III CAPITAL MANAGEMENT

PrivateCIK: 1783139
Location

BOCA RATON, FL

48
Positions
$393.96M
Total AUM (reported)
8.66M
Total Shares

Allocation by class

TOTAL AUM$393.96M48 positions
TR UNIT$249.38M63.3%
COM$53.66M13.6%
IBOXX HI YD ETF$24.63M6.3%
CORE S&P MCP ETF$9.64M2.4%
S&P500 EQL WGT$8.51M2.2%
COM CL A$7.18M1.8%
CL A$6.88M1.7%

Portfolio Concentration

Top 372.0%4–109.1%11–2511.3%Rest7.6%TOP 1081.1%0%100%
Top 3$283.65M72.0%
4–10$35.73M9.1%
11–25$44.49M11.3%
Rest$30.09M7.6%

Top 3 weight

72.0%

Top 10 weight

81.1%

Voting Authority Distribution

Total shares with voting rights: 8.66M

Sole

Full voting authority

8.66M

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)

Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares333.95K
TypeSH
Market value$249.38M
63.30%
Sole
333.95K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares308K
TypeSH
Market value$24.63M
6.25%
Sole
308K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P MCP ETF
Shares125K
TypeSH
Market value$9.64M
2.45%
Sole
125K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares40K
TypeSH
Market value$8.51M
2.16%
Sole
40K
Shared
0.00
None
0.00

WYNN RESORTS LTD

SOLE
COM
Shares63.41K
TypeSH
Market value$6.16M
1.56%
Sole
63.41K
Shared
0.00
None
0.00

CRH PLC

SOLE
ORD
Shares42.44K
TypeSH
Market value$4.54M
1.15%
Sole
42.44K
Shared
0.00
None
0.00

GENUINE PARTS CO

SOLE
COM
Shares38K
TypeSH
Market value$4.48M
1.14%
Sole
38K
Shared
0.00
None
0.00

VERSIGENT PLC

SOLE
ORDINARY SHARES
Shares102.20K
TypeSH
Market value$4.29M
1.09%
Sole
102.20K
Shared
0.00
None
0.00

HYATT HOTELS CORP

SOLE
COM CL A
Shares20.43K
TypeSH
Market value$3.96M
1.01%
Sole
20.43K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares22.58K
TypeSH
Market value$3.79M
0.96%
Sole
22.58K
Shared
0.00
None
0.00

HERC HLDGS INC

SOLE
COM
Shares24.74K
TypeSH
Market value$3.55M
0.90%
Sole
24.74K
Shared
0.00
None
0.00

VISTANCE NETWORKS INC

SOLE
COM
Shares271.44K
TypeSH
Market value$3.47M
0.88%
Sole
271.44K
Shared
0.00
None
0.00

BURLINGTON STORES INC

SOLE
COM
Shares10.93K
TypeSH
Market value$3.46M
0.88%
Sole
10.93K
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares31.64K
TypeSH
Market value$3.21M
0.82%
Sole
31.64K
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

SOLE
COM
Shares5K
TypeSH
Market value$3.19M
0.81%
Sole
5K
Shared
0.00
None
0.00

PROGRESS SOFTWARE CORP

SOLE
NOTE 3.500% 3/0
Shares3.20M
TypePRN
Market value$3.08M
0.78%
Sole
3.20M
Shared
0.00
None
0.00

BOOT BARN HLDGS INC

SOLE
COM
Shares18K
TypeSH
Market value$2.96M
0.75%
Sole
18K
Shared
0.00
None
0.00

PEOPLE INC

SOLE
COM NEW
Shares63K
TypeSH
Market value$2.91M
0.74%
Sole
63K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares40.10K
TypeSH
Market value$2.89M
0.73%
Sole
40.10K
Shared
0.00
None
0.00

RENTOKIL INITIAL PLC

SOLE
SPONSORED ADR
Shares100.68K
TypeSH
Market value$2.88M
0.73%
Sole
100.68K
Shared
0.00
None
0.00

NEXSTAR MEDIA GROUP INC

SOLE
COMMON STOCK
Shares15.50K
TypeSH
Market value$2.77M
0.70%
Sole
15.50K
Shared
0.00
None
0.00

URBAN OUTFITTERS INC

SOLE
COM
Shares38.29K
TypeSH
Market value$2.71M
0.69%
Sole
38.29K
Shared
0.00
None
0.00

MOHAWK INDS INC

SOLE
COM
Shares20.90K
TypeSH
Market value$2.54M
0.64%
Sole
20.90K
Shared
0.00
None
0.00

CARNIVAL CORP LTD

SOLE
COMMON SHARES
Shares86.82K
TypeSH
Market value$2.48M
0.63%
Sole
86.82K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
UNIT 02/15/2029
Shares50K
TypeSH
Market value$2.39M
0.61%
Sole
50K
Shared
0.00
None
0.00
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