SONA ASSET MANAGEMENT (US) LLC

Q3 2022 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2022
Date filed
11/14/2022
Form type
13F-HR
Num holdings
341
Total value ($000)
$168,503
Net value change ($000)
+65,718 (63.9%)
New positions
12
Sold out positions
7
Turnover %
45.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LQD 38,419 NEW
HYG 8,567 NEW
Vertex Energy Inc. 8,493 NEW
STZ 3,882 NEW
BTM 2,523 NEW
TEX 2,421 NEW
JAGUAR GLOBAL GROWTH CORP I 2,270 NEW
THC 1,741 NEW
MU 1,503 NEW
Oak Street Health, Inc. 826 NEW
Top Reduces (Value $000, Stocks/ETFs)
BTM -2,534 -100.0%
Pershing Square Tontine Holdings, Ltd. -1,048 -100.0%
Equity Distribution Acquisition Corp. -956 -100.0%
Mandiant, Inc. -840 -100.0%
Cohn Robbins Holdings Corp. -696 -100.0%
Tuscan Holdings Corp. II -388 -100.0%
IHS -381 -46.6%
EVTL -175 -100.0%
Global Synergy Acquisition Corp. -103 -100.0%
Avaya Holdings Corp. -62 -28.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type