VIVALDI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWA | 390K | $17.13M |
 | GALT | 256K | $1.08M |
 | WBD | 241K | $4.71M |
 | PSBD | 215K | $2.64M |
 | BK | 194K | $21.18M |
 | RHI | 185K | $6.29M |
 | SCHW | 179K | $17.09M |
 | INTC | 163K | $5.46M |
 | MDT | 163K | $15.49M |
 | AAPL | 153K | $38.90M |
 | ON | 141K | $6.94M |
 | NVDA | 120K | $22.36M |
 | AOMR | 119K | $1.11M |
 | CVS | 108K | $8.13M |
 | T | 101K | $2.86M |
 | GLPI | 100K | $4.66M |
 | MRVL | 94K | $7.93M |
 | AMAT | 94K | $19.32M |
 | GOOGL | 73K | $17.71M |
 | SLB | 72K | $2.47M |
BorgWarner Inc.
BWA
Shares Held
390K
Value
$17.13M
Galectin Therapeutics Inc.
GALT
Shares Held
256K
Value
$1.08M
Warner Bros. Discovery, Inc.
WBD
Shares Held
241K
Value
$4.71M
Palmer Square Capital BDC Inc.
PSBD
Shares Held
215K
Value
$2.64M
The Bank of New York Mellon Corporation
BK
Shares Held
194K
Value
$21.18M
Robert Half International Inc.
RHI
Shares Held
185K
Value
$6.29M
The Charles Schwab Corporation
SCHW
Shares Held
179K
Value
$17.09M
Intel Corporation
INTC
Shares Held
163K
Value
$5.46M
Medtronic plc
MDT
Shares Held
163K
Value
$15.49M
Apple Inc.
AAPL
Shares Held
153K
Value
$38.90M
ON Semiconductor Corporation
ON
Shares Held
141K
Value
$6.94M
NVIDIA Corporation
NVDA
Shares Held
120K
Value
$22.36M
Angel Oak Mortgage, Inc.
AOMR
Shares Held
119K
Value
$1.11M
CVS Health Corporation
CVS
Shares Held
108K
Value
$8.13M
AT&T Inc.
T
Shares Held
101K
Value
$2.86M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
100K
Value
$4.66M
Marvell Technology, Inc.
MRVL
Shares Held
94K
Value
$7.93M
Applied Materials, Inc.
AMAT
Shares Held
94K
Value
$19.32M
Alphabet Inc.
GOOGL
Shares Held
73K
Value
$17.71M
SLB N.V.
SLB
Shares Held
72K
Value
$2.47M