Westend Capital Management, LLC: 13F holdings
CIK 13319972026Q2
| Positions | 242 |
|---|
| Reported value | $437.2m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 242 (-12 vs prior quarter) |
|---|
| Reported value | $437.2m (+31.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BA BOEING CO COM | 170,259 | $36.9m | 8.4% |
| KGS KODIAK GAS SVCS INC COM | 366,972 | $27.6m | 6.3% |
| PWR QUANTA SVCS INC COM | 35,186 | $25.3m | 5.8% |
| CCJ CAMECO CORP COM | 226,675 | $23.1m | 5.3% |
| CAT CATERPILLAR INC COM | 19,631 | $20.9m | 4.8% |
| LLY ELI LILLY & CO COM | 17,366 | $20.8m | 4.8% |
| FCX FREEPORT MCMORAN COPPER | 305,465 | $19.2m | 4.4% |
| ET ENERGY TRANSFER L P COM UT LTD PTN | 806,861 | $15.4m | 3.5% |
| ASML HLDG NV N Y REGISTRY SHS | 7,643 | $15.2m | 3.5% |
| RH RH | 92,030 | $15.2m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1331997")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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