SWKH SWK HLDGS CORP

Ownership history in Carlson Capital, L.P.  ·  24 quarters on record

This page tracks every 13F SEC filing in which Carlson Capital, L.P. reported a position in SWK HLDGS CORP (SWKH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
94.77% (2024 Q3)
Avg. % of fund
23.38%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 8,493,088 0% 51.79% $146.1M $17.20
2025 Q3 UNCHANGED 8,493,088 0% 45.61% $123.6M $14.55
2025 Q2 UNCHANGED 8,493,088 0% 51.71% $125.2M $14.74
2025 Q1 UNCHANGED 8,493,088 0% 57.65% $147.7M $10.16
2024 Q4 REDUCED 8,493,088 -600,678 -6.6% 79.33% $134.7M $9.27
2024 Q3 UNCHANGED 9,093,766 0% 94.77% $157.2M $10.10
2024 Q2 UNCHANGED 9,093,766 0% 24.12% $154.5M $9.93
2024 Q1 UNCHANGED 9,093,766 0% 12.84% $158.4M $10.18
2023 Q4 UNCHANGED 9,093,766 0% 12.75% $159.4M $10.24
2023 Q3 UNCHANGED 9,093,766 0% 11.17% $143.2M $9.20
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SWKH price (monthly, adj. close)
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