NEXPOINT ASSET MANAGEMENT, L.P.

data from 30/09/2025

Capitalization

$ 1.151 B 5.08 %

Average holding period

5 ans

Performance

$ -348.933 M 4.34 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NEXPOINT ASSET MANAGEMENT, L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NREF NEXPOINT REAL ESTATE FIN INC 10.58% 121.769 M $ 8587364 2020/03/31 3.349 M $ 2.83 %
2025/09/30 WNS WNS HLDGS LTD 8.42% 96.947 M $ 1271098 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVDX AVIDXCHANGE HOLDINGS INC 7.67% 88.247 M $ 8869060 2025/06/30 813.528 K $ 1.63 %
2025/09/30 VRNA VERONA PHARMA PLC 5.42% 62.383 M $ 584601 2025/09/30 0.000 $ 0.00 %
2025/09/30 FYBR FRONTIER COMMUNICATIONS PARE 4.42% 50.920 M $ 1363323 2024/09/30 984.069 K $ 2.61 %
2025/09/30 AL AIR LEASE CORP 4.23% 48.686 M $ 764898 2025/09/30 0.000 $ 0.00 %
2025/09/30 TXNM ENERGY INC 3.57% 41.036 M $ 725660 2023/03/31 178.412 K $ 0.41 %
2025/09/30 COOP MR COOPER GROUP INC 3.50% 40.286 M $ 191117 2025/09/30 0.000 $ 0.00 %
2025/09/30 GTLS CHART INDS INC 3.32% 38.175 M $ 190730 2022/12/31 506.407 K $ 21.56 %
2025/09/30 PRA PROASSURANCE CORP 2.77% 31.882 M $ 1328990 2025/09/30 0.000 $ 0.00 %
2025/09/30 EA ELECTRONIC ARTS INC 2.73% 31.433 M $ 155840 2025/09/30 0.000 $ 0.00 %
2025/09/30 NXRT NEXPOINT RESIDENTIAL TR INC 2.62% 30.118 M $ 934752 2019/09/30 -1.019 M $ -3.30 %
2025/09/30 IAS INTEGRAL AD SCIENCE HLDNG CO 2.37% 27.287 M $ 2683061 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRNT VERINT SYS INC 2.01% 23.122 M $ 1141840 2025/09/30 0.000 $ 0.00 %
2025/09/30 TRML TOURMALINE BIO INC 1.89% 21.780 M $ 455360 2025/09/30 0.000 $ 0.00 %
2025/09/30 NXDT NEXPOINT DIVERSIFIED REL ET 1.57% 18.101 M $ 4905301 2019/09/30 -2.206 M $ -11.93 %
2025/09/30 SHCO SOHO HOUSE & CO INC 1.57% 18.039 M $ 2038350 2025/09/30 0.000 $ 0.00 %
2025/09/30 HFRO HIGHLAND OPPS & INCOME FD 1.55% 17.895 M $ 2818047 2021/06/30 1.056 M $ 22.12 %
2025/09/30 GHLD GUILD HLDGS CO 1.44% 16.599 M $ 832466 2025/06/30 72.219 K $ 0.86 %
2025/09/30 STAA STAAR SURGICAL CO 1.32% 15.157 M $ 564100 2025/09/30 0.000 $ 0.00 %
2025/09/30 DAYFORCE INC 1.30% 15.007 M $ 217839 2025/09/30 0.000 $ 0.00 %
2025/09/30 VST VISTRA CORP 1.27% 14.596 M $ 74500 2019/09/30 159.304 K $ 1.09 %
2025/09/30 VMEO VIMEO INC 1.20% 13.818 M $ 1783001 2025/09/30 0.000 $ 0.00 %
2025/09/30 HBI HANESBRANDS INC 1.14% 13.152 M $ 1995792 2025/09/30 0.000 $ 0.00 %
2025/09/30 ET ENERGY TRANSFER L P 1.14% 13.077 M $ 762040 2019/09/30 -1.213 M $ -5.35 %
2025/09/30 TALO TALOS ENERGY INC 1.10% 12.625 M $ 1316431 2024/03/31 1.585 M $ 13.09 %
2025/09/30 MRC MRC GLOBAL INC 1.05% 12.099 M $ 839024 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCS STEELCASE INC 0.99% 11.441 M $ 665152 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARIS ARIS WATER SOLUTIONS INC 0.96% 11.094 M $ 449898 2025/09/30 0.000 $ 0.00 %
2025/09/30 WSR WHITESTONE REIT 0.93% 10.748 M $ 875255 2021/09/30 -175.051 K $ -1.60 %
2025/09/30 K KELLANOVA 0.93% 10.687 M $ 130300 2024/09/30 1.099 M $ 3.13 %
2025/09/30 MLNK MERIDIANLINK INC 0.92% 10.610 M $ 532370 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSAT TELESAT CORP 0.91% 10.511 M $ 396623 2021/12/31 1.101 M $ 8.43 %
2025/09/30 PRO PROS HOLDINGS INC 0.90% 10.324 M $ 450618 2025/09/30 0.000 $ 0.00 %
2025/09/30 BHR-PB BRAEMAR HOTELS & RESORTS INC 0.74% 8.501 M $ 523457 2021/12/31 1.704 M $ 23.22 %
2025/09/30 VSCO VICTORIAS SECRET AND CO 0.63% 7.207 M $ 265541 2025/06/30 2.289 M $ 46.54 %
2025/09/30 GES GUESS INC 0.60% 6.960 M $ 416492 2025/09/30 0.000 $ 0.00 %
2025/09/30 STAA STAAR SURGICAL CO 0.55% 6.275 M $ 233537 2025/09/30 0.000 $ 0.00 %
2025/09/30 REYN REYNOLDS CONSUMER PRODS INC 0.52% 6.009 M $ 245575 2025/03/31 322.079 K $ 14.24 %
2025/09/30 TRGP TARGA RES CORP 0.52% 5.998 M $ 35800 2019/09/30 -430.332 K $ -3.76 %
2025/09/30 CIO CITY OFFICE REIT INC 0.46% 5.318 M $ 764085 2025/09/30 0.000 $ 0.00 %
2025/09/30 PGRE PARAMOUNT GROUP INC 0.46% 5.314 M $ 812559 2025/09/30 0.000 $ 0.00 %
2025/09/30 PSX PHILLIPS 66 0.43% 4.961 M $ 36475 2025/03/31 609.862 K $ 14.02 %
2025/09/30 SNPS SYNOPSYS INC 0.41% 4.687 M $ 9500 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQ IN 0.41% 4.667 M $ 56000 2022/06/30 599.760 K $ 14.75 %
2025/09/30 ETNB 89BIO INC 0.37% 4.295 M $ 292200 2025/09/30 0.000 $ 0.00 %
2025/09/30 CEPU CENTRAL PUERTO S A 0.37% 4.245 M $ 530000 2019/09/30 -1.945 M $ -31.42 %
2025/09/30 LW LAMB WESTON HLDGS INC 0.36% 4.148 M $ 71417 2025/03/31 326.371 K $ 12.02 %
2025/09/30 CSX CSX CORP 0.35% 4.084 M $ 115000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHC SOTERA HEALTH CO 0.32% 3.733 M $ 237342 2025/06/30 1.386 M $ 41.46 %
2025/09/30 RC READY CAPITAL CORP 0.29% 3.379 M $ 873021 2025/03/31 -436.510 K $ -11.44 %
2025/09/30 ALE ALLETE INC 0.28% 3.220 M $ 48500 2025/06/30 90.839 K $ 3.64 %
2025/09/30 YETI YETI HLDGS INC 0.28% 3.182 M $ 95898 2025/06/30 207.500 K $ 5.27 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.27% 3.118 M $ 67200 2025/06/30 -30.972 K $ -0.92 %
2025/09/30 GPRE GREEN PLAINS INC 0.27% 3.059 M $ 348000 2024/03/31 1.056 M $ 45.77 %
2025/09/30 KBR KBR INC 0.19% 2.171 M $ 45914 2025/03/31 -29.844 K $ -1.36 %
2025/09/30 ETNB 89BIO INC 0.19% 2.148 M $ 146100 2025/09/30 0.000 $ 0.00 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 0.17% 1.953 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SRG SERITAGE GROWTH PPTYS 0.15% 1.774 M $ 417500 2023/03/31 488.474 K $ 37.99 %
2025/09/30 ZIMV ZIMVIE INC 0.15% 1.673 M $ 88330 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNPS SYNOPSYS INC 0.14% 1.593 M $ 3229 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRESY CRESUD S A C I F Y A 0.14% 1.559 M $ 169419 2019/09/30 -264.293 K $ -14.50 %
2025/09/30 BEP BROOKFIELD RENEWABLE PARTNER 0.13% 1.483 M $ 57506 2023/03/31 0.000 $ 0.00 %
2025/09/30 IMXI INTERNATIONAL MNY EXPRESS IN 0.12% 1.385 M $ 99110 2025/09/30 0.000 $ 0.00 %
2025/09/30 RAL RALLIANT CORP 0.12% 1.373 M $ 31408 2025/06/30 -40.893 K $ -9.82 %
2025/09/30 FLR FLUOR CORP NEW 0.11% 1.313 M $ 31200 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRL CHARLES RIV LABS INTL INC 0.11% 1.307 M $ 8354 2025/06/30 26.558 K $ 3.12 %
2025/09/30 GTLB GITLAB INC 0.11% 1.305 M $ 28957 2025/09/30 0.000 $ 0.00 %
2025/09/30 MMLP MARTIN MIDSTREAM PRTNRS L P 0.11% 1.249 M $ 408240 2024/12/31 44.906 K $ 3.73 %
2025/09/30 BRZE BRAZE INC 0.10% 1.197 M $ 42079 2025/09/30 0.000 $ 0.00 %
2025/09/30 LION LIONSGATE STUDIOS CORP 0.10% 1.139 M $ 165129 2025/06/30 140.826 K $ 18.76 %
2025/09/30 LIGHTWAVE ACQUISITION CORP 0.09% 1.004 M $ 100000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BILL BILL HOLDINGS INC 0.07% 848.685 K $ 16022 2025/09/30 0.000 $ 0.00 %
2025/09/30 JAMF JAMF HLDG CORP 0.07% 808.492 K $ 75560 2025/09/30 0.000 $ 0.00 %
2025/09/30 WSC WILLSCOT HLDGS CORP 0.07% 789.831 K $ 37415 2024/03/31 -235.340 K $ -22.96 %
2025/09/30 CVGW CALAVO GROWERS INC 0.07% 787.284 K $ 30586 2025/06/30 -25.998 K $ -3.20 %
2025/09/30 ADBE ADOBE INC 0.07% 759.471 K $ 2153 2025/06/30 -73.481 K $ -8.82 %
2025/09/30 TECK TECK RESOURCES LTD 0.06% 739.547 K $ 16850 2023/06/30 85.696 K $ 8.69 %
2025/09/30 FI FISERV INC 0.06% 676.883 K $ 5250 2025/09/30 0.000 $ 0.00 %
2025/09/30 SMPL SIMPLY GOOD FOODS CO 0.06% 639.810 K $ 25778 2024/09/30 -174.517 K $ -21.43 %
2025/09/30 SRDX SURMODICS INC 0.05% 619.978 K $ 20742 2025/09/30 0.000 $ 0.00 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.05% 617.715 K $ 15750 2025/06/30 -78.263 K $ -9.53 %
2025/09/30 HRTX HERON THERAPEUTICS INC 0.05% 599.445 K $ 475750 2019/09/30 -385.357 K $ -39.13 %
2025/09/30 SAFE SAFEHOLD INC 0.05% 577.095 K $ 37256 2023/03/31 -2.607 K $ -0.45 %
2025/09/30 LOMA LOMA NEGRA C I A S A MTN 14 0.04% 471.680 K $ 64000 2019/09/30 -230.400 K $ -32.82 %
2025/09/30 CNR CORE NATURAL RESOURCES INC 0.04% 448.121 K $ 5368 2025/03/31 73.756 K $ 19.70 %
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 0.04% 440.182 K $ 1915 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.04% 436.833 K $ 2700 2025/09/30 0.000 $ 0.00 %
2025/09/30 INDI INDIE SEMICONDUCTOR INC 0.04% 431.827 K $ 106100 2024/06/30 84.639 K $ 14.33 %
2025/09/30 WDAY WORKDAY INC 0.04% 428.499 K $ 1780 2025/09/30 0.000 $ 0.00 %
2025/09/30 DDOG DATADOG INC 0.04% 424.352 K $ 2980 2025/09/30 0.000 $ 0.00 %
2025/09/30 CSGP COSTAR GROUP INC 0.03% 397.805 K $ 4715 2025/09/30 0.000 $ 0.00 %
2025/09/30 WHLRP WHEELER REAL ESTATE INVT TR 0.03% 348.133 K $ 82301 2024/12/31 22.221 K $ 6.82 %
2025/09/30 VERX VERTEX INC 0.03% 296.117 K $ 11945 2025/09/30 0.000 $ 0.00 %
2025/09/30 SMR NUSCALE PWR CORP 0.02% 255.600 K $ 7100 2025/09/30 0.000 $ 0.00 %
2025/09/30 MAA MID-AMER APT CMNTYS INC 0.02% 251.514 K $ 1800 2024/03/31 -14.904 K $ -5.59 %
2025/09/30 SUPV GRUPO SUPERVIELLE S.A. 0.01% 120.285 K $ 24300 2019/09/30 -137.052 K $ -53.26 %
2025/09/30 CEROW CERO THERAPEUTICS HLDGS INC 0.00% 1.446 K $ 108741 2021/12/31 -1.143 K $ -44.18 %
2025/09/30 BASE COUCHBASE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CACI CACI INTL INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %