Titelia

Holdings of Multi-Manager High Yield Opportunity Fund

Northern Funds · Original filing · Compare with another fund · Report an error

Net assets
142.4M $ including 1.5M $ in equities, 1.1 %
Positions
23 in 4 countries
Bond lines
635 from 237 companies
Top ten
0.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1PANTHER ESCROW ISS 7.125% 539,000540.8K $0.38 %
2INVERSION ESCROW IS 6.75% 200,000190.5K $0.13 %
3Energy Transfer LP 7,215139.2K $0.10 %
4VICI Properties Inc 4,579125.1K $0.09 %
5Constellium SE 3,68490.6K $0.06 %
6PHH ESCROW ISSUER 9.875% 75,00072.4K $0.05 %
7VOC ESCROW LTD 5.00% 50,00049.8K $0.04 %
8Enterprise Products Partners LP 1,29148.9K $0.03 %
9MILLENNIUM ESCROW 6.625% 50,00046.6K $0.03 %
10KEENOVA THERAPEUTICS PLC 41637.4K $0.03 %
11IQVIA Holdings Inc 18832.1K $0.02 %
12Lamb Weston Holdings Inc 69729.5K $0.02 %
13AAR ESCROW ISSUER L 6.75% 27,00027.5K $0.02 %
14Ferrellgas Partners LP 90023.4K $0.02 %
15Nine Energy Service, Inc. 2,32519.1K $0.01 %
16SCRIPPS ESCROW II 5.375% 25,00018.3K $0.01 %
17SES SA 1,20117.7K $0.01 %
18Medline Inc 1717.6K $0.01 %
19Ardagh Holdings SA 8896.6K $0.00 %
20CURO GROUP HLDGS LLC 5495.5K $0.00 %
21CHPPR HLDGS INC 202.5K $0.00 %
22SPIRIT AVIATION HOLDINGS INC 35889.5 $0.00 %
23ESC WASH MU BK SR NOTE 250,00037.5 $

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The bonds it holds

237 companies, 635 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1NRG Energy Inc151.4M $0.95 %
2Clear Channel Outdoor Holdings Inc101.1M $0.76 %
3SUNOCO LP151.1M $0.74 %
4EchoStar Corp4884.5K $0.62 %
5Bausch Health Cos Inc10673.1K $0.47 %
6Tenet Healthcare Corp11670.2K $0.47 %
7Caesars Entertainment Inc4664.8K $0.47 %
8Barclays PLC3609.7K $0.43 %
9Post Holdings Inc9590.2K $0.41 %
10Builders FirstSource Inc7586.6K $0.41 %
11YEOMAN CAPITAL SA3567.2K $0.40 %
12Iron Mountain Inc8564.6K $0.40 %
13ICAHN ENTERPRISES LP9531.4K $0.37 %
14Albertsons Cos Inc10497.6K $0.35 %
15SM Energy Co8490.3K $0.34 %
16Carvana Co3473K $0.33 %
17Six Flags Entertainment Corp7464.5K $0.33 %
18Century Aluminum Co2464.2K $0.33 %
19Cleveland-Cliffs Inc9457.9K $0.32 %
20PennyMac Financial Services Inc10452.1K $0.32 %
21Chemours Co/The7438.6K $0.31 %
22Service Properties Trust5428.8K $0.30 %
23Nissan Motor Co Ltd2411.5K $0.29 %
24Molina Healthcare Inc9410.5K $0.29 %
25Acadia Healthcare Co Inc3406.9K $0.29 %
26Carnival Corp8403K $0.28 %
27Wynn Macau Ltd2391.6K $0.28 %
28Gray Media Inc7387.6K $0.27 %
29Vistra Corp4382.8K $0.27 %
30WEX Inc3338K $0.24 %
31Comstock Resources Inc5296.7K $0.21 %
32USA Compression Partners LP4296.6K $0.21 %
33Energy Transfer LP5290.7K $0.20 %
34Coinbase Global Inc2290.6K $0.20 %
35Fair Isaac Corp2282.9K $0.20 %
36Newell Brands Inc11281K $0.20 %
37JetBlue Airways Corp3277.8K $0.20 %
38Block Inc5275.1K $0.19 %
39Matador Resources Co5266K $0.19 %
40Snap Inc3265.1K $0.19 %
41Genesis Energy LP5249.8K $0.18 %
42BAUSCH + LOMB CORP2241.6K $0.17 %
43Service Corp International/US4230.2K $0.16 %
44Delek Logistics Partners LP4229.1K $0.16 %
45Compass Minerals International Inc2227.7K $0.16 %
46Royal Caribbean Cruises Ltd3227.5K $0.16 %
47PG&E Corp4227.3K $0.16 %
48Commercial Metals Co6216.8K $0.15 %
49Starwood Property Trust Inc8210.8K $0.15 %
50Genmab A/S1209.3K $0.15 %
51Herc Holdings Inc6204.9K $0.14 %
52Bombardier Inc5191.7K $0.13 %
53Northern Oil & Gas Inc3190.6K $0.13 %
54Goldman Sachs Group Inc/The2189.2K $0.13 %
55ATI Inc6180.2K $0.13 %
56Axon Enterprise Inc3165K $0.12 %
57Organon & Co1163K $0.11 %
58Navient Corp4156.6K $0.11 %
59Esab Corp3155.3K $0.11 %
60Coherent Corp2154K $0.11 %
61Qnity Electronics Inc4150K $0.11 %
62Lithia Motors Inc4148.8K $0.10 %
63LGI Homes Inc5143.9K $0.10 %
64DaVita Inc4143K $0.10 %
65Kroger Co/The3140.7K $0.10 %
66Goodyear Tire & Rubber Co/The4140.6K $0.10 %
67CNX Resources Corp5138.1K $0.10 %
68ERO Copper Corp1127.5K $0.09 %
69Blackstone Mortgage Trust Inc3125.5K $0.09 %
70Sealed Air Corp6124.9K $0.09 %
71Element Solutions Inc1124.6K $0.09 %
72Brink's Co/The3123.6K $0.09 %
73FMC Corp5120.6K $0.08 %
74Boyd Gaming Corp1118.9K $0.08 %
75XPLR Infrastructure LP1117.8K $0.08 %
76AT&T Inc2114.1K $0.08 %
77Carnival PLC1112.7K $0.08 %
78Beazer Homes USA Inc3109.6K $0.08 %
79Avis Budget Group Inc1109.4K $0.08 %
80Patrick Industries Inc2108.6K $0.08 %
81Solstice Advanced Materials Inc2107.5K $0.08 %
82MGM Resorts International2106.8K $0.08 %
83AES Corp/The2106.1K $0.07 %
84GEO Group Inc/The2106K $0.07 %
85EquipmentShare.com Inc2103.8K $0.07 %
86Terex Corp2103.1K $0.07 %
87Mineral Resources Ltd3102.3K $0.07 %
88Whirlpool Corp4102.1K $0.07 %
89Oracle Corp1101K $0.07 %
90BellRing Brands Inc1100K $0.07 %
91Ally Financial Inc299.9K $0.07 %
92Griffon Corp199.8K $0.07 %
93Live Nation Entertainment Inc299.6K $0.07 %
94Yum! Brands Inc199.2K $0.07 %
95Lamb Weston Holdings Inc399K $0.07 %
96Columbus McKinnon Corp/NY299K $0.07 %
97Century Communities Inc398.8K $0.07 %
98Olin Corp298.6K $0.07 %
99Bath & Body Works Inc297.2K $0.07 %
100AECOM196.9K $0.07 %

Sector breakdown

  • Real estate 8.2 %
  • Health care 2.1 %
  • Unattributed 89.7 %

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

Currency breakdown

  • USD 99.6 %
  • EUR 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 89.2 %
  • France 5.9 %
  • Bermuda 3.3 %
  • Luxembourg 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States191.4M $89.25 %
2France190.6K $5.91 %
3Bermuda149.8K $3.25 %
4Luxembourg224.3K $1.59 %
Cite this page

Titelia. "Holdings of Multi-Manager High Yield Opportunity Fund". https://titelia.com/en/funds/S000026479