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Portfolio (Quarterly) Guide ↗

CAMDEN ASSET MANAGEMENT L P /CA

· CIK 0000903944
13F Portfolio $3.4B AUM 73 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 13 Added 25 Reduced 22 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WELLS FARGO CO 7.5Percent CV PFD L 10,594.0 $12.3M 0.36% +10K +904.2% $1156.95
62 ALPHABET INC CV 6.25Percent 051529 PFD AREG 221,895.0 $11.1M 0.32% NEW $50.21
63 EVOLENT HEALTH INC CV 3.5Percent 120129 REG 14,554,000.0 $10.8M 0.31% -4.5M -23.6% $0.74
64 SPECTRUM BRANDS INC CV 3.375Percent 060129 REG 8,612,000.0 $9.0M 0.26% NEW $1.04
65 NEXTERA ENERGY I CV 7.299Percent 060127PFD REG 150,000.0 $8.0M 0.23% NEW $53.53
66 EVOLENT HEALTH INC CV 4.5Percent 081531 144A 9,357,000.0 $7.4M 0.22% -4.6M -33.0% $0.79
67 AMC NETWORKS INC CV 4.25Percent 021529 REG 6,600,000.0 $7.0M 0.20% -7.0M -51.5% $1.06
68 ENTERTAINMENT PROPERTIES 9Percent CV PFD E 197,382.0 $6.4M 0.19% $32.29
69 CONMED CORP CV 2.25Percent 061527 REG 5,000,000.0 $4.9M 0.14% -64.3M -92.8% $0.98
70 XEROX HOLDINGS CORP CV 3.75Percent 031530 REG 12,650,000.0 $4.3M 0.13% -35.0M -73.5% $0.34
71 HAEMONETICS CORP CV 2.5Percent 060129 REG 3,800,000.0 $3.8M 0.11% -42.5M -91.8% $1.01
72 WEC ENERGY GROUP IN CV 3.375Percent 060128 REG 3,123,000.0 $3.2M 0.09% NEW $1.04
73 XEROX HOLDINGS CORP WAR 8 021428 362,328.0 +362K +10000.0%
Page 4 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.