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
| FIX, Comfort Systems USA | Add +20.0% | 30,000 | $536.21 | $16M | +5,000 | +$8M | |
| APP, AppLovin | Add +17.1% | 43,900 | $350.08 | $15M | +6,400 | +$5.4M | |
| AVGO, Broadcom | Hold | 47,970 | $275.65 | $13M | — | — | |
| AMRZ, Amrize | New | 250,000 | $49.55 | $12M | +250,000 | +$12M | |
| DKS, Dicks Sporting Goods | New | 61,500 | $197.81 | $12M | +61,500 | +$12M | |
| NRG, NRG Energy | Hold | 70,000 | $160.58 | $11M | — | — | |
| GTLS, Chart Industries | New | 62,500 | $164.65 | $10M | +62,500 | +$10M | |
| TSM, Taiwan Semiconductor | Hold | 44,200 | $226.49 | $10M | — | — | |
| FSLR, First Solar | New | 60,000 | $165.54 | $9.9M | +60,000 | +$9.9M | |
| AER, Aercap | Hold | 80,000 | $117.00 | $9.4M | — | — | |
| FTAI, Ftai Aviation | Hold | 70,000 | $115.04 | $8.1M | — | — | |
| CRH, CRH PLC | Hold | 80,000 | $91.80 | $7.3M | — | — | |
| PRMB, Primo Brands | Add +14.3% | 200,000 | $29.62 | $5.9M | +25,000 | −$287K | |
| BGC, BGC Group | Hold | 500,000 | $10.23 | $5.1M | — | — | |
| FLS, Flowserve | New | 90,000 | $52.35 | $4.7M | +90,000 | +$4.7M | |
| SNEX, Stonex Group | Add +8.9% | 49,011 | $91.14 | $4.5M | +4,011 | +$1M | |
| EYE, National Vision | New | 125,000 | $23.01 | $2.9M | +125,000 | +$2.9M |
Exits / last held
Gone since 2025 Q1, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FCNCA, First Citizens Bancshares | Exit | 0 | $1,854 | $6M | −3,230 | −$6M | |
| SHEL, Shell | Exit | 0 | $73.28 | $5M | −68,500 | −$5M | |
| MU, Micron Technology | Exit | 0 | $86.89 | $4.8M | −55,000 | −$4.8M | |
| AFRM, Affirm | Exit | 0 | $45.19 | $4.6M | −101,600 | −$4.6M | |
| EQT | Exit | 0 | $53.43 | $3.7M | −70,000 | −$3.7M | |
| CSL, Carlisle Companies | Exit | 0 | $340.51 | $3.3M | −9,800 | −$3.3M | |
| VST, Vistra | Exit | 0 | $117.44 | $2.9M | −25,000 | −$2.9M | |
| BBB Foods | Exit | 0 | $26.68 | $1.6M | −60,000 | −$1.6M | |
| NU, Nu Holdings | Exit | 0 | $10.24 | $1.5M | −144,000 | −$1.5M |
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