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Dunham Monthly Distribution Fund

Dunham Funds

Assets: $310M Net: $221M Series: S000022888 EDGAR ↗
+53
New
-26
Exited
92
Positions
Period:
vs
Compare:
← All Funds
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Fidelity Colchester Street Trust 316175108 Apr 2024 24,035,033 +12,150,382 $24.0M +102.2% 10.85% STIV
2 Hess Corporation 42809H107 Apr 2024 118,183 +75,318 $15.3M +125.9% 6.89% EC
3 The AZEK Company Inc 05478C105 Apr 2025 261,438 New $13.0M 5.85% EC
4 Covestro AG D15349117 Apr 2025 189,436 New $12.8M 5.76% EC
5 Liberty Broadband Corporation 530307305 Apr 2024 131,747 +33,912 $11.9M +144.8% 5.38% EC
6 Frontier Communications Parent Inc 35909D109 Apr 2025 290,806 New $10.5M 4.76% EC
7 United States Steel Corporation 912909108 Apr 2024 233,665 -26,086 $10.2M +7.7% 4.61% EC
8 Walgreens Boots Alliance Inc. 931427108 Apr 2025 886,163 New $9.7M 4.39% EC
9 ESR Group Ltd. G31989109 Apr 2025 5,436,022 New $8.7M 3.91% EC
10 Veren Inc 92340V107 Apr 2025 1,400,965 New $8.3M 3.74% EC
11 Amedisys Inc 023436108 Apr 2025 78,678 New $7.5M 3.37% EC
12 Omnicom Group Inc 681919106 Apr 2025 94,678 New $7.2M 3.26% EC
13 Enstar Group Ltd G3075P101 Apr 2025 20,366 New $6.8M 3.08% EC
14 Everi Holdings Inc 30034T103 Apr 2025 477,890 New $6.7M 3.03% EC
15 Dun & Bradstreet Holdings Inc 26484T106 Apr 2025 717,794 New $6.4M 2.91% EC
16 Nordstrom, Inc. 655664100 Apr 2025 230,078 New $5.6M 2.51% EC
17 Kellanova 487836108 Apr 2025 60,845 New $5.0M 2.27% EC
18 WillScot Holdings Corporation 971378104 Apr 2024 196,966 +271,034 $4.9M -280.7% 2.23% EC
19 Mr Cooper Group Inc 62482R107 Apr 2025 37,700 New $4.5M 2.03% EC
20 Triumph Group, Inc. 896818101 Apr 2025 175,613 New $4.5M 2.01% EC
21 ChampionX Corporation 15872M104 Apr 2024 181,921 +81,281 $4.4M +29.9% 1.98% EC
22 Altaba Inc 021346101 Apr 2024 2,468,782 $3.7M -36.2% 1.67% EC
23 Just Eat Takeaway.Com N.V N4753E105 Apr 2025 130,340 New $2.8M 1.28% EC
24 Playa Hotels & Resorts N V N70544106 Apr 2025 187,911 New $2.5M 1.14% EC
25 Pacific Premier Bancorp Inc 69478X105 Apr 2025 45,388 New $923K 0.42% EC
26 RESOLUTE FOREST PRODUCTS, INC. - CVR N/A Apr 2024 532,221 $798K -25.0% 0.36% EC
27 H&E Equipment Services, Inc. 404030108 Apr 2025 8,083 New $726K 0.33% EC
28 N/A N/A Apr 2024 377 New $330K 0.15% DE
29 ESC NII HOLDINGS INC N/A Apr 2024 205,893 New $72K 0.03% EC
30 ABIOMED, INC. N/A Apr 2024 34,956 New $56K 0.03% EC
31 PERSHING SPARC HLDGS RTS N/A Apr 2024 117,448 New $35K 0.02% EC
32 N/A N/A Apr 2024 1,764,046 New $26K 0.01% DFE
33 N/A N/A Apr 2024 930,157 New $12K 0.01% DFE
34 American Airlines Group Inc 02376R102 Apr 2024 1,025 $10K -26.4% 0.00% EC
35 N/A N/A Apr 2024 46 New $7K 0.00% DE
36 N/A USD Apr 2024 374,210 New $2K 0.00% DFE
37 N/A N/A Apr 2024 160,594 New $54 0.00% DFE
38 Columbia Pipeline Group, Inc. 198280109 Apr 2024 84,102 $0 0.00% EC
39 N/A N/A Apr 2024 0 New $0 0.00% STIV
40 AMERICAN AIRLINES GROUP, INC. ESCROW SEC N/A Apr 2024 101,283 New $0 0.00% EC
41 N/A USD Apr 2024 312,000 New $-34 -0.00% DFE
42 N/A USD Apr 2024 413,400 New $-49 -0.00% DFE
43 N/A USD Apr 2024 1,310,400 New $-52 -0.00% DFE
44 N/A USD Apr 2024 2,022,800 New $-321 -0.00% DFE
45 N/A USD Apr 2024 4,605,679 New $-756 -0.00% DFE
46 N/A USD Apr 2024 4,017,000 New $-947 -0.00% DFE
47 N/A USD Apr 2024 20,510,126 New $-3837 -0.00% DFE
48 N/A USD Apr 2024 37,476,881 New $-8837 -0.00% DFE
49 N/A USD Apr 2024 488,250 New $-21045 -0.01% DFE
50 N/A USD Apr 2024 789,384 New $-61072 -0.03% DFE
51 N/A USD Apr 2024 2,271,692 New $-94816 -0.04% DFE
52 Herc Holdings Inc 42704L104 Apr 2025 -1,040 New $-113818 -0.05% EC
53 N/A USD Apr 2024 1,786,964 New $-144886 -0.07% DFE
54 N/A N/A Apr 2024 -450 New $-208125 -0.09% DE
55 N/A N/A Apr 2024 -520 New $-271700 -0.12% DE
56 N/A N/A Apr 2024 -377 New $-706875 -0.32% DE
57 N/A N/A Apr 2024 -1,970 New $-748600 -0.34% DE
58 N/A USD Apr 2024 8,680,434 New $-850219 -0.38% DFE
59 Columbia Banking System Inc. 197236102 Apr 2025 -41,529 New $-931080 -0.42% EC
60 N/A N/A Apr 2024 -1,341 New $-1156612 -0.52% DE
61 James Hardie Industries PLC G4253H119 Apr 2025 -111,653 New $-2646314 -1.19% EC
62 Schlumberger Limited 806857108 Apr 2024 -133,714 -59,742 $-4445990 +26.6% -2.01% EC
63 The Interpublic Group of Companies, Inc. 460690100 Apr 2025 -275,227 New $-6913702 -3.12% EC
64 Whitecap Resources Inc 96467A200 Apr 2025 -1,471,001 New $-8345166 -3.77% EC
65 Charter Communications, Inc. 16119P108 Apr 2024 -31,096 -10,496 $-12185279 +131.1% -5.50% EC
66 Chevron Corp. 166764100 Apr 2024 -121,154 -77,211 $-16484213 +132.6% -7.44% EC
Pioneer Natural Resources Company 723787107 51,282 Exited $13.8M
Albertsons Companies Inc. 013091103 588,516 Exited $12.0M
Shinko Electric Industries Co Ltd. J73197105 220,752 Exited $7.8M
SP Plus Corp. 78469C103 148,680 Exited $7.6M
McGrath RentCorp. 580589109 65,635 Exited $7.0M
Equitrans Midstream Corporation 294600101 502,395 Exited $6.8M
WestRock Company 96145D105 140,359 Exited $6.7M
Altium Ltd. Q0268D100 138,578 Exited $5.9M
Southwestern Energy Company 845467109 782,351 Exited $5.9M
Ansys Inc 03662Q105 17,020 Exited $5.5M
Liberty Global Ltd G61188101 335,012 Exited $5.3M
Tricon Residential Inc 89612W102 450,070 Exited $5.1M
Liberty Media Corp Del 531229771 45,130 Exited $2.8M
Star Bulk Carriers Corp. Y8162K204 107,292 Exited $2.6M
Cerevel Therapeutics Holdings Inc 15678U128 60,666 Exited $2.6M
VIZIO Holding Corporation 92858V101 173,878 Exited $1.8M
Liberty Media Corp Del 531229755 -40,285 Exited $-2.8M
Juniper Networks, Inc. 48203R104 -88,874 Exited $-3.1M
Synopsys Inc 871607107 -5,874 Exited $-3.1M
The Kroger Co. 501044101 -61,639 Exited $-3.4M
Encore Wire Corp 292562105 -12,263 Exited $-3.4M
Liberty Global Ltd G61188127 -315,924 Exited $-5.2M
Chesapeake Energy Corporation 165167735 -67,832 Exited $-6.1M
Smurfit Kappa Group Public Limited Company G8248F104 -140,359 Exited $-6.1M
EQT Corporation 26884L109 -176,041 Exited $-7.1M
Exxon Mobil Corp. 30231G102 -119,151 Exited $-14.1M