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 | 4.44% | Reduce −5.7% | 100,000 | $74.32 | $7M | −6,055 | +$786K |
| APP - Applovin · CL A | 4.16% | Add +75.0% | 175,000 | $39.85 | $7M | +75,000 | +$3M |
| UBS - UBS Group AG | 3.32% | Reduce −6.7% | 180,000 | $30.90 | $6M | −13,000 | +$805K |
| CRH - CRH PLC | 3.04% | Reduce −8.1% | 73,500 | $69.16 | $5M | −6,500 | +$705K |
| SE - SEA | 3.02% | New | 125,000 | $40.50 | $5M | +125,000 | +$5M |
| AVGO - Broadcom | 2.99% | Add +41.3% | 4,487 | $1,116 | $5M | +1,312 | +$2M |
| SHEL - Shell | 2.69% | Hold | 68,500 | $65.80 | $5M | — | — |
| FCNCA - First Ctzns Bancshares · CL A | 2.55% | Add +49.6% | 3,015 | $1,419 | $4M | +1,000 | +$1M |
| OXY - Occidental | 2.42% | Add +11.5% | 67,800 | $59.71 | $4M | +7,000 | +$104K |
| GPN - Global Pmts | 2.31% | Add +64.9% | 30,500 | $127.00 | $4M | +12,000 | +$2M |
| Summit Matls · CL A | 1.95% | Add +13.3% | 85,000 | $38.46 | $3M | +10,000 | +$934K |
| Insight Enterprises | 1.85% | Hold | 17,500 | $177.19 | $3M | — | — |
| GM - General Mtrs | 1.72% | Add +100.0% | 80,000 | $35.92 | $3M | +40,000 | +$2M |
| GOOGL - Alphabet · CL A | 1.54% | New | 18,500 | $139.69 | $3M | +18,500 | +$3M |
| FIX - Comfort Sys USA | 1.27% | Reduce −25.0% | 10,350 | $205.67 | $2M | −3,450 | −$223K |
| GE - GE Aerospace | 1.14% | New | 15,000 | $127.63 | $2M | +15,000 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Vmware · CL A | 3.34% | Exit | 0 | $166.47 | $5M | −30,000 | −$5M |
| Marathon Oil | 1.86% | Exit | 0 | $26.75 | $3M | −104,200 | −$3M |
| BG - Bunge | 1.83% | Exit | 0 | $108.26 | $3M | −25,300 | −$3M |
| BAC - Bank of America | 1.47% | Exit | 0 | $27.38 | $2M | −80,000 | −$2M |
| IFF - International Flavors & Fragrances | 1.44% | Exit | 0 | $68.16 | $2M | −31,500 | −$2M |
| PYPL - Paypal | 1.37% | Exit | 0 | $58.46 | $2M | −35,000 | −$2M |
| PLNT - Planet Fitness · CL A | 0.99% | Exit | 0 | $49.17 | $1M | −30,000 | −$1M |
| RRX - Regal Rexnord | 0.81% | Exit | 0 | $142.82 | $1M | −8,500 | −$1M |
| SVV - Savers Value Vlg | 0.70% | Exit | 0 | $18.68 | $1M | −56,000 | −$1M |
| AIG - American Coastal Ins | 0.69% | Exit | 0 | $7.36 | $1M | −140,000 | −$1M |
| SQM — | 0.64% | Exit | 0 | $59.69 | $955K | −16,000 | −$955K |
| HBM - Hudbay Minerals | 0.49% | Exit | 0 | $4.87 | $731K | −150,000 | −$731K |
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