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
| APP - Applovin · CL A | 4.26% | Reduce −8.6% | 160,000 | $69.22 | $11M | −15,000 | +$4M |
| AER - Aercap | 2.67% | Reduce −20.0% | 80,000 | $86.91 | $7M | −20,000 | −$479K |
| GM - General Mtrs | 2.61% | Add +87.5% | 150,000 | $45.35 | $7M | +70,000 | +$4M |
| CRH - CRH PLC | 2.44% | Hold | 73,500 | $86.26 | $6M | — | — |
| AVGO - Broadcom | 2.29% | Hold | 4,487 | $1,325 | $6M | — | — |
| UBS - UBS Group AG | 2.12% | Hold | 180,000 | $30.72 | $6M | — | — |
| FCNCA - First Ctzns Bancshares · CL A | 1.89% | Hold | 3,015 | $1,635 | $5M | — | — |
| FTAI - Ftai Aviation | 1.86% | New | 72,000 | $67.30 | $5M | +72,000 | +$5M |
| SHEL - Shell | 1.76% | Hold | 68,500 | $67.04 | $5M | — | — |
| Summit Matls · CL A | 1.46% | Hold | 85,000 | $44.57 | $4M | — | — |
| Insight Enterprises | 1.43% | Add +14.3% | 20,000 | $185.52 | $4M | +2,500 | +$610K |
| SE - SEA | 1.40% | Reduce −45.6% | 68,000 | $53.71 | $4M | −57,000 | −$1M |
| OXY - Occidental | 1.39% | Reduce −17.7% | 55,800 | $64.99 | $4M | −12,000 | −$422K |
| LPLA - Lpl Finl | 1.31% | New | 12,900 | $264.20 | $3M | +12,900 | +$3M |
| TECK - Teck Resources · CL B | 1.23% | New | 70,000 | $45.78 | $3M | +70,000 | +$3M |
| GPN - Global Pmts | 1.03% | Reduce −34.4% | 20,000 | $133.66 | $3M | −10,500 | −$1M |
| FIX - Comfort Sys USA | 0.92% | Reduce −27.1% | 7,550 | $317.71 | $2M | −2,800 | +$270K |
| NU — · CL A | 0.79% | New | 172,000 | $11.93 | $2M | +172,000 | +$2M |
| HBM - Hudbay Minerals | 0.54% | New | 200,000 | $7.00 | $1M | +200,000 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 1.54% | Exit | 0 | $139.68 | $3M | −18,500 | −$3M |
| GE - GE Aerospace | 1.14% | Exit | 0 | $127.60 | $2M | −15,000 | −$2M |
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