NEXPOINT ASSET MANAGEMENT, L.P.

Fundamental diversified ★Signal CIK 1469877
Long book
$1.43B
Q1 2026
Positions
81
Top-10 weight
57%
concentration
Last quarter
+3.8%
SPY +14.8%
Turnover
50%
of book per quarter

Strategy in plain words

auto-generated from filings

NEXPOINT ASSET MANAGEMENT, L.P. is a diversified fundamental manager, running a $1.43B US long book across 81 positions.

The portfolio is concentrated: the top 10 names carry 57% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NEXPOINT REAL ESTATE FINANCE, HOLOGIC INC, LEARWATER ANALYTICS HLDGS I, SEALED AIR CORP, ONESTREAM INC.

Over the last 9 quarters its long book ran on average 2.2pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.1%
Q2 2024
+12.0%
Q3 2024
+4.9%
Q4 2024
-4.5%
Q1 2025
-1.9%
Q2 2025
+3.9%
Q3 2025
+3.7%
Q4 2025
-1.5%
Q1 2026
+3.8%

Sector allocation

Other
50%
Services media
10%
Real estate
7%
Technology
7%
Financials
7%
Utilities
4%
Healthcare
4%
Industrials
4%

Long book by quarter

$650.7M
Q1 2024
$754.4M
Q2 2024
$832.4M
Q3 2024
$859.4M
Q4 2024
$1.05B
Q1 2025
$1.05B
Q2 2025
$1.12B
Q3 2025
$1.44B
Q4 2025
$1.43B
Q1 2026

What does NEXPOINT ASSET own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
HO1 HOLOGIC INC1.5M$116.5M8.1%+79.5%
SDA SEALED AIR CORPServices media2.0M$83.8M5.9%+37.9%
K4F ONESTREAM INC3.4M$80.6M5.6%New
AL AIR LEASE CORP1.2M$75.9M5.3%+52.8%
VICI Vici properties incReal estate896.0K$71.6M5.0%+113.2%
EA ELECTRONIC ARTS INCTechnology300.0K$61.2M4.3%+34.6%
MASI* MASIMO CORP310.1K$55.2M3.8%New
628 SEMRUSH HOLDINGS INC-A4.6M$54.9M3.8%+32.3%
430 TERNS PHARMACEUTICALS INC904.2K$47.7M3.3%New
ACLXGBX ARCELLX INC373.1K$42.8M3.0%New
GTLS CHART INDUSTRIES INCIndustrials185.3K$38.3M2.7%+9.6%
PRA PROASSURANCE CORPFinancials1.4M$35.0M2.4%+6.6%
BHF BRIGHTHOUSE FINANCIAL INCFinancials576.5K$34.5M2.4%Held
TXNM TXNM ENERGY INCUtilities540.2K$31.6M2.2%+7.3%
AM6 AMICUS THERAPEUTICS INC2.0M$29.5M2.1%New
SEM SELECT MEDICAL HOLDINGS CORPHealthcare1.5M$24.1M1.7%New
WBD WARNER BROS DISCOVERY INCCommunications872.0K$23.9M1.7%New
CCO CLEAR CHANNEL OUTDOOR HOLDINServices media9.3M$22.1M1.5%New
CTRA COTERRA ENERGY INC480.6K$16.9M1.2%New
TALK TALKSPACE INCHealthcare3.0M$15.4M1.1%New
TSAT TELESAT CORPCommunications396.6K$14.4M1.0%Held
ET ENERGY TRANSFER LPUtilities687.4K$13.3M0.9%-9.8%
TALO TALOS ENERGY INCEnergy496.6K$7.8M0.5%-3.2%
FRMI FERMI INCReal estate1.3M$7.6M0.5%Held
RAL RALLIANT CORPTechnology155.8K$6.5M0.5%+396.2%
REYN REYNOLDS CONSUMER PRODUCTS IOther285.9K$6.1M0.4%+16.4%
FBIN FORTUNE BRANDS INNOVATIONS IOther153.4K$6.0M0.4%New
MIDD MIDDLEBY CORPIndustrials37.4K$5.0M0.3%New
SHC SOTERA HEALTH COHealthcare315.5K$4.5M0.3%Held
YETI YETI HOLDINGS INCOther105.9K$3.9M0.3%+10.4%
SWX SOUTHWEST GAS HOLDINGS INCUtilities38.6K$3.4M0.2%+17.5%
KYIV KYIVSTAR GROUP LTDCommunications282.8K$2.9M0.2%New
LION LIONSGATE STUDIOS CORPServices media298.1K$2.9M0.2%+20.1%
RNA ATRIUM THERAPEUTICS INCHealthcare150.0K$2.0M0.1%New
REZI RESIDEO TECHNOLOGIES INCConsumer discretionary58.3K$2.0M0.1%+28.7%
GPC GENUINE PARTS COConsumer discretionary17.8K$1.9M0.1%Held
BILL BILL HOLDINGS INCTechnology46.3K$1.8M0.1%+43.7%
BRZE BRAZE INC-ATechnology75.0K$1.8M0.1%Held
AMRZ AMRIZE LTDIndustrials31.6K$1.8M0.1%Held
LEG LEGGETT & PLATT INCOther161.6K$1.6M0.1%Held
OKTA OKTA INCTechnology20.2K$1.6M0.1%Held
GTLB GITLAB INC-CL ATechnology69.9K$1.5M0.1%Held
CSX CSX CORPIndustrials35.0K$1.4M0.1%Held
PSN PARSONS CORPTechnology26.0K$1.4M0.1%Held
FISV FISERV INCServices media25.0K$1.4M0.1%Held
PRMB PRIMO BRANDS CORPConsumer staples72.0K$1.4M0.1%Held
STKL SUNOPTA INC205.2K$1.3M0.1%New
BL BLACKLINE INCTechnology35.5K$1.3M0.1%Held
BDX BECTON DICKINSON AND COHealthcare7.7K$1.2M0.1%New
SRG SERITAGE GROWTH PROP- AReal estate417.5K$1.2M0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 2026123$1.49B canonicalSEC ↗
Q4 202513F-HRFeb 17, 2026116$1.44B canonicalSEC ↗
Q3 202513F-HRNov 14, 2025132$1.15B canonicalSEC ↗
Q2 202513F-HRAug 14, 2025118$1.10B canonicalSEC ↗
Q1 202513F-HRMay 15, 2025116$1.14B canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025126$890.6M canonicalSEC ↗
Q3 202413F-HRNov 14, 2024130$857.7M canonicalSEC ↗
Q2 202413F-HRAug 14, 2024117$770.0M canonicalSEC ↗
Q1 202413F-HRMay 15, 2024114$665.7M canonicalSEC ↗