Back to Carlson Capital, L.P.

Carlson Capital, L.P.

Q2 2026 13F filing

Updated 29 days ago

74 disclosed positions worth $494.4M

Portfolio value
$494.4M
Total holdings
74
New positions
26
Closed positions
25
Increased
32
Decreased
7
Turnover
68.9%
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

H

HUNTINGTON BANCSHARES INC

+622.0%
Value
$36.4M
Shares
2.05M
% Port
7.37%
W

WELLS FARGO & CO

+626.2%
Value
$27.3M
Shares
330.6K
% Port
5.53%
P

PINNACLE FINL PARTNERS INC

+331.6%
Value
$26.2M
Shares
259.5K
% Port
5.30%
C

CAPITAL ONE FINL CORP

Value
$24.6M
Shares
122.9K
% Port
4.99%
J

JPMORGAN CHASE & CO

+948.1%
Value
$22.4M
Shares
68.3K
% Port
4.52%
P
6.PG

PROCTER & GAMBLE CO

+1068.8%
Value
$21.3M
Shares
144.9K
% Port
4.30%
B

BANK OF AMER CORP

+556.5%
Value
$18M
Shares
316.1K
% Port
3.64%
T

TRUIST FINL CORP

+640.3%
Value
$16.4M
Shares
330.2K
% Port
3.33%
M
9.MCD

MCDONALDS CORP

Value
$15.1M
Shares
56.0K
% Port
3.06%
D
10.DVN

DEVON ENERGY CORP NEW

Value
$13.7M
Shares
331.7K
% Port
2.77%
F

FIRST HORIZON CORPORATION

+795.4%
Value
$13.2M
Shares
516.7K
% Port
2.68%
E
12.EXE

EXPAND ENERGY CORPORATION

+482.4%
Value
$12.6M
Shares
138.2K
% Port
2.55%
P
13.PM

PHILIP MORRIS INTL INC

Value
$12.6M
Shares
69.5K
% Port
2.54%
H
14.HAL

HALLIBURTON CO

+736.8%
Value
$12.6M
Shares
370.1K
% Port
2.54%
O

OLD NATL BANCORP IND

+491.7%
Value
$12M
Shares
464.2K
% Port
2.43%
S
16.SSB

SOUTHSTATE BK CORP

+562.6%
Value
$12M
Shares
119.9K
% Port
2.42%
M
17.MA

MASTERCARD INCORPORATED

Value
$11.6M
Shares
22.6K
% Port
2.35%
C
18.COLB

COLUMBIA BKG SYS INC

+422.5%
Value
$11.1M
Shares
347.5K
% Port
2.25%
A
19.AR

ANTERO RESOURCES CORP

Value
$10.9M
Shares
311.1K
% Port
2.21%
C
20.CVX

CHEVRON CORPORATION

+362.3%
Value
$9.7M
Shares
58.8K
% Port
1.97%
C
21.CBRE

CBRE GROUP INC

+498.8%
Value
$9.6M
Shares
71.1K
% Port
1.94%
M
22.MTDR

MATADOR RES CO

+463.3%
Value
$9.5M
Shares
190.1K
% Port
1.91%
P
23.PSX

PHILLIPS 66

+371.0%
Value
$9.4M
Shares
55.4K
% Port
1.89%
U
24.UPS

UNITED PARCEL SVCS INC

+283.6%
Value
$8.5M
Shares
79.4K
% Port
1.73%
C
25.CLX

CLOROX CO DEL

+381.2%
Value
$8.3M
Shares
86.9K
% Port
1.68%
N
26.NSC

NORFOLK SOUTHN CORP

+175.4%
Value
$7.5M
Shares
24.0K
% Port
1.52%
W
27.WMT

WALMART INC

Value
$6.7M
Shares
59.3K
% Port
1.36%
M
28.META

META PLATFORMS INC

Value
$6.7M
Shares
11.9K
% Port
1.36%
F
29.FISV

FISERV INC

Value
$6.6M
Shares
134.7K
% Port
1.34%
S
30.SNPS

SYNOPSYS INC

Value
$6.3M
Shares
14.2K
% Port
1.28%
A
31.AZO

AUTOZONE INC

+225.0%
Value
$6.2M
Shares
1.9K
% Port
1.26%
C
32.CRC

CALIFORNIA RES CORP

Value
$6M
Shares
112.7K
% Port
1.21%
M
33.MDLZ

MONDELEZ INTL INC

+265.8%
Value
$5.8M
Shares
100.9K
% Port
1.18%
B
34.BURL

BURLINGTON STORES INC

Value
$5.4M
Shares
17.2K
% Port
1.10%
I
35.ICE

INTERCONTINENTAL EXCHANGE IN

+183.5%
Value
$4.5M
Shares
36.6K
% Port
0.91%
A
36.ACI

ALBERTSONS COMPANIES INC

+155.8%
Value
$4.1M
Shares
304.9K
% Port
0.83%
S
37.SAIA

SAIA INC

Value
$3.3M
Shares
7.8K
% Port
0.66%
W
38.WMT

WARNER BROS DISCOVERY INC

+16.7%
Value
$3M
Shares
112.0K
% Port
0.60%
W

WEBSTER FINL CORP

-10.9%
Value
$2.7M
Shares
34.8K
% Port
0.54%
N
40.NVDA

NVIDIA CORPORATION

Value
$2.6M
Shares
13.2K
% Port
0.53%
E
41.ETHA

ISHARES TR

Value
$2.6M
Shares
30.0K
% Port
0.52%
E
42.EA

ELECTRONIC ARTS INC

-7.4%
Value
$2.6M
Shares
12.5K
% Port
0.52%
J
43.JAZZ

JANUS HENDERSON GROUP PLC

+65.2%
Value
$2M
Shares
38.0K
% Port
0.40%
A
44.APGE

APOGEE THERAPEUTICS INC

Value
$1.9M
Shares
14.0K
% Port
0.38%
E
45.ETHA

ISHARES TR

Value
$1.7M
Shares
20.0K
% Port
0.35%
T
46.TSLA

TESLA INC

-20.0%
Value
$1.7M
Shares
4.0K
% Port
0.34%
C
47.CVNA

CARVANA CO

Value
$1.6M
Shares
25.0K
% Port
0.33%
?
48.N/A

INTERNATIONAL MONEY EXPRESS

+70.8%
Value
$1.6M
Shares
111.0K
% Port
0.32%
B

BRIGHTHOUSE FINL INC

+13.6%
Value
$1.6M
Shares
25.0K
% Port
0.32%
T
50.TMHC

TAYLOR MORRISON HOME CORP

Value
$1.4M
Shares
19.0K
% Port
0.28%