ACSIX
Arena Strategic Income Fund
INVESTMENT MANAGERS SERIES TRUST II

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ASURION TERM B12 1LN 09/19/2030 0 698,228 698,228 1.44% $699.91K
AMCX 10.5 07/15/32 144A 0 549,000 549,000 1.16% $566.72K
ORACLE CORP 0 525,000 525,000 0.99% $481.24K
MONEYMKT 0 455,259 455,259 0.94% $455.26K
TGNA 7.25 09/15/27 0 408,000 408,000 0.86% $418.75K
AMSSW 12.25 03/30/29 144A 0 374,000 374,000 0.82% $400.27K
CARS.COM INC REGD 144A P/P 6.37500000 0 400,000 400,000 0.81% $393.47K
GRAB 0 06/15/30 0 387,000 387,000 0.78% $379.02K
Bombardier Inc 0 350,000 350,000 0.75% $363.82K
Cooper-Standard Automotive Inc 0 370,000 370,000 0.73% $355.77K
IRON MOUNTAIN INC REGD 144A P/P 5.25000000 0 350,000 350,000 0.72% $350.57K
DISH Network Corp 0 260,000 260,000 0.55% $268.60K
THC 6 1/8 10/01/28 0 261,000 261,000 0.54% $261.80K
SUNOCO LP SR UNSECURED 144A 07/27 5.875 0 250,000 250,000 0.51% $250.24K
Delivery Hero Finco LLC 0 250,000 250,000 0.51% $248.12K
SoftBank Group Corp. 0 240,000 240,000 0.49% $239.85K
SoftBank Group Corp. 0 200,000 200,000 0.41% $201.35K
MICHAELS TERM 1LN 02/19/2033 0 200,000 200,000 0.41% $198.27K
SFRFP 6.875 10/15/30 144A 0 200,000 200,000 0.40% $196.76K
IHS NETHERLANDS HOLDCO BV 8% 09/18/2027 144A 0 171,869 171,869 0.35% $172.13K
BID 8.25 04/15/31 144A 0 120,000 120,000 0.24% $116.71K
LASERSHIP PIK TERM C 1LN 01/02/2029 0 151,500 151,500 0.23% $111.16K
Oxford Finance LLC / Oxford Finance Co.-Issuer II, Inc. 0 63,000 63,000 0.13% $62.75K
SUNOCO LP / SUNOCO FIN CORP 5.875% 03/15/2028 0 53,000 53,000 0.11% $53.26K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
AIRBNB INC ZERO COUPON 03/15/2026 1,010,000 0 -1,010,000 0.00% -$1.01M
FMCN 9.375 03/01/29 144A 810,000 0 -810,000 0.00% -$850.75K
VORTEX OPCO LLC PIK TL 725,000 0 -725,000 0.00% -$725.51K
X Corp., Term Loan B 650,000 0 -650,000 0.00% -$673.89K
XAIXXX 12.5 06/30/30 600,000 0 -600,000 0.00% -$662.54K
CVR ENERGY INC REGD 144A P/P 8.50000000 475,000 0 -475,000 0.00% -$495.73K
HLF TL B 1L USD 436,090 0 -436,090 0.00% -$441.81K
RXO Inc 400,000 0 -400,000 0.00% -$408.73K
SunCoke Energy Inc 300,000 0 -300,000 0.00% -$322.77K
BLACKSKY TECHNOLOGY INC CONV 8.25% 08/01/2033 144A 242,000 0 -242,000 0.00% -$279.15K
PRETPK L 10/02/28 2 252,106 0 -252,106 0.00% -$261.78K
Windstream Services LLC, Term Loan B 250,000 0 -250,000 0.00% -$252.19K
FYBR 8.625 03/15/31 144A 220,000 0 -220,000 0.00% -$230.44K
SAVE DIP-TL TL 1L U.S. BANK LOAN / 224,674 0 -224,674 0.00% -$219.06K
COOPER-STANDARD AUTOMOTIVE INC 144A 13.500000% 03/31/2027 200,000 0 -200,000 0.00% -$207.03K
United Airlines Pass Through Certificates, Series 2015-1 200,000 0 -200,000 0.00% -$199.97K
AMCX 10.25 01/15/29 144A 150,000 0 -150,000 0.00% -$156.52K
SUPER MICRO COMPUTER INC CONV 2.25% 07/15/2028 144A 154,000 0 -154,000 0.00% -$150.20K
MATTEL INC REGD 144A P/P 5.87500000 59,000 0 -59,000 0.00% -$59.02K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Windstream Services LLC / Windstream Escrow Finance Corp. 231,000 991,000 760,000 2.15% $806.58K
LENDINGTREE LLC 798,000 1,045,373 247,373 2.12% $232.18K
CONSENSUS CLOUD SOLUTIONS INC COMPANY GUAR 144A 10/28 6.5 650,000 950,000 300,000 1.94% $294.55K
RAND PARENT LLC SR SECURED 144A 02/30 8.5 456,000 800,000 344,000 1.71% $356.22K
KEHEFO 9 02/15/29 144A 25,000 775,000 750,000 1.67% $784.80K
RADIOLOGY PARTNERS INC SECURED 144A 02/30 9.781 818,513 858,542 40,029 1.60% -$39.89K
INNOVATE CORP REGD 144A P/P 10.50000000 771,750 812,266 40,516 1.44% $33.93K
LASERSHIP PIK TERM B 1LN 08/10/2029 943,081 952,512 9,431 1.42% -$22.11K
NCR Atleos Corp 425,000 550,000 125,000 1.20% $129.66K
TUTOR PERINI CRP 421,000 487,000 66,000 1.09% $66.46K
ALTA EQUIPMENT GROUP SECURED 144A 06/29 9 350,000 450,000 100,000 0.88% $94.86K
Cloud Software Group, Inc. 160,000 300,000 140,000 0.60% $132.79K
YAHOO (VERIZON M 09/01/27 75,000 275,000 200,000 0.56% $196.27K
Shift4 Payments, LLC 197,000 236,000 39,000 0.46% $33.55K
Zywave_Pfd Equity -687,472 -638,706 48,766 0.44% $84.19K
WOOF 8.25 02/01/31 144A 60,000 120,000 60,000 0.25% $60.78K
TRICGR L 06/29/26 1 320,985 326,918 5,933 0.17% $32.40K
LaserShip, Inc., First Lien, CME Term Loan, D 268,143 270,825 2,681 0.13% -$11.80K
TRICGR L 06/29/26 2 799,008 820,766 21,758 0.01% -$3.07K
First Brands (Trico Group) Term Loan B (Add-on) 500 2027-03-01 313,782 322,230 8,448 0.00% -$1.00K
TRICGR TL B 1L USD 58,179 59,746 1,566 0.00% -$186
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
FMR-TREASURY-III 7,028,885 2,726,937 -4,301,948 5.60% -$4.30M
Likewize Corp. 969,857 957,261 -12,596 1.81% -$52.00K
YAHOO MEDIA TERM B1 1LN 09/01/2027 847,641 833,749 -13,891 1.68% -$26.83K
AMC Entertainment Holdings, Inc. , Term Loan 1,298,125 604,256 -693,869 1.24% -$687.53K
VSAT TL B 1L USD 523,183 521,828 -1,355 1.08% $1.78K
Directv Financing LLC 800,000 500,000 -300,000 1.04% -$301.96K
Numericable U.S. LLC 475,260 473,677 -1,584 0.99% $31
T/L DELIVERY HERO SE REGD 0.00000000 393,000 392,000 -1,000 0.80% -$2.96K
Chinos Intermediate Holdings A Inc 2024 Term Loan B 496,250 495,000 -1,250 0.77% -$24.41K
VSAT 6.5 07/15/28 144A 450,000 350,000 -100,000 0.72% -$95.38K
Herbalife Nutrition Ltd. 325,000 267,000 -58,000 0.70% -$82.45K
Recovery Solutions Parent LLC Term Loan 340,544 339,705 -839 0.70% $4.83K
Numericable U.S. LLC 304,101 303,088 -1,013 0.63% $502
Delek US Holdings, Inc., First Lien, CME Term Loan, B 295,431 294,670 -761 0.61% $262
CELANESE US HOLDINGS LLC SR UNSEC 6.5% 04-15-30 242,000 200,000 -42,000 0.42% -$41.94K
New WPCC Parent LLC, First Lien, Term Loan 205,054 184,849 -20,204 0.38% -$21.24K
UNITI GRP. LP / UNI 4.75% 269,000 159,000 -110,000 0.33% -$110.05K
CHTR 5 1/8 05/01/27 417,000 128,000 -289,000 0.26% -$289.45K
West Technology Group, LLC, Senior Secured First Lien Term Loan 660,795 565,178 -95,617 0.23% -$99.50K
DS Parent Inc Term Loan B 98,500 98,250 -250 0.18% -$1.98K
ASURION TERM B4 2LN 01/20/2029 200,000 78,505 -121,495 0.16% -$121.38K
SAVE DIP-TL 3L 1L U.S. BANK LOAN / 110,050 58,795 -51,256 0.12% -$49.97K
VIASAT TERM B 1LN 05/30/2030 48,875 48,750 -125 0.10% $180
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
IEP 9.75 01/15/29 1,245,000 1,245,000 0 2.57% -$1.25K
CITGO PETROLEUM CORP SR SECURED 144A 01/29 8.375 975,000 975,000 0 2.06% -$13.00K
VSCO 4.625 07/15/29 144A 1,002,000 1,002,000 0 1.98% -$14.50K
PG&E Corporation, Convertible 910,000 910,000 0 1.92% $6.60K
URI 6 12/15/29 144A 868,000 868,000 0 1.81% -$7.12K
ALLWYN ENTERTAINMENT FIN SR SECURED 144A 04/29 7.875 800,000 800,000 0 1.69% -$9.81K
SATS 6.75 11/30/30 701,138 701,138 0 1.46% -$2.15K
PBF Holding Company LLC 635,000 635,000 0 1.40% $8.84K
1011778 BC ULC 633,750 633,750 0 1.28% $0
NRG ENERGY INC REGD 144A P/P 5.75000000 597,000 597,000 0 1.23% -$4.29K
Kronos International, Inc. 550,000 550,000 0 1.22% $1.08K
CSG SYSTEMS INTL INC CONV 3.875% 09/15/2028 450,000 450,000 0 1.13% $1.01K
SGMS 7 1/4 11/15/29 500,000 500,000 0 1.05% -$2.02K
Spectrum Brands Incorporated 3.375%, Due 06/01/2029 500,000 500,000 0 1.05% $26.85K
Block, Inc. 500,000 500,000 0 1.03% -$8.40K
HUGHES SATELLITE SYSTEMS SR SECURED 08/26 5.25 550,000 550,000 0 1.03% -$21.12K
Directv Financing LLC / Directv Financing Co-Obligor Inc. 453,000 453,000 0 0.97% $4.72K
XYZ 2.75 06/01/26 471,000 471,000 0 0.97% $1.88K
XPLR INFRASTRUCTURE LP REGD 144A P/P CONVERTIBLE 2.50000000 450,000 450,000 0 0.92% $6.16K
EyeCare Partners LLC 2024 Superpriority New Money 1st Out Term Loan A 450,000 450,000 0 0.92% $668
CVR ENERGY INC SR UNSECURED 144A 02/31 7.5 400,000 400,000 0 0.83% $5.42K
K HOVNANIAN ENTS. I 8.00% 400,000 400,000 0 0.83% -$6.48K
FYBR 5 05/01/28 144A 400,000 400,000 0 0.82% -$252
ALRM 2.25 06/01/29 400,000 400,000 0 0.77% -$2.40K
HAT HOLDINGS I LLC/HAT REGD 144A P/P 3.75000000 400,000 400,000 0 0.76% -$2.54K
HUGHES SATELLITE SYSTEMS CORP SR UNSEC 6.625% 08-01-26 512,000 512,000 0 0.75% -$84.15K
DELEK LOG PT/FIN 350,000 350,000 0 0.72% -$2.08K
Delivery Hero S.E. 300,000 300,000 0 0.69% -$7.24K
EVOLENT HEALTH INC CONV 4.5% 08/15/2031 144A 466,000 466,000 0 0.60% -$3.79K
SAVE DIP ROLL UP BANK LOAN / 651,891 651,891 0 0.60% -$244.46K
ALLEGIANT TRAVEL CO REGD 144A P/P 7.25000000 289,000 289,000 0 0.60% -$1.42K
VSAT 5.625 04/15/27 144A 275,000 275,000 0 0.56% -$759
Endo Finance Holdings, Inc. 250,000 250,000 0 0.54% $234
ISATLN 9 09/15/29 144A 250,000 250,000 0 0.54% -$1.67K
TRAVEL + LEISURE CO SR SECURED 144A 07/26 6.625 260,000 260,000 0 0.53% -$968
T/L OREGON TOOL LUX LP REGD 0.00000000 250,000 250,000 0 0.52% -$2.62K
RADPAR 8.5 07/15/32 144A 250,000 250,000 0 0.51% -$14.28K
SoftBank Group Corp. 250,000 250,000 0 0.51% -$828
PBF Holding Company, LLC/PBF Finance Corporation 240,000 240,000 0 0.49% $170
TALOS PRODUCTION INC SECURED 144A 02/29 9 226,000 226,000 0 0.48% $266
GTN 10.5 07/15/29 144A 218,000 218,000 0 0.48% -$2.73K
ALTICE SA SR SECURED 144A 11/29 9.5 224,680 224,680 0 0.47% -$1.21K
SVC 8.625 11/15/31 144A 200,000 200,000 0 0.43% $695
DKL 8.625 03/15/29 144A 200,000 200,000 0 0.43% -$390
STONEX GROUP INC REGD 144A P/P 7.87500000 182,000 182,000 0 0.39% -$1.99K
DIEBOLD NIXDORF INC SR SECURED 144A 03/30 7.75 175,000 175,000 0 0.38% -$1.30K
JetBlue 2020-1 Class B Pass-Through Trust 167,407 167,407 0 0.35% -$1.86K
SMG 5 1/4 12/15/26 134,000 134,000 0 0.28% -$523
SCIL IV LLC / SCIL USA Holdings LLC 100,000 100,000 0 0.25% -$2.84K
MAUSER PACKAGING SOLUT SR SECURED 144A 04/30 7.875 110,000 110,000 0 0.23% -$1.02K
Stillwater Mining Co. 100,000 100,000 0 0.20% -$511
HLF Financing S.a.r.l. LLC / Herbalife International Inc. 86,000 86,000 0 0.17% -$875
Victra Holdings LLC / Victra Finance Corp 50,000 50,000 0 0.11% -$301
SPIRIT AVIATION HOLDINGS INC 28,769 28,769 0 0.08% $31.65K
MALLINCKRODT PLC 448 448 0 0.08% -$3.58K
SPIRIT AVIATION HOLDINGS - WARRANT STRIKE 11.50 (INDICATIVE ONLY) 5,680 5,680 0 0.02% $6.25K
SPIRIT AIRLINES (10/25) DIP / 196,044 196,044 0 0.01% -$35.29K
EVA 6.5% Sr Unsecured Nts due 2026 144A/Escrow 100,000 100,000 0 0.00% $0

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