$3.36 Billion is the total value of CAMDEN ASSET MANAGEMENT L P /CA's 109 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 54.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BACPRL | Buy | BK OF AMERICA CORP 7.25 PERCENTCNV PFD Lcvp | $123,260,000 | -6.5% | 93,927 | +3.0% | 3.67% | -25.2% |
Buy | AMERICAN AIRLINES GROUP INC NOTE 6.500 PERCENT 7/0cnv | $110,990,000 | +76.1% | 81,133,000 | +77.8% | 3.30% | +40.9% | |
WFCPRL | Sell | WELLS FARGO CO NEW PERP PFD CNV Acvp | $100,240,000 | -12.8% | 76,960 | -0.2% | 2.98% | -30.2% |
Buy | INNOVIVA INC NOTE 2.500 PERCENT 8/1cnv | $95,935,000 | +54.1% | 73,853,000 | +43.9% | 2.86% | +23.3% | |
Buy | OKTA INC NOTE 0.375 PERCENT 6/1cnv | $87,912,000 | -16.2% | 90,166,000 | +2.2% | 2.62% | -33.0% | |
DHR | Buy | DANAHER CORPORATION COMsto | $87,756,000 | +70.1% | 299,171 | +90.8% | 2.61% | +36.1% |
Sell | KBR INC NOTE 2.500 PERCENT11/0cnv | $87,533,000 | +7.5% | 40,338,000 | -5.8% | 2.60% | -14.0% | |
New | AIRBNB INC NOTE 3/1 ADDEDcnv | $82,595,000 | – | 85,441,000 | +100.0% | 2.46% | – | |
Buy | CINEMARK HLDGS INC NOTE 4.500 PERCENT 8/1cnv | $82,108,000 | +17.7% | 55,808,000 | +14.3% | 2.44% | -5.8% | |
NEEPRP | New | NEXTERA ENERGY INC UNIT 99/99/9999cvp | $79,310,000 | – | 1,515,000 | +100.0% | 2.36% | – |
Buy | NRG ENERGY INC DBCV 2.750 PERCENT 6/0cnv | $76,633,000 | +14.0% | 69,921,000 | +23.4% | 2.28% | -8.8% | |
New | SPOTIFY USA INC NOTE 3/1 ADDEDcnv | $70,301,000 | – | 82,500,000 | +100.0% | 2.09% | – | |
New | BLACKLINE INC NOTE 3/1 ADDEDcnv | $67,072,000 | – | 79,375,000 | +100.0% | 2.00% | – | |
Buy | PURE STORAGE INC NOTE 0.125 PERCENT 4/1cnv | $62,821,000 | +8.4% | 45,017,000 | +3.7% | 1.87% | -13.3% | |
Buy | COUPA SOFTWARE INC NOTE 0.375 PERCENT 6/1cnv | $62,258,000 | +144.0% | 74,205,000 | +174.8% | 1.85% | +95.3% | |
New | TWITTER INC NOTE 3/1 ADDEDcnv | $61,976,000 | – | 73,825,000 | +100.0% | 1.84% | – | |
New | HALOZYME THERAPEUTICS INC NOTE 0.250 PERCENT 3/0 ADDEDcnv | $61,727,000 | – | 70,849,000 | +100.0% | 1.84% | – | |
Buy | LUMENTUM HLDGS INC NOTE 0.500 PERCENT12/1cnv | $59,260,000 | -2.0% | 51,136,000 | +5.1% | 1.76% | -21.6% | |
Sell | COPA HOLDINGS SA NOTE 4.500 PERCENT 4/1cnv | $59,155,000 | -7.8% | 33,611,000 | -8.2% | 1.76% | -26.2% | |
New | CERIDIAN HCM HLDG INC NOTE 0.250 PERCENT 3/1 ADDEDcnv | $53,747,000 | – | 61,637,000 | +100.0% | 1.60% | – | |
Buy | MIDDLEBY CORP NOTE 1.000 PERCENT 9/0cnv | $52,734,000 | +5.4% | 38,300,000 | +22.4% | 1.57% | -15.7% | |
Buy | EXACT SCIENCES CORP NOTE 0.375 PERCENT 3/0cnv | $52,279,000 | +3.2% | 59,475,000 | +13.3% | 1.56% | -17.5% | |
Buy | INTERDIGITAL INC NOTE 2.000 PERCENT 6/0cnv | $51,346,000 | -0.7% | 50,155,000 | +6.4% | 1.53% | -20.5% | |
Buy | IRONWOOD PHARMACEUTICALS INC NOTE 1.500 PERCENT 6/1cnv | $50,351,000 | +8.9% | 42,725,000 | +4.9% | 1.50% | -12.9% | |
Buy | PARSONS CORP DEL NOTE 0.250 PERCENT 8/1cnv | $49,407,000 | +46.4% | 46,915,000 | +37.9% | 1.47% | +17.1% | |
Sell | PAR TECHNOLOGY CORP NOTE 2.875 PERCENT 4/1cnv | $47,396,000 | -19.8% | 39,600,000 | -1.9% | 1.41% | -35.9% | |
Buy | UBER TECHNOLOGIES INC NOTE 12/1cnv | $44,106,000 | +15.4% | 49,280,000 | +26.6% | 1.31% | -7.7% | |
Buy | LYFT INC NOTE 1.500 PERCENT 5/1cnv | $42,642,000 | +10.7% | 34,430,000 | +19.0% | 1.27% | -11.4% | |
New | RAPID7 INC NOTE 0.250 PERCENT 3/1 ADDEDcnv | $42,124,000 | – | 33,875,000 | +100.0% | 1.25% | – | |
OSI SYSTEMS INC NOTE 1.250 PERCENT 9/0cnv | $40,807,000 | -1.4% | 40,478,000 | 0.0% | 1.21% | -21.1% | ||
AKAMAI TECHNOLOGIES INC NOTE 0.125 PERCENT 5/0cnv | $39,890,000 | +0.4% | 30,358,000 | 0.0% | 1.19% | -19.7% | ||
New | FASTLY INC NOTE 3/1 ADDEDcnv | $39,732,000 | – | 53,225,000 | +100.0% | 1.18% | – | |
New | ENPHASE ENERGY INC NOTE 3/0 ADDEDcnv | $39,691,000 | – | 39,085,000 | +100.0% | 1.18% | – | |
Buy | GRANITE CONSTR INC NOTE 2.750 PERCENT11/0cnv | $37,687,000 | +56.4% | 31,750,000 | +78.9% | 1.12% | +25.0% | |
Buy | LUMENTUM HLDGS INC NOTE 0.250 PERCENT 3/1cnv | $37,013,000 | -0.0% | 22,398,000 | +7.5% | 1.10% | -20.0% | |
Buy | CHEESECAKE FACTORY INC NOTE 0.375 PERCENT 6/1cnv | $36,724,000 | +10.3% | 41,032,000 | +10.4% | 1.09% | -11.7% | |
Buy | DISH NETWORK CORPORATION NOTE 12/1cnv | $36,354,000 | +3.4% | 37,475,000 | +7.1% | 1.08% | -17.2% | |
Sell | PEBBLEBROOK HOTEL TR NOTE 1.750 PERCENT12/1cnv | $36,252,000 | -5.3% | 31,620,000 | -9.1% | 1.08% | -24.2% | |
Buy | ALTERYX INC NOTE 1.000 PERCENT 8/0cnv | $35,174,000 | -0.6% | 40,228,000 | +1.6% | 1.05% | -20.4% | |
Sell | ZENDESK INC NOTE 0.625 PERCENT 6/1cnv | $34,565,000 | -21.1% | 27,422,000 | -25.3% | 1.03% | -36.9% | |
Buy | RINGCENTRAL INC NOTE 3/1cnv | $34,325,000 | -4.8% | 41,962,000 | +3.1% | 1.02% | -23.9% | |
Buy | HERBALIFE NUTRITION LTD NOTE 2.625 PERCENT 3/1cnv | $33,374,000 | +5.4% | 35,599,000 | +12.7% | 0.99% | -15.7% | |
DCUE | New | DOMINION ENERGY INC DEBT 7.250 PERCENT 6/0cvp | $33,372,000 | – | 327,880 | +100.0% | 0.99% | – |
New | OAK STR HEALTH INC NOTE 3/1 ADDEDcnv | $32,114,000 | – | 40,650,000 | +100.0% | 0.96% | – | |
Sell | TWITTER INC NOTE 0.250 PERCENT 6/1cnv | $28,980,000 | -33.8% | 28,482,000 | -29.1% | 0.86% | -47.0% | |
New | CABLE ONE INC NOTE 3/1 ADDEDcnv | $28,045,000 | – | 32,125,000 | +100.0% | 0.84% | – | |
New | EVENTBRITE INC NOTE 0.750 PERCENT 9/1 ADDEDcnv | $27,474,000 | – | 31,345,000 | +100.0% | 0.82% | – | |
Buy | TURNING PT BRANDS INC NOTE 2.500 PERCENT 7/1cnv | $26,921,000 | +9.7% | 27,632,000 | +14.5% | 0.80% | -12.3% | |
Sell | VISHAY INTERTECHNOLOGY INC NOTE 2.250 PERCENT 6/1cnv | $26,008,000 | -12.3% | 26,105,000 | -9.0% | 0.77% | -29.8% | |
Sell | RAPID7 INC NOTE 2.250 PERCENT 5/0cnv | $25,520,000 | -31.1% | 13,489,000 | -27.0% | 0.76% | -44.9% | |
New | SHAKE SHACK INC NOTE 3/0 ADDEDcnv | $24,336,000 | – | 30,325,000 | +100.0% | 0.72% | – | |
Buy | STRIDE INC NOTE 1.125 PERCENT 9/0cnv | $22,913,000 | +24.4% | 23,098,000 | +22.1% | 0.68% | -0.4% | |
Buy | HCI GROUP INC NOTE 4.250 PERCENT 3/0cnv | $21,270,000 | +308.6% | 18,854,000 | +401.7% | 0.63% | +226.3% | |
Buy | NEOGENOMICS INC NOTE 0.250 PERCENT 1/1cnv | $21,050,000 | +1092.0% | 31,852,000 | +1435.0% | 0.63% | +848.5% | |
Sell | IONIS PHARMACEUTICALS INC NOTE 0.125 PERCENT12/1cnv | $20,930,000 | -5.7% | 23,346,000 | -6.0% | 0.62% | -24.6% | |
Buy | MANDIANT INC NOTE 0.875 PERCENT 6/0cnv | $20,924,000 | +704.8% | 19,000,000 | +660.0% | 0.62% | +542.3% | |
KKR | Sell | KKR & CO INC COMsto | $20,749,000 | -36.5% | 354,865 | -19.0% | 0.62% | -49.2% |
Buy | WESTERN DIGITAL CORP. NOTE 1.500 PERCENT 2/0cnv | $20,748,000 | +513.7% | 21,500,000 | +541.8% | 0.62% | +389.7% | |
Sell | ZSCALER INC NOTE 0.125 PERCENT 7/0cnv | $19,998,000 | -72.5% | 11,753,000 | -64.7% | 0.60% | -78.0% | |
Buy | JAZZ INVESTMENTS I LTD NOTE 1.500 PERCENT 8/1cnv | $19,839,000 | +13.6% | 19,450,000 | +11.5% | 0.59% | -9.1% | |
MODEL N INC NOTE 2.625 PERCENT 6/0cnv | $19,088,000 | -6.3% | 17,400,000 | 0.0% | 0.57% | -25.1% | ||
Buy | REDFIN CORP NOTE 10/1cnv | $18,772,000 | -5.6% | 25,475,000 | +14.1% | 0.56% | -24.5% | |
Sell | NEW RELIC INC NOTE 0.500 PERCENT 5/0cnv | $17,741,000 | -50.5% | 17,697,000 | -41.2% | 0.53% | -60.4% | |
Buy | INFINERA CORP NOTE 2.125 PERCENT 9/0cnv | $17,096,000 | +9.3% | 15,183,000 | +15.2% | 0.51% | -12.5% | |
AEP | New | AMERICAN ELEC PWR CO INC COMsto | $17,061,000 | – | 171,000 | +100.0% | 0.51% | – |
New | PELOTON INTERACTIVE INC NOTE 2/1 ADDEDcnv | $17,029,000 | – | 20,610,000 | +100.0% | 0.51% | – | |
New | ALARM COM HLDGS INC NOTE 1/1 ADDEDcnv | $16,604,000 | – | 19,650,000 | +100.0% | 0.49% | – | |
Buy | PRA GROUP INC NOTE 3.500 PERCENT 6/0cnv | $16,033,000 | +157.4% | 14,493,000 | +170.9% | 0.48% | +105.6% | |
Buy | SUMMIT HOTEL PPTYS NOTE 1.500 PERCENT 2/1cnv | $15,559,000 | +9.1% | 14,875,000 | +8.8% | 0.46% | -12.8% | |
Sell | FTI CONSULTING INC NOTE 2.000 PERCENT 8/1cnv | $15,304,000 | -52.1% | 9,638,000 | -53.3% | 0.46% | -61.7% | |
New | DROPBOX INC NOTE 3/0 ADDEDcnv | $14,555,000 | – | 15,600,000 | +100.0% | 0.43% | – | |
New | MICROSTRATEGY INC NOTE 2/1 ADDEDcnv | $13,062,000 | – | 18,284,000 | +100.0% | 0.39% | – | |
Sell | LENDINGTREE INC NOTE 0.500 PERCENT 7/1cnv | $12,941,000 | -67.1% | 15,806,000 | -66.7% | 0.38% | -73.7% | |
Sell | PAGERDUTY INC NOTE 1.250 PERCENT 7/0cnv | $12,807,000 | -21.1% | 11,132,000 | -21.2% | 0.38% | -36.8% | |
Sell | MARRIOTT VACATIONS WORLDWIDE NOTE 1.500 PERCENT 9/1cnv | $11,969,000 | -66.0% | 10,598,000 | -63.4% | 0.36% | -72.8% | |
New | PENNYMAC CORP NOTE 5.500 PERCENT 3/1 ADDEDcnv | $11,930,000 | – | 12,500,000 | +100.0% | 0.36% | – | |
New | SPLUNK INC NOTE 1.125 PERCENT 6/1cnv | $11,938,000 | – | 12,500,000 | +100.0% | 0.36% | – | |
Buy | PAR TECHNOLOGY CORP NOTE 1.500 PERCENT10/1cnv | $11,888,000 | +10.2% | 13,563,000 | +26.2% | 0.35% | -11.7% | |
Buy | EXACT SCIENCES CORP NOTE 0.375 PERCENT 3/1cnv | $11,695,000 | +53.3% | 12,400,000 | +65.3% | 0.35% | +22.5% | |
New | CABLE ONE INC NOTE 1.125 PERCENT 3/1 ADDEDcnv | $11,127,000 | – | 12,446,000 | +100.0% | 0.33% | – | |
Buy | TWO HARBORS INVENTMENT CORPO NOTE 6.250 PERCENT 1/1cnv | $10,602,000 | +14.4% | 10,723,000 | +16.6% | 0.32% | -8.7% | |
EPRPRC | Buy | EPR PPTYS PFD C CV 5.75 PERCENTcvp | $10,321,000 | +1.0% | 406,976 | +0.7% | 0.31% | -19.2% |
Sell | FIVE9 INC NOTE 0.500 PERCENT 6/0cnv | $10,203,000 | -27.2% | 9,417,000 | -17.5% | 0.30% | -41.8% | |
DTP | Sell | DTE ENERGY CO UNIT 11/01/2022Scvp | $9,540,000 | -56.3% | 179,000 | -57.9% | 0.28% | -65.0% |
Sell | RWT HLDGS INC NOTE 5.750 PERCENT10/0cnv | $8,709,000 | -18.5% | 8,950,000 | -14.4% | 0.26% | -34.8% | |
TELADOC HEALTH INC NOTE 1.250 PERCENT 6/0cnv | $8,182,000 | -7.4% | 9,700,000 | 0.0% | 0.24% | -26.1% | ||
EPRPRE | Buy | EPR PPTYS CONV PFD 9 PERCENT SR Ecvp | $7,732,000 | -4.9% | 233,591 | +0.4% | 0.23% | -23.8% |
Sell | ENCORE CAP GROUP INC NOTE 3.250 PERCENT10/0cnv | $7,617,000 | -74.3% | 4,625,000 | -74.5% | 0.23% | -79.4% | |
Buy | AKAMAI TECHNOLOGIES INC NOTE 0.375 PERCENT 9/0cnv | $6,322,000 | +46.1% | 5,500,000 | +48.6% | 0.19% | +16.8% | |
New | TYLER TEX INDPT SCH DIST NOTE 0.250 PERCENT 3/1 ADDEDcnv | $5,392,000 | – | 4,900,000 | +100.0% | 0.16% | – | |
Buy | CHEGG INC NOTE 9/0cnv | $5,274,000 | +26.8% | 6,455,000 | +28.5% | 0.16% | +1.3% | |
New | WINNEBAGO INDS INC NOTE 1.500 PERCENT 4/0cnv | $4,362,000 | – | 4,000,000 | +100.0% | 0.13% | – | |
Buy | KAMAN CORP NOTE 3.250 PERCENT 5/0cnv | $4,208,000 | +48.3% | 4,100,000 | +49.1% | 0.12% | +17.9% | |
New | DROPBOX INC NOTE 3/0 ADDEDcnv | $4,193,000 | – | 4,450,000 | +100.0% | 0.12% | – | |
New | ITRON INC NOTE 3/1 ADDEDcnv | $3,467,000 | – | 4,100,000 | +100.0% | 0.10% | – | |
New | BURLINGTON STORES INC NOTE 2.250 PERCENT 4/1cnv | $3,397,000 | – | 2,975,000 | +100.0% | 0.10% | – | |
Buy | BIOMARIN PHARMACEUTICAL INC NOTE 1.250 PERCENT 5/1cnv | $3,204,000 | +42.8% | 3,200,000 | +48.8% | 0.10% | +14.5% | |
New | FORD MTR CO DEL NOTE 3/1 ADDEDcnv | $2,955,000 | – | 2,500,000 | +100.0% | 0.09% | – | |
New | DEXCOM INC NOTE 0.250 PERCENT11/1cnv | $2,855,000 | – | 2,500,000 | +100.0% | 0.08% | – | |
New | SPLUNK INC NOTE 1.125 PERCENT 9/1cnv | $2,694,000 | – | 2,250,000 | +100.0% | 0.08% | – | |
NYCBPRU | Sell | NEW YORK CMNTY CAP TR V UNIT 11/01/2051cvp | $2,572,000 | -65.6% | 52,020 | -63.4% | 0.08% | -72.3% |
GREENBRIER COS INC NOTE 2.875 PERCENT 2/0cnv | $2,537,000 | +5.0% | 2,275,000 | 0.0% | 0.08% | -16.7% | ||
PROGENITY INC NOTE 7.250 PERCENT12/0cnv | $2,297,000 | -4.8% | 3,525,000 | 0.0% | 0.07% | -24.4% | ||
New | LCI INDS NOTE 1.125 PERCENT 5/1cnv | $2,286,000 | – | 2,500,000 | +100.0% | 0.07% | – | |
ELAT | New | ELANCO ANIMAL HEALTH INC UNIT 02/01/2023Tcvp | $2,092,000 | – | 50,000 | +100.0% | 0.06% | – |
Buy | BLOCK INC NOTE 5/0cnv | $1,710,000 | +33.4% | 1,850,000 | +48.0% | 0.05% | +6.2% | |
New | DOCUSIGN INC NOTE 1/1 ADDEDcnv | $1,660,000 | – | 1,775,000 | +100.0% | 0.05% | – | |
VONAGE HLDGS CORP NOTE 1.750 PERCENT 6/0cnv | $1,314,000 | -1.6% | 1,000,000 | 0.0% | 0.04% | -22.0% | ||
EURONET WORLDWIDE INC NOTE 0.750 PERCENT 3/1cnv | $946,000 | +3.1% | 850,000 | 0.0% | 0.03% | -17.6% | ||
Exit | WAYFAIR INC NOTE 0.625 percent10/0cnv | $0 | – | -1,500,000 | -100.0% | -0.05% | – | |
Exit | VIAVI SOLUTIONS INC NOTE 1.000 percent 3/0cnv | $0 | – | -1,500,000 | -100.0% | -0.08% | – | |
Exit | ZYNGA INC NOTE 12/1 ADDEDcnv | $0 | – | -2,850,000 | -100.0% | -0.10% | – | |
Exit | MGIC INVT CORP WIS CALLcall | $0 | – | -88,938 | -100.0% | -0.13% | – | |
Exit | MERITOR INC NOTE 3.250 percent10/1cnv | $0 | – | -3,925,000 | -100.0% | -0.16% | – | |
Exit | OKTA INC NOTE 0.125 percent 9/0cnv | $0 | – | -6,351,000 | -100.0% | -0.32% | – | |
Exit | PALO ALTO NETWORKS INC NOTE 0.375 percent 6/0cnv | $0 | – | -5,125,000 | -100.0% | -0.36% | – | |
Exit | ALLEGHENY TECHNOLOGIES INC NOTE 3.500 percent 6/1cnv | $0 | – | -10,000,000 | -100.0% | -0.48% | – | |
Exit | ENCORE CAP EUROPE FIN LTD NOTE 4.500 percent 9/0cnv | $0 | – | -11,875,000 | -100.0% | -0.65% | – | |
Exit | CSG SYS INTL INC NOTE 4.250 percent 3/1cnv | $0 | – | -21,756,000 | -100.0% | -0.86% | – | |
SWK | Exit | STANLEY BLACK & DECKER INC COMsto | $0 | – | -132,377 | -100.0% | -0.93% | – |
SOLN | Exit | SOUTHERN CO UNIT 08/01/2022cvp | $0 | – | -495,546 | -100.0% | -0.98% | – |
Exit | RAMBUS INC DEL NOTE 1.375 percent 2/0cnv | $0 | – | -17,000,000 | -100.0% | -0.99% | – | |
BDX | Exit | BECTON DICKINSON & CO COMsto | $0 | – | -122,206 | -100.0% | -1.14% | – |
Exit | CHENIERE ENERGY INC NOTE 4.250 percent 3/1cnv | $0 | – | -38,664,000 | -100.0% | -1.21% | – | |
Exit | INSIGHT ENTERPRISES INC NOTE 0.750 percent 2/1cnv | $0 | – | -22,091,000 | -100.0% | -1.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WELLS FARGO CO NEW PERP PFD CNV A DELETED | 39 | Q3 2023 | 8.1% |
EPR PPTYS PFD C CV 5.75 percent ADDED | 36 | Q3 2023 | 1.5% |
BK OF AMERICA CORP 7.25percentCNV PFD L DELETED | 35 | Q3 2023 | 4.9% |
CHENIERE ENERGY INC NOTE 4.250 PERCENT 3/1 | 27 | Q4 2021 | 1.3% |
LIBERTY MEDIA CORP | 26 | Q3 2019 | 1.8% |
RTI INTL METALS INC | 26 | Q3 2019 | 1.9% |
LIBERTY MEDIA CORP | 25 | Q3 2019 | 2.7% |
EPR PPTYS CONV PFD 9 PERCENT SR E DELETED | 25 | Q3 2023 | 1.0% |
ROYAL GOLD INC CV 2.875% 0615 | 24 | Q1 2019 | 1.1% |
TWITTER INC NOTE 1.000 PERCENT 9/1 | 23 | Q2 2021 | 4.4% |
View CAMDEN ASSET MANAGEMENT L P /CA's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
REPUBLIC FIRST BANCORP INC | July 06, 2023 | ? | ? |
View CAMDEN ASSET MANAGEMENT L P /CA's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
SC 13G/A | 2023-07-06 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-11 |
View CAMDEN ASSET MANAGEMENT L P /CA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.