SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Vivaldi Capital Management LP

CIK 0001682021 · 225 W. WACKER DRIVE - SUITE 2100, CHICAGO, IL, 60606 · 312-248-8300

Reported Value
$480M
Q2 2020
Positions
267
Filings on Record
30
2019–present window
Filed
Aug 13, 2020
original filing

Summary

Vivaldi Capital Management Lp reported $480M in U.S.-listed holdings across 267 positions for Q2 2020.

Its largest position, FINS, represents 8.9% of the portfolio.

Compared with Q1 2020, the fund opened 100 new positions and exited 36.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $232MQ4 ’18Q1 ’19: $360MQ2 ’19: $383MQ3 ’19: $422MQ4 ’19: $414MQ4 ’19Q1 ’20: $443MQ2 ’20: $480MQ3 ’20: $450MQ4 ’20: $468MQ4 ’20Q1 ’21: $506MQ2 ’21: $498MQ3 ’21: $462MQ4 ’21: $432MQ4 ’21Q1 ’22: $384MQ2 ’22: $384MQ3 ’22: $370MQ4 ’22: $403.1BQ4 ’22Q1 ’23: $331MQ2 ’23: $324MQ3 ’23: $306MQ4 ’23: $333MQ4 ’23Q1 ’24: $343MQ2 ’24: $351MQ3 ’24: $344MQ4 ’24: $652MQ4 ’24Q1 ’25: $621MQ2 ’25: $666MQ3 ’25: $707MQ4 ’25: $735MQ4 ’25Q1 ’26: $723Mfilingsflow.com

Portfolio Composition

By security type
ETP: 49.6%Closed-End Fund: 28.5%Common Stock: 14.8%Other: 6.4%REIT: 0.6%Other: 0.1%
  • ETP · 49.6% · $238M
  • Closed-End Fund · 28.5% · $137M
  • Common Stock · 14.8% · $71M
  • Other · 6.4% · $31M
  • REIT · 0.6% · $3M
  • Other · 0.1% · $613,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2020

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$723M290May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$735M278Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$707M279Nov 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$666M296Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$621M283May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$652M287Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$344M226Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$351M229Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$343M220May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$333M219Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$306M193Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$324M200Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$331M203May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$403.1B242Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$370M222Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$384M218Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$384M216May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$432M208Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$462M335Nov 16, 202113F-HRchanges · EDGAR ↗
Q2 2021$498M345Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$506M359May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$468M306Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$450M281Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$480M267Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$443M204May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$414M219Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$422M227Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$383M239Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$360M229May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$232M201Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.