Hiddenite Capital Partners LP Ryan Packard
New York, NY 20 processed 13Fs on this site, 2021 Q4 to 2026 Q3
- $562M 13F
- $231M Equity
- 19 holdings
- 2026 Q3
- −51.7% QoQ
13F value over time
Book
| APP, AppLovin | Reduce −20.7% | 115,000 | $130.55 | $15M | −30,000 | +$2.9M | |
| FTAI, Ftai Aviation | Reduce −20.0% | 60,000 | $132.90 | $8M | −15,000 | +$232K | |
| AER, Aercap | Hold | 80,000 | $94.72 | $7.6M | — | — | |
| CRH, CRH PLC | Hold | 73,500 | $92.74 | $6.8M | — | — | |
| AVGO, Broadcom | Add +900.0% | 34,870 | $172.50 | $6M | +31,383 | +$417K | |
| FCNCA, First Citizens Bancshares | Add +14.1% | 3,230 | $1,841 | $5.9M | +400 | +$1.2M | |
| FLUT, Flutter Entertainment | New | 21,000 | $237.28 | $5M | +21,000 | +$5M | |
| NRG, NRG Energy | Hold | 50,000 | $91.10 | $4.6M | — | — | |
| SHEL, Shell | Hold | 68,500 | $65.95 | $4.5M | — | — | |
| Primo Water | Add +50.0% | 150,000 | $25.25 | $3.8M | +50,000 | +$1.6M | |
| BGC, BGC Group | Add +100.0% | 400,000 | $9.18 | $3.7M | +200,000 | +$2M | |
| IP, International Paper | Hold | 75,000 | $48.85 | $3.7M | — | — | |
| DOCN, Digitalocean | New | 80,000 | $40.39 | $3.2M | +80,000 | +$3.2M | |
| GPN, Global Payments | New | 31,500 | $102.42 | $3.2M | +31,500 | +$3.2M | |
| FMC | Add +30.6% | 47,000 | $65.94 | $3.1M | +11,000 | +$1M | |
| OXY, Occidental | Hold | 55,800 | $51.54 | $2.9M | — | — | |
| GTLB, Gitlab | New | 50,000 | $51.54 | $2.6M | +50,000 | +$2.6M | |
| XPO, Xponential Fitness | Hold | 175,000 | $12.40 | $2.2M | — | — | |
| AR, Antero Resources | New | 75,000 | $28.65 | $2.1M | +75,000 | +$2.1M | |
| EQT | New | 56,000 | $36.64 | $2.1M | +56,000 | +$2.1M | |
| EXE, Chesapeake Energy | New | 12,500 | $82.25 | $1M | +12,500 | +$1M |
Exits / last held
Gone since 2024 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Insight Enterprises | Exit | 0 | $198.38 | $3.7M | −18,500 | −$3.7M | |
| Marathon Oil | Exit | 0 | $28.67 | $2.9M | −100,000 | −$2.9M | |
| ST, Sensata | Exit | 0 | $37.39 | $2.8M | −75,000 | −$2.8M | |
| Summit Materials | Exit | 0 | $36.62 | $2.2M | −60,000 | −$2.2M | |
| FDX, FedEx | Exit | 0 | $299.85 | $1.9M | −6,500 | −$1.9M | |
| NCNO, Ncino | Exit | 0 | $31.46 | $1.6M | −50,000 | −$1.6M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q3 | 26 | $562M | −51.7% | 13F-HR | 10/29/2026 | 000142050626002390 |
| 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
20 processed 13Fs on this site, 2021 Q4 to 2026 Q3