Logan Stone Capital’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Logan Stone Capital’s Portfolio CPZ Stock Details CPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$464K	Buy	34,178 +7,938	+30%	+$116K	0.13%	92
2025 Q4	$384K	Buy	+26,240	New	+$399K	0.09%	107
2024 Q3	–	Sell	-22,047	Closed	-$336K	–	137
2024 Q2	$336K	Sell	22,047 -74,879	-77%	-$1.15M	0.09%	137
2024 Q1	$1.5M	Sell	96,926 -39,375	-29%	-$591K	0.32%	66
2023 Q4	$1.97M	Buy	136,301 +76,795	+129%	+$1.1M	0.4%	68
2023 Q3	$880K	Sell	59,506 -8,069	-12%	-$124K	0.24%	84
2023 Q2	$1.05M	Buy	67,575 +23,877	+55%	+$363K	0.35%	79
2023 Q1	$675K	Buy	43,698 +4,617	+12%	+$74K	0.27%	93
2022 Q4	$594K	Buy	+39,081	New	+$608K	0.22%	127

Other funds holding CPZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Logan Stone Capital's CPZ Position: Q1 2026 in Review

Logan Stone Capital increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 30% in Q1 2026, buying an estimated $116K and bringing the position to 34,178 shares worth $464K. The position accounts for 0.13% of the portfolio, ranked #92.

Logan Stone Capital first reported a position in CPZ in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.97M in Q4 2023. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

Logan Stone Capital held 34,178 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $464K as of Q1 2026.
Logan Stone Capital bought 7,938 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $116K.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.13% of Logan Stone Capital's portfolio in Q1 2026, its #92 holding.
Logan Stone Capital first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2022 and has held it in 9 quarters since.
Logan Stone Capital's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.97M in Q4 2023.
58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.