Angelo Gordon & Co., L.P. Top Holdings and 13F Report (2021) → Buy this small stock before coming AI Tidal Wave (From Chaikin Analytics) (Ad) About Angelo Gordon & Co., L.P.Investment ActivityAngelo Gordon & Co., L.P. has $300.76 million in total holdings as of September 30, 2021.Angelo Gordon & Co., L.P. owns shares of 63 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 19.27% of the portfolio was purchased this quarter.About 19.24% of the portfolio was sold this quarter.This quarter, Angelo Gordon & Co., L.P. has purchased 71 new stocks and bought additional shares in 8 stocks.Angelo Gordon & Co., L.P. sold shares of 2 stocks and completely divested from 15 stocks this quarter.Largest Holdings Anywhere Real Estate $59,902,697STARWOOD PPTY TR INC $28,885,000NCL CORP LTD $27,035,025REALOGY GRP LLC/REALOGY CO $19,485,198Pioneer Natural Resources $18,406,238 Largest New Holdings this Quarter M.D.C. $10,065,600 HoldingMasonite International $7,229,750 HoldingAG MTG INVT TR INC $7,076,796 HoldingEnerplus $3,440,500 HoldingSHAKE SHACK INC $2,716,875 Holding Largest Purchases this Quarter M.D.C. 160,000 shares (about $10.07M)STARWOOD PPTY TR INC 7,750,000 shares (about $8.22M)Masonite International 55,000 shares (about $7.23M)AG MTG INVT TR INC 7,130,000 shares (about $7.08M)Pioneer Natural Resources 25,119 shares (about $6.59M) Largest Sales this Quarter NCL CORP LTD 500,000 shares (about $761.55K)United States Steel 15,000 shares (about $611.70K) 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 PortfolioSectorHOUSAnywhere Real Estate$59,902,6970.0%9,692,99319.9%FinanceSTARWOOD PPTY TR INC$28,885,000$8,215,000 ▲39.7%27,250,0009.6%NOTE 6.750% 7/1NCL CORP LTD$27,035,025$761,550 ▼-2.7%17,750,0009.0%NOTE 6.000% 5/1REALOGY GRP LLC/REALOGY CO$19,485,198$602,300 ▲3.2%24,587,0006.5%NOTE 0.250% 6/1PXDPioneer Natural Resources$18,406,238$6,593,738 ▲55.8%70,1196.1%Oils/EnergyAMERICAN AIRLINES GROUP INC$17,385,0000.0%15,000,0005.8%NOTE 6.500% 7/0MARRIOTT VACATIONS WORLDWIDE$16,884,000$469,000 ▲2.9%18,000,0005.6%NOTE 3.250%12/1NEENextEra Energy$10,621,8420.0%166,2003.5%UtilitiesCINEMARK HLDGS INC$10,397,250$5,545,200 ▲114.3%7,500,0003.5%NOTE 4.500% 8/1MDCM.D.C.$10,065,600$10,065,600 ▲New Holding160,0003.3%Consumer CyclicalHESHess$8,395,2000.0%55,0002.8%Oils/EnergyWOLFSPEED INC$8,092,450$1,395,250 ▲20.8%14,500,0002.7%NOTE 1.875%12/0DOORMasonite International$7,229,750$7,229,750 ▲New Holding55,0002.4%ConstructionAG MTG INVT TR INC$7,076,796$7,076,796 ▲New Holding7,130,0002.4%NOTE 6.750% 9/1INAQWInsight Acquisition$6,332,7490.0%587,9992.1%Financial ServicesWRKWestRock$6,181,250$1,236,250 ▲25.0%125,0002.1%Basic MaterialsFHLTWFuture Health ESG$5,282,2000.0%490,0001.8%Financial ServicesCPRICapri$4,077,000$1,189,034 ▲41.2%90,0001.4%Retail/WholesaleERFEnerplus$3,440,500$3,440,500 ▲New Holding175,0001.1%Oils/EnergyXUnited States Steel$2,956,550$611,700 ▼-17.1%72,5001.0%Basic MaterialsSHAKE SHACK INC$2,716,875$2,716,875 ▲New Holding3,000,0000.9%NOTE 3/0HAHawaiian$1,999,500$1,999,500 ▲New Holding150,0000.7%TransportationMITTAG Mortgage Investment Trust$1,764,3350.0%288,2900.6%FinanceTRONWCorner Growth Acquisition Corp. 2$1,531,9960.0%133,3330.5%Financial ServicesTGAAWTarget Global Acquisition I$1,491,9960.0%133,3330.5%Financial ServicesTWLVWTwelve Seas Investment Company II$1,439,9860.0%133,3320.5%Financial ServicesARES ACQUISITION CORP II$1,059,0000.0%100,0000.4%UNIT 99/99/9999NABORS ENERGY TRANSITION COR$1,048,0000.0%100,0000.3%UNIT 99/99/9999TLSIWTriSalus Life Sciences$934,1280.0%95,8080.3%MedicalPLAOWPatria Latin American Opportunity Acquisition$846,7500.0%75,0000.3%Financial ServicesBLEUWbleuacacia$798,7500.0%75,0000.3%Financial ServicesQDROWQuadro Acquisition One$731,3260.0%66,6660.2%XFINWExcelFin Acquisition$546,5000.0%50,0000.2%Financial ServicesHAYMAKER ACQUISITION CORP IV$522,5000.0%50,0000.2%UNIT 99/99/9999VERTICAL AEROSPACE LTD$456,0000.0%400,0000.2%*W EXP 12/16/202CMCAWCapitalworks Emerging Markets Acquisition$412,8750.0%37,5000.1%Financial ServicesRCF ACQUISITION CORP$367,7410.0%33,1000.1%*W EXP 99/99/999PAYOPayoneer Global$326,3820.0%83,9460.1%Business ServicesTHCPWThunder Bridge Capital Partners IV$309,0000.0%30,0000.1%Financial ServicesMCAAWMountain & Co. I Acquisition Corp.$287,2500.0%25,0000.1%Financial ServicesAP ACQUISITION CORP$282,0000.0%25,0000.1%*W EXP 12/07/202DPCSWDP Cap Acquisition Corp I$275,0000.0%25,0000.1%Financial ServicesFALCONS BEYOND GLOBAL INC$256,2500.0%25,0000.1%*W EXP 03/16/202CCTSWCactus Acquisition Corp. 1$222,0000.0%20,0000.1%Financial ServicesSPECTRAL AI INC$212,9980.0%99,9990.1%*W EXP 99/99/999ZURAWZura Bio$192,7500.0%75,0000.1%MedicalLIFEZONE METALS LIMITED$191,7500.0%25,0000.1%*W EXP 07/05/202LOTUS TECHNOLOGY INC$170,500$170,500 ▲New Holding25,0000.1%*W EXP 02/21/202PGYWWPagaya Technologies$168,2650.0%199,9990.1%Computer and TechnologyROADZEN INC$162,5000.0%25,0000.1%*W EXP 11/30/202OCSAWOculis$160,6630.0%13,3330.1%MedicalRMGCWRMG Acquisition Corp. III$150,0000.0%15,0000.0%Financial ServicesDRTSWAlpha Tau Medical$147,5000.0%50,0000.0%MedicalCHURCHILL CAPITAL CORP VII$107,0000.0%10,0000.0%*W EXP 02/29/202TERRAN ORBITAL CORPORATION$87,3320.0%66,6660.0%*W EXP 03/25/202BIGBEAR AI HLDGS INC$68,3330.0%33,3330.0%*W EXP 12/08/202AUROWAurora Innovation$63,4470.0%22,4990.0%Computer and TechnologyXBP EUROPE HOLDINGS INC$51,5000.0%25,0000.0%*W EXP 11/30/202LANVIN GROUP HOLDINGS LIMITE$28,4000.0%20,0000.0%*W EXP 01/14/202PIIIWP3 Health Partners$17,1660.0%16,6660.0%MedicalCSLRWComplete Solaria$15,0250.0%25,0000.0%Computer and TechnologyBLEURbleuacacia$7,0650.0%150,0000.0%--MVLAWMovella$8740.0%14,0000.0%Computer and TechnologySPLKSplunk$0$11,426,250 ▼-100.0%00.0%Computer and TechnologyTGHTextainer Group$0$7,380,000 ▼-100.0%00.0%TransportationDISH NETWORK CORPORATION$0$6,680,650 ▼-100.0%00.0%NOTE 3.375% 8/1KRTXKaruna Therapeutics$0$6,330,200 ▼-100.0%00.0%MedicalAYXAlteryx$0$5,659,200 ▼-100.0%00.0%Computer and TechnologyDOCHealthpeak Properties$0$3,713,490 ▼-100.0%00.0%FinanceBVHBluegreen Vacations$0$3,380,400 ▼-100.0%00.0%Consumer DiscretionaryAMEDAmedisys$0$2,476,978 ▼-100.0%00.0%MedicalIMGNImmunoGen$0$2,372,000 ▼-100.0%00.0%MedicalXOMExxon Mobil$0$2,343,031 ▼-100.0%00.0%Oils/EnergyLUMENTUM HLDGS INC$0$1,573,800 ▼-100.0%00.0%NOTE 0.500% 6/1LUMENTUM HLDGS INC$0$1,336,500 ▼-100.0%00.0%NOTE 0.500%12/1FICVWFrontier Investment$0$1,319,987 ▼-100.0%00.0%Financial ServicesLCAAWL Catterton Asia Acquisition$0$269,500 ▼-100.0%00.0%Financial ServicesSRCSpirit Realty Capital$0$242,305 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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