Black Cypress Capital Management, LLC

CIK
2022614
City
PONTE VEDRA BEACH
State / Country
FL

Top Portfolio Positions

19 positions · $129,350,388 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
FND
Floor & Decor Holdings, Inc.
Consumer Cyclical
333,173 $16,925,188 13.08%
USB
Us Bancorp \De\
Financial Services
314,603 $16,362,502 12.65%
META
Meta Platforms, Inc.
Communication Services
26,635 $15,238,682 11.78%
AMZN
Amazon Com Inc
Consumer Cyclical
58,169 $12,114,857 9.37%
DIS
Walt Disney Co
Communication Services
122,506 $11,807,128 9.13%
WCC
Wesco International Inc
Industrials
37,142 $10,162,794 7.86%
FBIN
Fortune Brands Innovations, Inc.
Industrials
233,607 $9,103,664 7.04%
SLB
Slb Limited/Nv
Energy
138,040 $7,093,875 5.48%
HAL
Halliburton Co
Energy
173,543 $6,766,441 5.23%
CCL
Carnival Corp Ltd.
Consumer Cyclical
252,220 $6,527,453 5.05%

Portfolio Trend

9 quarters · across all stocks

Holdings in FBIN

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Shares Held

Position Value (USD)

4 of 4 shown
Report Date Value (USD) Shares
2026-03-31 $9,103,664 233,607
2025-12-31 $7,544,266 150,825
2025-09-30 $6,567,023 123,001
2025-06-30 $5,734,254 111,388