Long-term investor
Carlson Capital, L.P. @carlsoncapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001056973).
Record
- Tracked since 2025-06-30 (446 days), 323 trades recorded
- Returns: week n/a · month n/a · 90 days +1.5% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HBAN · 7.4% · long · since 2025-09-30
- WFC · 5.5% · long · since 2026-03-31
- 72348N109 · 5.3% · long · since 2026-03-31
- COF · 5.0% · long · since 2026-06-30
- JPM · 4.5% · long · since 2025-09-30
- PG · 4.3% · long · since 2026-03-31
- BAC · 3.6% · long · since 2025-09-30
- TFC · 3.3% · long · since 2025-06-30
- MCD · 3.1% · long · since 2026-06-30
- DVN · 2.8% · long · since 2026-06-30
- FHN · 2.7% · long · since 2025-12-31
- EXE · 2.5% · long · since 2025-09-30