Titelia

Holdings of HIGH INCOME OPPORTUNITIES PORTFOLIO

High Income Opportunities Portfolio · Original filing · Compare with another fund · Report an error

Net assets
2B $ including 64.9M $ in equities, 3.3 %
Positions
11 in 2 countries
Bond lines
121 from 72 companies
Top ten
3.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1iShares Broad USD High Yield Corporate Bond ETF 722,12426.9M $1.37 %
2GFL Environmental Inc 140,5005.6M $0.29 %
3Acadia Healthcare Co Inc 200,0005.2M $0.26 %
4Primo Brands Corp 250,0005.1M $0.26 %
5Crown Holdings Inc 45,0004.4M $0.23 %
6Energy Transfer LP 200,0004M $0.21 %
7Vistra Corp 23,5283.7M $0.19 %
8Caesars Entertainment Inc 120,0003.3M $0.17 %
9James Hardie Industries PLC 150,0003.1M $0.16 %
10Ascent Capital Group Inc 62,7342.1M $0.11 %
11Charter Communications, Inc. 8,0001.3M $0.07 %

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The bonds it holds

72 companies, 121 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1NRG Energy Inc727.8M $1.42 %
2SUNOCO LP526.3M $1.34 %
3Tenet Healthcare Corp511M $0.56 %
4Cleveland-Cliffs Inc310.7M $0.54 %
5First Quantum Minerals Ltd310.3M $0.53 %
6SM Energy Co39.9M $0.51 %
7Herc Holdings Inc49.4M $0.48 %
8Albertsons Cos Inc29M $0.46 %
9GFL Environmental Inc19M $0.46 %
10Science Applications International Corp28.8M $0.45 %
11Avient Corp28.8M $0.45 %
12Patrick Industries Inc28.1M $0.41 %
13Block Inc27.9M $0.40 %
14Builders FirstSource Inc27.5M $0.38 %
15Bombardier Inc37.1M $0.36 %
16Valvoline Inc16.9M $0.35 %
17Somnigroup International Inc26.9M $0.35 %
18Amentum Holdings Inc16.6M $0.34 %
19Ally Financial Inc16.5M $0.33 %
20Clear Channel Outdoor Holdings Inc46M $0.31 %
21Diebold Nixdorf Inc15.9M $0.30 %
22EchoStar Corp15.8M $0.29 %
23Matador Resources Co25.8M $0.29 %
24HealthEquity Inc15.5M $0.28 %
25Versant Media Group Inc15.5M $0.28 %
26Zoetis Inc15.5M $0.28 %
27Asbury Automotive Group Inc35.4M $0.28 %
28Masterbrand Inc15.4M $0.28 %
29Caesars Entertainment Inc25.4M $0.27 %
30Option Care Health Inc14.9M $0.25 %
31Chart Industries Inc14.8M $0.25 %
32Zscaler Inc14.8M $0.24 %
33Insight Enterprises Inc14.7M $0.24 %
34Constellium SE14.7M $0.24 %
35Sonic Automotive Inc24.7M $0.24 %
36Plains All American Pipeline L14.7M $0.24 %
37Compass Minerals International Inc14.5M $0.23 %
38NGL Energy Partners LP24.5M $0.23 %
39Korn Ferry14.5M $0.23 %
40Fortrea Holdings Inc14.4M $0.22 %
41Commercial Metals Co24.4M $0.22 %
42Churchill Downs Inc14.3M $0.22 %
43YEOMAN CAPITAL SA14.2M $0.21 %
44Eldorado Gold Corp14.1M $0.21 %
45Lithia Motors Inc24.1M $0.21 %
46Ingles Markets Inc14.1M $0.21 %
47Yum! Brands Inc14M $0.21 %
48BellRing Brands Inc13.8M $0.20 %
49Arcosa Inc13.8M $0.20 %
50Encompass Health Corp23.7M $0.19 %
51TransAlta Corp13.7M $0.19 %
52Carnival Corp13.6M $0.18 %
53Cars.com Inc13.5M $0.18 %
54ON Semiconductor Corp13.2M $0.17 %
55CACI International Inc13.2M $0.16 %
56Bath & Body Works Inc23M $0.15 %
57TopBuild Corp12.9M $0.15 %
58Axon Enterprise Inc22.9M $0.15 %
59BWX Technologies Inc22.9M $0.15 %
60Post Holdings Inc12.8M $0.15 %
61Group 1 Automotive Inc22.8M $0.15 %
62Esab Corp12.8M $0.14 %
63Clean Harbors Inc22.8M $0.14 %
64Brightstar Lottery PLC12.5M $0.13 %
65Moog Inc12.5M $0.13 %
66Fair Isaac Corp12.3M $0.12 %
67Pebblebrook Hotel Trust12.2M $0.11 %
68Hudbay Minerals Inc12.2M $0.11 %
69Ford Motor Co12M $0.10 %
70Cimpress PLC11.7M $0.09 %
71Energy Transfer LP11.7M $0.09 %
72Ciena Corp11.4M $0.07 %

Sector breakdown

  • Funds 41.4 %
  • Utilities 5.7 %
  • Communication 2.0 %
  • Unattributed 50.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 91.3 %
  • Canada 8.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1059.3M $91.32 %
2Canada15.6M $8.68 %
Cite this page

Titelia. "Holdings of HIGH INCOME OPPORTUNITIES PORTFOLIO". https://titelia.com/en/funds/S000005235