Short Duration High Income Portfolio
Short Duration High Income Portfolio

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, 2020 → Apr 30, 2020

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

Security Shares Jan 2020 Shares Apr 2020 Δ shares End % Δ value
Sprint Communications Inc 0 550,000 550,000 1.08% $548.62K
VICI PROPERTIES LP / VICI NOTE COMPANY GUAR 144A 02/25 3.5 0 500,000 500,000 0.93% $471.10K
Atlas Air Worldwide Holdings, Inc 2.250% Due 06-01-2022 0 500,000 500,000 0.92% $467.19K
Dell International LLC 0 433,000 433,000 0.89% $450.04K
FORD MOTOR CR SR UNSEC 3.336% 03-18-21 0 326,000 326,000 0.62% $314.58K
NAV 6.625 11/01/25 144A 0 362,000 362,000 0.62% $312.37K
COMPANY GUAR 11/21 3.65 0 290,000 290,000 0.56% $283.66K
Virgin Media Secured Finance PLC 0 200,000 200,000 0.53% $271.14K
AmeriGas Partners LP / AmeriGas Finance Corp 0 250,000 250,000 0.51% $256.55K
Occidental Petroleum Corp 0 272,000 272,000 0.50% $255.68K
Ford Motor Co 0 260,000 260,000 0.50% $254.15K
STANDARD INDUSTRIES INC REGD P/P 5.50000000 0 253,000 253,000 0.50% $252.37K
FORD MOTOR CR SR UNSEC 3.47% 04-05-21 0 236,000 236,000 0.45% $226.56K
FORD MOTOR CO SR UNSEC 8.5% 04-21-23 0 217,000 217,000 0.43% $215.64K
FORD MOTOR CREDIT CO LLC REGD V/R MTN 1.22663000 0 203,000 203,000 0.39% $200.05K
FORD MOTOR CREDIT CO LLC VARIABLE RATE 01/07/2021 0 200,000 200,000 0.38% $193.28K
FORD MTR CR CO LLC 4.25% 09/20/2022 0 200,000 200,000 0.37% $185.81K
Air Transport Services Group Inc 0 194,000 194,000 0.35% $175.94K
HWM 6 7/8 05/01/25 0 156,000 156,000 0.31% $159.69K
CARNIVAL CORP 144A LIFE SR SEC 1ST LIEN 11.5% 04-01-23 0 149,000 149,000 0.31% $156.03K
FERRELLGAS LP/FERRELLGAS REGD 144A P/P 10.00000000 0 116,000 116,000 0.24% $123.18K
RegionalCare Hospital Partners Holdings Inc 2018 Term Loan B 0 110,749 110,749 0.20% $103.00K
AMC Entertainment Holdings Inc 0 114,000 114,000 0.20% $101.46K
General Motors Financial Co Inc 0 100,000 100,000 0.19% $98.28K
BURLINGTON COAT FACTORY 144A LIFE SEC 6.25% 04-15-25 0 96,000 96,000 0.19% $97.92K
Navistar International Corp 0 88,000 88,000 0.18% $92.62K
DELTA AIR LINES INC SR SECURED 144A 05/25 7 0 89,000 89,000 0.18% $91.31K
Legacy LifePoint Health LLC 0 71,000 71,000 0.14% $73.34K
Spirit AeroSystems Inc 0 70,000 70,000 0.14% $69.30K
HAT HOLDINGS I LLC / II LLC 6% 04/15/2025 144A 0 68,000 68,000 0.13% $68.17K
Performance Food Group Inc 6.875% 05/01/2025 0 52,000 52,000 0.10% $53.17K
Southwest Airlines Co 0 53,000 53,000 0.10% $52.67K
DELL INT LLC / EMC CORP REGD 144A P/P 5.85000000 0 48,000 48,000 0.10% $52.45K
SABRE GLBL INC 9.25% 04/15/2025 144A 0 46,000 46,000 0.10% $48.82K
Change Healthcare Holdings LLC / Change Healthcare Finance Inc 0 47,000 47,000 0.09% $46.24K
EXPEDIA GRP INC 0 44,000 44,000 0.09% $44.94K
Hilton Domestic Operating Company, Inc. 0 44,000 44,000 0.09% $44.33K
SOUTHWEST AIR 0 44,000 44,000 0.09% $43.88K
NORDSTROM INC REGD 144A P/P 8.75000000 0 39,000 39,000 0.08% $41.88K
Cleveland-Cliffs Inc 0 42,000 42,000 0.08% $41.68K
NCL CORPORATION LTD REGD 144A P/P 3.62500000 0 47,000 47,000 0.06% $30.49K
Occidental Petroleum Corp 0 28,000 28,000 0.05% $24.50K
Expedia Group Inc 0 22,000 22,000 0.04% $22.43K
Occidental Petroleum Corp 0 24,000 24,000 0.04% $21.24K
Vail Resorts Inc 0 17,000 17,000 0.03% $17.64K
OCCIDENTAL PETROLEUM COR SR UNSECURED 08/22 VAR 0 20,000 20,000 0.03% $15.61K
OCCIDENTAL PETROLEUM CORP 3.45% 07/15/2024 0 21,000 21,000 0.03% $14.80K
OCCIDENTAL PETROLEUM CORP 2.900000% 08/15/2024 0 9,000 9,000 0.01% $6.88K
Precision Drilling Corp 0 12,000 12,000 0.01% $5.37K
OCCIDENTAL PETROLEUM CORP 3.125000% 02/15/2022 0 2,000 2,000 0.00% $1.83K
Security Shares Jan 2020 Shares Apr 2020 Δ shares End % Δ value
BOMBARDIER INC 144A LIFE SR UNSEC 6.125% 01-15-23 1,000,000 0 -1,000,000 0.00% -$989.02K
LUMN L 01/31/25 6 750,000 0 -750,000 0.00% -$752.11K
KAR Auction Services Term Loan B-6 225 2026-09-01 598,500 0 -598,500 0.00% -$604.20K
LAUREATE EDUCATION INC REGD 144A P/P 8.25000000 549,000 0 -549,000 0.00% -$589.48K
HECLA MINING CO REGD SER WI 6.87500000 581,000 0 -581,000 0.00% -$581.15K
Ascent Resources Utica Holdings LLC 585,000 0 -585,000 0.00% -$574.76K
CORP. NOTE 530,000 0 -530,000 0.00% -$573.84K
CITGO PETROLEUM CORP REGD P/P 6.25000000 500,000 0 -500,000 0.00% -$506.88K
GFL ENVIRONMENTAL INC SR UNSECURED 144A 05/22 5.625 500,000 0 -500,000 0.00% -$506.41K
Fiat Chrysler Automobiles NV 500,000 0 -500,000 0.00% -$502.11K
Zayo Group LLC 494,911 0 -494,911 0.00% -$495.79K
ZF North America Capital Inc 4.00 04/29/2020 420,000 0 -420,000 0.00% -$421.60K
UPCB Finance IV Ltd 400,000 0 -400,000 0.00% -$410.44K
EAGLE HOLDINGS CO II LLC 7.625%/8.375% 05/15/2022 TOGG PIK 144A 335,000 0 -335,000 0.00% -$339.19K
CORP. NOTE 322,000 0 -322,000 0.00% -$330.20K
Pattern Energy Group Inc 270,000 0 -270,000 0.00% -$273.60K
Rovi Corp 264,000 0 -264,000 0.00% -$262.68K
GFL ENVIRONMENTAL INC REGD 144A P/P 5.37500000 250,000 0 -250,000 0.00% -$255.94K
PARK AEROSPACE 144A LIFE SR UNSEC 5.25% 08-15-22 215,000 0 -215,000 0.00% -$230.59K
EAGLE HOLDING CO II LLC REGD 144A P/P 7.75000000 187,000 0 -187,000 0.00% -$189.20K
Navient Corp 83,000 0 -83,000 0.00% -$83.72K
PRIME SECSRVC BRW/FINANC REGD 144A P/P 9.25000000 69,000 0 -69,000 0.00% -$72.41K
IHEART COMMUNICATIONS TLB 3.0 70,171 0 -70,171 0.00% -$70.51K
BUILDERS FIRSTSOURCE INC REGD 144A P/P 5.62500000 55,000 0 -55,000 0.00% -$57.31K
Cushman & Wakefield US Borrower LLC 30,930 0 -30,930 0.00% -$31.05K
GLP Capital LP / GLP Financing II Inc 30,000 0 -30,000 0.00% -$30.69K
IHEARTMEDIA INC WARRANTS LIN I004S6010EQ03 1,617 0 -1,617 0.00% -$28.59K
Security Shares Jan 2020 Shares Apr 2020 Δ shares End % Δ value
PetSmart T/L B-2 93,000 400,000 307,000 0.77% $296.27K
RHP HOTEL PROPERTIES LP / RHP FINANCE CORP 5.000000% 04/15/2023 338,000 362,000 24,000 0.67% -$5.60K
Infrabuild Australia Pty Ltd. 113,000 275,000 162,000 0.46% $120.83K
HERTZ CORP 6.25% 12/31/2049 250,000 482,000 232,000 0.23% -$134.43K
IHEARTMEDIA INC 319 1,936 1,617 0.03% $7.95K
ZAR/USD FORWARD 2 3 1 -0.04% -$7.27K
Security Shares Jan 2020 Shares Apr 2020 Δ shares End % Δ value
CCM MERGER INC TLB 2.75 851,178 846,698 -4,480 1.57% -$60.54K
INCREMENTAL US TERM LOANS 691,692 689,903 -1,789 1.30% -$33.60K
Infor US Inc 657,044 655,355 -1,689 1.27% -$16.09K
GRIFFON CORPORATION COMPANY GUAR 03/22 5.25 686,000 602,000 -84,000 1.17% -$92.98K
EV CASH RESERVES FUND LLC 1,577,580 569,069 -1,008,511 1.12% -$1.01M
TERM LOAN B 592,327 590,793 -1,535 1.08% -$46.73K
T/L ALIXPARTNERS LLP REGD 2.64550000 486,250 485,000 -1,250 0.93% -$18.84K
Antero Resources Corp 750,000 450,000 -300,000 0.80% -$313.10K
AIR CANADA COMPANY GUAR 144A 04/21 7.75 500,000 400,000 -100,000 0.77% -$138.55K
FIRST QUANTUM 144A LIFE SR UNSEC 7.25% 04-01-23 700,000 427,000 -273,000 0.77% -$305.13K
T/L PLAYTIKA HOLDING CORP ZCP REGD 7.00000000 387,000 382,162 -4,838 0.75% -$11.94K
EIG Investors Corp. 2018 1st Lien Term Loan 408,104 405,757 -2,347 0.74% -$31.25K
BOMBARDIER INC REGD P/P 6.00000000 550,000 484,000 -66,000 0.72% -$174.35K
SS&C Technologies Inc 2018 Term Loan B5 167,036 166,610 -426 0.32% -$6.69K
VALEANT 144A LIFE SR UNSEC 5.5% 03-01-23 104,000 78,000 -26,000 0.15% -$26.95K
Bellring Brands LLC 49,500 48,881 -619 0.10% -$2.01K
COMMSCOPE INC 5.00% 06/15/2021 144A 115,000 38,000 -77,000 0.07% -$77.63K
CHESAPEAKE TL (L+800) (FLR 1.0) 9.0% 06-24-24 166,000 0 -166,000 0.00% -$166.21K
Security Shares Jan 2020 Shares Apr 2020 Δ shares End % Δ value
Tenet Healthcare Corp 1,220,000 1,220,000 0 2.43% -$100.13K
Sprint Communications LLC 1,100,000 1,100,000 0 2.30% $30.56K
T/L ASURION LLC REGD 6.64550000 950,000 950,000 0 1.81% -$47.66K
Watco Cos LLC / Watco Finance Corp 885,000 885,000 0 1.70% -$34.84K
DISH DBS Corp 850,000 850,000 0 1.70% -$32.37K
ICAHN ENTERPRISES SR UNSEC 6.25% 02-01-22 750,000 750,000 0 1.50% -$3.62K
SIRIUS 144A LIFE SR UNSEC 3.875% 08-01-22 750,000 750,000 0 1.50% -$2.02K
SWY 4 3/4 12/01/21 759,000 759,000 0 1.48% -$30.85K
Studio City Co Ltd 750,000 750,000 0 1.47% -$17.55K
Nielsen Finance LLC 750,000 750,000 0 1.46% -$12.92K
EIG Investors Corp 825,000 825,000 0 1.41% -$138.69K
Sprint Corp 625,000 625,000 0 1.30% $1.71K
DAE Funding LLC 705,000 705,000 0 1.27% -$88.62K
GREAT WST PTRLM/GRT FNCE REGD 144A P/P 9.00000000 950,000 950,000 0 1.27% -$254.50K
Altice France SA 600,000 600,000 0 1.23% -$42.35K
TERVITA CORP REGD 144A P/P 7.62500000 923,000 923,000 0 1.21% -$326.83K
AES Corp/VA 570,000 570,000 0 1.13% -$6.18K
DISH DBS Corp 588,000 588,000 0 1.11% -$34.55K
Consus Real Estate AG 550,000 550,000 0 1.10% -$126.66K
BAMLL Commercial Mortgage Securities Trust 2019-BPR 795,000 795,000 0 1.09% -$209.10K
Grifols SA 505,000 505,000 0 1.07% -$25.37K
GLP Financing, LLC Incremental Term Loan A 544,242 544,242 0 1.05% -$8.16K
OneMain Financial Corporation 5.625%, due 3/15/2023 550,000 550,000 0 1.04% -$63.94K
Qwest Corporation 6.75%, Due 12/01/2021 500,000 500,000 0 1.03% -$12.70K
Netflix Inc 500,000 500,000 0 1.03% -$6.30K
ALLY FINANCIAL INC SR UNSECURED 05/22 4.625 500,000 500,000 0 1.01% -$12.96K
Bausch health Cos inc 6.50% 03/15/2022 144A 500,000 500,000 0 1.01% $1.24K
Centene Corp 500,000 500,000 0 1.00% -$2.43K
W.R. Grace & Co.-Conn. 500,000 500,000 0 1.00% -$15.02K
1011778 BC ULC 500,000 500,000 0 0.99% -$9.22K
Dell International LLC / EMC Corp 500,000 500,000 0 0.99% -$3.80K
FIRST-CITIZENS 500,000 500,000 0 0.99% -$31.87K
PENSKE AUTOMOTIVE GROUP INC COMPANY GUAR 08/20 3.75 500,000 500,000 0 0.98% -$4.41K
WESCO DISTRIBUTION INC REGD SER WI 5.37500000 500,000 500,000 0 0.98% -$8.64K
Albertsons Cos Inc / Safeway Inc / New Albertsons LP / Albertsons LLC 500,000 500,000 0 0.97% -$16.96K
MGM Resorts International 500,000 500,000 0 0.96% -$60.79K
Vivion Investments SARL 500,000 500,000 0 0.96% -$89.73K
NAVIENT CORP SR UNSEC 6.5% 06-15-22 500,000 500,000 0 0.96% -$45.62K
Starwood Property Trust Inc 500,000 500,000 0 0.93% -$28.05K
TRANSDIGM SR SUB 6.5% 07-15-24 500,000 500,000 0 0.92% -$52.72K
Mattel, Inc. 500,000 500,000 0 0.92% -$32.18K
AES CORPORATION 430,000 430,000 0 0.86% -$897
HCA INC SR UNSEC 5.875% 05-01-23 400,000 400,000 0 0.85% -$8.20K
SWY 3.95 08/15/20 422,000 422,000 0 0.83% -$2.93K
LEVEL 3 FINANCING INC REGD SER WI 5.37500000 420,000 420,000 0 0.83% -$651
SR UNSECURED 144A 09/24 8.625 400,000 400,000 0 0.75% -$35.25K
SPRINT COMMUNICATIONS REGD 7.00000000 375,000 375,000 0 0.75% -$2.70K
TERRAFORM POWER OPERATING LLC 4.25% 01/31/2023 144A 350,000 350,000 0 0.71% $136
XPO Logistics, Inc. 350,000 350,000 0 0.70% -$6.35K
VIKING CRUISES LTD REGD P/P 6.25000000 500,000 500,000 0 0.66% -$177.39K
Digicel Ltd 548,000 548,000 0 0.66% -$100.91K
Albertsons Cos LLC / Safeway Inc / New Albertsons LP / Albertson's LLC 300,000 300,000 0 0.65% -$3.65K
Ellaktor Value Plc 461,000 461,000 0 0.65% -$195.88K
New Gold Inc 293,000 293,000 0 0.58% -$914
iStar Inc 300,000 300,000 0 0.54% -$33.42K
SM Energy Co 650,000 650,000 0 0.52% -$380.75K
HUGHES SATELLITE SYSTEMS REGD 7.62500000 250,000 250,000 0 0.51% -$7.02K
Reynolds Group Issuer Inc / Reynolds Group Issuer LLC / Reynolds Group Issuer Lu 250,000 250,000 0 0.50% -$3.91K
XPO LOGISTICS INC REGD P/P 6.50000000 250,000 250,000 0 0.50% -$2.71K
FREEPORT-MCMORAN SR UNSEC 3.875% 03-15-23 250,000 250,000 0 0.49% -$4.85K
CORP. NOTE 250,000 250,000 0 0.49% -$1.65K
FORD MOTOR CR SR UNSEC 5.875% 08-02-21 250,000 250,000 0 0.49% -$13.78K
CVR Energy, Inc. 300,000 300,000 0 0.49% -$49.28K
The ADT Security Corporation 250,000 250,000 0 0.48% -$8.82K
ALLEGHENY TECHNOLOGIES REGD 7.87500000 263,000 263,000 0 0.48% -$46.08K
UNITED CONTL HLDGS INC 6.0% 12/01/2020 250,000 250,000 0 0.47% -$18.29K
HILLMAN GROUP INC REGD P/P 6.37500000 300,000 300,000 0 0.45% -$52.73K
AVOLON HOLDINGS FUNDING LTD 5.125% 10/01/2023 144A 250,000 250,000 0 0.44% -$48.67K
BREAD FINANCIAL HOLDINGS INC 144A 4.750000% 12/15/2024 297,000 297,000 0 0.44% -$75.23K
PRECISION DRILLING CORP COMPANY GUAR 12/21 6.5 257,548 257,548 0 0.39% -$60.37K
American Airlines Group, Inc. 300,000 300,000 0 0.36% -$127.68K
Hilcorp Energy I LP / Hilcorp Finance Co 300,000 300,000 0 0.34% -$102.18K
Altice Financing SA 157,000 157,000 0 0.32% -$9.47K
TRANSOCEAN INC SR UNSEC 8.375% 12-15-21 300,000 300,000 0 0.22% -$202.17K
VISTRA ENERGY CORP REGD 5.87500000 100,000 100,000 0 0.20% -$376
Allegheny Ludlum LLC 100,000 100,000 0 0.18% -$15.68K
SBA COMMUNICATIONS CORP REGD SER WI 4.00000000 75,000 75,000 0 0.15% -$633
Compass Minerals International, Inc. 4.875%, Due 7/15/2024 75,000 75,000 0 0.15% -$609
Spectacle Gary Holdings LLC 80,189 80,189 0 0.14% -$14.03K
Sunoco LP / Sunoco Finance Corp 65,000 65,000 0 0.13% -$3.21K
United Continental Holdings, Inc. 65,000 65,000 0 0.11% -$13.31K
TRANSOCEAN GUARDIAN LTD 144A LIFE SR SEC 1ST LIEN SF 5.875% 01-15-24 62,626 62,626 0 0.10% -$15.26K
PTC INC COMPANY GUAR 144A 02/25 3.625 45,000 45,000 0 0.09% -$866
RIVERBED TECHNOLOGY INC REGD P/P 8.87500000 42,000 42,000 0 0.05% -$1.26K
NGPL PIPECO LLC REGD 144A P/P 4.37500000 25,000 25,000 0 0.05% -$964
IHEARTCOMMUNICATIONS INC 8.375000% 05/01/2027 19,852 19,852 0 0.03% -$4.96K
VITAL ENERGY INC REGD 9.50000000 37,000 37,000 0 0.03% -$17.87K
IHEARTCOMMUNICATIONS INC 6.375000% 05/01/2026 7,286 7,286 0 0.01% -$963
Spectacle Gary Holdings LLC 5,811 5,811 0 0.01% -$1.02K
CLEAR CHANNEL OUTDOOR HOLDINGS INC 1,520 1,520 0 0.00% -$2.68K
ZIJIN MINING GROUP LTD H 1 1 0 0.00% $1.91K
ZTO EXPRESS CAYMAN INC (GS) (CFD) 1 1 0 -0.02% -$6.66K

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