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 | Reduce −29.3% | 21,200 | $825.18 | $17M | −8,800 | +$1.4M | |
| SEI, Solaris Energy Infras | New | 350,000 | $39.97 | $14M | +350,000 | +$14M | |
| AVGO, Broadcom | Reduce −13.0% | 41,750 | $329.91 | $14M | −6,220 | +$551K | |
| DKS, Dicks Sporting Goods | Hold | 61,500 | $222.22 | $14M | — | — | |
| FTAI, Ftai Aviation | Add +12.9% | 79,000 | $166.86 | $13M | +9,000 | +$5.1M | |
| VST, Vistra | New | 65,000 | $195.92 | $13M | +65,000 | +$13M | |
| GTLS, Chart Industries | Hold | 62,500 | $200.15 | $13M | — | — | |
| TSM, Taiwan Semiconductor | Hold | 44,200 | $279.29 | $12M | — | — | |
| NRG, NRG Energy | Hold | 70,000 | $161.95 | $11M | — | — | |
| CRH, CRH PLC | Hold | 80,000 | $119.90 | $9.6M | — | — | |
| Willow Lane Acquisition | New | 800,000 | $11.58 | $9.3M | +800,000 | +$9.3M | |
| SNEX, Stonex Group | Add +81.4% | 88,926 | $100.92 | $9M | +39,915 | +$4.5M | |
| WIX, Wix.com | New | 46,700 | $177.63 | $8.3M | +46,700 | +$8.3M | |
| DWDPEUR | New | 100,000 | $77.90 | $7.8M | +100,000 | +$7.8M | |
| IT, Gartner | New | 29,000 | $262.87 | $7.6M | +29,000 | +$7.6M | |
| SE, Sea Limited | New | 40,000 | $178.73 | $7.1M | +40,000 | +$7.1M | |
| BGC, BGC Group | Hold | 500,000 | $9.46 | $4.7M | — | — |
Exits / last held
Gone since 2025 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APP, AppLovin | Exit | 0 | $350.09 | $15M | −43,900 | −$15M | |
| AMRZ, Amrize | Exit | 0 | $49.55 | $12M | −250,000 | −$12M | |
| FSLR, First Solar | Exit | 0 | $165.53 | $9.9M | −60,000 | −$9.9M | |
| AER, Aercap | Exit | 0 | $117.00 | $9.4M | −80,000 | −$9.4M | |
| PRMB, Primo Brands | Exit | 0 | $29.62 | $5.9M | −200,000 | −$5.9M | |
| FLS, Flowserve | Exit | 0 | $52.36 | $4.7M | −90,000 | −$4.7M | |
| EYE, National Vision | Exit | 0 | $23.01 | $2.9M | −125,000 | −$2.9M |
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