Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEXPOINT ASSET MANAGEMENT, L.P. (CIK 1469877) reported $1.49B across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NREF ($127.2M, 8.53%), HOLX ($116.5M, 7.82%), CWAN ($94.7M, 6.35%), SEE ($83.8M, 5.62%), OS ($80.6M, 5.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NREF | NEXPOINT REAL ESTATE FIN INC | $127.2M | 8.53% | 9.4M | Hold |
| 2 | HOLX | HOLOGIC INC | $116.5M | 7.82% | 1.5M | Added |
| 3 | CWAN | CLEARWATER ANALYTICS HLDGS I | $94.7M | 6.35% | 4.0M | Added |
| 4 | SEE | SEALED AIR CORP NEW | $83.8M | 5.62% | 2.0M | Added |
| 5 | OS | ONESTREAM INC | $80.6M | 5.41% | 3.4M | New |
| 6 | AL | AIR LEASE CORP | $75.9M | 5.09% | 1.2M | Added |
| 7 | CSGS | CSG SYS INTL INC | $71.6M | 4.81% | 895,961 | Added |
| 8 | EA | ELECTRONIC ARTS INC | $61.2M | 4.10% | 300,010 | Added |
| 9 | MASI | MASIMO CORP | $55.2M | 3.70% | 310,130 | New |
| 10 | SEMR | SEMRUSH HLDGS INC | $54.9M | 3.68% | 4.6M | Added |
| 11 | WBD | WARNER BROS DISCOVERY INC | $47.9M | 3.21% | 1.7M | New |
| 12 | TERN | TERNS PHARMACEUTICALS INC | $47.7M | 3.20% | 904,200 | New |
| 13 | ACLX | ARCELLX INC | $42.8M | 2.87% | 373,150 | New |
| 14 | GTLS | CHART INDS INC | $38.3M | 2.57% | 185,260 | Added |
| 15 | PRA | PROASSURANCE CORP | $35.0M | 2.35% | 1.4M | Added |
| 16 | BHF | BRIGHTHOUSE FINL INC | $34.5M | 2.32% | 576,508 | Hold |
| 17 | DBRG | DIGITALBRIDGE GROUP INC | $33.6M | 2.26% | 2.2M | New |
| 18 | PNM | TXNM ENERGY INC | $31.6M | 2.12% | 540,239 | Added |
| 19 | FOLD | AMICUS THERAPEUTIC | $29.5M | 1.98% | 2.0M | New |
| 20 | NXDT | NEXPOINT DIVERSIFIED REL ET | $25.1M | 1.68% | 5.4M | Added |
| 21 | SEM | SELECT MED HLDGS CORP | $24.1M | 1.62% | 1.5M | New |
| 22 | HFRO | HIGHLAND OPPS & INCOME FD | $23.6M | 1.58% | 4.1M | Added |
| 23 | NXRT | NEXPOINT RESIDENTIAL TR INC | $23.4M | 1.57% | 934,752 | Hold |
| 24 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $22.1M | 1.48% | 9.3M | New |
| 25 | CTRA | COTERRA ENERGY INC | $16.9M | 1.13% | 480,643 | New |
Source: SEC Form 13F filings · as of 2026-03-31