LUTHERVILLE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
18.5%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 93.33M
Full voting authority
93.33M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EMCOR Group, Inc. (EME)DFND | COM | 26.52K | SH | $19.58M 6.52% | 26.52K | 0.00 | 0.00 |
Republic Services, Inc. (RSG)DFND | COM | 86.07K | SH | $18.85M 6.28% | 86.07K | 0.00 | 0.00 |
MYR Group, Inc. (MYRG)DFND | COM | 60.84K | SH | $17.18M 5.72% | 60.84K | 0.00 | 0.00 |
MGP Ingredients, Inc.DFND | CONV | 15.10M | PRN | $14.49M 4.83% | 15.10M | 0.00 | 0.00 |
Blackstone Mortgage TrustDFND | CONV | 14.56M | PRN | $14.41M 4.80% | 14.56M | 0.00 | 0.00 |
Pebblebrook Hotel TrustDFND | CONV | 13.06M | PRN | $12.72M 4.24% | 13.06M | 0.00 | 0.00 |
Johnson Controls Int'l plc (JCDFND | COM | 91.99K | SH | $12.05M 4.01% | 91.99K | 0.00 | 0.00 |
Alphabet, Inc. - Cl C (GOOG)DFND | COM | 38.22K | SH | $10.96M 3.65% | 38.22K | 0.00 | 0.00 |
Redfin Corp.DFND | CONV | 10.90M | PRN | $10.40M 3.47% | 10.90M | 0.00 | 0.00 |
KBR, Inc. (KBR)DFND | COM | 279.37K | SH | $10.30M 3.43% | 279.37K | 0.00 | 0.00 |
Sarepta Therapeutics IncDFND | CONV | 10.83M | PRN | $9.95M 3.32% | 10.83M | 0.00 | 0.00 |
W. R. Berkley Corp. (WRB)DFND | COM | 128.10K | SH | $8.49M 2.83% | 128.10K | 0.00 | 0.00 |
Nextpower Inc. Class A (NXT)DFND | COM | 68.61K | SH | $8.27M 2.75% | 68.61K | 0.00 | 0.00 |
Bandwidth, Inc.DFND | CONV | 9.14M | PRN | $8.14M 2.71% | 9.14M | 0.00 | 0.00 |
Primo Brands Corporation ClassDFND | COM | 390.51K | SH | $7.35M 2.45% | 390.51K | 0.00 | 0.00 |
EOG Resources (EOG)DFND | COM | 41.23K | SH | $5.96M 1.99% | 41.23K | 0.00 | 0.00 |
Snap Inc.DFND | CONV | 5.67M | PRN | $5.36M 1.79% | 5.67M | 0.00 | 0.00 |
Qnity Electronics Inc. (Q)DFND | COM | 41.58K | SH | $4.80M 1.60% | 41.58K | 0.00 | 0.00 |
Nextera Energy Inc. (NEE)DFND | COM | 49.55K | SH | $4.60M 1.53% | 49.55K | 0.00 | 0.00 |
Flex Ltd. (FLEX)DFND | COM | 70.04K | SH | $4.58M 1.53% | 70.04K | 0.00 | 0.00 |
Spectrum BrandsDFND | CONV | 4.55M | PRN | $4.54M 1.51% | 4.55M | 0.00 | 0.00 |
T-Mobile USA, Inc. (TMUS)DFND | COM | 20.91K | SH | $4.39M 1.46% | 20.91K | 0.00 | 0.00 |
Chubb Limited (CB)DFND | COM | 12.84K | SH | $4.18M 1.39% | 12.84K | 0.00 | 0.00 |
Amazon.com, Inc. (AMZN)DFND | COM | 20.02K | SH | $4.17M 1.39% | 20.02K | 0.00 | 0.00 |
Ziff Davis, Inc. (ZD)DFND | COM | 92.34K | SH | $3.87M 1.29% | 92.34K | 0.00 | 0.00 |