CARRONADE CAPITAL MANAGEMENT, LP

PrivateCIK: 1866872
Location

DARIEN, CT

28
Positions
$7.65B
Total AUM (reported)
122.12M
Total Shares

Allocation by class

TOTAL AUM$7.65B28 positions
TR UNIT$5.90B77.1%
COM$868.97M11.4%
CL A$307.85M4.0%
COM NEW$200.94M2.6%
COM SHS$139.14M1.8%
NOTE 3.875%11/3$91.91M1.2%
NOTE 3.500%12/0$71.90M0.9%

Portfolio Concentration

Top 383.0%4–1012.8%11–254.2%Rest0.1%TOP 1095.7%0%100%
Top 3$6.35B83.0%
4–10$976.29M12.8%
11–25$317.90M4.2%
Rest$8.83M0.1%

Top 3 weight

83.0%

Top 10 weight

95.7%

Voting Authority Distribution

Total shares with voting rights: 122.12M

Sole

Full voting authority

122.12M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares9.07M
TypeSH
Market value$5.90B
77.13%
Sole
9.07M
Shared
0.00
None
0.00

VIASAT INC

SOLE
COM
Shares5.27M
TypeSH
Market value$241.29M
3.15%
Sole
5.27M
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares644.48K
TypeSH
Market value$205.74M
2.69%
Sole
644.48K
Shared
0.00
None
0.00

COMCAST CORP NEW

SOLE
CL A
Shares6.99M
TypeSH
Market value$200.54M
2.62%
Sole
6.99M
Shared
0.00
None
0.00

TELEPHONE & DATA SYS INC

SOLE
COM NEW
Shares4.62M
TypeSH
Market value$194.67M
2.54%
Sole
4.62M
Shared
0.00
None
0.00

VISTANCE NETWORKS INC

SOLE
COM
Shares7.65M
TypeSH
Market value$139.17M
1.82%
Sole
7.65M
Shared
0.00
None
0.00

CENTURI HOLDINGS INC

SOLE
COM SHS
Shares4.76M
TypeSH
Market value$139.14M
1.82%
Sole
4.76M
Shared
0.00
None
0.00

BROOKDALE SR LIVING INC

SOLE
COM
Shares8.59M
TypeSH
Market value$117.47M
1.54%
Sole
8.59M
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares797.78K
TypeSH
Market value$93.40M
1.22%
Sole
797.78K
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares25.54M
TypeSH
Market value$91.91M
1.20%
Sole
25.54M
Shared
0.00
None
0.00

ACADIA HEALTHCARE COMPANY IN

SOLE
COM
Shares3.84M
TypeSH
Market value$89.75M
1.17%
Sole
3.84M
Shared
0.00
None
0.00

SPHERE ENTERTAINMENT CO

SOLE
NOTE 3.500%12/0
Shares21.38M
TypeSH
Market value$71.90M
0.94%
Sole
21.38M
Shared
0.00
None
0.00

CANNAE HLDGS INC

SOLE
COM
Shares3.26M
TypeSH
Market value$37.10M
0.48%
Sole
3.26M
Shared
0.00
None
0.00

DIVERSIFIED HEALTHCARE TR

SOLE
COM SH BEN INT
Shares5.27M
TypeSH
Market value$34.98M
0.46%
Sole
5.27M
Shared
0.00
None
0.00

VALARIS LTD

SOLE
*W EXP 04/29/202
Shares1.01M
TypeSH
Market value$16.09M
0.21%
Sole
1.01M
Shared
0.00
None
0.00

JETBLUE AIRWAYS CORP

SOLE
COM
Shares2.43M
TypeSH
Market value$10.76M
0.14%
Sole
2.43M
Shared
0.00
None
0.00

OPTIMUM COMMUNICATIONS INC

SOLE
CL A
Shares6.57M
TypeSH
Market value$8.55M
0.11%
Sole
6.57M
Shared
0.00
None
0.00

CAMDEN PPTY TR

SOLE
SH BEN INT
Shares77.39K
TypeSH
Market value$7.56M
0.10%
Sole
77.39K
Shared
0.00
None
0.00

EQUITY RESIDENTIAL

SOLE
SH BEN INT
Shares123.06K
TypeSH
Market value$7.28M
0.10%
Sole
123.06K
Shared
0.00
None
0.00

UDR INC

SOLE
COM
Shares208.22K
TypeSH
Market value$7.03M
0.09%
Sole
208.22K
Shared
0.00
None
0.00

AVALONBAY CMNTYS INC

SOLE
COM
Shares41.18K
TypeSH
Market value$6.73M
0.09%
Sole
41.18K
Shared
0.00
None
0.00

WW INTL INC

SOLE
COM NEW
Shares456.72K
TypeSH
Market value$6.28M
0.08%
Sole
456.72K
Shared
0.00
None
0.00

SPHERE ENTERTAINMENT CO

SOLE
CL A
Shares45.70K
TypeSH
Market value$5.37M
0.07%
Sole
45.70K
Shared
0.00
None
0.00

ESSEX PPTY TR INC

SOLE
COM
Shares17.70K
TypeSH
Market value$4.29M
0.06%
Sole
17.70K
Shared
0.00
None
0.00

MID-AMER APT CMNTYS INC

SOLE
COM
Shares34.84K
TypeSH
Market value$4.25M
0.06%
Sole
34.84K
Shared
0.00
None
0.00
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