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NTHEX vs DLDFX

Shared holdings
2
NTHEX covered by DLDFX
1.81%
DLDFX covered by NTHEX
1.81%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

NTHEX (March 31, 2026)

SecurityWeight
COMMON STOCK8.02%
Pyxus Holdings Inc7.89%
REPURCHASE AGREEMENT6.36%
Tidewater Inc.4.35%
KB HOME SR UNSEC 7.25% 07-15-304.16%
XPO INC REGD 144A P/P 6.250000004.14%
HOUS 7 04/15/30 144A4.09%
SS&C Technologies, Inc.4.09%
MOOG INC REGD 144A P/P 4.250000004.08%
PITNEY BOWES INC REGD 144A P/P 6.875000004.08%
UNDER ARMOUR INC SR UNSECURED 06/26 3.254.07%
Comstock Resources, Inc.4.04%
LPX 3 5/8 03/15/293.92%
DARLING INGREDIENTS INC REGD 144A P/P 5.250000003.88%
Chemours Co/The 4.63 11/15/20293.84%
BUILDERS FIRSTSOURCE INC REGD 144A P/P 4.250000003.76%
IRON MOUNTAIN INC REGD 144A P/P 5.625000003.17%
ALTICE SA SR SECURED 144A 11/29 9.53.15%
NABORS INDS LTD2.98%
FTAI AVIATION INVESTORS REGD 144A P/P 5.500000002.58%
GRAPHIC PACKAGING INTL INC 4.75% 07/15/2027 144A2.43%
NL INDUSTRIES2.43%
COMMON STOCK2.00%
3.875% MTY 02/15/291.57%
EAT 8 1/4 07/15/300.97%
FRN WARRANTS SEPARATED0.97%
COMMON STOCK0.89%
Iron Mountain Inc.0.77%
TALOS ENERGY INC0.46%
COMMON STOCK0.32%
8% MTY 11/4/300.22%
GET FP0.13%
SMURFIT WESTROCK0.12%
COMMON STOCK0.04%
INGEVITY CORP0.04%
COMMON STOCK0.01%
COMMON STOCK0.00%

DLDFX (Feb. 28, 2026)

SecurityWeight
ISHARES CORE 1-5 YEAR USD BOND ETF 0.0000000013.69%
US TREASURY N/B4.09%
LEAFLY HOLDINGS INC REGD 144A CONVERTIBLE 8.000000002.23%
US TREASURY N/B2.10%
CANNABIST CO HOLDINGS INC/THE 9.250000% 12/31/20281.79%
US TREASURY N/B1.63%
Federated Hermes Government Obligations Tax-Managed Fund, Institutional Class1.56%
COMPASS GRP LLC1.18%
T/L MARELLI NORTH AMERICA_____ INC REGD 0.000000001.13%
T/L K&N PARENT INC REGD 0.000000001.08%
IMOLA MERGER CORP SR SECURED 144A 05/29 4.751.06%
Icahn Enterprises LP / Icahn Enterprises Finance Corp1.02%
SS&C Technologies, Inc.1.01%
OP HOLDCO GMBH /EUR/ REGD V/R 8.576000000.98%
US TREASURY N/B0.95%
US TREASURY N/B0.94%
FORUM ENERGY TECHNOLOGIE REGD REG S 10.500000000.94%
GENUINE PARTS DISC 03/10/26 0.000000000.92%
GRUBHUB HOLDINGS INC SR SECURED 144A 07/30 130.91%
GEN DIGITAL INC REGD 144A P/P 6.750000000.90%
US TREASURY N/B0.88%
FIDELITY NATL INFO SERV 144A__ COMMERCIAL PAPER_____ 0.000000000.87%
XPO INC REGD 144A P/P 6.250000000.80%
Stanley Black & Decker, Inc.0.79%
T/L DISH DBS ISSUER LLC REGD 0.000000000.78%
TRUSTLY AB /EUR/ REGD V/R 8.776000000.75%
GETTY IMAGES INC SR SECURED 144A 02/30 11.250.73%
GO DADDY OP/FIN0.70%
ORACLE CORP0.69%
AIRBNB INC ZERO COUPON 03/15/20260.66%
GCI LLC REGD 144A P/P 4.750000000.64%
GO NORTH GROUP AB VARIABLE REGD 1.000000000.62%
CABONLINE GROUP HOLD /SEK/ REGD REG S 10.000000000.62%
EURO ENTMT INTRESSENTER /EUR/ REGD V/R 9.261000000.61%
AZERION GROUP NV /EUR/ REGD V/R 7.532000000.60%
HCA INC0.59%
BX Trust, Series 2025-LUNR, Class A0.59%
Itron, Inc.0.58%
MERCER PARK OPPORTUNITIES CO 0.000000000.56%
888 Acquisitions LLC0.56%
SWK HOLDINGS CORP /PREFERRED/ 0.000000000.55%
FLATIRON RR CLO 22 LLC FLAT 2021-2A AR0.54%
HCA INC0.53%
Williams Scotsman Inc0.52%
FORMYCON AG /EUR/ REGD V/R 9.029000000.52%
Titan Acquisition Corp. - Class A0.51%
PENNANTPARK FLOATING RAT REGD 4.250000000.48%
DROPBOX INC ZERO COUPON 03/01/20260.46%
MAGLE CHEMOSWED HOLD /SEK/ REGD V/R REG S 8.369000000.46%
IMPALA GROUP PLC /SEK/ REGD 0.000000000.46%

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