Kinetics Multi-Disciplinary Income Portfolio
Kinetics Portfolios 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.

Dec 31, 2025 → Mar 31, 2026

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

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Black Diamond CLO 2022-1 Ltd 0 750,000 750,000 4.18% $747.65K
VENTURE 45 CLO LTD VENTR 2022-45A BR 0 625,000 625,000 3.50% $625.56K
Wind River 2023-1 CLO Ltd 0 500,000 500,000 2.80% $499.98K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Sound Point CLO XXXIII Ltd., Series 2022-1A, Class B 750,000 0 -750,000 0.00% -$750.31K
Post CLO 2022-1 LTD 665,000 0 -665,000 0.00% -$665.59K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US BANK MMDA - USBGFS 7 1,549,046 1,659,439 110,392 9.28% $110.39K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Brant Point Clo 2024-4 Ltd 1,000,000 1,000,000 0 5.60% -$450
Sound Point CLO 2025R-1 Ltd 800,000 800,000 0 4.48% -$22
Apex Credit Clo 2021 Ltd 800,000 800,000 0 4.47% -$904
Elevation CLO 2013-1 Ltd 750,000 750,000 0 4.21% $680
Atlantic Avenue 2023-1 Ltd 750,000 750,000 0 4.20% -$14
Eaton Vance CLO 2013-1 Ltd 750,000 750,000 0 4.19% -$1.86K
BlueMountain CLO XXXIII Ltd 750,000 750,000 0 4.19% -$956
Brant Point CLO 2023-1 Ltd 600,000 600,000 0 3.36% $147
Abry Liquid Credit CLO 2025-1 Ltd 530,000 530,000 0 2.97% $94
Fort Washington CLO 2019-1 500,000 500,000 0 2.80% -$590
Venture 46 Clo Ltd 500,000 500,000 0 2.80% $250
Battery Park CLO II Ltd 500,000 500,000 0 2.80% -$982
BlueMountain CLO XXXV Ltd 500,000 500,000 0 2.80% $374
Atlas Senior Loan Fund XIV 500,000 500,000 0 2.80% -$620
CIFC Funding 2021-VI Ltd 500,000 500,000 0 2.80% -$220
MAN US CLO 2023-1 LTD 500,000 500,000 0 2.80% -$14
Brant Point Clo 2024-6 Ltd 500,000 500,000 0 2.80% $1.16K
Sandstone Peak II Ltd., Series 2023-1A, Class BR 500,000 500,000 0 2.80% -$622
Post CLO Ltd., Series 2023-1A, Class BR 500,000 500,000 0 2.79% -$1.28K
Eldridge CLO 2025-1 Ltd 500,000 500,000 0 2.79% -$1.24K
HalseyPoint CLO 4 Ltd., Series 2021-4A, Class B 475,000 475,000 0 2.66% -$22
Mountain View Clo XV Ltd 450,000 450,000 0 2.52% -$526
Voya CLO 2019-4 Ltd 430,000 430,000 0 2.41% -$34
Venture XV CLO Ltd 250,000 250,000 0 1.40% -$429
MADISON PARK FUNDING XLVII LTD SER 2020-47A CL BR V/R REGD 144A P/P 5.61763000 250,000 250,000 0 1.40% -$608
Invesco CLO 2022-3 Ltd 250,000 250,000 0 1.40% -$444

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