Featured 13F manager
Hiddenite Capital Partners LP Ryan Packard
New York, NY 19 processed 13Fs on this site · 2021 Q4–2026 Q2
- $1.2B 13F
- $407M Equity
- 27 Positions
- 2026 Q2
- +205.5% QoQ
Ryan Packard files Hiddenite Capital Partners LP as a Form 13F. The latest book is 2026 Q2 at $1.2B of reported 13F value, up 205.5% QoQ, led by Applovin, Boost Run, and Brookdale Sr Living.
Options-heavy 13F
long equity 35.0% of 13F · equity $407M
13F reported value includes option notionals
- Options & other 78.4%
- APP - Applovin · CL A 2.7%
- BRUN - Boost Run · CL A 2.5%
- BKD - Brookdale Sr Living 2.2%
- NRG - NRG Energy 1.9%
- TSM - Taiwan Semiconductor 1.8%
- RDDT - Reddit · CL A 1.8%
- RRX - Regal Rexnord 1.7%
- AVGO - Broadcom 1.5%
- SNDK - Sandisk 1.5%
- LPLA - Lpl Finl 1.4%
- SNEX - Stonex Group 1.4%
- SE - SEA 1.2%
13F value over time
Book
| SHEL - Shell | 4.05% | New | 81,000 | $54.93 | $4M | +81,000 | +$4M |
| GDDY - Godaddy · CL A | 3.40% | Add +0.4% | 44,639 | $83.69 | $4M | +189 | −$36K |
| AER - Aercap | 3.31% | Reduce −24.5% | 72,300 | $50.28 | $4M | −23,500 | −$3M |
| TECK - Teck Resources · CL B | 3.19% | Add +3.3% | 86,600 | $40.39 | $3M | +2,800 | +$1M |
| OXY - Occidental | 3.07% | Reduce −47.8% | 59,400 | $56.73 | $3M | −54,400 | +$71K |
| APP - Applovin · CL A | 2.97% | Add +77.1% | 59,272 | $55.07 | $3M | +25,800 | +$109K |
| FCNCA - First Ctzns Bancshares · CL A | 2.65% | Add +85.7% | 4,365 | $665.52 | $3M | +2,015 | +$955K |
| ZD - Ziff Davis | 2.36% | Reduce −26.8% | 26,800 | $96.79 | $3M | −9,800 | −$1M |
| RRX - Regal Rexnord | 2.36% | Reduce −14.7% | 17,400 | $148.79 | $3M | −3,000 | −$883K |
| META - Meta Platforms · CL A | 2.07% | New | 10,200 | $222.35 | $2M | +10,200 | +$2M |
| TTE - Totalenergies Se | 1.97% | New | 42,800 | $50.54 | $2M | +42,800 | +$2M |
| EQT - EQT Corp | 1.88% | New | 60,000 | $34.42 | $2M | +60,000 | +$2M |
| Fleetcor Technologies | 1.84% | Add +11.0% | 8,100 | $249.01 | $2M | +800 | +$383K |
| GM - General Mtrs | 1.71% | Reduce −42.9% | 42,800 | $43.74 | $2M | −32,100 | −$3M |
| Splunk | 1.69% | Reduce −53.7% | 12,500 | $148.64 | $2M | −14,500 | −$1M |
| AR - Antero Resources | 1.67% | Reduce −66.3% | 60,000 | $30.53 | $2M | −118,300 | −$1M |
| CZR — | 1.56% | Add +16.3% | 22,100 | $77.38 | $2M | +3,100 | −$67K |
| SWK - Stanley Black & Decker | 1.43% | New | 17,900 | $87.60 | $2M | +17,900 | +$2M |
| Visteon | 1.42% | Reduce −35.0% | 14,300 | $109.16 | $2M | −7,700 | −$884K |
| Discovery | 0.90% | New | 39,600 | $24.92 | $987K | +39,600 | +$987K |
| V - VISA · CL A | 0.83% | New | 4,100 | $221.71 | $909K | +4,100 | +$909K |
| MOS - Mosaic | 0.62% | Reduce −84.4% | 10,200 | $66.47 | $678K | −55,300 | −$2M |
| APA — | 0.43% | New | 11,400 | $41.32 | $471K | +11,400 | +$471K |
| DVN - Devon Energy | 0.40% | New | 7,500 | $59.07 | $443K | +7,500 | +$443K |
| Ouster | 0.25% | Hold | 60,000 | $4.50 | $270K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CF - Cf Inds | 2.72% | Exit | 0 | $70.78 | $5M | −74,600 | −$5M |
| SHEL - Royal Dutch Shell | 1.81% | Exit | 0 | $43.35 | $4M | −81,000 | −$4M |
| GFL - Gfl Environmental | 1.73% | Exit | 0 | $37.85 | $3M | −89,000 | −$3M |
| AMZN - Amazon | 1.70% | Exit | 0 | $3,334 | $3M | −990 | −$3M |
| ZIM - Zim Integrated | 1.66% | Exit | 0 | $58.85 | $3M | −55,000 | −$3M |
| CRM - Salesforce | 1.06% | Exit | 0 | $254.11 | $2M | −8,150 | −$2M |
| MELI - Mercadolibre | 1.01% | Exit | 0 | $1,348 | $2M | −1,450 | −$2M |
| ST - Sensata | 0.90% | Exit | 0 | $61.70 | $2M | −28,300 | −$2M |
| CIT Group | 0.41% | Exit | 0 | $51.34 | $806K | −15,700 | −$806K |
Filings history
19 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 38 | $1.2B | +205.5% | 13F-HR | 8/13/2026 | 000142050626001597 |
| 2026 Q1 | 25 | $381M | −50.6% | 13F-HR | 5/7/2026 | 000142050626000821 |
| 2025 Q4 | 36 | $771M | +39.9% | 13F-HR | 2/5/2026 | 000142050626000175 |
| 2025 Q3 | 30 | $551M | +44.2% | 13F-HR | 10/29/2025 | 000142050625002919 |
| 2025 Q2 | 28 | $382M | +32.6% | 13F-HR | 8/5/2025 | 000142050625001707 |
| 2025 Q1 | 35 | $288M | −19.8% | 13F-HR | 5/15/2025 | 000142050625001178 |
| 2024 Q4 | 39 | $359M | +17.7% | 13F-HR | 2/14/2025 | 000142050625000555 |
| 2024 Q3 | 39 | $305M | −4.4% | 13F-HR | 11/5/2024 | 000142050624002224 |
| 2024 Q2 | 40 | $319M | +22.7% | 13F-HR | 8/7/2024 | 000142050624001283 |
| 2024 Q1 | 35 | $260M | +55.7% | 13F-HR | 5/8/2024 | 000142050624000723 |
| 2023 Q4 | 31 | $167M | +12.1% | 13F-HR | 2/20/2024 | 000142050624000503 |
| 2023 Q3 | 44 | $149M | +35.5% | 13F-HR | 10/20/2023 | 000142050623001854 |
| 2023 Q2 | 35 | $110M | −18.5% | 13F-HR | 7/20/2023 | 000142050623001305 |
| 2023 Q1 | 41 | $135M | +1.5% | 13F-HR | 4/24/2023 | 000142050623000808 |
| 2022 Q4 | 41 | $133M | +31.7% | 13F-HR | 2/9/2023 | 000142050623000313 |
| 2022 Q3 | 40 | $101M | +4.1% | 13F-HR | 11/14/2022 | 000142050622002069 |
| 2022 Q2 | 41 | $97M | −11.8% | 13F-HR | 8/15/2022 | 000142050622001609 |
| 2022 Q1 | 44 | $110M | −43.3% | 13F-HR | 5/16/2022 | 000142050622000965 |
| 2021 Q4 | 39 | $194M | — | 13F-HR | 2/14/2022 | 000142050622000482 |
About
Hiddenite Capital Partners LP
19 processed 13Fs on this site · 2021 Q4–2026 Q2