KIM, LLC

PrivateCIK: 1888968
Location

WICHITA, KS

64
Positions
$975.87M
Total AUM (reported)
379.63M
Total Shares

Allocation by class

TOTAL AUM$975.87M64 positions
TR UNIT$195.10M20.0%
CL A$102.40M10.5%
COMMON STOCK$98.03M10.0%
COM$84.49M8.7%
RETURN STACKED B$46.66M4.8%
RETURN STACKED U$35.26M3.6%
NOTE 1.000% 4/1$25.46M2.6%

Portfolio Concentration

Top 340.4%4–1023.2%11–2519.9%Rest16.6%TOP 1063.6%0%100%
Top 3$394.08M40.4%
4–10$226.42M23.2%
11–25$193.77M19.9%
Rest$161.60M16.6%

Top 3 weight

40.4%

Top 10 weight

63.6%

Voting Authority Distribution

Total shares with voting rights: 379.63M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

379.63M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other64
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings64
Rows:

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares300K
TypeSH
Market value$195.10M
19.99%
Sole
0.00
Shared
300K
None
0.00

PALANTIR TECHNOLOGIES INC

DFND
CL A
Shares700K
TypeSH
Market value$102.40M
10.49%
Sole
0.00
Shared
700K
None
0.00

SOUND POINT MERIDIAN CAP INC

DFND
COMMON STOCK
Shares10.79M
TypeSH
Market value$96.58M
9.90%
Sole
0.00
Shared
10.79M
None
0.00

TIDAL TRUST II

DFND
RETURN STACKED B
Shares2.51M
TypeSH
Market value$46.66M
4.78%
Sole
0.00
Shared
2.51M
None
0.00

ASPEN AEROGELS INC

DFND
COM
Shares12.28M
TypeSH
Market value$42.00M
4.30%
Sole
0.00
Shared
12.28M
None
0.00

TIDAL TRUST II

DFND
RETURN STACKED U
Shares1.58M
TypeSH
Market value$35.26M
3.61%
Sole
0.00
Shared
1.58M
None
0.00

VISHAY INTERTECHNOLOGY INC

DFND
COM
Shares1.94M
TypeSH
Market value$35.01M
3.59%
Sole
0.00
Shared
1.94M
None
0.00

PROGRESS SOFTWARE CORP

DFND
NOTE 1.000% 4/1
Shares25.50M
TypePRN
Market value$25.46M
2.61%
Sole
0.00
Shared
25.50M
None
0.00

ENERGY TRANSFER L P

DFND
9.250% FXD PFD I
Shares2.07M
TypeSH
Market value$24.00M
2.46%
Sole
0.00
Shared
2.07M
None
0.00

KORE GROUP HLDGS INC

DFND
COM NEW
Shares2M
TypeSH
Market value$18.04M
1.85%
Sole
0.00
Shared
2M
None
0.00

COINBASE GLOBAL INC

DFND
NOTE 0.500% 6/0
Shares16.69M
TypePRN
Market value$16.56M
1.70%
Sole
0.00
Shared
16.69M
None
0.00

HAEMONETICS CORP MASS

DFND
NOTE 2.500% 6/0
Shares17M
TypePRN
Market value$16.19M
1.66%
Sole
0.00
Shared
17M
None
0.00

LIBERTY MEDIA CORP DEL

DFND
NOTE 3.750% 3/1
Shares15.40M
TypePRN
Market value$15.97M
1.64%
Sole
0.00
Shared
15.40M
None
0.00

NUTANIX INC

DFND
NOTE 0.500%12/1
Shares17.50M
TypePRN
Market value$15.83M
1.62%
Sole
0.00
Shared
17.50M
None
0.00

FLUOR CORP

DFND
NOTE 1.125% 8/1
Shares12M
TypePRN
Market value$14.80M
1.52%
Sole
0.00
Shared
12M
None
0.00

UBER TECHNOLOGIES INC

DFND
NOTE 0.875%12/0
Shares11.80M
TypePRN
Market value$14.21M
1.46%
Sole
0.00
Shared
11.80M
None
0.00

ON SEMICONDUCTOR CORP

DFND
NOTE 5/0
Shares10M
TypePRN
Market value$12.92M
1.32%
Sole
0.00
Shared
10M
None
0.00

TETRA TECH INC NEW

DFND
DBCV 2.250% 8/1
Shares12.09M
TypePRN
Market value$12.70M
1.30%
Sole
0.00
Shared
12.09M
None
0.00

PG&E CORP

DFND
NOTE 4.250%12/0
Shares12M
TypePRN
Market value$12.46M
1.28%
Sole
0.00
Shared
12M
None
0.00

LCI INDS

DFND
NOTE 3.000% 3/0
Shares10M
TypePRN
Market value$12.08M
1.24%
Sole
0.00
Shared
10M
None
0.00

VARONIS SYS INC

DFND
NOTE 1.000% 9/1
Shares12M
TypePRN
Market value$10.48M
1.07%
Sole
0.00
Shared
12M
None
0.00

LYFT INC

DFND
NOTE 0.625% 3/0
Shares10M
TypePRN
Market value$10.18M
1.04%
Sole
0.00
Shared
10M
None
0.00

OSI SYSTEMS INC

DFND
NOTE 2.250% 8/0
Shares6.56M
TypePRN
Market value$10.08M
1.03%
Sole
0.00
Shared
6.56M
None
0.00

SNAP INC

DFND
NOTE 0.750% 8/0
Shares10M
TypePRN
Market value$9.81M
1.01%
Sole
0.00
Shared
10M
None
0.00

ITRON INC

DFND
NOTE 1.375% 7/1
Shares9.44M
TypePRN
Market value$9.49M
0.97%
Sole
0.00
Shared
9.44M
None
0.00
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