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Portfolio (Quarterly) Guide ↗

CAMDEN ASSET MANAGEMENT L P /CA

· CIK 0000903944
13F Portfolio $4.0B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMC NETWORKS INC CV 4.25PERCENT 021529 REG 13,600,000.0 $13.9M 0.35% NEW $1.02
62 WINNEBAGO INDUSTRIES CV 3.25PERCENT 011530 REG 14,548,000.0 $13.6M 0.34% NEW $0.94
63 ENTERTAINMENT PROPERTIES 5.75PERCENT CV PFD C 526,431.0 $11.8M 0.30% NEW $22.40
64 EVOLENT HEALTH INC CV 3.5PERCENT 120129 REG 16,425,000.0 $11.0M 0.28% NEW $0.67
65 ITRON INC CV 1.375PERCENT 071530 REG 9,139,000.0 $9.2M 0.23% NEW $1.01
66 MARRIOTT VACATIONS W CV 3.25PERCENT 121527 REG 8,000,000.0 $7.6M 0.19% NEW $0.95
67 LCI INDUSTRIES CV 1.125PERCENT 051526 REG 7,500,000.0 $7.4M 0.19% NEW $0.98
68 PPL CAPITAL FUNDING CV 2.875PERCENT 031528 REG 6,230,000.0 $6.8M 0.17% NEW $1.10
69 EVOLENT HEALTH INC CV 4.5PERCENT 081531 144A 9,485,000.0 $6.6M 0.17% NEW $0.70
70 ENTERTAINMENT PROPERTIES 9PERCENT CV PFD E 197,382.0 $5.9M 0.15% NEW $30.03
71 ALARM.COM HLDGS INC CV 0PERCENT 011526 REG 4,623,000.0 $4.6M 0.12% NEW $1.00
72 KKR & CO INC CV 6.25PERCENT 030128PFD D REG 20,000.0 $1.0M 0.03% NEW $51.68
73 Core Scientific Inc WAR 6.81 012327 760,053.0 NEW
Page 4 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.