whalepapers
Overview/ Oaktree Capital Management LP/ Q3 2021

Oaktree Capital Management LP

Howard Marks & Bruce Karsh · As of Q3 2021 · filed Dec 14, 2021

Q3 2021

Holdings

262 positions · Δ vs prior quarter
EXE EXPAND ENERGY CORP
$735.3M
10.3%
11,939,117 Held
SBLK STAR BULK CARRIERS CORP
$624.9M
8.7%
25,993,242 Held
VST VISTRA CORP
$512.0M
7.1%
29,941,385 +4,783 +0.0% Added
TRMD TORM PLC-A
$413.8M
5.8%
53,812,988 Held
ALLY ALLY FINANCIAL INC
$351.0M
4.9%
6,874,687 Held
PCG P G & E CORP
$288.0M
4.0%
30,000,000 Held
INFNEUR INFINERA CORP
$209.5M
2.9%
25,175,384 Held
EGLEUSD EAGLE BULK SHIPPING INC
$190.7M
2.7%
3,781,561 Held
STKL SUNOPTA INC
$185.1M
2.6%
20,726,126 Held
CX CEMEX SAB-SPONS ADR PART CER
$175.4M
2.4%
24,468,125 +594,367 +2.5% Added
SPY PUT SS SPDR S&P 500 ETF TRUST-US
$136.0M
1.9%
317,000 +317,000 New
WFRD PRN WEATHERFORD INTERNATIONAL PL
$123.2M
1.7%
6,264,319 +6,264,319 New
NMIH NMI HOLDINGS INC
$120.3M
1.7%
5,320,000 +455,000 +9.4% Added
ITUB ITAU UNIBANCO H-SPON PRF ADR
$112.2M
1.6%
21,299,528 +495,736 +2.4% Added
FYBRGBX FRONTIER COMMUNICATIONS PARE
$111.0M
1.6%
3,982,849 Held
KRC KILROY REALTY CORP
$101.6M
1.4%
1,535,011 +625,000 +68.7% Added
IBN ICICI BANK LTD-SPON ADR
$99.4M
1.4%
5,266,217 +195,908 +3.9% Added
BRYGBP BERRY CORP
$93.1M
1.3%
12,913,313 Held
PBR PETROLEO BRASILEIRO-SPON ADR
$91.0M
1.3%
8,800,432 +326,265 +3.9% Added
VALE VALE SA-SP ADR
$83.5M
1.2%
5,982,790 −262,786 −4.2% Reduced
SMCIUSD SUPER MICRO COMPUTER INC
$78.1M
1.1%
2,135,000 −128,610 −5.7% Reduced
BBD BANCO BRADESCO-ADR
$77.9M
1.1%
20,328,340 +3,264,276 +19.1% Added
EXEEL CALL CHESAPEAKE ENERGY CORP -CW26
$76.7M
1.1%
1,607,672 +1,607,672 New
AU3EUR ANGLOGOLD ASHANTI-SPON ADR
$66.0M
0.9%
4,129,408 +822,601 +24.9% Added
EXTRACTION OIL & GAS INC
$62.9M
0.9%
1,113,995 Held
COOP MR COOPER GROUP INC
$62.1M
0.9%
1,507,286 Held
EGLE 5 08/01/24 PRN EAGLE BULK SHIPPING INC
$60.5M
0.8%
40,495,000 Held
FCX FREEPORT-MCMORAN INC
$59.6M
0.8%
1,833,550 +1,833,550 New
LBTYKUSD LIBERTY GLOBAL PLC- C
$55.2M
0.8%
1,875,000 Held
DISH 3.375 08/15/26 PRN DISH NETWORK CORP
$54.2M
0.8%
51,974,000 +9,370,000 +22.0% Added
FTAIEUR FORTRESS TRANSPORTATION-CL A
$51.6M
0.7%
2,033,110 +190,000 +10.3% Added
AZUL SA
$42.1M
0.6%
2,099,524 +242,185 +13.0% Added
UNITI GROUP INC
$42.0M
0.6%
3,397,592 Held
COOP CALL MR COOPER GROUP INC
$41.2M
0.6%
1,000,000 +1,000,000 New
VAL VALARIS LTD
$37.7M
0.5%
1,080,184 Held
MX MAGNACHIP SEMICONDUCTOR CORP
$35.6M
0.5%
2,006,537 Held
MTG MGIC INVESTMENT CORP
$35.3M
0.5%
2,358,000 −662,000 −21.9% Reduced
PARR PAR PACIFIC HOLDINGS INC
$34.7M
0.5%
2,210,000 +910,000 +70.0% Added
AFYA AFYA LTD-CLASS A
$32.6M
0.5%
1,651,812 +19,132 +1.2% Added
FSC1EUR OAKTREE SPECIALTY LENDING CO
$31.7M
0.4%
4,490,368 +4,214,368 +1526.9% Added
TV GRUPO TELEVISA SA-SPON ADR
$31.0M
0.4%
2,821,801 +170,000 +6.4% Added
PGEN 3.5 07/01/23 PRN PRECIGEN INC
$30.4M
0.4%
36,764,000 +10,133,000 +38.0% Added
BATL BATTALION OIL CORP
$29.3M
0.4%
3,009,912 Held
ACR 4.5 08/15/22 PRN ACRES COMMERCIAL REALTY
$29.1M
0.4%
29,021,000 −24,670,000 −45.9% Reduced
HIMS HIMS & HERS HEALTH INC
$28.5M
0.4%
3,773,437 Held
RUMBLEON INC CALL
$28.3M
0.4%
727,270 +727,270 New
FTV 0.875 02/15/22 PRN FORTIVE CORPORATION
$27.4M
0.4%
27,238,000 +3,528,000 +14.9% Added
GTX GARRETT MOTION INC
$26.5M
0.4%
3,593,111 Held
CXPUSD COLUMBIA PROPERTY TRUST INC
$25.1M
0.4%
1,320,000 Held
SUPN 0.625 04/01/23 PRN SUPERNUS PHARMACEUTICALS
$22.1M
0.3%
22,348,000 −140,000 −0.6% Reduced
8QR PUT CONFLUENT INC-CLASS A
$21.5M
0.3%
360,000 +360,000 New
MNDT 1.625 06/01/35 B PRN MANDIANT INC
$20.9M
0.3%
20,820,000 −1,778,000 −7.9% Reduced
HOPE 2 05/15/38 PRN HOPE BANCORP INC
$20.3M
0.3%
20,302,000 −1,805,000 −8.2% Reduced
LGND 0.75 05/15/23 PRN LIGAND PHARMACEUTICALS I
$20.2M
0.3%
20,037,999 +1,588,000 +8.6% Added
AYX 0.5 08/01/24 PRN ALTERYX INC
$19.6M
0.3%
20,591,000 +4,998,000 +32.1% Added
DISH 2.375 03/15/24 PRN DISH NETWORK CORP
$19.2M
0.3%
19,675,000 +1,341,000 +7.3% Added
PMT 5.5 11/01/24 PRN PENNYMAC CORP
$18.8M
0.3%
18,383,000 +1,245,000 +7.3% Added
MFA 6.25 06/15/24 PRN MFA FINANCIAL INC
$18.5M
0.3%
17,974,000 −1,730,000 −8.8% Reduced
IONS 1 11/15/21 PRN IONIS PHARMACEUTICALS IN
$18.3M
0.3%
18,208,000 +6,092,000 +50.3% Added
DBRG 5 04/15/23 PRN DIGITALBRIDGE GROUP INC
$18.0M
0.3%
17,621,000 +1,938,000 +12.4% Added
WDC 1.5 02/01/24 PRN WESTERN DIGITAL CORP
$17.8M
0.2%
17,530,999 +1,408,999 +8.7% Added
ONIT ONITY GROUP INC
$16.8M
0.2%
596,870 Held
GSBD 4.5 04/01/22 PRN GOLDMAN SACHS BDC INC
$16.6M
0.2%
16,251,000 +796,000 +5.2% Added
VIST VISTA ENERGY SAB DE CV
$16.3M
0.2%
3,245,002 +112,002 +3.6% Added
RWT 5.75 10/01/25 PRN RWT HOLDINGS INC
$16.2M
0.2%
15,854,000 −820,000 −4.9% Reduced
IONS 0.125 12/15/24 PRN IONIS PHARMACEUTICALS IN
$16.0M
0.2%
17,501,000 +3,742,000 +27.2% Added
NMFC 5.75 08/15/23 PRN NEW MOUNTAIN FINANCE COR
$15.8M
0.2%
14,915,000 +747,000 +5.3% Added
ARCC 4.625 03/01/24 PRN ARES CAPITAL CORP
$15.7M
0.2%
14,164,000 −826,000 −5.5% Reduced
BXMT 4.375 05/05/22 PRN BLACKSTONE MORTGAGE TR
$15.4M
0.2%
15,185,000 −287,000 −1.9% Reduced
8L8C LIBERTY BROADBAND-C
$15.0M
0.2%
86,999 Held
KREF 6.125 05/15/23 PRN KKR REAL ESTATE FIN
$14.6M
0.2%
13,677,000 +3,701,000 +37.1% Added
PAM PAMPA ENERGIA SA-SPON ADR
$14.5M
0.2%
829,000 Held
MIC 2 10/01/23 PRN MACQUARIE INFRASTRUCTURE
$13.8M
0.2%
13,873,000 +1,148,000 +9.0% Added
NEWR 0.5 05/01/23 PRN NEW RELIC INC
$13.6M
0.2%
13,425,000 +2,582,000 +23.8% Added
TLRY 5 10/01/23 PRN TILRAY BRANDS INC
$13.6M
0.2%
13,784,000 −416,000 −2.9% Reduced
TREE 0.5 07/15/25 PRN LENDINGTREE INC
$13.5M
0.2%
15,836,000 +15,836,000 New
SFL 4.875 05/01/23 PRN SFL CORP LTD
$12.3M
0.2%
11,991,000 −356,000 −2.9% Reduced
ADAM 6.25 01/15/22 PRN NEW YORK MORTGAGE TRUST
$11.7M
0.2%
11,583,000 +754,000 +7.0% Added
NICEIT 0 09/15/25 PRN NICE LTD
$11.5M
0.2%
9,750,000 +9,750,000 New
TCPC 4.625 03/01/22 PRN BLACKROCK TCP CAP CORP
$11.5M
0.2%
11,267,000 +937,000 +9.1% Added
INVA 2.125 01/15/23 PRN INNOVIVA INC
$11.4M
0.2%
10,585,000 −5,443,000 −34.0% Reduced
BAK BRASKEM SA-CLASS A- ADR
$11.3M
0.2%
519,550 Held
TEO TELECOM ARGENTINA SA-SP ADR
$11.2M
0.2%
2,260,500 Held
TVTX 2.5 09/15/25 PRN TRAVERE THERAPEUTICS INC
$11.0M
0.2%
10,920,000 +8,838,000 +424.5% Added
ARI 5.375 10/15/23 PRN APOLLO CMMRL REAL EST FI
$11.0M
0.2%
10,854,000 +2,216,000 +25.7% Added
ABR 4.75 11/01/22 PRN ARBOR REALTY TRUST INC
$10.3M
0.1%
9,225,000 Held
AKAM 0.375 09/01/27 PRN AKAMAI TECHNOLOGIES INC
$9.9M
0.1%
8,995,000 +1,700,000 +23.3% Added
HLX 4.25 05/01/22 PRN HELIX ENERGY SOLUTIONS
$9.7M
0.1%
9,855,000 Held
TGS TRANSPORTADOR GAS-ADR SP B
$9.7M
0.1%
1,963,575 Held
DXCM 0.25 11/15/25 PRN DEXCOM INC
$9.6M
0.1%
8,059,000 −741,000 −8.4% Reduced
KAMN 3.25 05/01/24 PRN KAMAN CORP
$9.3M
0.1%
9,168,000 +9,168,000 New
SPLK 1.125 09/15/25 PRN SPLUNK INC
$9.2M
0.1%
7,562,000 +2,062,000 +37.5% Added
EZPW 2.375 05/01/25 PRN EZCORP INC
$8.8M
0.1%
9,574,000 +413,000 +4.5% Added
WB 1.25 11/15/22 PRN WEIBO CORP
$8.7M
0.1%
8,898,000 −894,000 −9.1% Reduced
SEALTD 0.25 09/15/26 PRN SEA LTD
$8.6M
0.1%
8,500,000 +8,500,000 New
SIGA TECHNOLOGIES INC CALL
$8.5M
0.1%
1,122,296 +1,122,296 New
VECO 2.7 01/15/23 PRN VEECO INSTRUMENTS INC
$8.4M
0.1%
8,482,000 Held
ARI 4.75 08/23/22 PRN APOLLO CMMRL REAL EST FI
$8.4M
0.1%
8,304,000 −8,295,000 −50.0% Reduced
PVGCN 2.25 03/15/22 PRN PRETIUM RESOURCES INC
$8.1M
0.1%
8,168,000 +158,000 +2.0% Added
STWD 4.375 04/01/23 PRN STARWOOD PROPERTY TRUST
$7.8M
0.1%
7,422,000 −7,466,000 −50.1% Reduced
RWT 4.75 08/15/23 PRN REDWOOD TRUST INC
$7.8M
0.1%
7,593,000 +1,319,000 +21.0% Added
WIX 0 08/15/25 PRN WIX LTD
$7.5M
0.1%
7,800,000 +7,800,000 New
QUOT 1.75 12/01/22 PRN QUOTIENT TECHNOLOGY INC
$7.3M
0.1%
7,494,000 +4,163,000 +125.0% Added
IART 0.5 08/15/25 PRN INTEGRA LIFESCIENCES HLD
$7.2M
0.1%
6,535,000 +1,835,000 +39.0% Added
COUP 0.375 06/15/26 PRN COUPA SOFTWARE INC
$6.7M
0.1%
6,150,000 +6,150,000 New
ASC ARDMORE SHIPPING CORP
$6.6M
0.1%
1,600,000 Held
GMED 0.375 03/15/25 PRN NUVASIVE INC
$6.0M
0.1%
6,240,000 −1,628,000 −20.7% Reduced
BELFB BEL FUSE INC-CL B
$5.8M
0.1%
462,679 Held
EXAS 0.375 03/15/27 PRN EXACT SCIENCES CORP
$5.5M
0.1%
4,810,000 +810,000 +20.3% Added
HLX 4.125 09/15/23 PRN HELIX ENERGY SOLUTIONS
$5.5M
0.1%
5,761,000 Held
GLRE 4 08/01/23 PRN GREENLIGHT CAPITAL RE
$5.1M
0.1%
5,384,000 −837,000 −13.5% Reduced
ILMN 0 08/15/23 PRN ILLUMINA INC
$5.1M
0.1%
4,379,000 −621,000 −12.4% Reduced
PEB 1.75 12/15/26 PRN PEBBLEBROOK HOTEL TRUST
$5.0M
0.1%
4,500,000 −2,300,000 −33.8% Reduced
BXMT 4.75 03/15/23 PRN BLACKSTONE MORTGAGE TR
$4.9M
0.1%
4,807,000 +1,241,000 +34.8% Added
OKTA 0.375 06/15/26 PRN OKTA INC
$4.9M
0.1%
3,958,000 +264,000 +7.1% Added
FLG 6 11/01/51 FLAGSTAR BANK NA
$4.8M
0.1%
89,250 Held
TCOM 1.25 09/15/22 PRN TRIP.COM GROUP LTD
$4.8M
0.1%
4,978,000 Held
MCHP 0.125 11/15/24 PRN MICROCHIP TECHNOLOGY INC
$4.7M
0.1%
4,150,000 +3,150,000 +315.0% Added
PSTG 0.125 04/15/23 PRN PURE STORAGE INC
$4.6M
0.1%
3,976,000 +3,976,000 New
JAZZ 2 06/15/26 PRN JAZZ INVESTMENTS I LTD
$4.6M
0.1%
3,966,000 +1,391,000 +54.0% Added
GMED 1 06/01/23 PRN NUVASIVE INC
$4.6M
0.1%
4,471,000 +4,471,000 New
SEDG 0 09/15/25 PRN SOLAR EDGE TECHNOLOGIES
$4.6M
0.1%
3,666,000 +3,666,000 New
SSRMCN 2.5 04/01/39 PRN SSR MINING INC
$4.5M
0.1%
3,938,000 −91,000 −2.3% Reduced
LITE 0.5 12/15/26 PRN LUMENTUM HOLDINGS INC
$4.4M
0.1%
4,000,000 +4,000,000 New
BMRN 0.599 08/01/24 PRN BIOMARIN PHARMACEUTICAL
$4.3M
0.1%
4,198,000 −4,302,000 −50.6% Reduced
RSVR RESERVOIR MEDIA INC
$4.3M
0.1%
468,700 +468,700 New
JAZZ 1.5 08/15/24 PRN JAZZ INVESTMENTS I LTD
$4.2M
0.1%
4,167,000 −317,000 −7.1% Reduced
OAKTREE ACQUISITION CORP II
$4.2M
0.1%
4,666,667 Held
SHOPCN 0.125 11/01/25 PRN SHOPIFY INC
$3.9M
0.1%
3,211,000 −739,000 −18.7% Reduced
GLNG 2.75 02/15/22 PRN GOLAR LNG LTD
$3.9M
0.1%
3,955,000 −625,000 −13.6% Reduced
PEGA 0.75 03/01/25 PRN PEGASYSTEMS INC
$3.9M
0.1%
3,472,000 +3,472,000 New
BNFT 1.25 12/15/23 PRN BENEFITFOCUS INC
$3.9M
0.1%
4,163,000 −4,168,000 −50.0% Reduced
TRHC 1.75 02/15/26 PRN TABULA RASA HLTHCR INC
$3.9M
0.1%
4,584,000 +1,709,000 +59.4% Added
VG 1.75 06/01/24 PRN VONAGE HOLDINGS CORP
$3.8M
0.1%
3,292,000 −791,000 −19.4% Reduced
CHGG 0 09/01/26 PRN CHEGG INC
$3.8M
0.1%
3,818,000 +3,818,000 New
CYBR 0 11/15/24 PRN CYBERARK SOFTWARE LTD
$3.7M
0.1%
3,088,000 −274,000 −8.1% Reduced
ALPINE ACQUISITION CORP
$3.5M
0.0%
350,000 +350,000 New
DSAQU DIRECT SELLING ACQUISITION C
$3.5M
0.0%
350,000 +350,000 New
IVC 5 11/15/24 PRN INVACARE CORP
$3.5M
0.0%
3,956,000 +562,000 +16.6% Added
IDCC 2 06/01/24 PRN INTERDIGITAL INC
$3.5M
0.0%
3,253,000 +2,630,000 +422.2% Added
PRTK 4.75 05/01/24 PRN PARATEK PHARMACEUTICALS
$3.5M
0.0%
3,954,000 −1,460,000 −27.0% Reduced
PODD 0.375 09/01/26 PRN INSULET CORPORATION
$3.5M
0.0%
2,500,000 −2,115,000 −45.8% Reduced
INSM 0.75 06/01/28 PRN INSMED INC
$3.5M
0.0%
3,150,000 +3,150,000 New
VEON LTD
$3.1M
0.0%
1,487,722 −190,000 −11.3% Reduced
WINVEST ACQUISITION CORP
$3.1M
0.0%
300,000 +300,000 New
CENAQ ENERGY CORP
$3.0M
0.0%
300,000 +300,000 New
FIRST LIGHT ACQUISITION GROUP INC
$3.0M
0.0%
300,000 +300,000 New
LILAK 2 07/15/24 PRN LIBERTY LATIN AMERICA
$3.0M
0.0%
2,917,000 −10,023,000 −77.5% Reduced
W 0.625 10/01/25 PRN WAYFAIR INC
$2.8M
0.0%
2,824,000 +2,824,000 New
MINORITY EQUALITY OPPORTUNITIES ACQUISITION INC
$2.8M
0.0%
275,000 +275,000 New
RNG 0 03/15/26 PRN RINGCENTRAL INC
$2.8M
0.0%
3,000,000 +3,000,000 New
EXEEW CALL CHESAPEAKE ENERGY CORP -CW26
$2.8M
0.0%
75,810 +75,810 New
CAMP 2 08/01/25 PRN CALAMP CORP
$2.7M
0.0%
2,916,000 −2,962,000 −50.4% Reduced
MNDT 0.875 06/01/24 PRN MANDIANT INC
$2.6M
0.0%
2,466,000 +988,000 +66.8% Added
OXBRIDGE ACQUISITION CORP
$2.6M
0.0%
250,000 +250,000 New
PONO CAPITAL CORP
$2.6M
0.0%
250,000 +250,000 New
SOAR TECHNOLOGY ACQUISITION CORP
$2.5M
0.0%
250,000 +250,000 New
DECARBONIZATION PLUS ACQUISITION CORP IV
$2.5M
0.0%
250,000 +250,000 New
FUTURE HEALTH ESG CORP
$2.5M
0.0%
250,000 +250,000 New
SIERRA LAKE ACQUISITION CORP
$2.5M
0.0%
250,000 +250,000 New
TWO 6.25 01/15/22 PRN TWO HARBORS INV CORP
$2.5M
0.0%
2,451,000 +1,390,000 +131.0% Added
GLADSTONE ACQUISITION CORP
$2.5M
0.0%
250,000 +250,000 New
MACONDRAY CAPITAL ACQUISITION CORP I
$2.5M
0.0%
250,000 +250,000 New
JUPITER ACQUISITION CORP
$2.5M
0.0%
250,000 +250,000 New
SWSS CLEAN ENERGY SPECIAL SITUATI
$2.4M
0.0%
250,000 +250,000 New
AVISTA PUBLIC ACQUISITION CORP II
$2.4M
0.0%
250,000 +250,000 New
HZN 2.75 07/01/22 PRN HORIZON GLOBAL CORP
$2.4M
0.0%
2,500,000 Held
NRG 2.75 06/01/48 PRN NRG ENERGY INC
$2.3M
0.0%
1,977,000 +1,977,000 New
LOMA LOMA NEGRA CIA IND-SPON ADR
$2.3M
0.0%
325,924 −16,076 −4.7% Reduced
PACIFICO ACQUISITION CORP
$2.3M
0.0%
225,000 +225,000 New
CHARDAN NEXTECH ACQUISITION 2 CORP
$2.2M
0.0%
225,000 +225,000 New
EVH 2 12/01/21 PRN EVOLENT HEALTH INC
$2.1M
0.0%
1,626,000 −3,900,000 −70.6% Reduced
WORLD QUANTUM GROWTH ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
AGRICO ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
METALS ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
CLOVER LEAF CAPITAL CORP
$2.0M
0.0%
200,000 +200,000 New
PARABELLUM ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
BANNER ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
OI SA
$2.0M
0.0%
2,201,646 Held
ARMADA ACQUISITION CORP I
$2.0M
0.0%
200,000 +200,000 New
RIVERVIEW ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
AXONPRIME INFRASTRUCTURE ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
SOFTWARE ACQUISITION GROUP INC III
$2.0M
0.0%
200,000 +200,000 New
WAVERLEY CAPITAL ACQUISITION CORP 1
$2.0M
0.0%
200,000 +200,000 New
PSTHUSD PERSHING SQUARE TONTINE -A
$2.0M
0.0%
100,000 +100,000 New
ROTH CH ACQUISITION IV CO
$2.0M
0.0%
200,000 +200,000 New
HLF 2.625 03/15/24 PRN HERBALIFE LTD
$2.0M
0.0%
1,939,000 −9,108,000 −82.4% Reduced
MERCURY ECOMMERCE ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
GOOD WORKS II ACQUISITION CORP
$2.0M
0.0%
200,000 +200,000 New
CHW ACQUISITION CORP
$1.9M
0.0%
200,000 +200,000 New
CHW ACQUISITION CORP CALL
$1.9M
0.0%
200,000 +200,000 New
ELLIOTT OPPORTUNITY II CORP
$1.9M
0.0%
200,000 +200,000 New
FWONK 1 01/30/23 PRN LIBERTY MEDIA CORP
$1.9M
0.0%
1,366,000 −2,785,000 −67.1% Reduced
ACROPOLIS INFRASTRUCTURE ACQUISITION CORP
$1.9M
0.0%
200,000 +200,000 New
ZLSSF ZALATORIS II ACQUISITION COR
$1.9M
0.0%
200,000 +200,000 New
BELONG ACQUISITION CORP
$1.9M
0.0%
200,000 +200,000 New
AMCI ACQUISITION CORP II
$1.9M
0.0%
200,000 +200,000 New
ALPHA HEALTHCARE ACQUISITION CORP III
$1.9M
0.0%
200,000 +200,000 New
BILANDER ACQUISITION CORP
$1.9M
0.0%
200,000 +200,000 New
ALPHA PARTNERS TECHNOLOGY MERGER CORP
$1.9M
0.0%
200,000 +200,000 New
COLOMBIER ACQUISITION CORP
$1.9M
0.0%
200,000 +200,000 New
COLISEUM ACQUISITION CORP
$1.9M
0.0%
200,000 +200,000 New
HEALTHWELL ACQUISITION CORP I
$1.9M
0.0%
200,000 +200,000 New
LRN 1.125 09/01/27 PRN STRIDE INC
$1.8M
0.0%
1,755,000 +1,755,000 New
SHELTER ACQUISITION CORP I CALL
$1.7M
0.0%
175,000 +175,000 New
IIIV 1 02/15/25 PRN I3 VERTICALS LLC
$1.6M
0.0%
1,667,000 +1,667,000 New
DTRT HEALTH ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
RCL 4.25 06/15/23 PRN ROYAL CARIBBEAN CRUISES
$1.5M
0.0%
1,075,000 +1,075,000 New
NORTHERN LIGHTS ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
BLUE WHALE ACQUISITION CORP I
$1.5M
0.0%
150,000 +150,000 New
10X CAPITAL VENTURE ACQUISITION CORP II
$1.5M
0.0%
150,000 +150,000 New
AFTERNEXT HEALTHTECH ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
PFTAU PERCEPTION CAPITAL CORP III
$1.5M
0.0%
150,000 +150,000 New
INSIGHT ACQUISITION CORP/DE
$1.5M
0.0%
150,000 +150,000 New
ENDURANCE ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
TPB ACQUISITION CORP I
$1.5M
0.0%
150,000 +150,000 New
WILLIAMS ROWLAND ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
GLOBAL CONSUMER ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
TASTEMAKER ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
CHAVANT CAPITAL ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
CORSAIR PARTNERING CORP
$1.5M
0.0%
150,000 +150,000 New
CASCADIA ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
OSIRIS ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
JATT ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
AUSTERLITZ ACQUISITION CORP II
$1.5M
0.0%
150,000 +150,000 New
LOGISTICS INNOVATION TECHNOLOGIES CORP
$1.5M
0.0%
150,000 +150,000 New
SHELTER ACQUISITION CORP I
$1.5M
0.0%
150,000 +150,000 New
EG ACQUISITION CORP
$1.5M
0.0%
150,000 +150,000 New
THUNDER BRIDGE CAPITAL PARTNERS IV INC
$1.5M
0.0%
150,000 +150,000 New
TORTOISEECOFIN ACQUISITION CORP III
$1.5M
0.0%
150,000 +150,000 New
GRAF ACQUISITION CORP IV
$1.5M
0.0%
150,000 +150,000 New
FINTECH EVOLUTION ACQUISITION GROUP
$1.5M
0.0%
150,000 +150,000 New
LOGISTICS INNOVATION TECHNOLOGIES CORP CALL
$1.2M
0.0%
126,109 +126,109 New
GLADSTONE ACQUISITION CORP CALL
$1.2M
0.0%
125,000 +125,000 New
SWSSW CALL SPRINGWATER SPECIAL SIT-CW26
$1.2M
0.0%
125,000 +125,000 New
FINTECH ACQUISITION CORP VI
$1.2M
0.0%
125,000 +125,000 New
HTHT 0.375 11/01/22 PRN H WORLD GROUP LTD
$1.1M
0.0%
1,000,000 Held
ACBCN 5.5 02/28/24 PRN AURORA CANNABIS INC
$1.1M
0.0%
1,334,000 −8,325,000 −86.2% Reduced
IEAUSD INFRASTRUCTURE AND ENERGY AL
$1.1M
0.0%
94,768 +94,768 New
SFL 5.75 10/15/21 PRN SFL CORP LTD
$1.1M
0.0%
1,060,000 Held
BELFA BEL FUSE INC-CL A
$1.0M
0.0%
71,613 Held
OCA ACQUISITION CORP
$1.0M
0.0%
103,920 +103,920 New
SRNE SORRENTO THERAPEUTICS INC
$1.0M
0.0%
134,000 Held
ARGUS CAPITAL CORP
$1.0M
0.0%
100,000 +100,000 New
AGRICO ACQUISITION CORP CALL
$1.0M
0.0%
100,000 +100,000 New
MCAP ACQUISITION CORP
$987K
0.0%
100,000 +100,000 New
ROTH CH ACQUISITION IV CO CALL
$983K
0.0%
100,000 +100,000 New
MERCURY ECOMMERCE ACQUISITION CORP CALL
$981K
0.0%
100,000 +100,000 New
AMCI ACQUISITION CORP II CALL
$968K
0.0%
100,000 +100,000 New
BELONG ACQUISITION CORP CALL
$968K
0.0%
99,900 +99,900 New
AVISTA PUBLIC ACQUISITION CORP II CALL
$813K
0.0%
83,333 +83,333 New
CNMD 2.625 02/01/24 PRN CONMED CORP
$775K
0.0%
500,000 −1,500,000 −75.0% Reduced
JATT ACQUISITION CORP CALL
$737K
0.0%
74,700 +74,700 New
CIIG CAPITAL PARTNERS II INC
$701K
0.0%
69,600 +69,600 New
ZLSWF CALL ZALATORIS II ACQUISITION COR
$647K
0.0%
66,666 +66,666 New
METALS ACQUISITION CORP CALL
$579K
0.0%
57,900 +57,900 New
NE1USD NOBLE CORP
$540K
0.0%
19,979 Held
BUILD ACQUISITION CORP
$494K
0.0%
51,000 +51,000 New
ALPHA HEALTHCARE ACQUISITION CORP III CALL
$473K
0.0%
48,900 +48,900 New
COLISEUM ACQUISITION CORP CALL
$300K
0.0%
30,853 +30,853 New
CORSAIR PARTNERING CORP CALL
$246K
0.0%
25,000 +25,000 New
TDGMW CALL TIDEWATER INC-CW42
$178K
0.0%
14,789 +14,789 New

Sold positions

55 closed in Q3 2021 · shares & value as of prior filing
Holding Shares sold Prior value
COLD AMERICOLD REALTY TRUST INC
11,771,646 $445.6M
SHLS SHOALS TECHNOLOGIES GROUP -A
4,977,751 $176.7M
XECEUR CIMAREX ENERGY CO
312,000 $22.6M
ARKW PUT ARK NEXT GENERATION INTERNET
133,500 $20.6M
ARKK PUT ARK INNOVATION ETF
127,000 $16.6M
NTNX 0 01/15/23 PRN NUTANIX INC
15,589,999 $16.5M
ICPT 3.25 07/01/23 PRN INTERCEPT PHARMAS
16,435,000 $14.8M
DY 0.75 09/15/21 PRN DYCOM INDUSTRIES INC
14,549,000 $14.5M
EXEEL CHESAPEAKE ENERGY CORP -CW26
690,931 $14.4M
PANW 0.375 06/01/25 PRN PALO ALTO NETWORKS
9,500,000 $13.0M
JAZZ 1.875 08/15/21 PRN JAZZ INVESTMENTS I LTD
11,520,000 $11.6M
TWTR 1 09/15/21 PRN TWITTER INC
10,999,000 $11.2M
PDD 0 12/01/25 PRN PDD HOLDINGS INC
9,100,000 $9.4M
MOMO 1.25 07/01/25 PRN HELLO GROUP INC
10,411,000 $9.3M
QGEN 1 11/13/24 PRN QIAGEN NV
7,000,000 $8.5M
PDCE 1.125 09/15/21 PRN PDC ENERGY INC
8,267,000 $8.3M
GBX 2.875 02/01/24 PRN GREENBRIER COS INC
7,468,000 $8.0M
RDUS 3 09/01/24 PRN RADIUS HEALTH INC
7,498,000 $7.0M
PFPT 0.25 08/15/24 PRN PROOFPOINT INC
5,500,000 $6.9M
EEFT 0.75 03/15/49 PRN EURONET WORLDWIDE INC
5,855,000 $6.7M
LMNX 3 05/15/25 PRN LUMINEX CORP
6,603,000 $6.6M
RNG 0 03/01/25 PRN RINGCENTRAL INC
5,500,000 $6.1M
TBPH 3.25 11/01/23 PRN THERAVANCE BIOPHARMA INC
6,246,000 $5.9M
NVTA 2 09/01/24 PRN INVITAE CORP
4,000,000 $5.4M
RERE ATRENEW INC
357,722 $5.3M
VSH 2.25 06/15/25 PRN VISHAY INTERTECHNOLOGY
4,753,000 $5.0M
NR 4 12/01/21 PRN NEWPARK RESOURCES INC
4,823,000 $4.8M
AERI 1.5 10/01/24 PRN AERIE PHARMACEUTICALS
4,500,000 $4.5M
TWTR 0.25 06/15/24 PRN TWITTER INC
3,000,000 $4.1M
BURL 2.25 04/15/25 PRN BURLINGTON STORES INC
2,500,000 $4.0M
SRPT 1.5 11/15/24 PRN SAREPTA THERAPEUTICS INC
3,000,000 $4.0M
CLVS 1.25 05/01/25 PRN CLOVIS ONCOLOGY INC
5,165,000 $3.8M
EXEEZ CHESAPEAKE ENERGY -CW26
150,000 $3.7M
NSTG 2.625 03/01/25 PRN NANOSTRING TECHNOLOGIES
2,000,000 $3.2M
FLXN 3.375 05/01/24 PRN FLEXION THERAPEUTICS INC
3,372,000 $3.1M
HRTG 5.875 08/01/37 PRN HERITAGE INSURANCE
3,111,000 $3.0M
GPRE 2.25 03/15/27 PRN GREEN PLAINS INC
2,250,000 $2.9M
IQ 2 04/01/25 PRN IQIYI INC
2,900,000 $2.7M
NBIX 2.25 05/15/24 PRN NEUROCRINE BIOSCIENCES
2,000,000 $2.7M
IRWD 0.75 06/15/24 PRN IRONWOOD PHARMACEUTICALS
2,000,000 $2.4M
EXEEW CHESAPEAKE ENERGY CORP -CW26
75,810 $2.0M
AVYA 2.25 06/15/23 PRN AVAYA HOLDINGS CORP
1,713,000 $2.0M
ELLIOTT OPPORTUNITY II CORP
200,000 $2.0M
COLOMBIER ACQUISITION CORP
200,000 $2.0M
COLISEUM ACQUISITION CORP
200,000 $2.0M
AMPY AMPLIFY ENERGY CORP
410,041 $1.7M
SHELTER ACQUISITION CORP I
150,000 $1.5M
THUNDER BRIDGE CAPITAL PARTNERS IV INC
150,000 $1.5M
PATK 1 02/01/23 PRN PATRICK INDUSTRIES INC
1,249,000 $1.4M
FINTECH ACQUISITION CORP VI
100,000 $1.0M
VIAV 1 03/01/24 PRN VIAVI SOLUTIONS INC
664,000 $938K
STNG 3 05/15/22 PRN SCORPIO TANKERS INC
544,000 $547K
US WELL SERVICES INC
1,500,000 $272K
AAWW 1.875 06/01/24 PRN ATLAS AIR WORLDWIDE HLDG
176,000 $225K
BKNG 0.9 09/15/21 PRN BOOKING HOLDINGS INC
132,000 $143K

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.