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Portfolio (Quarterly) Guide ↗

SHENKMAN CAPITAL MANAGEMENT INC

· CIK 0001275228
13F Portfolio $831M AUM 81 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 26 Added 27 Reduced 32 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MKS INC. 1,259,000.0 $2.1M 0.25% -9.7M -88.5% $1.66
22 MICROCHIP TECHNOLOGY INC. 1,975,000.0 $2.0M 0.24% -2.0M -50.3% $0.99
23 FLUOR CORP 1,503,000.0 $1.9M 0.22% -7.6M -83.4% $1.24
24 COINBASE GLOBAL INC 1,726,000.0 $1.6M 0.19% -550K -24.2% $0.93
25 TRIP COM GROUP LTD 1,083,000.0 $1.1M 0.14% -150K -12.2% $1.04
26 BRIDGEBIO PHARMA INC 376,000.0 $423K 0.05% -10.3M -96.5% $1.13
27 WORLD KINECT CORPORATION 264,000.0 $280K 0.03% -7.8M -96.7% $1.06
Page 2 of 2  ·  27 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.