Black Cypress Capital Management, LLC: 13F holdings
CIK 20226142026Q2
| Positions | 29 |
|---|
| Reported value | $149.6m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 29 (-2 vs prior quarter) |
|---|
| Reported value | $149.6m (+7.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FND FLOOR & DECOR HLDGS INC | 356,735 | $21.2m | 14.2% |
| USB US BANCORP | 306,354 | $18.5m | 12.4% |
| META META PLATFORMS INC | 25,699 | $14.5m | 9.7% |
| FBIN FORTUNE BRANDS INNOVATIONS I | 243,487 | $13.4m | 8.9% |
| AMZN AMAZON COM INC | 55,363 | $13.2m | 8.8% |
| DIS DISNEY WALT CO | 120,475 | $11.6m | 7.8% |
| WFC WELLS FARGO & CO | 111,865 | $9.2m | 6.2% |
| UAL UNITED AIRLS HLDGS INC | 62,184 | $8.5m | 5.7% |
| CARNIVAL CORP | 255,136 | $7.3m | 4.9% |
| SLB SLB LIMITED | 126,907 | $5.9m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022614")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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