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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

EASTERLY INVESTMENT PARTNERS LLC

Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001214659-25-002436

Total Value
$1.27B
Positions
208
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (208)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY317,664$186.2M14.62%
2JPMORGAN CHASE & CO.VYLD101,756$24.4M1.92%
3LINCOLN NATL CORP IND534187109641,305$20.3M1.60%
4CNO FINL GROUP INC12621E103528,512$19.7M1.54%
5COMMERCIAL METALS COCMC395,997$19.6M1.54%
6EQUITY LIFESTYLE PPTYS INC29472R108277,146$18.5M1.45%
7AMERICAN HOMES 4 RENTAMH-PG492,889$18.4M1.45%
8WHIRLPOOL CORPWHR-PA151,126$17.3M1.36%
9VERIZON COMMUNICATIONS INCVZ398,561$15.9M1.25%
10MERCK & CO INCMRK153,540$15.3M1.20%
11BANK AMERICA CORP060505104342,554$15.1M1.18%
12METLIFE INCMET-PF179,438$14.7M1.15%
13CITIGROUP INCC-PR208,403$14.7M1.15%
14EVERSOURCE ENERGYES251,801$14.5M1.14%
15WELLTOWER INCWELL114,716$14.5M1.14%
16PROLOGIS INC.PLDGP135,104$14.3M1.12%
17URBAN OUTFITTERS INCURBN259,022$14.2M1.12%
18AMGEN INCAMGN52,514$13.7M1.07%
19AMERICOLD REALTY TRUST INCCOLD633,812$13.6M1.07%
20CISCO SYS INCCSCO228,356$13.5M1.06%
21OPEN TEXT CORPOTEX476,588$13.5M1.06%
22F N B CORP302520101907,467$13.4M1.05%
23JOHNSON & JOHNSONJNJ91,814$13.3M1.04%
24COLUMBIA BKG SYS INC197236102486,991$13.2M1.03%
25FMC CORPFMC264,931$12.9M1.01%
26BANK AMERICA CORP060505104290,388$12.8M1.00%
27ISHARES TR464287226131,350$12.7M1.00%
28AMERICAN TOWER CORP NEW03027X10066,744$12.2M0.96%
29INDEPENDENCE RLTY TR INC45378A106613,867$12.2M0.96%
30CLEVELAND-CLIFFS INC NEWCLF1,280,725$12.0M0.95%
31JACKSON FINANCIAL INCJXN-PA129,285$11.3M0.88%
32GOLDMAN SACHS GROUP INCGSCE19,554$11.2M0.88%
33SILICON MOTION TECHNOLOGY COSIMO204,931$11.1M0.87%
34CISCO SYS INCCSCO184,471$10.9M0.86%
35DOW INCDOW271,020$10.9M0.85%
36ELLINGTON FINANCIAL INCEFC-PD889,418$10.8M0.85%
37DISNEY WALT CO25468710696,189$10.7M0.84%
38QUANTERIX CORPQTRX954,995$10.2M0.80%
39CENTENE CORP DELCNC164,797$10.0M0.78%
40ACADIA RLTY TR004239109408,702$9.9M0.78%
41PHOTRONICS INCPLAB414,194$9.8M0.77%
42JOHNSON CTLS INTL PLCG51502105122,508$9.7M0.76%
43WESCO INTL INC95082P10552,717$9.5M0.75%
44TARGET CORPTGT70,124$9.5M0.74%
45VIATRIS INCVTRS757,455$9.4M0.74%
46SUNCOR ENERGY INC NEWSU256,532$9.2M0.72%
47COTERRA ENERGY INCCTRA354,972$9.1M0.71%
48TAIWAN SEMICONDUCTOR MFG LTD87403910044,732$8.8M0.69%
49MARATHON PETE CORPMARA62,739$8.8M0.69%
50BLOOMIN BRANDS INCBLMN713,941$8.7M0.68%
51DELEK US HLDGS INC NEWDK470,808$8.7M0.68%
52HONEYWELL INTL INC43851610637,552$8.5M0.67%
53ISHARES TR46428724278,690$8.4M0.66%
54AGREE RLTY CORP008492100117,540$8.3M0.65%
55AMERICOLD REALTY TRUST INCCOLD384,995$8.2M0.65%
56LULULEMON ATHLETICA INCLULU20,641$7.9M0.62%
57COMCAST CORP NEWCCZ204,408$7.7M0.60%
58VOYA FINANCIAL INCVOYA-PB110,202$7.6M0.60%
59ARCHER DANIELS MIDLAND COADM149,921$7.6M0.59%
60REALTY INCOME CORPO141,239$7.5M0.59%
61WALMART INCWMT83,068$7.5M0.59%
62ISHARES TR46428717669,080$7.4M0.58%
63AMERICAN INTL GROUP INC026874784100,640$7.3M0.58%
64DOLLAR TREE INCDLTR96,081$7.2M0.57%
65PILGRIMS PRIDE CORPPPC157,254$7.1M0.56%
66FREEPORT-MCMORAN INCFCX184,353$7.0M0.55%
67CONOCOPHILLIPSCOP70,657$7.0M0.55%
68ZIMMER BIOMET HOLDINGS INCZBH65,232$6.9M0.54%
69SENSATA TECHNOLOGIES HLDG PLST250,323$6.9M0.54%
70ABM INDS INC000957100133,282$6.8M0.54%
71CHECK POINT SOFTWARE TECH LTM2246510436,099$6.7M0.53%
72ZOOM COMMUNICATIONS INCZM82,362$6.7M0.53%
73TARGET CORPTGT47,820$6.5M0.51%
74TERRENO RLTY CORP88146M101106,855$6.3M0.50%
75NATIONAL HEALTH INVS INC63633D10489,047$6.2M0.48%
76EQT CORPEQT131,486$6.1M0.48%
77ORGANON & COOGN397,634$5.9M0.47%
78CHEVRON CORP NEWCVX40,606$5.9M0.46%
79BLACKSTONE INCBX33,947$5.9M0.46%
80EXPAND ENERGY CORPORATIONEXE58,436$5.8M0.46%
81NVENT ELECTRIC PLCNVT84,454$5.8M0.45%
82BJS WHSL CLUB HLDGS INC05550J10163,936$5.7M0.45%
83ORACLE CORPORCL-PD33,791$5.6M0.44%
84ALAMOS GOLD INC NEWAGI300,074$5.5M0.43%
85DELEK US HLDGS INC NEWDK294,441$5.4M0.43%
86NUTRIEN LTDNTR117,435$5.3M0.41%
87LAMAR ADVERTISING CO NEWLAMR42,971$5.2M0.41%
88RANGE RES CORPRRC144,959$5.2M0.41%
89UNION PAC CORPUNP22,790$5.2M0.41%
90B2GOLD CORPBTG1,947,235$4.8M0.37%
91ABERCROMBIE & FITCH COANF31,358$4.7M0.37%
92DISCOVER FINL SVCS25470910826,725$4.6M0.36%
93OLD NATL BANCORP IND680033107211,493$4.6M0.36%
94LINEAGE INCLINE75,129$4.4M0.35%
95ON SEMICONDUCTOR CORPON68,758$4.3M0.34%
96COMERICA INC20034010763,415$3.9M0.31%
97VANGUARD SCOTTSDALE FDS92206C40950,244$3.9M0.31%
98ZIONS BANCORPORATION N A98970110769,179$3.8M0.29%
99GLOBAL PMTS INC37940X10233,334$3.7M0.29%
100SL GREEN RLTY CORP78440X88754,268$3.7M0.29%
101VEREN INC92340V107709,045$3.6M0.29%
102HIGHWOODS PPTYS INC431284108113,364$3.5M0.27%
103CITIGROUP INCC-PR49,025$3.5M0.27%
104KENVUE INCKVUE148,977$3.2M0.25%
105COTERRA ENERGY INCCTRA123,925$3.2M0.25%
106VANECK ETF TRUST92189F79172,112$3.1M0.24%
107NORTHERN OIL & GAS INCNOG80,506$3.0M0.23%
108MCDONALDS CORPMCD10,297$3.0M0.23%
109ATKORE INCATKR34,013$2.8M0.22%
110CNX RES CORPCNX73,750$2.7M0.21%
111LAMB WESTON HLDGS INCLW39,619$2.6M0.21%
112SANOFISNYNF54,856$2.6M0.21%
113DELL TECHNOLOGIES INCDELL22,500$2.6M0.20%
114EXPAND ENERGY CORPORATIONEXE25,152$2.5M0.20%
115BRINKER INTL INC10964110018,633$2.5M0.19%
116NCR ATLEOS CORPORATIONNATL71,600$2.4M0.19%
117VANGUARD INDEX FDS9229087365,617$2.3M0.18%
118ASTEC INDS INC04622410168,538$2.3M0.18%
119FIRST COMWLTH FINL CORP PA319829107134,700$2.3M0.18%
120WELLS FARGO CO NEW94974610130,873$2.2M0.17%
121DELTA AIR LINES INC DELDAL35,732$2.2M0.17%
122VISTRA CORPVST15,500$2.1M0.17%
123APPLE INCAAPL8,267$2.1M0.16%
124PACIRA BIOSCIENCES INCPCRX105,651$2.0M0.16%
125UGI CORP NEW90268110570,338$2.0M0.16%
126BARNES GROUP INC06780610941,180$1.9M0.15%
127FORTREA HLDGS INCFTRE101,986$1.9M0.15%
128ISHARES TR46428766319,986$1.9M0.15%
129ALPS ETF TR00162Q45236,618$1.8M0.14%
130CARTERS INCCRI32,268$1.7M0.14%
131VERTIV HOLDINGS COVRT15,390$1.7M0.14%
132JPMORGAN CHASE & CO.VYLD7,225$1.7M0.14%
133AGNICO EAGLE MINES LTDAEM22,092$1.7M0.14%
134ADVANCED MICRO DEVICES INCAMD13,510$1.6M0.13%
135SPDR SER TR78464A87018,061$1.6M0.13%
136COLLEGIUM PHARMACEUTICAL INCCOLL56,158$1.6M0.13%
137MODINE MFG CO60782810013,874$1.6M0.13%
138HARTFORD FINL SVCS GROUP INCHIG-PG14,530$1.6M0.12%
139LAS VEGAS SANDS CORPLVS30,437$1.6M0.12%
140PVH CORPORATIONPVH14,362$1.5M0.12%
141ATKORE INCATKR17,595$1.5M0.12%
142UNITED PARCEL SERVICE INCUPS11,076$1.4M0.11%
143PRIMO BRANDS CORPORATIONPRMB44,041$1.4M0.11%
144VANGUARD BD INDEX FDS92193781916,567$1.2M0.10%
145HESS CORPHESM9,303$1.2M0.10%
146HF SINCLAIR CORPDINO35,213$1.2M0.10%
147CINEMARK HLDGS INCCNK39,718$1.2M0.10%
148PACCAR INCPCAR11,575$1.2M0.09%
149ECOVYST INCECVT155,296$1.2M0.09%
150DAVE & BUSTERS ENTMT INC23833710937,541$1.1M0.09%
151TEREX CORP NEWTEX23,686$1.1M0.09%
152ABBVIE INCABBV6,154$1.1M0.09%
153MATCH GROUP INC NEWMTCH33,250$1.1M0.09%
154INTERNATIONAL FLAVORS&FRAGRA45950610112,500$1.1M0.08%
155NUCOR CORPNUE9,000$1.1M0.08%
156CROSS CTRY HEALTHCARE INC22748310457,256$1.0M0.08%
157ALLSPRING INCOME OPPORTUNITEAD148,861$1.0M0.08%
158CHEMOURS COCC59,831$1.0M0.08%
159FLAGSTAR FINANCIAL INCFLG-PU104,590$975,8250.08%
160ACCO BRANDS CORPACCO180,943$949,9510.07%
161ISHARES TR46428746512,461$942,1760.07%
162NETAPP INCNTAP8,019$930,8460.07%
163LOCKHEED MARTIN CORPLMT1,910$928,1450.07%
164EXXON MOBIL CORPXOM8,400$903,5880.07%
165WILLIAMS COS INC96945710016,569$896,7180.07%
166EXXON MOBIL CORPXOM8,300$892,8600.07%
167DIODES INCDIOD14,412$888,7880.07%
168PREFORMED LINE PRODS CO7404441046,896$881,2750.07%
169ISHARES TR4642874816,438$816,0170.06%
170OCCIDENTAL PETE CORP67459910515,800$780,6780.06%
171ADVANCE AUTO PARTS INCAAP14,800$699,8920.05%
172ASML HOLDING N VASMLF1,004$695,8520.05%
173OFG BANCORPOFG16,259$688,0810.05%
174BERKSHIRE HATHAWAY INC DELBRK-A1,470$666,3220.05%
175UWM HOLDINGS CORPORATIONUWMC110,500$648,6350.05%
176ISHARES TR46428723414,094$589,4110.05%
177DELEK LOGISTICS PARTNERS LPDKL13,883$586,6870.05%
178DOUBLELINE INCOME SOLUTIONSDSL46,587$585,5990.05%
179ISHARES TR4642874576,734$552,0530.04%
180L3HARRIS TECHNOLOGIES INCLHX2,600$546,7280.04%
181ISHARES TR46428868717,076$536,8690.04%
182MERCK & CO INCMRK5,300$527,2440.04%
183PFIZER INCPFE19,500$517,3350.04%
184ISHARES TR46429B5989,210$484,8140.04%
185HONEST CO INCHNST67,000$464,3100.04%
186PHINIA INCPHIN9,470$456,1700.04%
187KENNAMETAL INCKMT17,115$411,1020.03%
188CERUS CORPCERS266,606$410,5730.03%
189MORGAN STANLEYMS-PQ3,151$396,1440.03%
190ABRDN ASIA PACIFIC INCOME FUABAKF26,439$389,1820.03%
191CLEARFIELD INCCLFD11,632$360,5920.03%
192MICRON TECHNOLOGY INCMU4,225$355,5810.03%
193APA CORPORATIONAPA15,000$346,3500.03%
194ISHARES TR4642876481,170$336,7490.03%
195PNC FINL SVCS GROUP INC6934751051,700$327,8450.03%
196VANGUARD SCOTTSDALE FDS92206C1025,514$320,8050.03%
197OPTINOSE INC68404V20946,667$311,7330.02%
198LOWES COS INC5486611071,262$311,4620.02%
199GE AEROSPACE3696043011,637$273,0350.02%
200PROSHARES TR74349Y8377,000$261,8000.02%
201SAGE THERAPEUTICS INC78667J10845,000$244,3500.02%
202VANGUARD INDEX FDS922908538917$232,6890.02%
203INTERNATIONAL BUSINESS MACHSINTR1,000$219,8300.02%
204PAYPAL HLDGS INCPYPL2,500$213,3750.02%
205DEERE & CODE490$207,6130.02%
206EASTERLY GOVT PPTYS INC27616P10310,344$117,5080.01%
207ALLAKOS INC01671P10025,000$30,2500.00%
208ATHIRA PHARMA INC04746L10433,500$19,6540.00%