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Warren Buffett Dividend Stock Portfolio

Funds Holding IVERTICALSLLC

On this page, we present all of the funds holding IVERTICALSLLC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IVERTICALSLLC, with a link to that fund's top holdings. The next columns indicate the amount of IVERTICALSLLC stock held by each of the funds holding IVERTICALSLLC, followed by the IVERTICALSLLC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding IVERTICALSLLC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Opti Capital Management LP. For more details on the positions held by Opti Capital Management LP (or by any of the other funds holding IVERTICALSLLC), click the fund name in the "Holder" column of the funds-holding-IVERTICALSLLC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Opti Capital Management LP $15,387,424 12/31/2023
     NOTE 116,000,000$15,387,424 12/31/2023
TENOR CAPITAL MANAGEMENT Co. L.P. $17,854 12/31/2023
     NOTE 118,503,000$17,854 12/31/2023
Linden Advisors LP $14,223 12/31/2023
     SDBCV15,255,000$14,223 12/31/2023
D. E. Shaw & Co. Inc. $11,561 12/31/2023
     NOTE 112,019,000$11,561 12/31/2023
SSI Investment Management LLC $2,552 12/31/2023
     NOTE 12,750,000$2,552 12/31/2023
Palisade Capital Management LLC NJ $1,109 12/31/2023
     NOTE 11,178,000$1,109 12/31/2023
Raymond James & Associates $72 03/31/2024
     NOTE 175,000$72 03/31/2024
Steward Partners Investment Advisory LLC $46 12/31/2023
     NOTE50,000$46 12/31/2023
Commonwealth Equity Services LLC $24 03/31/2024
     NOTE 125,000$24 03/31/2024
Raymond James Financial Services Advisors Inc. $24 03/31/2024
     NOTE 125,000$24 03/31/2024
Proequities Inc.0$0 03/31/2024
     NOTE 10$0 03/31/2024

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