DLD ASSET MANAGEMENT, LP

PrivateCIK: 1578299
Location

NEW YORK, NY

354
Positions
$1.10B
Total AUM (reported)
478.67M
Total Shares

Allocation by class

TOTAL AUM$1.10B354 positions
NOTE 3.875%11/3$143.49M13.0%
NOTE 2.500% 9/1$84.31M7.7%
NOTE 1.750% 6/1$83.12M7.6%
COM$82.56M7.5%
SHS CL A$59.22M5.4%
ORD SHS CL A$58.30M5.3%
NOTE 1.125% 9/0$54.61M5.0%

Portfolio Concentration

Top 328.3%4–1024.1%11–2516.8%Rest30.8%TOP 1052.4%0%100%
Top 3$310.91M28.3%
4–10$265.22M24.1%
11–25$185.07M16.8%
Rest$338.55M30.8%

Top 3 weight

28.3%

Top 10 weight

52.4%

Voting Authority Distribution

Total shares with voting rights: 478.67M

Sole

Full voting authority

478.67M

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)

Sole354
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings354
Rows:

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares40M
TypePRN
Market value$143.49M
13.05%
Sole
40M
Shared
0.00
None
0.00

ADVANCED ENERGY INDS

SOLE
NOTE 2.500% 9/1
Shares35M
TypePRN
Market value$84.31M
7.67%
Sole
35M
Shared
0.00
None
0.00

IONIS PHARMACEUTICALS INC

SOLE
NOTE 1.750% 6/1
Shares55M
TypePRN
Market value$83.12M
7.56%
Sole
55M
Shared
0.00
None
0.00

STRIDE INC

SOLE
NOTE 1.125% 9/0
Shares31.50M
TypePRN
Market value$54.61M
4.97%
Sole
31.50M
Shared
0.00
None
0.00

BOFA FIN LLC

SOLE
MTNF 0.600% 5/2
Shares37.50M
TypePRN
Market value$45.19M
4.11%
Sole
37.50M
Shared
0.00
None
0.00

CENTRUS ENERGY CORP

SOLE
NOTE 2.250%11/0
Shares20M
TypePRN
Market value$41.05M
3.73%
Sole
20M
Shared
0.00
None
0.00

SPIRIT AEROSYSTEMS INC

SOLE
NOTE 3.250%11/0
Shares27.50M
TypePRN
Market value$40.91M
3.72%
Sole
27.50M
Shared
0.00
None
0.00

WOLFSPEED INC

SOLE
NOTE 2.500% 6/1
Shares20.50M
TypePRN
Market value$29.73M
2.70%
Sole
20.50M
Shared
0.00
None
0.00

STARWOOD PPTY TR INC

SOLE
NOTE 6.750% 7/1
Shares27.50M
TypePRN
Market value$28.15M
2.56%
Sole
27.50M
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
NOTE 2.125% 9/0
Shares30M
TypePRN
Market value$25.57M
2.33%
Sole
30M
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
COM
Shares2.92M
TypeSH
Market value$23.87M
2.17%
Sole
2.92M
Shared
0.00
None
0.00

MARA HOLDINGS INC

SOLE
NOTE 3/0
Shares20M
TypePRN
Market value$17.75M
1.61%
Sole
20M
Shared
0.00
None
0.00

MEDLINE INC

SOLE
COM CL A
Shares361.40K
TypeSH
Market value$16.08M
1.46%
Sole
361.40K
Shared
0.00
None
0.00

MAKEMYTRIP LIMITED MAURITIUS

SOLE
NOTE 2/1
Shares11.50M
TypePRN
Market value$13.98M
1.27%
Sole
11.50M
Shared
0.00
None
0.00

MARTI TECHNOLOGIES INC

SOLE
SHS CL A
Shares6.57M
TypeSH
Market value$13.13M
1.19%
Sole
6.57M
Shared
0.00
None
0.00

PAGAYA U S HLDG CO LLC

SOLE
NOTE 6.125%10/0
Shares11M
TypePRN
Market value$12.71M
1.16%
Sole
11M
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares250K
TypeSH
Market value$12.19M
1.11%
Sole
250K
Shared
0.00
None
0.00

BITDEER TECHNOLOGIES GROUP

SOLE
CL A ORD SHS
Shares1.38M
TypeSH
Market value$11.88M
1.08%
Sole
1.38M
Shared
0.00
None
0.00

PPL CAP FDG INC

SOLE
NOTE 2.875% 3/1
Shares10M
TypePRN
Market value$11.74M
1.07%
Sole
10M
Shared
0.00
None
0.00

XEROX HOLDINGS CORP

SOLE
NOTE 3.750% 3/1
Shares35M
TypePRN
Market value$9.80M
0.89%
Sole
35M
Shared
0.00
None
0.00

PATRICK INDS INC

SOLE
NOTE 1.750%12/0
Shares5.50M
TypePRN
Market value$9.54M
0.87%
Sole
5.50M
Shared
0.00
None
0.00

PAGAYA U S HLDG CO LLC

SOLE
NOTE 6.125%10/0
Shares800K
TypeSH
Market value$9.31M
0.85%
Sole
800K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares100K
TypeSH
Market value$7.96M
0.72%
Sole
100K
Shared
0.00
None
0.00

STANDARDAERO INC

SOLE
COM
Shares300K
TypeSH
Market value$7.75M
0.70%
Sole
300K
Shared
0.00
None
0.00

D BORAL ACQUISITION I CORP

SOLE
ORD SHS CL A
Shares750K
TypeSH
Market value$7.39M
0.67%
Sole
750K
Shared
0.00
None
0.00
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