Lavaca Capital LLC: 13F holdings
CIK 16414472026Q2
| Positions | 349 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 349 (+72 vs prior quarter) |
|---|
| Reported value | $1.0bn (+79.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CRWV COREWEAVE INC | 3,323,566 | $330.8m | 32.7% |
| CNK CINEMARK HLDGS INC | 10,143,931 | $321.9m | 31.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 108,439 | $81.0m | 8.0% |
| NVDA NVIDIA CORPORATION | 118,960 | $23.8m | 2.4% |
| AAPL APPLE INC | 60,576 | $17.5m | 1.7% |
| SYY SYSCO CORP | 178,051 | $14.9m | 1.5% |
| MRK MERCK & CO INC | 65,773 | $8.5m | 0.8% |
| EXXON MOBIL CORP | 57,603 | $7.9m | 0.8% |
| KKR KKR & CO INC | 84,519 | $7.8m | 0.8% |
| TRGP TARGA RES CORP | 28,200 | $7.6m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1641447")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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