Portfolio (Quarterly)
Guide ↗
SHENKMAN CAPITAL MANAGEMENT INC
· CIK 0001275228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | DUKE ENERGY CORP NEW | — | 24,688,000 | $25.9M | 2.73% | SOLD |
| 2 | — | DIGITALOCEAN HLDGS INC | — | 16,732,000 | $16.2M | 1.71% | SOLD |
| 3 | — | ITRON INC | — | 15,671,000 | $15.5M | 1.64% | SOLD |
| 4 | — | ENOVIS CORPORATION | — | 12,112,000 | $12.2M | 1.29% | SOLD |
| 5 | — | SABRE GLBL INC | — | 10,775,000 | $11.3M | 1.20% | SOLD |
| 6 | — | TYLER TEX INDPT SCH DIST | — | 10,129,000 | $10.5M | 1.11% | SOLD |
| 7 | — | GREENBRIER COS INC | — | 9,047,000 | $10.0M | 1.05% | SOLD |
| 8 | — | LIBERTY MEDIA CORP DEL | — | 9,408,000 | $9.8M | 1.03% | SOLD |
| 9 | — | LIVANOVA PLC | — | 7,969,000 | $9.5M | 1.00% | SOLD |
| 10 | — | TANDEM DIABETES CARE INC | — | 7,947,000 | $8.3M | 0.88% | SOLD |
| 11 | — | SOLARIS ENERGY INFRAS INC | — | 7,500,000 | $8.3M | 0.87% | SOLD |
| 12 | — | VERTEX INC | — | 7,973,000 | $7.7M | 0.82% | SOLD |
| 13 | — | ORMAT TECHNOLOGIES INC | — | 5,481,000 | $7.6M | 0.80% | SOLD |
| 14 | — | WORKIVA INC | — | 7,357,000 | $7.5M | 0.79% | SOLD |
| 15 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 2,954,589 | $6.5M | 0.69% | SOLD |
| 16 | — | BENTLEY SYS INC | — | 4,840,000 | $4.8M | 0.51% | SOLD |
| 17 | — | COINBASE GLOBAL INC | — | 3,250,000 | $3.3M | 0.34% | SOLD |
| 18 | — | MARA HOLDINGS INC | — | 3,807,000 | $3.2M | 0.34% | SOLD |
| 19 | — | VENTAS RLTY LTD PARTNERSHIP | — | 1,932,000 | $2.7M | 0.29% | SOLD |
| 20 | — | ALLIANT ENERGY CORP | — | 2,025,000 | $2.1M | 0.23% | SOLD |