NEXPOINT ASSET MANAGEMENT, L.P.

PrivateCIK: 1469877
Location

DALLAS, TX

69
Positions
$1.50B
Total AUM (reported)
82.35M
Total Shares

Allocation by class

TOTAL AUM$1.50B69 positions
COM$1.01B67.6%
COM CL A$116.40M7.8%
COMMON STOCK$100.44M6.7%
ORD SHS$69.17M4.6%
COM SER A$51.53M3.4%
COM NEW$45.62M3.0%
HIGHLAND INCOME$32.79M2.2%

Portfolio Concentration

Top 319.9%4–1030.4%11–2539.5%Rest10.1%TOP 1050.4%0%100%
Top 3$298.57M19.9%
4–10$455.44M30.4%
11–25$591.54M39.5%
Rest$151.25M10.1%

Top 3 weight

19.9%

Top 10 weight

50.4%

Voting Authority Distribution

Total shares with voting rights: 82.35M

Sole

Full voting authority

82.35M

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)

Sole49
Shared0
Other20
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:

NEXPOINT REAL ESTATE FIN INC

SOLE
COM
Shares9.44M
TypeSH
Market value$146.31M
9.78%
Sole
9.44M
Shared
0.00
None
0.00

NUVALENT INC

SOLE
COM
Shares617.82K
TypeSH
Market value$76.30M
5.10%
Sole
617.82K
Shared
0.00
None
0.00

GLOBAL BUSINESS TRAVEL GROUP

SOLE
COM CL A
Shares8.09M
TypeSH
Market value$75.96M
5.07%
Sole
8.09M
Shared
0.00
None
0.00

TAYLOR MORRISON HOME CORP

SOLE
COM
Shares1.05M
TypeSH
Market value$75.32M
5.03%
Sole
1.05M
Shared
0.00
None
0.00

ESSENTIAL UTILS INC

OTR
COM
Shares1.78M
TypeSH
Market value$68.21M
4.56%
Sole
1.78M
Shared
0.00
None
0.00

TOPBUILD COR

OTR
COM
Shares185.68K
TypeSH
Market value$65.83M
4.40%
Sole
185.68K
Shared
0.00
None
0.00

JANUS HENDERSON GROUP PLC

SOLE
ORD SHS
Shares1.26M
TypeSH
Market value$65.62M
4.38%
Sole
1.26M
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

OTR
COM
Shares306.96K
TypeSH
Market value$62.94M
4.20%
Sole
306.96K
Shared
0.00
None
0.00

SILA REALTY TRUST INC

OTR
COMMON STOCK
Shares1.97M
TypeSH
Market value$59.69M
3.99%
Sole
1.97M
Shared
0.00
None
0.00

WHITESTONE REIT

SOLE
COM
Shares3.05M
TypeSH
Market value$57.83M
3.86%
Sole
3.05M
Shared
0.00
None
0.00

AVANOS MED INC

OTR
COM
Shares2.18M
TypeSH
Market value$54.17M
3.62%
Sole
2.18M
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
COM SER A
Shares1.93M
TypeSH
Market value$51.53M
3.44%
Sole
1.93M
Shared
0.00
None
0.00

CATALYST PHARMACEUTICALS INC

SOLE
COM
Shares1.60M
TypeSH
Market value$50.37M
3.37%
Sole
1.60M
Shared
0.00
None
0.00

CHART INDS INC

OTR
COM
Shares220.92K
TypeSH
Market value$46.16M
3.08%
Sole
220.92K
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
COM
Shares811.09K
TypeSH
Market value$46.05M
3.08%
Sole
811.09K
Shared
0.00
None
0.00

ORGANON & CO

OTR
COMMON STOCK
Shares3.01M
TypeSH
Market value$40.75M
2.72%
Sole
3.01M
Shared
0.00
None
0.00

ROKU INC

SOLE
COM CL A
Shares292.77K
TypeSH
Market value$40.44M
2.70%
Sole
292.77K
Shared
0.00
None
0.00

APOGEE THERAPEUTICS INC

SOLE
COM
Shares299.94K
TypeSH
Market value$39.81M
2.66%
Sole
299.94K
Shared
0.00
None
0.00

FERMI INC

SOLE
COM
Shares4.04M
TypeSH
Market value$37.02M
2.47%
Sole
4.04M
Shared
0.00
None
0.00

BRIGHTHOUSE FINL INC

SOLE
COM
Shares582.98K
TypeSH
Market value$36.90M
2.47%
Sole
582.98K
Shared
0.00
None
0.00

TALKSPACE INC

OTR
COM
Shares6.79M
TypeSH
Market value$35.29M
2.36%
Sole
6.79M
Shared
0.00
None
0.00

HIGHLAND OPPS & INCOME FD

OTR
HIGHLAND INCOME
Shares4.60M
TypeSH
Market value$32.79M
2.19%
Sole
4.60M
Shared
0.00
None
0.00

NEXPOINT DIVERSIFIED REL ET

OTR
COM NEW
Shares5.48M
TypeSH
Market value$28.45M
1.90%
Sole
5.48M
Shared
0.00
None
0.00

NEXPOINT RESIDENTIAL TR INC

OTR
COM
Shares934.75K
TypeSH
Market value$26.10M
1.74%
Sole
934.75K
Shared
0.00
None
0.00

CLEAR CHANNEL OUTDOOR HLDGS

SOLE
COM
Shares10.62M
TypeSH
Market value$25.69M
1.72%
Sole
10.62M
Shared
0.00
None
0.00
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