Manager activity
Hiddenite Capital Partners LP
FollowRyan Packard
New
8
Add
3
Exit
12
moves
23 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| APP | New | +4.18 pp | opened 4.2% | 2025Q4→2026Q1 |
| BKD | New | +4.02 pp | opened 4.0% | 2025Q4→2026Q1 |
| AR | New | +3.62 pp | opened 3.6% | 2025Q4→2026Q1 |
| EXE | New | +3.46 pp | opened 3.5% | 2025Q4→2026Q1 |
| EQT | New | +3.34 pp | opened 3.3% | 2025Q4→2026Q1 |
| VST | New | +3.16 pp | opened 3.2% | 2025Q4→2026Q1 |
| SYY | New | +2.25 pp | opened 2.3% | 2025Q4→2026Q1 |
| — | New | +1.10 pp | opened 1.1% | 2025Q4→2026Q1 |
| CRH | Exit | −2.72 pp | was 2.7% | 2025Q4→2026Q1 |
| FIX | Exit | −2.57 pp | was 2.6% | 2025Q4→2026Q1 |
| FSLR | Exit | −2.08 pp | was 2.1% | 2025Q4→2026Q1 |
| — | Exit | −1.79 pp | was 1.8% | 2025Q4→2026Q1 |
| DKS | Exit | −1.58 pp | was 1.6% | 2025Q4→2026Q1 |
| — | Exit | −1.45 pp | was 1.5% | 2025Q4→2026Q1 |
| APO | Exit | −1.41 pp | was 1.4% | 2025Q4→2026Q1 |
| FDX | Exit | −1.24 pp | was 1.2% | 2025Q4→2026Q1 |
| — | Exit | −1.05 pp | was 1.1% | 2025Q4→2026Q1 |
| AVGO | Exit | −0.90 pp | was 0.9% | 2025Q4→2026Q1 |
| FCNCA | Exit | −0.89 pp | was 0.9% | 2025Q4→2026Q1 |
| — | Exit | −0.42 pp | was 0.4% | 2025Q4→2026Q1 |
| NRG | Add | +3.93 pp | +67.8% sh | 2025Q4→2026Q1 |
| — | Add | +2.78 pp | +60.5% sh | 2025Q4→2026Q1 |
| — | Add | +1.73 pp | +50.0% sh | 2025Q4→2026Q1 |