NEXPOINT ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NREF | 9.44M | $132.91M |
 | SEMR | 3.47M | $41.31M |
 | JAMF | 2.91M | $37.80M |
 | HI | 1.92M | $60.80M |
 | SHCO | 1.81M | $16.17M |
 | CWAN | 1.49M | $35.99M |
 | SEE | 1.45M | $59.88M |
 | CFLT | 1.38M | $41.81M |
 | FYBR | 1.36M | $51.90M |
 | PRA | 1.33M | $32.11M |
 | FRMI | 1.30M | $10.41M |
 | NXRT | 935K | $28.14M |
 | RNA | 924K | $66.64M |
 | WSR | 875K | $12.16M |
 | HOLX | 859K | $63.99M |
 | RC | 850K | $1.85M |
 | AL | 765K | $49.13M |
 | ET | 762K | $12.57M |
 | ALEX | 646K | $13.34M |
 | BHF | 577K | $37.35M |
NexPoint Real Estate Finance, Inc.
NREF
Shares Held
9.44M
Value
$132.91M
Semrush Holdings, Inc.
SEMR
Shares Held
3.47M
Value
$41.31M
Jamf Holding Corp.
JAMF
Shares Held
2.91M
Value
$37.80M
Hillenbrand, Inc.
HI
Shares Held
1.92M
Value
$60.80M
Soho House & Co Inc.
SHCO
Shares Held
1.81M
Value
$16.17M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
1.49M
Value
$35.99M
Sealed Air Corporation
SEE
Shares Held
1.45M
Value
$59.88M
Confluent, Inc.
CFLT
Shares Held
1.38M
Value
$41.81M
Frontier Communications Parent, Inc.
FYBR
Shares Held
1.36M
Value
$51.90M
ProAssurance Corporation
PRA
Shares Held
1.33M
Value
$32.11M
Fermi Inc. Common Stock
FRMI
Shares Held
1.30M
Value
$10.41M
NexPoint Residential Trust, Inc.
NXRT
Shares Held
935K
Value
$28.14M
Avidity Biosciences, Inc.
RNA
Shares Held
924K
Value
$66.64M
Whitestone REIT
WSR
Shares Held
875K
Value
$12.16M
Hologic, Inc.
HOLX
Shares Held
859K
Value
$63.99M
Ready Capital Corporation
RC
Shares Held
850K
Value
$1.85M
Air Lease Corporation
AL
Shares Held
765K
Value
$49.13M
Energy Transfer LP
ET
Shares Held
762K
Value
$12.57M
Alexander & Baldwin, Inc.
ALEX
Shares Held
646K
Value
$13.34M
Brighthouse Financial, Inc.
BHF
Shares Held
577K
Value
$37.35M