Carlson Capital Management has current portfolio value of $244 million and its top 10 holdings account for 83.45% of its overall portfolio. UnitedHealth Group Inc. (NYSE:UNH), Main Street Capital Corporation (NYSE:MAIN), Wells Fargo & Co (NYSE:WFC) are among the primary stock holdings of Carlson Capital Management, as per its recent SEC 13F filing.
UnitedHealth Group Inc. (NYSE:UNH) is the largest stock holding of Carlson Capital Management with investments worth $2.7 million and 31,590 shares of the company. UnitedHealth Group Inc. (NYSE:UNH) reported net revenues of $32.8 billion for its third quarter 2014 and net earnings of $1.63 per share. Eagle Capital Management has investments worth $954 million in UnitedHealth Group Inc. (NYSE:UNH). Chieftain Capital and Empyrean Capital Partners are the secondary investors of the health group.
Carlson Capital Management has investments worth $2.03 million in Main Street Capital Corporation (NYSE:MAIN) with 65,380 shares of the company. The investment firm reported net investment income of $34.9 million for its second quarter 2014. Legg Mason Capital Management is the largest investor of Main Street Capital Corporation (NYSE:MAIN) with investments exceeding $9.8 million. Some secondary investors of the firm include Polar Capital ($5.9 million) and Bluecrest Capital Mgmt. ($4.1 million).
Wells Fargo & Co (NYSE:WFC) comes on number three in terms of the investments of Carlson Capital Management with investments worth $1.88 million and 36,373 shares of the financial giant. Wells Fargo & Co (NYSE:WFC) announced net income of $5.7 billion in third quarter of 2014 with its revenue reaching $21.2 billion. Berkshire Hathaway is the largest investor of Wells Fargo & Co (NYSE:WFC) with net investments worth $24.3 billion. Fisher Asset Management has investments worth $974 million in the company and Gardner Russo & Gardner comes at number three with $769 million in investments.
This article has been written by Prakash Pandey.
