Carronade Capital Management
Latest statistics and disclosures from Carronade Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VSAT, TLN, CMCSA, TDS, and represent 78.83% of Carronade Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VZ (+$86M), TLN (+$58M), BNO (+$55M), VISN (+$44M), CMCSA (+$32M), UHS (+$30M), ACHC (+$27M), TDS (+$26M), CORZ (+$23M), CTRI (+$23M).
- Started 3 new stock positions in UHS, VZ, BNO.
- Reduced shares in these 10 stocks: SPY (-$3.4B), JBLU (-$11M), Echostar Corporation (-$10M), OPTU (-$8.5M), CPT (-$7.6M), , UDR (-$7.0M), AVB (-$6.7M), ESS, MAA.
- Sold out of its positions in OPTU, AVB, CPT, EQR, ESS, JBLU, MAA, UDR.
- Carronade Capital Management was a net seller of stock by $-3.0B.
- Carronade Capital Management has $5.8B in assets under management (AUM), dropping by -24.54%.
- Central Index Key (CIK): 0001866872
Tip: Access up to 7 years of quarterly data
Positions held by Carronade Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Carronade Capital Management
Carronade Capital Management holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 58.2 | $3.4B | -50% | 4.5M | 746.77 |
|
| ViaSat (VSAT) | 8.4 | $485M | +2% | 5.4M | 89.81 |
|
| Talen Energy Corp (TLN) | 5.3 | $306M | +23% | 796k | 384.26 |
|
| Comcast Corp Cl A (CMCSA) | 3.5 | $204M | +18% | 8.3M | 24.55 |
|
| Telephone & Data Sys Com New (TDS) | 3.4 | $197M | +15% | 5.3M | 37.01 |
|
| Centuri Holdings Com Shs (CTRI) | 2.9 | $167M | +15% | 5.5M | 30.24 |
|
| Brookdale Senior Living (BKD) | 2.8 | $159M | +15% | 9.9M | 16.09 |
|
| Commscope Hldg (VISN) | 2.5 | $142M | +45% | 11M | 12.78 |
|
| Acadia Healthcare (ACHC) | 2.4 | $141M | +24% | 4.8M | 29.53 |
|
| Sphere Entertainment Note 3.500%12/0 | 1.8 | $104M | 21M | 4.88 |
|
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| Echostar Corp Note 3.875%11/3 | 1.5 | $86M | +8% | 28M | 3.12 |
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| Verizon Communications (VZ) | 1.5 | $86M | NEW | 2.0M | 42.34 |
|
| Echostar Corp Cl A | 1.2 | $71M | -12% | 698k | 101.50 |
|
| Diversified Healthcare Tr Com Sh Ben Int (DHC) | 1.0 | $57M | +16% | 6.1M | 9.30 |
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| United Sts Brent Oil Unit (BNO) | 1.0 | $55M | NEW | 1.4M | 40.69 |
|
| Cannae Holdings (CNNE) | 0.8 | $47M | 3.2M | 14.40 |
|
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| Universal Hlth Svcs CL B (UHS) | 0.5 | $30M | NEW | 200k | 148.69 |
|
| Sphere Entertainment Cl A (SPHR) | 0.5 | $27M | +244% | 157k | 173.03 |
|
| Core Scientific (CORZ) | 0.4 | $25M | +881% | 993k | 25.59 |
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| Valaris *w Exp 04/29/202 (VAL.WS) | 0.2 | $9.9M | +17% | 1.2M | 8.38 |
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| Ww Intl Com New (WW) | 0.1 | $7.5M | +2% | 468k | 15.98 |
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| Community Health Systems (CYH) | 0.1 | $5.2M | +18% | 1.6M | 3.34 |
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| Brookdale Sr Living Note 2.000%10/1 | 0.1 | $4.0M | 2.0M | 1.98 |
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Past Filings by Carronade Capital Management
SEC 13F filings are viewable for Carronade Capital Management going back to 2021
- Carronade Capital Management 2026 Q2 filed Aug. 14, 2026
- Carronade Capital Management 2025 Q4 restated filed May 15, 2026
- Carronade Capital Management 2026 Q1 filed May 15, 2026
- Carronade Capital Management 2025 Q4 filed Feb. 13, 2026
- Carronade Capital Management 2025 Q3 filed Nov. 14, 2025
- Carronade Capital Management 2025 Q2 restated filed Aug. 19, 2025
- Carronade Capital Management 2025 Q1 restated filed Aug. 19, 2025
- Carronade Capital Management 2024 Q4 restated filed Aug. 19, 2025
- Carronade Capital Management 2025 Q1 filed May 15, 2025
- Carronade Capital Management 2024 Q4 filed Feb. 14, 2025
- Carronade Capital Management 2024 Q3 filed Nov. 14, 2024
- Carronade Capital Management 2024 Q2 filed Aug. 14, 2024
- Carronade Capital Management 2024 Q1 filed May 15, 2024
- Carronade Capital Management 2023 Q4 filed Feb. 14, 2024
- Carronade Capital Management 2023 Q3 filed Nov. 14, 2023
- Carronade Capital Management 2023 Q2 filed Aug. 14, 2023