CHI β€” CALAMOS CONV OPPORTUNITIES &

Ownership history in Creekside Partners  Β·  7 quarters on record

AI Ownership Summary

Creekside Partners reported CALAMOS CONV OPPORTUNITIES & (CHI) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.53% in 2024 Q4. The latest visible filing shows CHI at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creekside Partners's position in CALAMOS CONV OPPORTUNITIES &, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CHI was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creekside Partners held CHI β€” position size vs. price
% of Fund (quarterly)    CHI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 217,819 -20,860 -8.7% 0.96% $2.3M 2026-02-14 (Est.) $11.59
2025 Q3 REDUCED 238,679 -34,132 -12.5% 1.13% $2.6M 2025-10-27 $10.80
2025 Q2 ADDED 272,811 +7,199 +2.7% 1.36% $2.9M 2025-07-29 $9.66
2025 Q1 ADDED 265,612 +18,542 +7.5% 1.33% $2.5M 2025-05-07 $9.16
2024 Q4 ADDED 247,070 +64,648 +35.4% 1.53% $3.0M 2025-02-07 $10.01
2024 Q3 ADDED 182,422 +58,431 +47.1% 1.10% $2.1M 2024-11-08 $10.23
2024 Q2 INITIATED 123,991 β€” β€” 0.80% $1.4M 2024-08-30 $9.72

FAQ About Creekside Partners and CHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creekside Partners reported owning CHI?

Creekside Partners reported CHI across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CHI position in Creekside Partners's portfolio?

The largest reported portfolio weight for CHI was 1.53% in 2024 Q4.

What is the latest reported CHI position on this page?

The most recent filing on this page is 2025 Q4, when Creekside Partners reported 217,819 shares, equal to 0.96% of portfolio, with an estimated market value of $2.3M.

What does the chart on this CHI ownership page compare?

The chart compares Creekside Partners's quarterly CHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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