TRANSMARKET HOLDINGS LP

PrivateCIK: 2134828
Location

CHICAGO, IL

40
Positions
$136.90M
Total AUM (reported)
3.60M
Total Shares

Allocation by class

TOTAL AUM$136.90M40 positions
1 3 YR TREAS BD$40.57M29.6%
SPONSORED ADR$22.64M16.5%
IBOXX HI YD ETF$12.61M9.2%
COM$10.97M8.0%
SPON ADR NEW$10.54M7.7%
SPDN ADR NEW$7.91M5.8%
STATE STREET SPD$7.22M5.3%

Portfolio Concentration

Top 346.5%4–1030.9%11–2518.2%Rest4.4%TOP 1077.4%0%100%
Top 3$63.72M46.5%
4–10$42.28M30.9%
11–25$24.92M18.2%
Rest$5.98M4.4%

Top 3 weight

46.5%

Top 10 weight

77.4%

Voting Authority Distribution

Total shares with voting rights: 3.60M

Sole

Full voting authority

3.60M

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)

Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares489.82K
TypeSH
Market value$40.57M
29.63%
Sole
489.82K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares156.44K
TypeSH
Market value$12.61M
9.21%
Sole
156.44K
Shared
0.00
None
0.00

DIAGEO PLC

SOLE
SPON ADR NEW
Shares122.19K
TypeSH
Market value$10.54M
7.70%
Sole
122.19K
Shared
0.00
None
0.00

SMITH & NEPHEW PLC

SOLE
SPDN ADR NEW
Shares241.03K
TypeSH
Market value$7.91M
5.78%
Sole
241.03K
Shared
0.00
None
0.00

ING GROEP N.V.

SOLE
SPONSORED ADR
Shares264.46K
TypeSH
Market value$7.40M
5.41%
Sole
264.46K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares74.23K
TypeSH
Market value$7.22M
5.27%
Sole
74.23K
Shared
0.00
None
0.00

HALEON PLC

SOLE
SPON ADS
Shares656.50K
TypeSH
Market value$6.64M
4.85%
Sole
656.50K
Shared
0.00
None
0.00

CARNIVAL PLC

SOLE
ADS
Shares161.06K
TypeSH
Market value$4.88M
3.57%
Sole
161.06K
Shared
0.00
None
0.00

BP PLC

SOLE
SPONSORED ADR
Shares135.88K
TypeSH
Market value$4.72M
3.45%
Sole
135.88K
Shared
0.00
None
0.00

RIO TINTO PLC

SOLE
SPONSORED ADR
Shares43.80K
TypeSH
Market value$3.51M
2.56%
Sole
43.80K
Shared
0.00
None
0.00

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares54.72K
TypeSH
Market value$3.10M
2.26%
Sole
54.72K
Shared
0.00
None
0.00

HOLOGIC INC

SOLE
COM
Shares36.96K
TypeSH
Market value$2.75M
2.01%
Sole
36.96K
Shared
0.00
None
0.00

AEGON LTD

SOLE
AMER REG 1 CERT
Shares322.91K
TypeSH
Market value$2.49M
1.82%
Sole
322.91K
Shared
0.00
None
0.00

WPP PLC NEW

SOLE
ADR
Shares106.27K
TypeSH
Market value$2.39M
1.74%
Sole
106.27K
Shared
0.00
None
0.00

DAYFORCE INC

SOLE
COM
Shares26.21K
TypeSH
Market value$1.81M
1.32%
Sole
26.21K
Shared
0.00
None
0.00

COMERICA INC

SOLE
COM
Shares17.63K
TypeSH
Market value$1.53M
1.12%
Sole
17.63K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
TOTAL CORP BND
Shares19.20K
TypeSH
Market value$1.49M
1.09%
Sole
19.20K
Shared
0.00
None
0.00

AVIDITY BIOSCIENCES INC

SOLE
COM
Shares19.54K
TypeSH
Market value$1.41M
1.03%
Sole
19.54K
Shared
0.00
None
0.00

GSK PLC

SOLE
SPONSORED ADR
Shares27.82K
TypeSH
Market value$1.36M
1.00%
Sole
27.82K
Shared
0.00
None
0.00

VODAFONE GROUP PLC NEW

SOLE
SPONSORED ADR
Shares99.33K
TypeSH
Market value$1.31M
0.96%
Sole
99.33K
Shared
0.00
None
0.00

CIDARA THERAPEUTICS INC

SOLE
COM NEW
Shares5.36K
TypeSH
Market value$1.18M
0.86%
Sole
5.36K
Shared
0.00
None
0.00

TELEFONAKTIEBOLAGET LM ERICS

SOLE
ADR B SEK 10
Shares121.30K
TypeSH
Market value$1.17M
0.86%
Sole
121.30K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares9.35K
TypeSH
Market value$1.06M
0.77%
Sole
9.35K
Shared
0.00
None
0.00

JAMF HLDG CORP

SOLE
COM
Shares76.25K
TypeSH
Market value$991.9K
0.72%
Sole
76.25K
Shared
0.00
None
0.00

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares7.30K
TypeSH
Market value$871.7K
0.64%
Sole
7.30K
Shared
0.00
None
0.00
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