COVALENT PARTNERS LLC

PrivateCIK: 1531611
Location

CONCORD, MA

16
Positions
$17.55M
Total AUM (reported)
2.54M
Total Shares

Allocation by class

TOTAL AUM$17.55M16 positions
COM$8.97M51.1%
RUSSELL 2000 ETF$3.35M19.1%
NOTE 3.125% 1/1$1.52M8.7%
COM STOCK$1.31M7.5%
COMMON SHARES$1.03M5.9%
NOTE 1.750%12/0$865.3K4.9%
NOTE 2.750% 5/0$499.5K2.8%

Portfolio Concentration

Top 336.5%4–1043.0%11–2520.5%TOP 1079.5%0%100%
Top 3$6.41M36.5%
4–10$7.54M43.0%
11–25$3.60M20.5%

Top 3 weight

36.5%

Top 10 weight

79.5%

Voting Authority Distribution

Total shares with voting rights: 2.54M

Sole

Full voting authority

2.52M

shares

% of voting shares99.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

13.50K

shares

% of voting shares0.5%

Investment Discretion (by position count)

Sole16
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings16
Rows:

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares13.50K
TypeSH
Market value$3.35M
19.07%
Sole
0.00
Shared
0.00
None
13.50K

GREENE CNTY BANCORP INC

SOLE
COM
Shares69K
TypeSH
Market value$1.55M
8.81%
Sole
69K
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
NOTE 3.125% 1/1
Shares1M
TypePRN
Market value$1.52M
8.65%
Sole
1M
Shared
0.00
None
0.00

PENN ENTERTAINMENT INC

SOLE
COM
Shares90K
TypeSH
Market value$1.35M
7.71%
Sole
90K
Shared
0.00
None
0.00

CALIFORNIA RES CORP

SOLE
COM STOCK
Shares18.97K
TypeSH
Market value$1.31M
7.48%
Sole
18.97K
Shared
0.00
None
0.00

UFP INDUSTRIES INC

SOLE
COM
Shares12K
TypeSH
Market value$1.11M
6.30%
Sole
12K
Shared
0.00
None
0.00

BAUSCH PLUS LOMB CORP

SOLE
COMMON SHARES
Shares65K
TypeSH
Market value$1.03M
5.89%
Sole
65K
Shared
0.00
None
0.00

SR BANCORP INC

SOLE
COM
Shares60K
TypeSH
Market value$1.01M
5.77%
Sole
60K
Shared
0.00
None
0.00

PATRICK INDS INC

SOLE
NOTE 1.750%12/0
Shares500K
TypePRN
Market value$865.3K
4.93%
Sole
500K
Shared
0.00
None
0.00

MARCUS CORP DEL

SOLE
COM
Shares50K
TypeSH
Market value$858.5K
4.89%
Sole
50K
Shared
0.00
None
0.00

ECB BANCORP INC

SOLE
COM
Shares50K
TypeSH
Market value$836.5K
4.77%
Sole
50K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares7K
TypeSH
Market value$804.9K
4.59%
Sole
7K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares2K
TypeSH
Market value$740.3K
4.22%
Sole
2K
Shared
0.00
None
0.00

CINEMARK HLDGS INC

SOLE
COM
Shares25K
TypeSH
Market value$713.0K
4.06%
Sole
25K
Shared
0.00
None
0.00

CALLAWAY GOLF CO

SOLE
NOTE 2.750% 5/0
Shares500K
TypePRN
Market value$499.5K
2.85%
Sole
500K
Shared
0.00
None
0.00

ECARX HOLDINGS INC

SOLE
*W EXP 99/99/999
Shares75K
TypeSH
Market value$3.9K
0.02%
Sole
75K
Shared
0.00
None
0.00