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
| AER - Aercap | 4.45% | Add +44.4% | 106,055 | $62.67 | $7M | +32,600 | +$2M |
| Vmware · CL A | 3.34% | Add +200.0% | 30,000 | $166.48 | $5M | +20,000 | +$4M |
| UBS - UBS Group AG | 3.18% | Reduce −14.2% | 193,000 | $24.65 | $5M | −32,000 | +$197K |
| SHEL - Shell | 2.95% | Reduce −15.4% | 68,500 | $64.38 | $4M | −12,500 | −$481K |
| CRH - CRH PLC | 2.93% | New | 80,000 | $54.73 | $4M | +80,000 | +$4M |
| APP - Applovin · CL A | 2.67% | New | 100,000 | $39.96 | $4M | +100,000 | +$4M |
| OXY - Occidental | 2.64% | Reduce −18.2% | 60,800 | $64.88 | $4M | −13,500 | −$424K |
| Marathon Oil | 1.86% | Reduce −23.7% | 104,200 | $26.75 | $3M | −32,400 | −$357K |
| FCNCA - First Ctzns Bancshares · CL A | 1.86% | Add +101.5% | 2,015 | $1,380 | $3M | +1,015 | +$1M |
| BG - Bunge | 1.83% | New | 25,300 | $108.25 | $3M | +25,300 | +$3M |
| AVGO - Broadcom | 1.76% | Reduce −47.1% | 3,175 | $830.58 | $3M | −2,825 | −$3M |
| Insight Enterprises | 1.70% | New | 17,500 | $145.50 | $3M | +17,500 | +$3M |
| FIX - Comfort Sys USA | 1.57% | Add +72.5% | 13,800 | $170.41 | $2M | +5,800 | +$1M |
| Summit Matls · CL A | 1.56% | New | 75,000 | $31.14 | $2M | +75,000 | +$2M |
| BAC - Bank of America | 1.47% | Hold | 80,000 | $27.38 | $2M | — | — |
| IFF - International Flavors & Fragrances | 1.44% | New | 31,500 | $68.17 | $2M | +31,500 | +$2M |
| GPN - Global Pmts | 1.43% | Add +8.8% | 18,500 | $115.39 | $2M | +1,500 | +$460K |
| PYPL - Paypal | 1.37% | New | 35,000 | $58.46 | $2M | +35,000 | +$2M |
| PLNT - Planet Fitness · CL A | 0.99% | New | 30,000 | $49.18 | $1M | +30,000 | +$1M |
| GM - General Mtrs | 0.88% | Reduce −65.6% | 40,000 | $32.97 | $1M | −76,400 | −$3M |
| RRX - Regal Rexnord | 0.81% | Reduce −56.9% | 8,500 | $142.88 | $1M | −11,200 | −$2M |
| SVV - Savers Value Vlg | 0.70% | New | 56,000 | $18.67 | $1M | +56,000 | +$1M |
| AIG - American Coastal Ins | 0.69% | New | 140,000 | $7.36 | $1M | +140,000 | +$1M |
| SQM — | 0.64% | New | 16,000 | $59.67 | $955K | +16,000 | +$955K |
| HBM - Hudbay Minerals | 0.49% | Hold | 150,000 | $4.87 | $731K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WCC - Wesco Intl | 3.87% | Exit | 0 | $179.07 | $4M | −23,700 | −$4M |
| SIMO - Silicon Motion Technology | 3.60% | Exit | 0 | $71.85 | $4M | −55,000 | −$4M |
| URI - United Rentals | 3.09% | Exit | 0 | $445.39 | $3M | −7,600 | −$3M |
| INTC - Intel | 3.05% | Exit | 0 | $33.44 | $3M | −100,000 | −$3M |
| PH - Parker-Hannifin | 3.02% | Exit | 0 | $390.00 | $3M | −8,500 | −$3M |
| STM - Stmicroelectronics | 2.99% | Exit | 0 | $49.98 | $3M | −65,600 | −$3M |
| MPC - Marathon Petroleum | 2.68% | Exit | 0 | $116.59 | $3M | −25,200 | −$3M |
| TECK - Teck Resources · CL B | 2.30% | Exit | 0 | $42.10 | $3M | −60,000 | −$3M |
| VLO - Valero Energy | 1.85% | Exit | 0 | $117.28 | $2M | −17,300 | −$2M |
| AXP - American Express | 1.35% | Exit | 0 | $174.24 | $1M | −8,500 | −$1M |
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