Strategic Income Management, LLC

data from 30/09/2023

Capitalization

$ 52.126 M -1.80 %

Average holding period

3 ans

Performance

$ 10.618 M 22.68 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Strategic Income Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/09/30 EZCORP INC 21.47% 11.190 M $ 12000000 2022/12/31 192.149 K $ 1.39 %
2023/09/30 HEP HOLLY ENERGY PARTNERS L P COM 15.91% 8.295 M $ 377730 2022/12/31 1.549 M $ 18.70 %
2023/09/30 NLY ANNALY CAPITAL MANAGEMENT INC 15.72% 8.194 M $ 435640 2023/03/31 -391.510 K $ -6.00 %
2023/09/30 UPSTART HLDGS INC 14.90% 7.769 M $ 11760000 2022/12/31 -558.341 K $ -3.20 %
2023/09/30 STNG SCORPIO TANKERS INC SHS 13.73% 7.155 M $ 132209 2022/12/31 910.920 K $ 14.59 %
2023/09/30 MPLX MPLX LP UNIT REP LTD 9.20% 4.795 M $ 134800 2023/09/30 0.000 $ 0.00 %
2023/09/30 KNOP KNOT OFFSHORE PARTNERS LP UNIT 7.52% 3.920 M $ 573880 2023/09/30 0.000 $ 0.00 %
2023/09/30 TURNING PT BRANDS INC 1.55% 808.525 K $ 850000 2022/12/31 -1.087 K $ -0.13 %