Angelo Gordon & Co., L.P. Top Holdings and 13F Report (2021) About Angelo Gordon & Co., L.P.Investment ActivityAngelo Gordon & Co., L.P. has $751.33 million in total holdings as of September 30, 2021.Angelo Gordon & Co., L.P. owns shares of 61 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 40.87% of the portfolio was purchased this quarter.About 18.49% of the portfolio was sold this quarter.This quarter, Angelo Gordon & Co., L.P. has purchased 55 new stocks and bought additional shares in 9 stocks.Angelo Gordon & Co., L.P. sold shares of 6 stocks and completely divested from 11 stocks this quarter.Largest Holdings STARWOOD PPTY TR INC $47,259,000EVERGY INC $46,780,000UGI CORP NEW $45,473,118WEC ENERGY GROUP INC $44,908,500PG&E CORP $44,653,500 Largest New Holdings this Quarter 902681AB1 - UGI CORP NEW $45,473,118 Holding92939UAR7 - WEC ENERGY GROUP INC $44,908,500 Holding842587DZ7 - SOUTHERN CO $36,300,363 Holding596278AB7 - MIDDLEBY CORP $35,888,000 Holding723484AK7 - PINNACLE WEST CAP CORP $20,035,500 Holding Largest Purchases this Quarter UGI CORP NEW 33,000,000 shares (about $45.47M)WEC ENERGY GROUP INC 39,000,000 shares (about $44.91M)SOUTHERN CO 33,000,000 shares (about $36.30M)MIDDLEBY CORP 32,000,000 shares (about $35.89M)PG&E CORP 30,500,000 shares (about $30.27M) Largest Sales this Quarter AMERICAN AIRLINES GROUP INC 12,500,000 shares (about $12.49M)Everi 330,076 shares (about $4.70M)Triumph Group 141,630 shares (about $3.65M)AKAMAI TECHNOLOGIES INC 2,500,000 shares (about $2.37M)Frontier Communications Parent 45,000 shares (about $1.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAngelo Gordon & Co., L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSTARWOOD PPTY TR INC$47,259,0000.0%44,250,0006.3%NOTE 6.750% 7/1EVERGY INC$46,780,000$5,847,500 ▲14.3%40,000,0006.2%NOTE 4.500%12/1UGI CORP NEW$45,473,118$45,473,118 ▲New Holding33,000,0006.1%NOTE 5.000% 6/0WEC ENERGY GROUP INC$44,908,500$44,908,500 ▲New Holding39,000,0006.0%NOTE 4.375% 6/0PG&E CORP$44,653,500$30,265,150 ▲210.3%45,000,0005.9%NOTE 4.250%12/0HEWLETT PACKARD ENTERPRISE C$38,356,5000.0%650,0005.1%7.625 MAND CONVSOUTHERN CO$36,300,363$36,300,363 ▲New Holding33,000,0004.8%NOTE 4.500% 6/1MIDDLEBY CORP$35,888,000$35,888,000 ▲New Holding32,000,0004.8%NOTE 1.000% 9/0HOUSAnywhere Real Estate$35,088,6350.0%9,692,9934.7%FinanceBOFA FIN LLC$33,836,441$10,258,500 ▲43.5%34,633,0004.5%MTNF 0.600% 5/2MARRIOTT VACATIONS WORLDWIDE$28,861,000$4,655,000 ▲19.2%31,000,0003.8%NOTE 3.250%12/1PG&E CORP$24,557,0000.0%650,0003.3%PFD CONV SER AKKR & CO INC$21,973,331$5,359,349 ▲32.3%410,0002.9%6.25 CON SER DANYWHERE REAL ESTATE GROUP L$21,155,2600.0%21,587,0002.8%NOTE 0.250% 6/1PINNACLE WEST CAP CORP$20,035,500$20,035,500 ▲New Holding18,500,0002.7%NOTE 4.750% 6/1AMERICAN AIRLINES GROUP INC$19,480,488$12,487,492 ▼-39.1%19,500,0002.6%NOTE 6.500% 7/0NEXTERA ENERGY INC$17,883,000$3,974,000 ▲28.6%450,0002.4%UNIT 09/01/2025DUKE ENERGY CORP NEW$16,928,000$3,174,000 ▲23.1%16,000,0002.3%NOTE 4.125% 4/1AMERICAN WTR CAP CORP$15,058,5000.0%15,000,0002.0%NOTE 3.625% 6/1AKAMAI TECHNOLOGIES INC$14,670,750$2,366,250 ▼-13.9%15,500,0002.0%NOTE 1.125% 2/1KKellanova$13,520,736$1,370,461 ▲11.3%170,0081.8%Consumer DiscretionaryETSY INC$12,379,365$2,095,365 ▲20.4%14,445,0001.6%NOTE 0.250% 6/1ARES MANAGEMENT CORPORATION$11,961,4000.0%220,0001.6%6.75 SE B PFDAPOLLO GLOBAL MGMT INC$11,276,576$11,276,576 ▲New Holding150,0001.5%SER A MAND CNVNVRIEnviri$10,706,216$10,706,216 ▲New Holding1,233,4351.4%Business ServicesSKXSkechers U.S.A.$10,096,000$10,096,000 ▲New Holding160,0001.3%Consumer DiscretionaryHESHess$9,697,8000.0%70,0001.3%EnergyFYBRFrontier Communications Parent$8,372,000$1,638,000 ▼-16.4%230,0001.1%Computer and TechnologyPPL CAP FDG INC$8,100,3950.0%7,500,0001.1%NOTE 2.875% 3/1SPRSpirit Aerosystems$6,676,250$6,676,250 ▲New Holding175,0000.9%AerospaceHAEMONETICS CORP MASS$5,781,7130.0%6,000,0000.8%NOTE 3/0EVRIEveri$4,555,718$4,700,282 ▼-50.8%319,9240.6%Business ServicesANSSANSYS$4,390,250$4,390,250 ▲New Holding12,5000.6%Computer and TechnologySPTNSpartanNash$3,973,500$3,973,500 ▲New Holding150,0000.5%Retail/WholesaleTGITriumph Group$3,176,778$3,646,973 ▼-53.4%123,3700.4%AerospaceIPGInterpublic Group of Companies$3,060,000$3,060,000 ▲New Holding125,0000.4%Business ServicesDEXCOM INC$2,814,000$2,814,000 ▲New Holding3,000,0000.4%NOTE 0.375% 5/1NGLNGL Energy Partners$2,730,426$2,730,426 ▲New Holding639,4440.4%EnergyMITTAG Mortgage Investment Trust$2,176,5900.0%288,2900.3%FinanceAGSPlayAGS$1,984,037$638,864 ▼-24.4%158,8500.3%Consumer DiscretionarySRDXSurmodics$1,188,4000.0%40,0000.2%MedicalSHIFT4 PMTS INC$1,155,700$1,155,700 ▲New Holding10,0000.2%6 SER A CNV PREFNABORS ENERGY TRANSITION COR$1,110,0000.0%100,0000.1%CL AHAYMAKER ACQUISITION CORP IV$555,000$555,000 ▲New Holding50,0000.1%CLASS APAYOPayoneer Global$460,0240.0%83,9460.1%Business ServicesALPHA MODUS HLDGS INC$65,2680.0%587,9990.0%*W EXP 12/13/202ARES ACQUISITION CORP II$55,0000.0%50,0000.0%*W EXP 99/99/999SPECTRAL AI INC$52,4990.0%74,9990.0%*W EXP 99/99/999COINCHECK GROUP NV$26,1000.0%30,0000.0%*W EXP 12/11/202NABORS ENERGY TRANSITION COR$24,0550.0%50,0000.0%*W EXP 09/01/202FALCONS BEYOND GLOBAL INC$20,2500.0%25,0000.0%*W EXP 03/16/202LIFEZONE METALS LIMITED$9,6750.0%25,0000.0%*W EXP 07/05/202HAYMAKER ACQUISITION CORP IV$9,0000.0%25,0000.0%*W EXP 05/31/202COMPLETE SOLARIA INC$8,1380.0%25,0000.0%*W EXP 07/31/202BLUE GOLD LTD$7,941$7,941 ▲New Holding33,1000.0%*W EXP 04/01/203BAIRD MED INVT HLDGS LTD$4,0050.0%50,0000.0%*W EXP 10/01/202LOTUS TECHNOLOGY INC$2,6250.0%25,0000.0%*W EXP 02/22/202XBP EUROPE HOLDINGS INC$1,3650.0%25,0000.0%*W EXP 11/30/202ROADZEN INC$1,2780.0%25,0000.0%*W EXP 11/30/202LANVIN GROUP HOLDINGS LIMITE$3800.0%20,0000.0%*W EXP 01/14/202PIIIWP3 Health Partners$1870.0%16,6660.0%MedicalCINEMARK HLDGS INC$0$51,433,250 ▼-100.0%00.0%NOTE 4.500% 8/1CENTERPOINT ENERGY INC$0$20,017,000 ▼-100.0%00.0%NOTE 4.250% 8/1HALOZYME THERAPEUTICS INC$0$14,386,819 ▼-100.0%00.0%NOTE 1.000% 8/1BECNBeacon Roofing Supply$0$6,178,073 ▼-100.0%00.0%Retail/WholesaleLIVANOVA PLC$0$5,227,750 ▼-100.0%00.0%NOTE 2.500% 3/1HEESH&E Equipment Services$0$4,444,134 ▼-100.0%00.0%IndustrialsFIVE9 INC$0$4,257,500 ▼-100.0%00.0%NOTE 1.000% 3/1AMEDAmedisys$0$2,315,750 ▼-100.0%00.0%MedicalLIBERTY MEDIA CORP DEL$0$2,073,424 ▼-100.0%00.0%NOTE 3.750% 3/1MICROCHIP TECHNOLOGY INC.$0$2,000,000 ▼-100.0%00.0%DEP SHS REPSTGAACTAres Acquisition Corporation II$0$1,115,000 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. 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