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 | 4.38% | Hold | 81,000 | $52.28 | $4M | — | — |
| OXY - Occidental | 4.35% | Add +20.2% | 71,400 | $58.88 | $4M | +12,000 | +$834K |
| CVE - Cenovus Energy | 3.86% | New | 196,500 | $19.01 | $4M | +196,500 | +$4M |
| AER - Aercap | 3.11% | Add +1.6% | 73,455 | $40.94 | $3M | +1,155 | −$628K |
| FCNCA - First Ctzns Bancshares · CL A | 2.95% | Hold | 4,365 | $653.84 | $3M | — | — |
| TECK - Teck Resources · CL B | 2.93% | Add +7.2% | 92,800 | $30.57 | $3M | +6,200 | −$661K |
| SIMO - Silicon Motion Technology | 2.82% | New | 32,600 | $83.71 | $3M | +32,600 | +$3M |
| GDDY - Godaddy · CL A | 2.53% | Reduce −21.3% | 35,139 | $69.55 | $2M | −9,500 | −$1M |
| Splunk | 2.41% | Add +111.2% | 26,400 | $88.45 | $2M | +13,900 | +$477K |
| Visteon | 2.26% | Add +47.6% | 21,100 | $103.60 | $2M | +6,800 | +$625K |
| SU - Suncor Energy | 2.19% | New | 60,400 | $35.07 | $2M | +60,400 | +$2M |
| WSC - Willscot Mobil Mini Hldng · CL A | 2.19% | New | 65,300 | $32.42 | $2M | +65,300 | +$2M |
| RRX - Regal Rexnord | 2.04% | Hold | 17,400 | $113.51 | $2M | — | — |
| NXPI - Nxp Semiconductors | 2.02% | New | 13,200 | $148.03 | $2M | +13,200 | +$2M |
| VLO - Valero Energy | 1.96% | New | 17,850 | $106.27 | $2M | +17,850 | +$2M |
| AVGO - Broadcom | 1.91% | New | 3,800 | $485.79 | $2M | +3,800 | +$2M |
| TTE - Totalenergies Se | 1.85% | Reduce −20.6% | 34,000 | $52.65 | $2M | −8,800 | −$373K |
| MPC - Marathon Petroleum | 1.80% | New | 21,150 | $82.22 | $2M | +21,150 | +$2M |
| PSX - Phillips 66 | 1.78% | New | 21,022 | $82.01 | $2M | +21,022 | +$2M |
| PH - Parker-Hannifin | 1.78% | New | 7,000 | $246.00 | $2M | +7,000 | +$2M |
| Fleetcor Technologies | 1.76% | Hold | 8,100 | $210.12 | $2M | — | — |
| Marathon Oil | 1.74% | New | 75,000 | $22.48 | $2M | +75,000 | +$2M |
| PNC - Pnc Finl Svcs Group | 1.66% | New | 10,200 | $157.75 | $2M | +10,200 | +$2M |
| BLDR - Builders Firstsource | 1.61% | New | 29,000 | $53.69 | $2M | +29,000 | +$2M |
| CFG - Citizens Finl Group | 1.59% | New | 43,000 | $35.70 | $2M | +43,000 | +$2M |
| BAC - Bank of America | 1.52% | New | 47,100 | $31.13 | $1M | +47,100 | +$1M |
| SWK - Stanley Black & Decker | 1.24% | Hold | 17,900 | $67.15 | $1M | — | — |
| V - VISA · CL A | 0.94% | Add +12.2% | 4,600 | $196.96 | $906K | +500 | −$3K |
| ZIM - Zim Integrated | 0.61% | New | 12,500 | $47.20 | $590K | +12,500 | +$590K |
| AMD - Advanced Micro Devices | 0.45% | New | 5,700 | $76.49 | $436K | +5,700 | +$436K |
| AR - Antero Resources | 0.32% | Reduce −83.3% | 10,000 | $30.70 | $307K | −50,000 | −$2M |
| Ouster | 0.10% | Hold | 60,000 | $1.62 | $97K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APP - Applovin · CL A | 2.97% | Exit | 0 | $55.07 | $3M | −59,272 | −$3M |
| ZD - Ziff Davis | 2.36% | Exit | 0 | $96.79 | $3M | −26,800 | −$3M |
| META - Meta Platforms · CL A | 2.07% | Exit | 0 | $222.35 | $2M | −10,200 | −$2M |
| EQT - EQT Corp | 1.88% | Exit | 0 | $34.42 | $2M | −60,000 | −$2M |
| GM - General Mtrs | 1.71% | Exit | 0 | $43.74 | $2M | −42,800 | −$2M |
| CZR — | 1.56% | Exit | 0 | $77.38 | $2M | −22,100 | −$2M |
| Discovery | 0.90% | Exit | 0 | $24.92 | $987K | −39,600 | −$987K |
| MOS - Mosaic | 0.62% | Exit | 0 | $66.47 | $678K | −10,200 | −$678K |
| APA — | 0.43% | Exit | 0 | $41.32 | $471K | −11,400 | −$471K |
| DVN - Devon Energy | 0.40% | Exit | 0 | $59.07 | $443K | −7,500 | −$443K |
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