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
| FIX - Comfort Sys USA | 4.21% | Add +20.0% | 30,000 | $536.21 | $16M | +5,000 | +$8M |
| APP - Applovin · CL A | 4.02% | Add +17.1% | 43,900 | $350.08 | $15M | +6,400 | +$5M |
| AVGO - Broadcom | 3.46% | Hold | 47,970 | $275.65 | $13M | — | — |
| AMRZ - Amrize | 3.24% | New | 250,000 | $49.55 | $12M | +250,000 | +$12M |
| DKS - Dicks Sporting Goods | 3.18% | New | 61,500 | $197.81 | $12M | +61,500 | +$12M |
| NRG - NRG Energy | 2.94% | Hold | 70,000 | $160.58 | $11M | — | — |
| I3N - Chart Inds | 2.69% | New | 62,500 | $164.65 | $10M | +62,500 | +$10M |
| TSM - Taiwan Semiconductor Mfg | 2.62% | Hold | 44,200 | $226.49 | $10M | — | — |
| FSLR - First Solar | 2.60% | New | 60,000 | $165.54 | $10M | +60,000 | +$10M |
| AER - Aercap | 2.45% | Hold | 80,000 | $117.00 | $9M | — | — |
| FTAI - Ftai Aviation | 2.11% | Hold | 70,000 | $115.04 | $8M | — | — |
| CRH - CRH PLC | 1.92% | Hold | 80,000 | $91.80 | $7M | — | — |
| PRMB - Primo Brands · CLASS A | 1.55% | Add +14.3% | 200,000 | $29.62 | $6M | +25,000 | −$287K |
| BGC - BGC Group · CL A | 1.34% | Hold | 500,000 | $10.23 | $5M | — | — |
| FLS - Flowserve | 1.23% | New | 90,000 | $52.35 | $5M | +90,000 | +$5M |
| SNEX - Stonex Group | 1.17% | Add +8.9% | 49,011 | $91.14 | $4M | +4,011 | +$1M |
| EYE - National Vision | 0.75% | New | 125,000 | $23.01 | $3M | +125,000 | +$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FCNCA - First Ctzns Bancshares · CL A | 2.08% | Exit | 0 | $1,854 | $6M | −3,230 | −$6M |
| SHEL - Shell | 1.74% | Exit | 0 | $73.28 | $5M | −68,500 | −$5M |
| MU - Micron Technology | 1.66% | Exit | 0 | $86.89 | $5M | −55,000 | −$5M |
| AFRM - Affirm · CL A | 1.60% | Exit | 0 | $45.19 | $5M | −101,600 | −$5M |
| EQT - EQT Corp | 1.30% | Exit | 0 | $53.43 | $4M | −70,000 | −$4M |
| CSL - Carlisle Cos | 1.16% | Exit | 0 | $340.51 | $3M | −9,800 | −$3M |
| VST - Vistra | 1.02% | Exit | 0 | $117.44 | $3M | −25,000 | −$3M |
| Bbb Foods · CL A | 0.56% | Exit | 0 | $26.68 | $2M | −60,000 | −$2M |
| NU — · CL A | 0.51% | Exit | 0 | $10.24 | $1M | −144,000 | −$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