Carlson Capital, L.P. - Portfolio overview

Carlson Capital, L.P. has 99 reported holdings in this dataset, with the latest filing dated 2026-05-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. SWKH - SWK HLDGS CORP, 49.87%
2. PNFP - PINNACLE FINL PARTNERS INC, 1.79%
3. HBAN - HUNTINGTON BANCSHARES INC, 1.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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