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
| NRG, NRG Energy | Add +67.8% | 151,000 | $146.14 | $22M | +61,000 | +$7.7M | |
| APP, AppLovin | New | 40,000 | $398.00 | $16M | +40,000 | +$16M | |
| BKD, Brookdale Sr Living | New | 1,120,000 | $13.68 | $15M | +1,120,000 | +$15M | |
| TSM, Taiwan Semiconductor | Hold | 44,200 | $337.95 | $15M | — | — | |
| LGN, Legence | Add +60.5% | 245,000 | $56.46 | $14M | +92,367 | +$7.3M | |
| AR, Antero Resources | New | 325,000 | $42.44 | $14M | +325,000 | +$14M | |
| EXE, Expand Energy | New | 120,000 | $109.78 | $13M | +120,000 | +$13M | |
| EQT | New | 200,000 | $63.64 | $13M | +200,000 | +$13M | |
| VST, Vistra | New | 80,000 | $150.33 | $12M | +80,000 | +$12M | |
| SNEX, Stonex Group | Add +50.0% | 133,389 | $80.65 | $11M | +44,463 | +$2.3M | |
| NVDA, Nvidia | Hold | 50,000 | $174.40 | $8.7M | — | — | |
| SYY, Sysco | New | 120,000 | $71.33 | $8.6M | +120,000 | +$8.6M | |
| EE, Excelerate Energy | New | 125,000 | $33.42 | $4.2M | +125,000 | +$4.2M |
Exits / last held
Gone since 2025 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CRH, CRH PLC | Exit | 0 | $124.80 | $21M | −168,000 | −$21M | |
| FIX, Comfort Systems USA | Exit | 0 | $933.30 | $20M | −21,200 | −$20M | |
| FSLR, First Solar | Exit | 0 | $261.24 | $16M | −61,500 | −$16M | |
| SEI, Solaris Energy Infras | Exit | 0 | $45.97 | $14M | −300,000 | −$14M | |
| DKS, Dicks Sporting Goods | Exit | 0 | $197.97 | $12M | −61,500 | −$12M | |
| Kodiak Gas Services | Exit | 0 | $37.40 | $11M | −300,000 | −$11M | |
| APO, Apollo Global Management | Exit | 0 | $144.76 | $11M | −75,000 | −$11M | |
| FDX, FedEx | Exit | 0 | $288.85 | $9.5M | −33,000 | −$9.5M | |
| Willow Lane Acquisition | Exit | 0 | $12.64 | $8.1M | −641,538 | −$8.1M | |
| AVGO, Broadcom | Exit | 0 | $346.10 | $6.9M | −20,000 | −$6.9M | |
| FCNCA, First Citizens Bancshares | Exit | 0 | $2,146 | $6.9M | −3,200 | −$6.9M | |
| Viking | Exit | 0 | $71.40 | $3.2M | −45,000 | −$3.2M |
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