CLEAN EARTH ACQUISITIONS CORP
$3.1M
0.0%
300,000 Held
A SPAC I ACQUISITION CORP
$3.0M
0.0%
290,000 Held
HCAT 2.5 04/15/25 PRN HEALTH CATALYST INC
$3.0M
0.0%
3,306,000 +3,306,000 New
KEYARCH ACQUISITION CORP
$3.0M
0.0%
290,000 Held
FOUR 0 12/15/25 PRN SHIFT4 PAYMENTS INC
$2.9M
0.0%
2,500,000 −763,000 −23.4% Reduced
FORTUNE RISE ACQUISITION CORP
$2.9M
0.0%
275,000 Held
GLOBAL STAR ACQUISITION INC
$2.9M
0.0%
280,000 Held
FOUR 0.5 08/01/27 PRN SHIFT4 PAYMENTS INC
$2.9M
0.0%
3,040,000 −502,000 −14.2% Reduced
NCLH 1.125 02/15/27 PRN NCL CORPORATION LTD
$2.7M
0.0%
3,815,000 +2,161,000 +130.7% Added
RUN 0 02/01/26 PRN SUNRUN INC
$2.7M
0.0%
4,081,000 −9,162,000 −69.2% Reduced
COIN 0.5 06/01/26 PRN COINBASE GLOBAL INC
$2.6M
0.0%
4,079,000 +4,079,000 New
SBC SBC MEDICAL GROUP HOLDINGS I
$2.6M
0.0%
250,000 Held
PRGS 1 04/15/26 PRN PROGRESS SOFTWARE CORP
$2.6M
0.0%
2,380,000 Held
PPYA PAPAYA GROWTH OPPORTUNI-CL A
$2.6M
0.0%
250,000 Held
ATLANTIC COASTAL ACQUISITION CORP II
$2.6M
0.0%
250,000 Held
JUNIPER II CORP
$2.6M
0.0%
250,000 Held
BBIO 2.25 02/01/29 PRN BRIDGEBIO PHARMA INC
$2.6M
0.0%
3,984,000 +3,984,000 New
TCVAEUR TCV ACQUISITION CORP-A
$2.6M
0.0%
250,000 +250,000 New
HSPOF HORIZON SPACE ACQUISITION I
$2.6M
0.0%
250,000 +250,000 New
EMCGF EMBRACE CHANGE ACQUISITION C
$2.6M
0.0%
245,000 Held
2678581D ALPHATIME ACQUISITION CORP
$2.6M
0.0%
250,000 +250,000 New
MOBIV ACQUISITION CORP
$2.6M
0.0%
245,000 Held
LYFT 1.5 05/15/25 PRN LYFT INC
$2.5M
0.0%
2,855,000 +1,199,000 +72.4% Added
HUDSON ACQUISITION I CORP
$2.5M
0.0%
240,000 +240,000 New
SAREPTA THERAPEUTICS INC PRN
$2.4M
0.0%
2,000,000 Held
DENALI CAPITAL ACQUISITION CORP
$2.4M
0.0%
225,000 Held
AQUC AQUARON ACQUISITION CORP
$2.3M
0.0%
225,000 Held
FNVT FINNOVATE ACQUISITION CORP-A
$2.3M
0.0%
220,000 Held
UPST 0.25 08/15/26 PRN UPSTART HOLDINGS INC
$2.1M
0.0%
3,670,000 −10,830,000 −74.7% Reduced
AFRM 0 11/15/26 PRN AFFIRM HOLDINGS INC
$2.1M
0.0%
3,263,000 +3,263,000 New
HCM ACQUISITION CORP
$2.1M
0.0%
200,000 Held
GTAC GLOBAL TECHNOLOGY ACQUISIT-A
$2.1M
0.0%
200,000 Held
EVCO EVEREST CONSOLIDATOR ACQUISI
$2.1M
0.0%
200,000 Held
BULLPEN PARLAY ACQUISITION CO
$2.1M
0.0%
200,000 Held
PNSTQ PINSTRIPES HOLDINGS INC
$2.1M
0.0%
200,000 Held
BLACK MOUNTAIN ACQUISITION CORP
$2.1M
0.0%
200,000 Held
INDUSTRIAL TECH ACQUISITIONS II INC
$2.1M
0.0%
200,000 Held
ARISZ ACQUISITION CORP
$2.1M
0.0%
200,000 Held
ACCRETION ACQUISITION CORP
$2.1M
0.0%
200,000 Held
BSL BLACKSTONE SNR FLTNG RT
$2.0M
0.0%
160,871 Held
ALPHA HEALTHCARE ACQUISITION CORP III
$2.0M
0.0%
200,000 Held
TYL 0.25 03/15/26 PRN TYLER TECHNOLOGIES INC
$2.0M
0.0%
2,100,000 +600,000 +40.0% Added
IART 0.5 08/15/25 PRN INTEGRA LIFESCIENCES HLD
$2.0M
0.0%
2,053,000 Held
GH 0 11/15/27 PRN GUARDANT HEALTH INC
$2.0M
0.0%
2,893,000 +2,893,000 New
SEDG 0 09/15/25 PRN SOLAR EDGE TECHNOLOGIES
$1.9M
0.0%
1,455,000 −700,000 −32.5% Reduced
LAKESHORE ACQUISITION II CORP
$1.8M
0.0%
175,000 Held
SHOULDERUP TECHNOLOGY ACQUISITION CORP
$1.8M
0.0%
175,000 Held
KREF 6.125 05/15/23 PRN KKR REAL ESTATE FIN
$1.8M
0.0%
1,780,000 −12,555,000 −87.6% Reduced
BELLEVUE LIFE SCIENCES ACQUISITION CORP
$1.8M
0.0%
175,000 +175,000 New
BURL 2.25 04/15/25 PRN BURLINGTON STORES INC
$1.7M
0.0%
1,500,000 −900,000 −37.5% Reduced
CETUS CAPITAL ACQUISITION CORP
$1.7M
0.0%
170,000 +170,000 New
NRG 2.75 06/01/48 PRN NRG ENERGY INC
$1.7M
0.0%
1,630,000 Held
LOMA LOMA NEGRA CIA IND-SPON ADR
$1.6M
0.0%
235,403 Held
AAL 6.5 07/01/25 PRN AMERICAN AIRLINES GROUP
$1.6M
0.0%
1,400,000 +1,400,000 New
MTSI 0.25 03/15/26 PRN M/A-COM TECH SOLUTIONS
$1.6M
0.0%
1,500,000 Held
VISION SENSING ACQUISITION CORP
$1.6M
0.0%
150,000 Held
KNIGHTSWAN ACQUISITION CORP
$1.6M
0.0%
150,000 Held
BAND 0.5 04/01/28 PRN BANDWIDTH INC
$1.5M
0.0%
2,382,000 +2,382,000 New
AMCI AMC ROBOTICS CORP
$1.5M
0.0%
150,000 +150,000 New
MARS ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
TVTX 2.25 03/01/29 PRN TRAVERE THERAPEUTICS INC
$1.5M
0.0%
1,500,000 +1,500,000 New
CLRCF CLIMATEROCK - CLASS A
$1.5M
0.0%
140,000 Held
TENX KEANE ACQUISITION
$1.4M
0.0%
135,000 Held
OMCL 0.25 09/15/25 PRN OMNICELL INC
$1.4M
0.0%
1,500,000 Held
DIST DISTOKEN ACQUISITION CORP
$1.3M
0.0%
125,000 +125,000 New
WOLF 0.25 02/15/28 PRN WOLFSPEED INC
$1.3M
0.0%
1,500,000 +1,500,000 New
PLUTONIAN ACQUISITION CORP
$1.2M
0.0%
115,000 +115,000 New
ENV 0.75 08/15/25 PRN ENVESTNET INC
$1.1M
0.0%
1,223,000 −11,592,000 −90.5% Reduced
ANDRETTI ACQUISITION CORP
$1.1M
0.0%
100,000 Held
WELNF INTEGRATED WELLNESS ACQ - A
$1.1M
0.0%
100,000 Held
ASBP ASPIRE BIOPHARMA HOLDINGS IN
$1.1M
0.0%
100,000 Held
TRINE II ACQUISITION CORP
$1.0M
0.0%
100,000 Held
BIOPLUS ACQUISITION CORP
$1.0M
0.0%
100,000 Held
MOTIVE CAPITAL CORP II
$1.0M
0.0%
100,000 Held
HEARTLAND MEDIA ACQUISITION CORP
$1.0M
0.0%
100,000 Held
HLX 4.125 09/15/23 PRN HELIX ENERGY SOLUTIONS
$1.0M
0.0%
1,019,000 −3,587,000 −77.9% Reduced
HEALTHWELL ACQUISITION CORP I
$1.0M
0.0%
100,000 Held
GRAF ACQUISITION CORP IV
$1.0M
0.0%
100,000 Held
NEO 1.25 05/01/25 PRN NEOGENOMICS INC
$951K
0.0%
1,014,000 −2,385,000 −70.2% Reduced
OAKUU OAK WOODS ACQUISITION CORP
$918K
0.0%
90,000 +90,000 New
XYZ 0 05/01/26 PRN BLOCK INC
$804K
0.0%
981,000 −1,472,000 −60.0% Reduced
PROOF ACQUISITION CORP I
$782K
0.0%
75,000 Held
TMT ACQUISITION CORP
$765K
0.0%
75,000 +75,000 New
LIV CAPITAL ACQUISITION CORP II
$626K
0.0%
60,000 Held
EVF EATON VANCE SENIOR INCOME TR
$553K
0.0%
103,278 Held
PATRIA LATIN AMERICAN OPPORTUNITY ACQUISITION CORP
$528K
0.0%
50,000 Held
GREEN VISOR FINANCIAL TECHNOLOGY ACQUISITION CORP I
$527K
0.0%
50,000 Held
LAMF GLOBAL VENTURES CORP I
$523K
0.0%
50,000 Held
VAHANNA TECH EDGE ACQUISITION I CORP
$523K
0.0%
50,000 Held
COLOMBIER ACQUISITION CORP
$507K
0.0%
50,000 Held
CONCORD ACQUISITION CORP III
$260K
0.0%
25,000 Held
CMLSQ CUMULUS MEDIA INC-CL A
$107K
0.0%
28,937 Held
SRNE SORRENTO THERAPEUTICS INC
$48K
0.0%
134,000 Held
CETUS CAPITAL ACQUISITION CORP
$34K
0.0%
170,000 +170,000 New
MARS ACQUISITION CORP
$30K
0.0%
150,000 +150,000 New
BELLEVUE LIFE SCIENCES ACQUISITION CORP
$29K
0.0%
175,000 +175,000 New
DISTOKEN ACQUISITION CORP
$16K
0.0%
125,000 +125,000 New
BELLEVUE LIFE SCIENCES ACQUISITION CORP
$12K
0.0%
175,000 +175,000 New
CETUS CAPITAL ACQUISITION CORP
$12K
0.0%
170,000 +170,000 New
DISTW DISTOKEN ACQUISITION CORP-28
$6K
0.0%
125,000 +125,000 New

Sold positions

99 closed in Q1 2023 · shares & value as of prior filing
Holding Shares sold Prior value
FSC1EUR OAKTREE SPECIALTY LENDING CO
5,014,511 $34.4M
PHM PULTEGROUP INC
619,000 $28.2M
NTNX 0 01/15/23 PRN NUTANIX INC
26,526,000 $26.4M
VAL VALARIS LTD
370,155 $25.0M
CVENT HOLDING CORP
4,000,000 $21.6M
PARR PAR PACIFIC HOLDINGS INC
850,000 $19.8M
INVA 2.125 01/15/23 PRN INNOVIVA INC
19,354,000 $19.4M
BXMT 4.75 03/15/23 PRN BLACKSTONE MORTGAGE TR
19,335,000 $19.2M
PATK 1 02/01/23 PRN PATRICK INDUSTRIES INC
18,511,000 $18.5M
AFYA AFYA LTD-CLASS A
951,452 $14.9M
PAGS PAGSEGURO DIGITAL LTD-CL A
1,586,397 $13.9M
NVAX 3.75 02/01/23 PRN NOVAVAX INC
13,659,000 $13.6M
COUP 0.375 06/15/26 PRN COUPA SOFTWARE INC
13,822,000 $13.4M
NBR 0.75 01/15/24 PRN NABORS INDUSTRIES INC
12,249,000 $11.4M
AURORA TECHNOLOGY ACQUISITION CORP
950,000 $9.7M
MHO M/I HOMES INC
210,000 $9.7M
CURR CURRENC GROUP INC
900,000 $9.3M
VECO 2.7 01/15/23 PRN VEECO INSTRUMENTS INC
8,623,000 $8.6M
FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
809,115 $7.7M
NORTHVIEW ACQUISITION CORP
750,000 $7.6M
DBX 0 03/01/26 PRN DROPBOX INC
7,417,000 $6.7M
BCEI1EUR CIVITAS RESOURCES INC
115,000 $6.7M
AXAC AXIOS SUSTAINABLE GROWTH A-A
600,000 $6.2M
MURPHY CANYON ACQUISITION CORP
600,000 $6.2M
BURTECH ACQUISITION CORP
600,000 $6.1M
XFRAX BLACKROCK FLTNG RT INC STRAT
519,542 $5.9M
WESTERN ACQUISITION VENTURES CORP
500,000 $5.8M
CAKE 0.375 06/15/26 PRN CHEESECAKE FACTORY (THE)
6,886,000 $5.7M
TDOC 1.25 06/01/27 PRN TELADOC HEALTH INC
7,000,000 $5.4M
IDCC 2 06/01/24 PRN INTERDIGITAL INC
5,298,000 $5.1M
CENAQ ENERGY CORP
550,000 $5.0M
DEEP MEDICINE ACQUISITION CORP
425,000 $4.5M
RPD 0.25 03/15/27 PRN RAPID7 INC
5,534,000 $4.3M
GARDINER HEALTHCARE ACQUISITIONS CORP
400,000 $4.1M
ROC ENERGY ACQUISITION CORP
400,000 $4.1M
IGTA INCEPTION GROWTH ACQUISITION
400,000 $4.1M
QTWO 0.75 02/15/23 PRN Q2 HOLDINGS INC
3,798,000 $3.7M
ALPINE ACQUISITION CORP
350,000 $3.6M
DSAQ DIRECT SELLING ACQUISITION-A
350,000 $3.6M
GENESIS UNICORN CAPITAL CORP
320,000 $3.3M
MOUNTAIN & CO I ACQUISITION CORP
300,000 $3.1M
MAXPRO CAPITAL ACQUISITION CORP
300,000 $3.1M
ASCENDANT DIGITAL ACQUISITION CORP III
300,000 $3.1M
ONYX ACQUISITION CO I
300,000 $3.1M
BGT BLACKROCK FLTNG RT INC TR
261,091 $2.9M
VRNT 0.25 04/15/26 PRN VERINT SYSTEMS INC
3,000,000 $2.6M
PONO CAPITAL CORP
250,000 $2.6M
NUBIA BRAND INTERNATIONAL CORP
255,000 $2.6M
GLOBAL SYSTEMS DYNAMICS INC
250,000 $2.6M
LION1EUR LIONHEART III CORP -CLASS A
250,000 $2.6M
MERCATO PARTNERS ACQUISITION CORP
250,000 $2.6M
SWSS CLEAN ENERGY SPECIAL SITUATI
250,000 $2.5M
IVC 5 11/15/24 PRN INVACARE CORP
3,893,000 $2.5M
ARMADA ACQUISITION CORP I
250,000 $2.5M
ATMCU ALPHATIME ACQUISITION CORP
250,000 $2.5M
HSPUF HORIZON SPACE ACQUISITION I
250,000 $2.5M
FAR PEAK ACQUISITION CORP
250,000 $2.5M
HUDSON ACQUISITION I CORP
240,000 $2.4M
PEB 1.75 12/15/26 PRN PEBBLEBROOK HOTEL TRUST
2,620,000 $2.2M
VSH 2.25 06/15/25 PRN VISHAY INTERTECHNOLOGY
2,200,000 $2.1M
GGAAF GENESIS GROWTH TECH ACQUIS-A
201,400 $2.1M
HALO 0.25 03/01/27 PRN HALOZYME THERAPEUTICS IN
2,111,000 $2.1M
NABORS ENERGY TRANSITION CORP
200,000 $2.1M
ACHARI VENTURES HOLDINGS CORP I
200,000 $2.0M
AIB ACQUISITION CORP
200,000 $2.0M
PARABELLUM ACQUISITION CORP
200,000 $2.0M
AETHERIUM ACQUISITION CORP
200,000 $2.0M
BELONG ACQUISITION CORP
200,000 $2.0M
XP XP INC - CLASS A
120,289 $1.8M
BELFA BEL FUSE INC-CL A
51,056 $1.7M
ALPHAVEST ACQUISITION CORP
150,000 $1.5M
FINTECH EVOLUTION ACQUISITION GROUP
150,000 $1.5M
INSIGHT ACQUISITION CORP/DE
150,000 $1.5M
CASCADIA ACQUISITION CORP
150,000 $1.5M
WILLIAMS ROWLAND ACQUISITION CORP
150,000 $1.5M
MTN 0 01/01/26 PRN VAIL RESORTS INC
1,565,000 $1.5M
OMNILIT ACQUISITION CORP
140,000 $1.4M
PLUTONIAN ACQUISITION CORP
115,000 $1.2M
INNOVATIVE INTERNATIONAL ACQUISITION CORP
100,000 $1.0M
THRIVE ACQUISITION CORP
100,000 $1.0M
INTELLIGENT MEDICINE ACQUISITION CORP
100,000 $1.0M
BLOCKCHAIN COINVESTORS ACQUISITION CORP I
100,000 $1.0M
TLGY ACQUISITION CORP
100,000 $1.0M
COUNTER PRESS ACQUISITION CORP
100,000 $1.0M
5A3 INTEGRATED RAIL AND -CLASS A
100,000 $1.0M
VNET 0 02/01/26 PRN VNET GROUP INC
1,200,000 $984K
SNAP 0.75 08/01/26 PRN SNAP INC
1,000,000 $851K
ZEO ZEO ENERGY CORP
75,000 $776K
LF CAPITAL ACQUISITION CORP II
50,000 $513K
SEAPORT GLOBAL ACQUISITION II CORP
50,000 $510K
SHLS SHOALS TECHNOLOGIES GROUP -A
11,980 $296K
TKB CRITICAL TECHNOLOGIES 1
25,000 $258K
SIZZLE ACQUISITION CORP
25,000 $256K
EF HUTTON ACQUISITION CORP I
990,000 $124K
FEUTUNE LIGHT ACQUISITION CORP
735,000 $60K
AQUARON ACQUISITION CORP
225,000 $59K
TENX KEANE ACQUISITION
135,000 $30K
FEUTUNE LIGHT ACQUISITION CORP
735,000 $22K
EF HUTTON ACQUISITION CORP I
990,000 $16K

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.