Black Cypress Capital Management, LLC
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
Holdings in FND
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,925,188 | 333,173 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,279,868 | 201,673 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,324,565 | 85,815 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,377,905 | 83,964 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,815,082 | 34,983 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,460,296 | 24,677 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,670,275 | 21,505 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,253,624 | 22,670 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,972,575 | 22,933 | Shares | Sole | 2024-05-14 | |
| No quarters match your search. | ||||||