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
| OXY - Occidental | 4.33% | Hold | 71,400 | $61.46 | $4M | — | — |
| SHEL - Shell | 3.97% | Hold | 81,000 | $49.77 | $4M | — | — |
| FCNCA - First Ctzns Bancshares · CL A | 3.43% | Hold | 4,365 | $797.48 | $3M | — | — |
| Marathon Oil | 3.34% | Add +100.0% | 150,000 | $22.58 | $3M | +75,000 | +$2M |
| AER - Aercap | 3.07% | Hold | 73,455 | $42.33 | $3M | — | — |
| CVE - Cenovus Energy | 2.98% | Hold | 196,500 | $15.37 | $3M | — | — |
| AVGO - Broadcom | 2.93% | Add +76.3% | 6,700 | $444.03 | $3M | +2,900 | +$1M |
| PH - Parker-Hannifin | 2.87% | Add +71.4% | 12,000 | $242.33 | $3M | +5,000 | +$1M |
| TECK - Teck Resources · CL B | 2.78% | Hold | 92,800 | $30.41 | $3M | — | — |
| RRX - Regal Rexnord | 2.70% | Add +12.1% | 19,500 | $140.36 | $3M | +2,100 | +$762K |
| AR - Antero Resources | 2.63% | Add +775.0% | 87,500 | $30.53 | $3M | +77,500 | +$2M |
| MOS - Mosaic | 2.62% | New | 55,000 | $48.33 | $3M | +55,000 | +$3M |
| MPC - Marathon Petroleum | 2.49% | Add +20.3% | 25,450 | $99.33 | $3M | +4,300 | +$789K |
| SIMO - Silicon Motion Technology | 2.10% | Hold | 32,600 | $65.18 | $2M | — | — |
| Splunk | 1.86% | Reduce −4.9% | 25,100 | $75.22 | $2M | −1,300 | −$447K |
| GM - General Mtrs | 1.65% | New | 52,200 | $32.09 | $2M | +52,200 | +$2M |
| AMD - Advanced Micro Devices | 1.61% | Add +350.9% | 25,700 | $63.35 | $2M | +20,000 | +$1M |
| BAC - Bank of America | 1.60% | Add +13.8% | 53,600 | $30.21 | $2M | +6,500 | +$153K |
| BLDR - Builders Firstsource | 1.57% | Reduce −6.6% | 27,100 | $58.93 | $2M | −1,900 | +$40K |
| SU - Suncor Energy | 1.57% | Reduce −6.5% | 56,500 | $28.14 | $2M | −3,900 | −$528K |
| PNC - Pnc Finl Svcs Group | 1.50% | Hold | 10,200 | $149.41 | $2M | — | — |
| NXPI - Nxp Semiconductors | 1.49% | Reduce −22.6% | 10,214 | $147.54 | $2M | −2,986 | −$447K |
| WCC - Wesco Intl | 1.17% | New | 9,900 | $119.39 | $1M | +9,900 | +$1M |
| URI - United Rentals | 1.12% | New | 4,200 | $270.24 | $1M | +4,200 | +$1M |
| MCHP - Microchip Technology | 0.96% | New | 16,000 | $61.00 | $976K | +16,000 | +$976K |
| APP - Applovin · CL A | 0.92% | New | 48,000 | $19.50 | $936K | +48,000 | +$936K |
| CF - Cf Inds | 0.75% | New | 7,900 | $96.20 | $760K | +7,900 | +$760K |
| AA - Alcoa | 0.54% | New | 16,300 | $33.68 | $549K | +16,300 | +$549K |
| Ouster | 0.06% | Hold | 60,000 | $0.9667 | $58K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GDDY - Godaddy · CL A | 2.53% | Exit | 0 | $69.55 | $2M | −35,139 | −$2M |
| Visteon | 2.26% | Exit | 0 | $103.60 | $2M | −21,100 | −$2M |
| WSC - Willscot Mobil Mini Hldng · CL A | 2.19% | Exit | 0 | $32.42 | $2M | −65,300 | −$2M |
| VLO - Valero Energy | 1.96% | Exit | 0 | $106.27 | $2M | −17,850 | −$2M |
| TTE - Totalenergies Se | 1.85% | Exit | 0 | $52.65 | $2M | −34,000 | −$2M |
| PSX - Phillips 66 | 1.78% | Exit | 0 | $82.01 | $2M | −21,022 | −$2M |
| Fleetcor Technologies | 1.76% | Exit | 0 | $210.12 | $2M | −8,100 | −$2M |
| CFG - Citizens Finl Group | 1.59% | Exit | 0 | $35.70 | $2M | −43,000 | −$2M |
| SWK - Stanley Black & Decker | 1.24% | Exit | 0 | $67.15 | $1M | −17,900 | −$1M |
| V - VISA · CL A | 0.94% | Exit | 0 | $196.96 | $906K | −4,600 | −$906K |
| ZIM - Zim Integrated | 0.61% | Exit | 0 | $47.20 | $590K | −12,500 | −$590K |
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