WESTWOOD HOLDINGS GROUP INC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$23.7T

Holdings

469

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (469 positions)

#StockSharesValue% PortfolioType
1
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
8,113,000$901.4B3.80%
2
ITGR 2.125 02/15/28INTEGER HLDGS CORP
4,915,000$774.8B3.27%
3
NOG 3.625 04/15/29NORTHERN OIL & GAS INC
6,515,000$743.7B3.14%
4
LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN
5,987,000$736.2B3.10%
5
CNP 4.25 08/15/26CENTERPOINT ENERGY INC
6,180,000$625.7B2.64%
6
EXAS 0.375 03/15/27EXACT SCIENCES CORP
6,385,000$618.4B2.61%
7
LNTH 2.625 12/15/27LANTHEUS HLDGS INC
2,500,000$388.0B1.64%
8
RCL 6 08/15/25ROYAL CARIBBEAN GROUP
1,000,000$357.4B1.51%
9
HALO 1 08/15/28HALOZYME THERAPEUTICS INC
2,250,000$267.2B1.13%
101,900,000$262.0B1.10%
11
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
2,500,000$252.8B1.07%
12
PMT 5.5 11/01/24PENNYMAC CORP
2,500,000$248.1B1.05%
13
PRGSPROGRESS SOFTWARE CORP
2,000,000$247.5B1.04%
14
TYL 0.25 03/15/26TYLER TEX INDPT SCH DIST
2,000,000$245.2B1.03%
15
POST 2.5 08/15/27POST HLDGS INC
2,000,000$237.8B1.00%
16
ETENERGY TRANSFER L P
13,819,160$221.8B0.94%
17
MSFTMICROSOFT CORP
509,207$219.1B0.92%
18
CMS 3.375 05/01/28CMS ENERGY CORP
2,000,000$214.2B0.90%
19
ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC
2,000,000$212.9B0.90%
20
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC
2,000,000$206.2B0.87%
21
FOUR 0.5 08/01/27SHIFT4 PMTS INC
2,000,000$205.6B0.87%
22
BSY 0.125 01/15/26BENTLEY SYS INC
2,000,000$200.0B0.84%
23
WMBWILLIAMS COS INC
4,362,930$199.2B0.84%
24
JPMJPMORGAN CHASE & CO.
940,578$198.3B0.84%
25
TTEK 2.25 08/15/28TETRA TECH INC NEW
1,500,000$196.3B0.83%
26
LITE 0.5 12/15/26LUMENTUM HLDGS INC
2,000,000$196.2B0.83%
27
F 0 03/15/26FORD MTR CO
2,000,000$195.7B0.83%
28
DBX 0 03/01/28DROPBOX INC
2,000,000$192.9B0.81%
29
WESWESTERN MIDSTREAM PARTNERS L
4,934,852$188.8B0.80%
30
EXAS 0.375 03/01/28EXACT SCIENCES CORP
2,000,000$186.9B0.79%
312,000,000$176.5B0.74%
32
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
1,500,000$170.0B0.72%
33
LNGCHENIERE ENERGY INC
934,295$168.0B0.71%
34
BCCBOISE CASCADE CO DEL
1,147,611$161.8B0.68%
35
ABTABBOTT LABS
1,402,861$159.9B0.67%
36
PPL 2.875 03/15/28PPL CAP FDG INC
1,500,000$158.7B0.67%
37
AEIS 2.5 09/15/28ADVANCED ENERGY INDS
1,500,000$157.9B0.67%
38
UNHUNITEDHEALTH GROUP INC
265,977$155.5B0.66%
39
EPDENTERPRISE PRODS PARTNERS L
5,249,238$152.8B0.64%
40
OKEONEOK INC NEW
1,658,347$151.1B0.64%
41
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD
1,500,000$149.5B0.63%
42
BACBANK AMERICA CORP
3,702,281$146.9B0.62%
43
AAPLAPPLE INC
622,180$145.0B0.61%
44
UNPUNION PAC CORP
584,341$144.0B0.61%
45
EXPE 0 02/15/26EXPEDIA GROUP INC
1,500,000$143.2B0.60%
46
WK 1.25 08/15/28WORKIVA INC
1,500,000$141.6B0.60%
47
VEAVANGUARD TAX-MANAGED FDS
2,617,761$138.2B0.58%
48
JNJJOHNSON & JOHNSON
850,949$137.9B0.58%
49
TRGPTARGA RES CORP
905,976$134.1B0.57%
50
GSGOLDMAN SACHS GROUP INC
265,395$131.4B0.55%
51
WECWEC ENERGY GROUP INC
1,217,425$117.1B0.49%
52
HUBBHUBBELL INC
273,161$117.0B0.49%
53
GDGENERAL DYNAMICS CORP
386,306$116.7B0.49%
54
HONHONEYWELL INTL INC
558,425$115.4B0.49%
55
DPZDOMINOS PIZZA INC
264,364$113.7B0.48%
56
FWONK 2.25 08/15/27LIBERTY MEDIA CORP DEL
1,000,000$110.0B0.46%
57
FRTFEDERAL RLTY INVT TR NEW
944,763$108.6B0.46%
58
WMTWALMART INC
1,283,700$103.7B0.44%
59
IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC
1,000,000$103.5B0.44%
60
TRPTC ENERGY CORP
2,161,394$102.8B0.43%
61
ENBENBRIDGE INC
2,471,208$100.4B0.42%
62
CDPCOPT DEFENSE PROPERTIES
3,265,744$99.0B0.42%
631,000,000$98.6B0.42%
64
PEGA 0.75 03/01/25PEGASYSTEMS INC
1,000,000$97.8B0.41%
65
BDXBECTON DICKINSON & CO
403,571$97.3B0.41%
66
PCHPOTLATCHDELTIC CORPORATION
2,143,390$96.6B0.41%
67
MPLXMPLX LP
2,170,896$96.5B0.41%
68
VVISA INC
350,988$96.5B0.41%
69
AUBATLANTIC UN BANKSHARES CORP
2,561,365$96.5B0.41%
70
VRRMVERRA MOBILITY CORP
3,466,018$96.4B0.41%
71
PIPRPIPER SANDLER COMPANIES
337,931$95.9B0.40%
72
CRMSALESFORCE INC
344,459$94.3B0.40%
731,000,000$94.0B0.40%
74
CVXCHEVRON CORP NEW
637,622$93.9B0.40%
75
PAGPPLAINS GP HLDGS L P
5,002,623$92.5B0.39%
76
VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC
1,000,000$91.5B0.39%
77
XOMEXXON MOBIL CORP
772,764$90.6B0.38%
78
CA8ACACI INTL INC
178,747$90.2B0.38%
79
LFUSLITTELFUSE INC
337,659$89.6B0.38%
80
CSTMCONSTELLIUM SE
5,475,550$89.0B0.38%
81
ORLYOREILLY AUTOMOTIVE INC
76,914$88.6B0.37%
82
ENPH 0 03/01/28ENPHASE ENERGY INC
1,000,000$88.0B0.37%
83
DHRDANAHER CORPORATION
316,635$88.0B0.37%
84
NEENEXTERA ENERGY INC
1,041,077$88.0B0.37%
85
FDXFEDEX CORP
320,731$87.8B0.37%
86
DTEDTE ENERGY CO
676,982$86.9B0.37%
87
WFCWELLS FARGO CO NEW
1,537,694$86.9B0.37%
88
AIRAAR CORP
1,325,678$86.6B0.37%
89
JJSFJ & J SNACK FOODS CORP
496,483$85.5B0.36%
90
ASOACADEMY SPORTS & OUTDOORS IN
1,449,633$84.6B0.36%
91
BWINTHE BALDWIN INSURANCE GRP IN
1,689,906$84.2B0.35%
92
MCDMCDONALDS CORP
273,933$83.4B0.35%
93
PLDPROLOGIS INC.
659,812$83.3B0.35%
94
GOOGLALPHABET INC
502,211$83.3B0.35%
95
ACNACCENTURE PLC IRELAND
235,501$83.2B0.35%
96
SMSM ENERGY CO
2,076,000$83.0B0.35%
97
MOG/AMOOG INC
410,099$82.8B0.35%
98
AJGGALLAGHER ARTHUR J & CO
289,651$81.5B0.34%
99
BLBDBLUE BIRD CORP
1,692,161$81.2B0.34%
100
CHDCHURCH & DWIGHT CO INC
771,901$80.8B0.34%
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