Carlson Capital, L.P.

CIK: 0001056973Latest portfolio: $282.0M · Q4 2025

Holdings

69

Total Value

$282.0M

New Positions

69

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SWKHSWK HLDGS CORP
8,493,088$146.1M51.79%NEW
2
HYGISHARES TR
760,000$61.3M21.73%NEWPut
3
AFRMAFFIRM HLDGS INC
60,000$4.5M1.58%NEWPut
4
CVNACARVANA CO
7,000$3.0M1.05%NEWPut
5
CYBRCYBERARK SOFTWARE LTD
6,600$2.9M1.04%NEW
6
SYU1SYNOVUS FINL CORP
54,300$2.7M0.96%NEW
7
FYBRFRONTIER COMMUNICATIONS PARE
68,000$2.6M0.92%NEW
8
EAELECTRONIC ARTS INC
12,000$2.5M0.87%NEW
9
SOFISOFI TECHNOLOGIES INC
90,000$2.4M0.84%NEWPut
10
SEESEALED AIR CORP NEW
54,000$2.2M0.79%NEW
11
EXASEXACT SCIENCES CORP
20,000$2.0M0.72%NEW
12
RNAAVIDITY BIOSCIENCES INC
28,000$2.0M0.72%NEW
13
HBANHUNTINGTON BANCSHARES INC
112,300$1.9M0.69%NEW
14
CFRCULLEN FROST BANKERS INC
13,100$1.7M0.59%NEW
15
NSCNORFOLK SOUTHN CORP
5,700$1.6M0.58%NEW
16
JPMJPMORGAN CHASE & CO.
5,100$1.6M0.58%NEW
17
CDTXCIDARA THERAPEUTICS INC
7,000$1.5M0.55%NEW
18
ALEXALEXANDER & BALDWIN INC NEW
72,496$1.5M0.53%NEW
19
IBITISHARES BITCOIN TRUST ETF
30,000$1.5M0.53%NEWCall
20
CVXCHEVRON CORP NEW
9,500$1.4M0.51%NEW
21
HOLXHOLOGIC INC
19,000$1.4M0.50%NEW
22
TXNTEXAS INSTRS INC
7,000$1.2M0.43%NEW
23
WBDWARNER BROS DISCOVERY INC
40,000$1.2M0.41%NEW
24
QSQUANTUMSCAPE CORP
110,000$1.1M0.41%NEWPut
25
GTLSCHART INDS INC
5,000$1.0M0.37%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.460816127823562e+46T)
Consumer Cyclical0.0% ($2.9542237114689985e+26T)
Energy0.0% ($1447838827808768512.0T)
Unknown0.0% ($27172588154684.8T)
Technology0.0% ($446529431.2T)
Communication Services0.0% ($24511152.5T)
Industrials0.0% ($16451031.6T)
Consumer Defensive0.0% ($858816.8T)
Healthcare0.0% ($203120.2T)
Basic Materials0.0% ($675.4M)
Real Estate0.0% ($1.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$282.0M70
Q3 2025Nov 5, 2025$270.9B0
Q2 2025Aug 13, 2025$242.1B0
Q1 2025May 14, 2025$256.2B40
Q4 2024Feb 5, 2025$169.8B33

Fund Information

CIK0001056973
Most Recent FilingFeb 3, 2026
Number of Filings5

Carlson Capital, L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $282.0M across 69 holdings. The largest position is SWK HLDGS CORP (SWKH), representing 51.8% of the portfolio. Compared to the previous quarter, the fund opened 69 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.