Carlson Capital
Value
281.3M
Stocks
69 Stocks (36 new)
Turnover
15.03%
CIK
1056973
Top Holdings
SWKH(51.93%) HYG(21.78%) AFRM(1.59%) CVNA(1.05%) CYBR(1.05%)
Established investor leading Carlson Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| TFFP | TFF Pharmaceuticals, Inc. | Carlson Capital | Nov 19, 2024 | SC 13G/A |
| MAGN | Magnera Corporation | Carlson Capital | Nov 07, 2024 | SC 13D/A |
| SWKH | SWK HOLDINGS CORPORATION | Carlson Capital | Oct 25, 2024 | SC 13D/A |
| GLT | Glatfelter Corporation | Carlson Capital | Sep 30, 2024 | SC 13D/A |
| GLT | Glatfelter Corporation | Carlson Capital | Jul 02, 2024 | SC 13D/A |
| TFFP | TFF Pharmaceuticals, Inc. | Carlson Capital | May 08, 2024 | SC 13G/A |
| GLT | Glatfelter Corporation | Carlson Capital | Oct 12, 2023 | SC 13D/A |
| GLT | Glatfelter Corporation | Carlson Capital | Sep 07, 2023 | SC 13D/A |
| GLT | Glatfelter Corporation | Carlson Capital | Mar 31, 2023 | SC 13D/A |
| ALBO | Albireo Pharma, Inc. | Carlson Capital | Feb 24, 2023 | SC 13G |
| TFFP | TFF Pharmaceuticals, Inc. | Carlson Capital | Feb 09, 2023 | SC 13G/A |
| XCUR | Exicure, Inc. | Carlson Capital | Feb 09, 2023 | SC 13G/A |