FIRST TRUST CAPITAL MANAGEMENT L.P.

PrivateCIK: 1604488
Location

CHICAGO, IL

📋 What this filing means

FIRST TRUST CAPITAL MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $1.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

161
Positions
$1.72B
Total AUM (reported)
79.39M
Total Shares

Allocation by class

TOTAL AUM$1.72B161 positions
EQUITY$1.72B100.0%

Portfolio Concentration

Top 329.1%4–1027.5%11–2513.0%Rest30.3%TOP 1056.6%0%100%
Top 3$499.74M29.1%
4–10$472.66M27.5%
11–25$224.01M13.0%
Rest$520.85M30.3%

Top 3 weight

29.1%

Top 10 weight

56.6%

Voting Authority Distribution

Total shares with voting rights: 79.39M

Sole

Full voting authority

79.39M

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)

Sole161
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings161
Rows:

TAYLOR MORRISON HOME CORP

SOLE
Equity
Shares3M
TypeSH
Market value$215.37M
12.54%
Sole
3M
Shared
0.00
None
0.00

CHART INDS INC

SOLE
Equity
Shares866.37K
TypeSH
Market value$181.02M
10.54%
Sole
866.37K
Shared
0.00
None
0.00

NUVALENT INC

SOLE
Equity
Shares836.92K
TypeSH
Market value$103.36M
6.02%
Sole
836.92K
Shared
0.00
None
0.00

NATIONAL STORAGE AFFILIATES

SOLE
Equity
Shares2.07M
TypeSH
Market value$92.00M
5.36%
Sole
2.07M
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
Equity
Shares625.18K
TypeSH
Market value$82.98M
4.83%
Sole
625.18K
Shared
0.00
None
0.00

SILA REALTY TRUST INC

SOLE
Equity
Shares2.46M
TypeSH
Market value$74.58M
4.34%
Sole
2.46M
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
Equity
Shares849.27K
TypeSH
Market value$64.90M
3.78%
Sole
849.27K
Shared
0.00
None
0.00

JANUS HENDERSON GROUP PLC

SOLE
Equity
Shares1.20M
TypeSH
Market value$62.10M
3.62%
Sole
1.20M
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
Equity
Shares240.07K
TypeSH
Market value$49.22M
2.87%
Sole
240.07K
Shared
0.00
None
0.00

TOPBUILD COR

SOLE
Equity
Shares110K
TypeSH
Market value$46.88M
2.73%
Sole
110K
Shared
0.00
None
0.00

AVANOS MED INC

SOLE
Equity
Shares1.18M
TypeSH
Market value$29.46M
1.72%
Sole
1.18M
Shared
0.00
None
0.00

LAUNCH ONE ACQUISITION CORP

SOLE
Equity
Shares2.07M
TypeSH
Market value$22.44M
1.31%
Sole
2.07M
Shared
0.00
None
0.00

DIGITALBRIDGE GROUP INC

SOLE
Equity
Shares1.34M
TypeSH
Market value$21.18M
1.23%
Sole
1.34M
Shared
0.00
None
0.00

WHITESTONE REIT

SOLE
Equity
Shares1.09M
TypeSH
Market value$20.58M
1.20%
Sole
1.09M
Shared
0.00
None
0.00

SIDDHI ACQUISITION CORP

SOLE
Equity
Shares1.30M
TypeSH
Market value$13.58M
0.79%
Sole
1.30M
Shared
0.00
None
0.00

PALMER SQUARE CAPITAL BDC IN

SOLE
Equity
Shares1.29M
TypeSH
Market value$13.42M
0.78%
Sole
1.29M
Shared
0.00
None
0.00

CATALYST PHARMACEUTICALS INC

SOLE
Equity
Shares416.21K
TypeSH
Market value$13.08M
0.76%
Sole
416.21K
Shared
0.00
None
0.00

ARES ACQUISITION CORP III

SOLE
Equity
Shares1.24M
TypeSH
Market value$12.48M
0.73%
Sole
1.24M
Shared
0.00
None
0.00

CAESARS ENTERTAINMENT INC NE

SOLE
Equity
Shares400.30K
TypeSH
Market value$12.08M
0.70%
Sole
400.30K
Shared
0.00
None
0.00

GLOBAL BUSINESS TRAVEL GROUP

SOLE
Equity
Shares1.24M
TypeSH
Market value$11.66M
0.68%
Sole
1.24M
Shared
0.00
None
0.00

VENDOME ACQUISITION CORP I

SOLE
Equity
Shares1.09M
TypeSH
Market value$11.14M
0.65%
Sole
1.09M
Shared
0.00
None
0.00

CHIME FINL INC

SOLE
Equity
Shares536.99K
TypeSH
Market value$11.00M
0.64%
Sole
536.99K
Shared
0.00
None
0.00

SOULPOWER ACQUISITION CORP

SOLE
Equity
Shares1.04M
TypeSH
Market value$10.76M
0.63%
Sole
1.04M
Shared
0.00
None
0.00

DRUGS MADE IN AMER ACQ II CO

SOLE
Equity
Shares1.07M
TypeSH
Market value$10.74M
0.63%
Sole
1.07M
Shared
0.00
None
0.00

CANTOR EQUITY PARTNERS IV IN

SOLE
Equity
Shares1M
TypeSH
Market value$10.40M
0.61%
Sole
1M
Shared
0.00
None
0.00
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