Angelo Gordon & Co., L.P. Top Holdings and 13F Report (2021) About Angelo Gordon & Co., L.P.Investment ActivityAngelo Gordon & Co., L.P. has $576.29 million in total holdings as of September 30, 2021.Angelo Gordon & Co., L.P. owns shares of 55 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 28.26% of the portfolio was purchased this quarter.About 12.22% of the portfolio was sold this quarter.This quarter, Angelo Gordon & Co., L.P. has purchased 53 new stocks and bought additional shares in 13 stocks.Angelo Gordon & Co., L.P. sold shares of 5 stocks and completely divested from 10 stocks this quarter.Largest Holdings CINEMARK HLDGS INC $51,433,250STARWOOD PPTY TR INC $46,704,006EVERGY INC $41,132,258Anywhere Real Estate $32,277,667AMERICAN AIRLINES GROUP INC $32,000,000 Largest New Holdings this Quarter 03040WBE4 - AMERICAN WTR CAP CORP $15,315,000 Holding48251W500 - KKR & CO INC $15,152,800 Holding35909D109 - Frontier Communications Parent $9,861,500 Holding896818101 - Triumph Group $6,715,100 Holding073685109 - Beacon Roofing Supply $6,178,073 Holding Largest Purchases this Quarter CINEMARK HLDGS INC 10,000,000 shares (about $17.44M)AMERICAN WTR CAP CORP 15,000,000 shares (about $15.32M)KKR & CO INC 310,000 shares (about $15.15M)EVERGY INC 10,000,000 shares (about $11.75M)BOFA FIN LLC 10,000,000 shares (about $9.94M) Largest Sales this Quarter CENTERPOINT ENERGY INC 3,000,000 shares (about $3.25M)REALOGY GRP LLC/REALOGY CO 3,000,000 shares (about $2.78M)Hess 10,000 shares (about $1.60M)PG&E CORP 1,000,000 shares (about $1.06M)SPECTRAL AI INC 25,000 shares (about $6.42K) 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 PortfolioSectorCINEMARK HLDGS INC$51,433,250$17,435,000 ▲51.3%29,500,0008.9%NOTE 4.500% 8/1STARWOOD PPTY TR INC$46,704,006$5,277,289 ▲12.7%44,250,0008.1%NOTE 6.750% 7/1EVERGY INC$41,132,258$11,752,074 ▲40.0%35,000,0007.1%NOTE 4.500%12/1HOUSAnywhere Real Estate$32,277,6670.0%9,692,9935.6%FinanceAMERICAN AIRLINES GROUP INC$32,000,000$5,000,000 ▲18.5%32,000,0005.6%NOTE 6.500% 7/0HEWLETT PACKARD ENTERPRISE C$31,135,0000.0%650,0005.4%7.625 MAND CONVPG&E CORP$28,600,000$6,600,000 ▲30.0%650,0005.0%PFD CONV SER AMARRIOTT VACATIONS WORLDWIDE$24,050,000$4,625,000 ▲23.8%26,000,0004.2%NOTE 3.250%12/1BOFA FIN LLC$23,988,202$9,940,000 ▲70.8%24,133,0004.2%MTNF 0.600% 5/2REALOGY GRP LLC/REALOGY CO$20,032,736$2,784,000 ▼-12.2%21,587,0003.5%NOTE 0.250% 6/1CENTERPOINT ENERGY INC$20,017,000$3,246,000 ▼-14.0%18,500,0003.5%NOTE 4.250% 8/1AKAMAI TECHNOLOGIES INC$17,100,000$9,500,000 ▲125.0%18,000,0003.0%NOTE 1.125% 2/1PG&E CORP$15,319,250$1,056,500 ▼-6.5%14,500,0002.7%NOTE 4.250%12/0AMERICAN WTR CAP CORP$15,315,000$15,315,000 ▲New Holding15,000,0002.7%NOTE 3.625% 6/1KKR & CO INC$15,152,800$15,152,800 ▲New Holding310,0002.6%6.25 CON SER DHALOZYME THERAPEUTICS INC$14,386,819$3,197,071 ▲28.6%11,250,0002.5%NOTE 1.000% 8/1NEXTERA ENERGY INC$14,290,5000.0%350,0002.5%UNIT 09/01/2025DUKE ENERGY CORP NEW$14,089,400$8,670,400 ▲160.0%13,000,0002.4%NOTE 4.125% 4/1KKellanova$12,602,492$245,490 ▲2.0%152,7762.2%Consumer DiscretionaryHESHess$11,181,100$1,597,300 ▼-12.5%70,0001.9%EnergyARES MANAGEMENT CORPORATION$10,489,6000.0%220,0001.8%6.75 SE B PFDETSY INC$10,182,0000.0%12,000,0001.8%NOTE 0.250% 6/1FYBRFrontier Communications Parent$9,861,500$9,861,500 ▲New Holding275,0001.7%Computer and TechnologyEVRIEveri$8,885,500$4,101,000 ▲85.7%650,0001.5%Business ServicesPPL CAP FDG INC$8,392,5000.0%7,500,0001.5%NOTE 2.875% 3/1TGITriumph Group$6,715,100$6,715,100 ▲New Holding265,0001.2%AerospaceBECNBeacon Roofing Supply$6,178,073$6,178,073 ▲New Holding49,9441.1%Retail/WholesaleHAEMONETICS CORP MASS$5,726,4250.0%6,000,0001.0%NOTE 3/0LIVANOVA PLC$5,227,750$5,227,750 ▲New Holding5,500,0000.9%NOTE 2.500% 3/1HEESH&E Equipment Services$4,444,134$4,444,134 ▲New Holding46,8840.8%IndustrialsFIVE9 INC$4,257,500$4,257,500 ▲New Holding5,000,0000.7%NOTE 1.000% 3/1AGSPlayAGS$2,543,100$2,543,100 ▲New Holding210,0000.4%Consumer DiscretionaryAMEDAmedisys$2,315,750$2,315,750 ▲New Holding25,0000.4%MedicalMITTAG Mortgage Investment Trust$2,104,5170.0%288,2900.4%FinanceLIBERTY MEDIA CORP DEL$2,073,424$2,073,424 ▲New Holding2,000,0000.4%NOTE 3.750% 3/1MICROCHIP TECHNOLOGY INC.$2,000,000$2,000,000 ▲New Holding40,0000.3%DEP SHS REPSTGSRDXSurmodics$1,221,200$457,950 ▲60.0%40,0000.2%MedicalAACTAres Acquisition Co. II$1,115,0000.0%100,0000.2%Financial ServicesNABORS ENERGY TRANSITION COR$1,095,0000.0%100,0000.2%CL APAYOPayoneer Global$490,9160.0%83,9460.1%Business ServicesALPHA MODUS HLDGS INC$35,5740.0%587,9990.0%*W EXP 12/13/202FALCONS BEYOND GLOBAL INC$25,0000.0%25,0000.0%*W EXP 03/16/202NABORS ENERGY TRANSITION COR$19,8500.0%50,0000.0%*W EXP 09/01/202SPECTRAL AI INC$19,260$6,420 ▼-25.0%74,9990.0%*W EXP 99/99/999COINCHECK GROUP NV$16,8480.0%30,0000.0%*W EXP 12/11/202ARES ACQUISITION CORP II$14,5000.0%50,0000.0%*W EXP 99/99/999LIFEZONE METALS LIMITED$11,5000.0%25,0000.0%*W EXP 07/05/202HAYMAKER ACQUISITION CORP IV$5,2380.0%25,0000.0%*W EXP 05/31/202CSLRWComplete Solaria$5,0000.0%25,0000.0%Computer and TechnologyBAIRD MED INVT HLDGS LTD$3,7550.0%50,0000.0%*W EXP 10/01/202LOTUS TECHNOLOGY INC$3,0550.0%25,0000.0%*W EXP 02/22/202ROADZEN INC$1,4030.0%25,0000.0%*W EXP 11/30/202XBP EUROPE HOLDINGS INC$1,1730.0%25,0000.0%*W EXP 11/30/202LANVIN GROUP HOLDINGS LIMITE$3960.0%20,0000.0%*W EXP 01/14/202PIIIWP3 Health Partners$2000.0%16,6660.0%MedicalBOEING CO$0$13,680,000 ▼-100.0%00.0%DEP CONV PFD AJNPRJuniper Networks$0$11,422,250 ▼-100.0%00.0%Computer and TechnologySUMSummit Materials$0$10,373,000 ▼-100.0%00.0%ConstructionSMARSmartsheet$0$6,723,600 ▼-100.0%00.0%Computer and TechnologyHCPHashiCorp$0$6,165,224 ▼-100.0%00.0%Computer and TechnologyZUOZuora$0$4,960,000 ▼-100.0%00.0%Computer and TechnologyALNYLAM PHARMACEUTICALS INC$0$3,720,371 ▼-100.0%00.0%NOTE 1.000% 9/1SPRSpirit AeroSystems$0$3,067,200 ▼-100.0%00.0%AerospaceARCADIUM LITHIUM PLC$0$1,539,000 ▼-100.0%00.0%COM SHSTRISALUS LIFE SCIENCES INC$0$54,379 ▼-100.0%00.0%COMShowing largest 100 holdings. 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