Virtus Seix High Yield Income Fund
Virtus Strategy 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.

Sep 29, 2023 → Dec 29, 2023

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

Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
STATION CASINOS LLC SR UNSECURED 144A 12/31 4.625 0 390,000 390,000 1.12% $351.65K
NCL CORPORATION LTD REGD 144A P/P 5.87500000 0 325,000 325,000 1.02% $322.19K
Summit Materials LLC / Summit Materials Finance Corp 0 275,000 275,000 0.87% $274.64K
ALTICE FING SA 5.75% 08/15/2029 144A 0 295,000 295,000 0.83% $261.79K
Hilcorp Energy I, L.P. 0 236,000 236,000 0.79% $250.03K
VENTURE GLOBAL LNG INC SR SECURED 144A 06/28 8.125 0 244,000 244,000 0.78% $246.41K
ZipRecruiter Inc 0 200,000 200,000 0.55% $174.59K
Manitowoc Co Inc/The 0 169,000 169,000 0.54% $169.49K
SMYRNA READY MIX CONCRET REGD 144A P/P 8.87500000 0 160,000 160,000 0.53% $168.19K
PBF Holding Company, LLC/PBF Finance Corporation 0 170,000 170,000 0.52% $165.50K
Vistra Corp. 0 164,000 164,000 0.52% $163.29K
Directv Financing LLC / Directv Financing Co-Obligor Inc. 0 143,000 143,000 0.43% $134.36K
PFSI 7.875 12/15/29 144A 0 95,000 95,000 0.31% $97.79K
CROX 4.125 08/15/31 144A 0 109,000 109,000 0.29% $92.23K
Bread Financial Holdings Inc 0 85,000 85,000 0.28% $88.12K
Venture Global LNG, Inc. 0 83,000 83,000 0.27% $86.46K
MINERAL RESOURCES LTD SR UNSECURED 144A 10/28 9.25 0 80,000 80,000 0.27% $85.10K
FTAI AVIATION INVESTORS REGD 144A P/P 7.87500000 0 81,000 81,000 0.27% $84.38K
ACALTD 6 11/15/27 144A 0 85,000 85,000 0.26% $83.48K
GGAM FIN. LTD 8.00% 0 81,000 81,000 0.26% $83.03K
Mineral Resources Ltd 0 81,000 81,000 0.26% $82.29K
TRANSOCEAN AQUILA LTD SR SECURED 144A 09/28 8 0 80,000 80,000 0.26% $81.20K
LGI HOMES INC REGD 144A P/P 8.75000000 0 74,000 74,000 0.25% $78.72K
Smyrna Ready Mix Concrete LLC 0 70,000 70,000 0.22% $68.92K
SR SECURED 144A 02/26 7.5 0 66,000 66,000 0.21% $66.66K
NBR 9 1/8 01/31/30 0 64,000 64,000 0.20% $64.26K
STX 9 5/8 12/01/32 0 54,000 54,000 0.20% $61.75K
WINNEBAGO INDUSTRIES REGD 144A P/P 6.25000000 0 60,000 60,000 0.19% $58.95K
THOR INDUSTRIES REGD 144A P/P 4.00000000 0 62,000 62,000 0.18% $55.30K
QVC Inc 0 69,000 69,000 0.16% $49.82K
Acrisure LLC / Acrisure Finance Inc 0 40,000 40,000 0.13% $39.90K
SPIRIT AEROSYSTEMS INC REGD 144A P/P 9.75000000 0 25,000 25,000 0.09% $26.87K
GTN 7 05/15/27 144A 0 25,000 25,000 0.08% $23.76K
PIKE CORP REGD 144A P/P 8.62500000 0 15,000 15,000 0.05% $15.76K
SM ENERGY CO 144A LIFE SR UNSEC 8.625% 11-01-30 0 4,000 4,000 0.01% $4.24K
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
XPO INC REGD 144A P/P 6.25000000 354,000 0 -354,000 0.00% -$342.51K
HORIZON THERAPEUTICS USA REGD 144A P/P 5.50000000 325,000 0 -325,000 0.00% -$333.94K
American Airlines, Inc. 305,000 0 -305,000 0.00% -$327.87K
Bath & Body Works, Inc. 295,000 0 -295,000 0.00% -$276.57K
LVLT 10.5 05/15/30 144A 262,000 0 -262,000 0.00% -$263.73K
Summit Materials LLC / Summit Materials Finance Corp 285,000 0 -285,000 0.00% -$258.78K
SUNOCO LP / SUNOCO FIN CORP 5.875% 03/15/2028 235,000 0 -235,000 0.00% -$225.44K
PDC Energy, Inc. 225,000 0 -225,000 0.00% -$224.22K
VSAT 5.625 04/15/27 144A 250,000 0 -250,000 0.00% -$216.59K
NCLH 7.75 02/15/29 144A 210,000 0 -210,000 0.00% -$194.91K
MGM RESORTS INTL REGD 5.50000000 190,000 0 -190,000 0.00% -$177.27K
RADIAN GROUP INC 6.625000% 03/15/2025 175,000 0 -175,000 0.00% -$173.95K
CCL 4 08/01/28 144A 191,000 0 -191,000 0.00% -$165.61K
ET 6 02/01/29 144A 170,000 0 -170,000 0.00% -$164.10K
KNTK 5.875 06/15/30 144A 171,000 0 -171,000 0.00% -$160.31K
RINGCENTRAL INC REGD 144A P/P 8.50000000 164,000 0 -164,000 0.00% -$158.42K
Forestar Group Inc 159,000 0 -159,000 0.00% -$144.32K
Ensign Drilling Inc 145,000 0 -145,000 0.00% -$144.00K
EXPAND ENRGY 150,000 0 -150,000 0.00% -$136.66K
CALIFORNIA RESOURCES CRP REGD 144A P/P 7.12500000 125,000 0 -125,000 0.00% -$125.62K
SFRFP 10.5 05/15/27 144A 200,000 0 -200,000 0.00% -$124.74K
Royal Caribbean Cruises Ltd 114,000 0 -114,000 0.00% -$120.34K
Bath & Body Works Inc 120,000 0 -120,000 0.00% -$107.38K
VITAL ENERGY INC REGD 144A P/P 7.75000000 93,000 0 -93,000 0.00% -$86.52K
BOMBARDIER INC 144A 7.500000% 03/15/2025 86,000 0 -86,000 0.00% -$85.65K
RAND PARENT LLC SR SECURED 144A 02/30 8.5 87,000 0 -87,000 0.00% -$80.48K
Spirit AeroSystems Inc 82,000 0 -82,000 0.00% -$80.43K
PATTERSON-UTI 85,000 0 -85,000 0.00% -$77.48K
RADIAN GROUP INC 75,000 0 -75,000 0.00% -$72.81K
MIK 7.875 05/01/29 144A 107,000 0 -107,000 0.00% -$69.85K
Freedom Mortgage Corp 64,000 0 -64,000 0.00% -$64.01K
SEAGATE HDD CAYMAN COMPANY GUAR 144A 12/32 9.625 54,000 0 -54,000 0.00% -$58.19K
ET 7.375 02/01/31 144A 55,000 0 -55,000 0.00% -$56.01K
VRTU 7.125 12/15/28 144A 46,000 0 -46,000 0.00% -$37.14K
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
Virtus Seix Senior Loan ETF 49,157 53,782 4,625 4.08% $113.13K
FORD MOTOR CRED 400,000 635,000 235,000 2.06% $251.19K
LILAPR 6.75 10/15/27 144A 200,000 400,000 200,000 1.24% $208.08K
CABO 4 11/15/30 225,000 415,000 190,000 1.07% $164.59K
Carnival Corp 238,000 303,000 65,000 1.05% $86.31K
AMERICAN AIRLINES INC / AADVANTAGE LOYALTY IP LTD 5.5% 04/20/2026 144A 297,917 333,333 35,417 1.05% $39.96K
TransDigm, Inc. 315,000 325,000 10,000 1.03% $14.93K
SM Energy Company 156,000 257,000 101,000 0.85% $109.56K
BRUNDAGE-BONE CONCRETE PUMPING HOLDINGS INC 144A 6.000000% 02/01/2026 170,000 222,000 52,000 0.70% $60.19K
FRONTIER COMMUNICATIONS SR SECURED 144A 10/27 5.875 87,000 210,000 123,000 0.64% $123.76K
FORESTAR GRP. INC 5.00% 139,000 185,000 46,000 0.56% $53.19K
NFP Corp. 83,000 158,000 75,000 0.54% $88.13K
DOMTAR CORP SR SECURED 144A 10/28 6.75 148,000 188,000 40,000 0.54% $47.34K
ONEMAIN FINANCE CORP SR UNSEC 9.0% 01-15-29 107,000 157,000 50,000 0.53% $59.33K
DREAM FINDERS HOMES INC REGD 144A P/P 8.25000000 80,000 157,000 77,000 0.53% $85.38K
SYNH 9 10/01/30 144A 3,000 157,000 154,000 0.52% $162.42K
Vistra Operations Co. LLC 82,000 158,000 76,000 0.52% $83.32K
WARRIOR MET COAL INC REGD 144A P/P 7.87500000 70,000 155,000 85,000 0.49% $83.64K
SM Energy Company 62,000 129,000 67,000 0.44% $74.00K
KRC Materials, Inc. 95,000 125,000 30,000 0.42% $37.90K
WINDSOR HOLDINGS III LLC SR SECURED 144A 06/30 8.5 82,000 122,000 40,000 0.40% $46.60K
Six Flags Operations Inc. 90,000 101,000 11,000 0.32% $16.81K
MCAIRH 8.125 03/30/29 144A 52,000 80,000 28,000 0.27% $31.55K
PFSI 5.375 10/15/25 144A 34,000 69,000 35,000 0.22% $35.87K
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
Howard Hughes Corp/The 5.38 08/01/2028 388,000 336,000 -52,000 1.02% -$18.92K
LiveStyle Inc. Series B Preferred 9,250 3,156 -6,094 1.00% -$456.13K
HIGTOW 6.75% Sr Unsecured Nts due 2029 144A 380,000 340,000 -40,000 0.97% -$19.89K
ASCRES 8.25 12/31/28 144A 345,000 285,000 -60,000 0.91% -$54.75K
DVA 4.625 06/01/30 144A 355,000 295,000 -60,000 0.82% -$34.14K
QVC INC REGD SER WI 5.45000000 435,000 385,000 -50,000 0.74% $39.97K
ALLEGIANT TRAVEL CO REGD 144A P/P 7.25000000 249,000 208,000 -41,000 0.65% -$30.86K
NBR 7 3/8 05/15/27 229,000 194,000 -35,000 0.60% -$31.47K
MIK 5.25 05/01/28 144A 266,000 221,000 -45,000 0.55% -$37.58K
FRTITA 6.75 01/15/30 144A 260,000 195,000 -65,000 0.54% -$40.72K
Hilcorp Energy I LP / Hilcorp Finance Co 6.25 11/01/2028 330,000 170,000 -160,000 0.54% -$140.10K
ALLIANT HOLDINGS INTERMEDIATE SR SECURED 144A 04/28 6.75 172,000 162,000 -10,000 0.53% -$258
DISH Network Corp 240,000 150,000 -90,000 0.50% -$85.21K
MILEAGE PLUS HLD 165,000 154,000 -11,000 0.49% -$9.05K
FREEDOM MTGE. CORP 7.625% 190,000 140,000 -50,000 0.44% -$38.92K
ARSENAL AIC PARENT LLC REGD 144A P/P 8.00000000 161,000 102,000 -59,000 0.34% -$53.78K
PACIFIC GAS&ELEC 220,000 95,000 -125,000 0.26% -$82.83K
MPT Operating Partnership LP / MPT Finance Corp 200,000 90,000 -110,000 0.26% -$89.88K
PFSI 5.75 09/15/31 144A 155,000 80,000 -75,000 0.23% -$52.75K
IHEARTCOMMUNICATIONS INC 8.375000% 05/01/2027 143,000 103,000 -40,000 0.21% -$35.73K
CHARTER COMM OPT 90,000 75,000 -15,000 0.21% -$5.30K
Macy's Retail Holdings, LLC 120,000 70,000 -50,000 0.21% -$32.80K
IHEARTCOMMUNICATIONS INC 6.375000% 05/01/2026 120,000 75,000 -45,000 0.20% -$39.46K
Security Shares Sep 2023 Shares Dec 2023 Δ shares End % Δ value
CCF Holdings LLC 1,570,753 1,570,753 0 4.23% $392.69K
United Wholesale Mortgage LLC 400,000 400,000 0 1.26% $17.00K
FIRSTCASH INC REGD 144A P/P 5.62500000 378,000 378,000 0 1.15% $21.90K
CCO Holdings, LLC/CCO Holdings Capital Corp. 347,000 347,000 0 1.13% $21.01K
WESCO Distribution Inc 345,000 345,000 0 1.12% $7.93K
Virgin Media Secured Finance PLC 365,000 365,000 0 1.12% $27.51K
UBER TECHNOLOGIES INC REGD 144A P/P 7.50000000 340,000 340,000 0 1.12% $9.29K
USA PART/USA FIN 355,000 355,000 0 1.11% $6.64K
VOC ESCROW LTD SR SECURED 144A 02/28 5 360,000 360,000 0 1.09% $17.39K
Vector Group Ltd 376,000 376,000 0 1.09% $24.65K
ENTG 5.95 06/15/30 144A 342,000 342,000 0 1.08% $22.80K
INSTALLED BUILDING PRODU REGD 144A P/P 5.75000000 350,000 350,000 0 1.08% $17.35K
WFRD 8.625 04/30/30 144A 325,000 325,000 0 1.08% $11.83K
Eldorado Resorts, Inc. 330,000 330,000 0 1.07% $6.71K
Clarios Global LP / Clarios US Finance Co 335,000 335,000 0 1.07% $2.13K
ENACT HOLDINGS INC SR UNSECURED 144A 08/25 6.5 327,000 327,000 0 1.03% $3.92K
United Parks And Resorts Inc. 345,000 345,000 0 1.02% $19.46K
STANDRD INDS NY 330,000 330,000 0 1.02% $15.84K
Comstock Resources, Inc. 350,000 350,000 0 1.02% -$1.88K
BROOKFIELD PROPERTY REIT INC / BPR CUMULUS LLC / BPR NIMBUS LLC / GGSI SELLCO LL 5.75% 05/15/2026 144A 328,000 328,000 0 1.01% $17.36K
SIMMONS FOODS INC/SIMMONS PREP SECURED 144A 03/29 4.625 360,000 360,000 0 0.99% $16.15K
OWENS-BROCKWAY REGD 144A P/P 6.62500000 310,000 310,000 0 0.98% $7.83K
CCF HLDGS LLC WT CCF HLDGS LLC WTS C 485,227 485,227 0 0.86% $111.60K
MIDCAP FINL. ISSUER 6.50% 290,000 290,000 0 0.86% $20.97K
Iliad Holding SASU 270,000 270,000 0 0.85% $15.80K
CSC HOLDINGS LLC REGD 144A P/P 6.50000000 300,000 300,000 0 0.84% $16.25K
CITPET 6.375 06/15/26 144A 255,000 255,000 0 0.81% $2.34K
Royal Caribbean Cruises Ltd 240,000 240,000 0 0.79% $12.79K
CCF HOLDINGS LLC CLASS M EQUITY 293,320 293,320 0 0.79% $73.33K
VAC 4.75 01/15/28 265,000 265,000 0 0.77% $11.49K
Talos Production, Inc. 227,000 227,000 0 0.74% -$3.17K
TMHC 5.75 01/15/28 144A 225,000 225,000 0 0.72% $16.44K
TMS International Corp/DE 265,000 265,000 0 0.69% -$531
ROYAL CARIBBEAN CRUISES SR UNSECURED 144A 07/27 5.375 210,000 210,000 0 0.66% $13.53K
CSC HOLDINGS LLC REGD 144A P/P 11.25000000 200,000 200,000 0 0.65% $6.85K
Cloud Software Group, Inc. 213,000 213,000 0 0.64% $14.51K
INEOS FINANCE PLC SR SECURED 144A 05/28 6.75 200,000 200,000 0 0.62% $9.29K
First Quantum Minerals Ltd. 200,000 200,000 0 0.61% -$7.84K
PATRICK INDUSTRIES INC REGD 144A P/P 7.50000000 187,000 187,000 0 0.59% $8.42K
BXC 6 11/15/29 144A 202,000 202,000 0 0.59% $8.97K
GTN 5.375 11/15/31 144A 245,000 245,000 0 0.59% $24.51K
ALTICE FRANCE SAS SR GLBL 144A 29 200,000 200,000 0 0.58% $7.01K
ROCKIES EXPRESS PIPELINE SR UNSECURED 144A 07/38 7.5 176,000 176,000 0 0.56% $11.41K
ORGANON / ORGANON 5.125% 205,000 205,000 0 0.56% $10.97K
Tenet Healthcare Corp 170,000 170,000 0 0.55% $12.50K
THC 6 1/8 10/01/28 170,000 170,000 0 0.54% $9.93K
VIKING CRUISES LTD REGD 144A P/P 9.12500000 156,000 156,000 0 0.53% $10.16K
SCRIPPS ESCROW SSP 5 3/8 01/15/31 225,000 225,000 0 0.52% $26.88K
Vine Engergy Holdings LLC 162,000 162,000 0 0.52% $4.97K
NOBLE FIN. II LLC 8.00% 157,000 157,000 0 0.52% $4.31K
ASHTON WOODS USA LLC/FIN CO 6.625% 01/15/2028 144A 168,000 168,000 0 0.52% $4.54K
VIKING CRUISES LTD REGD P/P 6.25000000 163,000 163,000 0 0.52% $3.02K
CHURCHILL DOWNS INC SR UNSECURED 144A 04/30 5.75 165,000 165,000 0 0.51% $11.81K
VALARIS LTD SECURED 144A 04/30 8.375 156,000 156,000 0 0.51% $3.71K
NATIONSTAR MTG 170,000 170,000 0 0.50% $17.88K
Eldorado Resorts, Inc. 155,000 155,000 0 0.49% $2.54K
GRIFFON CORPORATION REGD 5.75000000 140,000 140,000 0 0.44% $10.47K
CPE 8 08/01/28 144A 127,000 127,000 0 0.41% $2.52K
FREMOR 12 10/01/28 144A 117,000 117,000 0 0.41% $8.81K
EQM Midstream Partners LP 110,000 110,000 0 0.36% $4.59K
LSF11 A5 HoldCo LLC 125,000 125,000 0 0.34% $1.78K
SEAGATE HDD CAYMAN COMPANY GUAR 144A 12/29 8.25 98,000 98,000 0 0.34% $5.05K
HILTON GRAND VAC LLC/INC SR UNSECURED 144A 06/29 5 109,000 109,000 0 0.32% $6.01K
Transocean Inc. 94,050 94,050 0 0.31% $2.09K
Transocean Titan Financing Ltd. 94,000 94,000 0 0.31% $1.88K
CMG Media Corp 115,000 115,000 0 0.29% $1.20K
SABRE GLBL INC SR SECURED 144A 06/27 8.625 95,000 95,000 0 0.27% $5.91K
MPH Acquisition Holdings LLC 5.50 09/01/2028 96,000 96,000 0 0.27% $4.43K
VENTURE GLOBAL CALCASIEU SR SECURED 144A 01/30 6.25 85,000 85,000 0 0.27% $3.46K
VTLE 10.125 01/15/28 80,000 80,000 0 0.26% $664
SR UNSECURED 144A 05/28 8.375 77,000 77,000 0 0.26% $2.59K
TEX 5 05/15/29 144A 85,000 85,000 0 0.25% $3.99K
SPIRIT AEROSYSTEMS INC REGD 144A P/P 9.37500000 73,000 73,000 0 0.25% $5.59K
ALLEN MEDIA LLC/CO-ISSR REGD 144A P/P 10.50000000 110,000 110,000 0 0.19% -$4.09K
APU 9.375 06/01/28 144A 54,000 54,000 0 0.18% $1.02K
Erickson Inc 2,675 2,675 0 0.14% $5.80K
QVCN 4.45 02/15/25 42,000 42,000 0 0.13% $2.69K
SURGERY CENTER HOLDINGS REGD 144A P/P 10.00000000 20,000 20,000 0 0.06% -$25
LiveStyle Inc. Common Stock 67,983 67,983 0 0.00% $0
AFFINION GROUP HOLDINGS WTS 04/01/24 P 3,898 3,898 0 0.00% $0

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