Aquila High Income Fund
Aquila Funds Trust

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.

Jun 28, 2024 → Sep 30, 2024

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

Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
Watco Cos LLC / Watco Finance Corp 0 1,000,000 1,000,000 1.53% $1.04M
Royal Caribbean Cruises Ltd. 0 1,000,000 1,000,000 1.51% $1.03M
NBR 8.875 08/15/31 144A 0 750,000 750,000 1.05% $713.46K
JETBLUE AIRW/LOY 0 500,000 500,000 0.77% $526.67K
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
COMERICA BANK 2,000,000 0 -2,000,000 0.00% -$1.99M
SR SECURED 144A 01/29 8.25 1,500,000 0 -1,500,000 0.00% -$1.58M
WATCOS 6.5 06/15/27 144A 1,550,000 0 -1,550,000 0.00% -$1.54M
LIVE NATION ENTERTAINMENT INC COMPANY GUAR 144A 11/24 4.875 1,475,000 0 -1,475,000 0.00% -$1.47M
CHURCHILL DOWNS INC REGD 144A P/P 4.75000000 1,000,000 0 -1,000,000 0.00% -$955.14K
MERCER INTL INC SR UNSECURED 01/26 5.5 975,000 0 -975,000 0.00% -$946.04K
CARGO AIRCRAFT MANAGEMENT INC 4.75% 02/01/2028 144A 1,000,000 0 -1,000,000 0.00% -$927.54K
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
FTAI AVIATION INVESTORS REGD 144A P/P 7.00000000 750,000 1,000,000 250,000 1.54% $289.09K
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
Short-Term Investment 3,373,545 1,928,659 -1,444,886 2.84% -$1.44M
II VI INC COMPANY GUAR 144A 12/29 5 1,750,000 1,250,000 -500,000 1.80% -$433.94K
AMERICAN AIRLINES INC / AADVANTAGE LOYALTY IP LTD 5.5% 04/20/2026 144A 1,333,333 1,166,667 -166,667 1.71% -$158.14K
XHR LP 1,800,000 1,000,000 -800,000 1.47% -$798.15K
IRON MOUNTAIN INC REGD 144A P/P 5.25000000 1,375,000 1,000,000 -375,000 1.47% -$334.50K
CARS.COM INC REGD 144A P/P 6.37500000 1,850,000 850,000 -1,000,000 1.25% -$964.64K
WESCO Distribution Inc 1,750,000 750,000 -1,000,000 1.13% -$1.01M
Midland Cogeneration Venture LP 1,104,518 545,813 -558,705 0.79% -$533.53K
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
RITM 6 1/4 10/15/25 2,163,000 2,163,000 0 3.18% $13.63K
New Fortress Energy, Inc. 2,141,000 2,141,000 0 3.02% -$27.52K
CENTURY COMMUNITIES INC COMPANY GUAR 06/27 6.75 1,925,000 1,925,000 0 2.86% $8.05K
Transocean Titan Financing Ltd. 1,750,000 1,750,000 0 2.65% -$3.63K
FORD MOTOR CO 1,750,000 1,750,000 0 2.64% $46.20K
CORPBOND 1,750,000 1,750,000 0 2.62% $48.06K
VIASAT INC REGD 144A P/P 5.62500000 1,800,000 1,800,000 0 2.61% $28.44K
QVCN 4.45 02/15/25 1,750,000 1,750,000 0 2.56% $17.91K
Venture Global LNG, Inc. 1,500,000 1,500,000 0 2.45% $34.15K
ONEMAIN FINANCE CORP SR UNSEC 9.0% 01-15-29 1,500,000 1,500,000 0 2.34% $6.97K
POINDEXTER JB INC 8.75% 12/15/2031 144A 1,500,000 1,500,000 0 2.33% $31.91K
TransDigm, Inc. 1,500,000 1,500,000 0 2.31% $39.49K
Caesars Entertainment Inc 1,500,000 1,500,000 0 2.28% $44.26K
USA PART/USA FIN 1,500,000 1,500,000 0 2.27% $33.52K
BUILDERS FIRSTSOURCE INC REGD 144A P/P 5.00000000 1,503,000 1,503,000 0 2.17% $52.20K
US FOODS INC SR UNSECURED 144A 02/29 4.75 1,500,000 1,500,000 0 2.15% $39.68K
ESTC 4.125 07/15/29 144A 1,500,000 1,500,000 0 2.06% $31.80K
ROBLOX CORP SR UNSECURED 144A 05/30 3.875 1,500,000 1,500,000 0 2.05% $63.82K
TUTOR PERINI CRP 1,250,000 1,250,000 0 2.05% $49.25K
ZOOMINFO TECHS. LL 3.875% 1,500,000 1,500,000 0 2.04% $24.54K
ALSN 5 7/8 06/01/29 1,250,000 1,250,000 0 1.85% $24.85K
RHP HOTEL PROPS. LP 4.50% 1,265,000 1,265,000 0 1.80% $37.66K
Howard Hughes Corp/The 5.38 08/01/2028 1,230,000 1,230,000 0 1.78% $42.98K
GLOBAL PARTNERS LP / GLP FIN CORP 7% 08/01/2027 1,175,000 1,175,000 0 1.74% $3.20K
OCCIDENTAL PETE 1,000,000 1,000,000 0 1.67% $33.07K
CWK 6.75 05/15/28 144A 1,100,000 1,100,000 0 1.63% $18.09K
ET 5 3/4 04/01/25 1,100,000 1,100,000 0 1.62% $1.63K
GOLF 7.375 10/15/28 144A 1,000,000 1,000,000 0 1.55% $17.88K
TRN 7.75 07/15/28 144A 1,000,000 1,000,000 0 1.54% $14.38K
VAIL RESORTS INC REGD 144A P/P 6.50000000 1,000,000 1,000,000 0 1.54% $32.96K
IQVIA INC REGD 144A P/P 6.50000000 1,000,000 1,000,000 0 1.53% $28.31K
PENN NATL GAMING 1,026,000 1,026,000 0 1.49% $25.50K
CHENIERE ENERGY 1,000,000 1,000,000 0 1.46% $22.97K
United Airlines Pass Through Certificates, Series 2015-1 1,000,000 1,000,000 0 1.45% $17.94K
VICI PROPERTIES / NOTE REGD 144A P/P 4.62500000 1,000,000 1,000,000 0 1.44% $34.62K
Iron Mountain Information Management Services, Inc. 1,000,000 1,000,000 0 1.42% $50.43K
PFGC 4.25 08/01/29 144A 1,000,000 1,000,000 0 1.40% $40.54K
L BRANDS INC 870,000 870,000 0 1.32% $16.45K
DAVE + BUSTER S INC SR SECURED 144A 11/25 7.625 880,000 880,000 0 1.30% -$3.77K
GWR 6 1/4 04/15/32 750,000 750,000 0 1.13% $24.07K
BUCKEYE PARTNERS LP SR UNSECURED 10/24 4.35 714,000 714,000 0 1.05% $3.63K
L BRANDS INC 500,000 500,000 0 0.76% $1.78K

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