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Lavaca Capital LLC

Q1 2026 · 13F-HR

Lavaca Capital LLCholdings as filed

Filed 2026-05-13 · accession 0001420506-26-000974

$564.4M
Reported value
286
Positions
2026-03-31
Period end
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The Brief · Lavaca Capital LLC · Q1 2026

AI · grounded in 13F

Lavaca Capital LLC trimmed its position in VOO by 96.38%. The fund added 86 new positions, including new stakes in AZO for $1.04M and VIA for $624,405. Other notable activity includes increasing share counts for PEP by 324.30% and IBM by 323.78%, while reducing its holding in CNK by 64.34%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
21873S108CRWVCOREWEAVE INC$226.5M40.1%2,923,566CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$70.8M12.5%108,901CommonNONE
17243V102CNKCINEMARK HLDGS INC$58.2M10.3%2,041,403CommonNONE
67066G104NVDANVIDIA CORPORATION$20.7M3.67%118,810CommonNONE
871829107SYYSYSCO CORP$12.7M2.25%177,761CommonNONE
037833100AAPLAPPLE INC$12.2M2.16%48,125CommonNONE
21873S108CRWVCOREWEAVE INC$10.1M1.78%130,000PUTNONE
30231G102XOMEXXON MOBIL CORP$9.7M1.72%57,177CommonNONE
48251W104KKRKKR & CO INC$7.8M1.39%84,519CommonNONE
64110L106NFLXNETFLIX INC.$7.2M1.28%75,250CommonNONE
87612G101TRGPTARGA RES CORP$7.1M1.25%28,200CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$6.2M1.09%9,500PUTNONE
02079K107GOOGALPHABET INC$4.8M0.85%16,788CommonNONE
67066G104NVDANVIDIA CORPORATION$4.6M0.81%26,300PUTNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$4.4M0.79%108,000CommonNONE
57142B104MQMARQETA INC$4.3M0.76%1,055,139CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.9M0.69%103,098CommonNONE
29273V100ETENERGY TRANSFER L P$3.7M0.66%192,800CommonNONE
969457100WMBWILLIAMS COS INC$3.4M0.61%47,300CommonNONE
46090E103QQQINVESCO QQQ TR$3.2M0.56%5,500PUTNONE
023135106AMZNAMAZON COM INC$3.0M0.53%14,395CommonNONE
46090E103QQQINVESCO QQQ TR$2.9M0.52%5,050CommonNONE
629377508NRGNRG ENERGY INC$2.7M0.48%18,500CommonNONE
922908744VTVVANGUARD INDEX FDS$2.5M0.44%12,700CommonNONE
931142103WMTWALMART INC$2.5M0.44%19,936CommonNONE
464287465EFAISHARES TR$2.5M0.44%25,300CommonNONE
594918104MSFTMICROSOFT CORP$2.4M0.43%6,498CommonNONE
02079K305GOOGLALPHABET INC$2.4M0.42%8,258CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$2.2M0.38%3,500CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.0M0.36%4,423CommonNONE
48251W104KKRKKR & CO INC$2.0M0.36%22,000PUTNONE
58933Y105MRKMERCK & CO INC$1.7M0.30%14,014CommonNONE
464287234EEMISHARES TR$1.5M0.27%27,200CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.4M0.24%6,808CommonNONE
166764100CVXCHEVRON CORPORATION$1.4M0.24%6,556CommonNONE
58733R102MELIMERCADOLIBRE INC$1.3M0.23%760CommonNONE
651639106NEMNEWMONT CORP$1.3M0.23%11,800CommonNONE
655844108NSCNORFOLK SOUTHN CORP$1.3M0.22%4,417CommonNONE
53566V106LINELINEAGE INC$1.2M0.21%37,000CommonNONE
03676B102AMANTERO MIDSTREAM CORP$1.2M0.21%51,000CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.20%8,400CommonNONE
65339F101NEENEXTERA ENERGY INC$1.1M0.20%12,000CommonNONE
22052L104CTVACORTEVA INC$1.1M0.20%13,149CommonNONE
464287721IYWISHARES TR$1.1M0.19%6,059CommonNONE
464287200IVVISHARES TR$1.1M0.19%1,677CommonNONE
053332102AZOAUTOZONE INC$1.0M0.18%308CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.18%1,195CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.18%3,260CommonNONE
75513E101RTXRTX CORPORATION$1.0M0.18%5,185CommonNONE
682680103OKEONEOK INC NEW$996,7310.18%11,027CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$971,7420.17%4,009CommonNONE
040413205ANETARISTA NETWORKS INC$942,9510.17%7,680CommonNONE
56585A102MPCMARATHON PETE CORP$924,9760.16%3,788CommonNONE
253868103DLRDIGITAL RLTY TR INC$901,0500.16%5,000CommonNONE
713448108PEPPEPSICO INC$900,0850.16%5,796CommonNONE
74743L100QQNITY ELECTRONICS INC$876,5610.16%7,597CommonNONE
023608102AEEAMEREN CORP$825,8910.15%7,514CommonNONE
617446448MSMORGAN STANLEY$741,8400.13%4,508CommonNONE
26614N102DDDUPONT DE NEMOURS INC$696,1070.12%15,199CommonNONE
458140100INTCINTEL CORP$683,4870.12%15,488CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$659,3790.12%1,376CommonNONE
580135101MCDMCDONALDS CORP$639,2950.11%2,057CommonNONE
260557103DOWDOW HLDGS INC$634,4460.11%15,233CommonNONE
92556W104VIAVIA TRANSN INC$624,4050.11%41,627CommonNONE
16411R208LNGCHENIERE ENERGY INC$582,5590.10%2,053CommonNONE
742718109PGPROCTER & GAMBLE CO$578,6270.10%4,006CommonNONE
78464A854SPYMSPDR SERIES TRUST$565,0440.10%7,382CommonNONE
46432F842IEFAISHARES TR$515,6590.09%5,696CommonNONE
02209S103MOALTRIA GROUP INC$510,3740.09%7,734CommonNONE
025816109AXPAMERICAN EXPRESS CO$480,9430.09%1,590CommonNONE
00287Y109ABBVABBVIE INC$471,7380.08%2,169CommonNONE
46625H100JPMJPMORGAN CHASE & CO$413,8820.07%1,407CommonNONE
85208T107CXMSPRINKLR INC$405,9300.07%67,655CommonNONE
02072L565BOXXEA SERIES TRUST$397,4800.07%3,418CommonNONE
88160R101TSLATESLA INC$395,9140.07%1,065CommonNONE
18539C204CWENCLEARWAY ENERGY INC$385,0420.07%9,800CommonNONE
060505104BACBANK AMERICA CORP$383,8580.07%7,874CommonNONE
55336V100MPLXMPLX LP$365,2480.06%6,400CommonNONE
478160104JNJJOHNSON & JOHNSON$364,2160.06%1,490CommonNONE
437076102HDHOME DEPOT INC$357,3050.06%1,086CommonNONE
532457108LLYELI LILLY & CO$355,0310.06%386CommonNONE
002824100ABTABBOTT LABORATORIES$346,3070.06%3,373CommonNONE
718172109PMPHILIP MORRIS INTL INC$334,4840.06%2,023CommonNONE
92826C839VVISA INC$333,6730.06%1,104CommonNONE
717081103PFEPFIZER INC$316,3860.06%11,267CommonNONE
69374H881COWZPACER FDS TR$312,9230.06%5,002CommonNONE
45168D104IDXXIDEXX LABS INC$303,4200.05%540CommonNONE
722304102PDDPDD HOLDINGS INC$287,0240.05%2,809CommonNONE
30303M102METAMETA PLATFORMS INC$282,6630.05%494CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$279,7950.05%1,500CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$277,0990.05%17,706CommonNONE
595112103MUMICRON TECHNOLOGY INC$270,2720.05%800CommonNONE
46434G764EMXCISHARES INC$269,4110.05%3,425CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$261,0400.05%62CommonNONE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$248,5000.04%14,000CommonNONE
78468R853SPSMSPDR SERIES TRUST$236,8280.04%4,901CommonNONE
65341B106XIFRXPLR INFRASTRUCTURE LP$233,6400.04%22,000CommonNONE
609207105MDLZMONDELEZ INTL INC$228,4850.04%3,964CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$226,4860.04%837CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$222,6230.04%3,063CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$209,9400.04%1,032CommonNONE
375558103GILDGILEAD SCIENCES INC$207,5220.04%1,489CommonNONE
464287507IJHISHARES TR$200,6410.04%2,971CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$199,3360.04%8,054CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$189,1800.03%150CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$188,2980.03%276CommonNONE
855244109SBUXSTARBUCKS CORP$186,1670.03%2,078CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$167,3640.03%3,521CommonNONE
14040H105COFCAPITAL ONE FINL CORP$165,2510.03%906CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$147,7300.03%2,409CommonNONE
482480100KLACKLA CORP$147,2410.03%100CommonNONE
17275R102CSCOCISCO SYS INC$139,4290.02%1,797CommonNONE
57636Q104MAMASTERCARD INCORPORATED$137,1870.02%275CommonNONE
892356106TSCOTRACTOR SUPPLY CO$136,9400.02%3,023CommonNONE
464287200IVVISHARES TR$130,6420.02%200CALLNONE
09260D107BXBLACKSTONE INC$129,8490.02%1,129CommonNONE
75970E107RNSTRENASANT CORP$129,0930.02%3,573CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$124,8970.02%2,556CommonNONE
46284V101IRMIRON MTN INC DEL$123,4880.02%1,209CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$121,4150.02%700CommonNONE
631103108NDAQNASDAQ INC$118,8460.02%1,400CommonNONE
244199105DEDEERE & CO$112,6600.02%200CommonNONE
464287804IJRISHARES TR$111,7550.02%899CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$111,7000.02%400CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$105,9720.02%2,111CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$101,3850.02%300CommonNONE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$99,1510.02%1,225CommonNONE
91913Y100VLOVALERO ENERGY CORP$98,8320.02%400CommonNONE
808513105SCHWSCHWAB CHARLES CORP$97,6620.02%1,039CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$95,1540.02%194CommonNONE
548661107LOWLOWES COS INC$94,5120.02%400CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$88,4180.02%2,200CommonNONE
464287465EFAISHARES TR$87,4170.02%900CALLNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$86,9000.02%440CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$85,8410.02%434CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$84,6970.02%85CommonNONE
09062X103BIIBBIOGEN INC$81,9480.01%447CommonNONE
20825C104COPCONOCOPHILLIPS$79,2000.01%600CommonNONE
45073V108ITTITT INC$76,2120.01%400CommonNONE
31428X106FDXFEDEX CORP$73,7290.01%207CommonNONE
G29183103ETNEATON CORP PLC$71,5340.01%200CommonNONE
876030107TPRTAPESTRY INC$70,4140.01%499CommonNONE
127097103CTRACOTERRA ENERGY INC$70,2800.01%2,000CommonNONE
254687106DISDISNEY WALT CO$68,1410.01%707CommonNONE
29364G103ETRENTERGY CORP NEW$67,4160.01%600CommonNONE
316092782FVALFIDELITY COVINGTON TRUST$65,8650.01%949CommonNONE
46432F388VLUEISHARES TR$65,4120.01%460CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$64,4660.01%575CommonNONE
824348106SHWSHERWIN WILLIAMS CO$64,1100.01%200CommonNONE
922908363VOOVANGUARD INDEX FDS$63,9380.01%107CommonNONE
78464A359CWBSPDR SERIES TRUST$63,7730.01%697CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$62,9120.01%400CommonNONE
539830109LMTLOCKHEED MARTIN CORP$60,4390.01%100CommonNONE
98954M200ZZILLOW GROUP INC$58,9670.01%1,425CommonNONE
922908744VTVVANGUARD INDEX FDS$58,8600.01%300CALLNONE
37940X102GPNGLOBAL PMTS INC$58,4840.01%869CommonNONE
464287242LQDISHARES TR$58,0640.01%533CommonNONE
46429B655FLOTISHARES TR$57,7710.01%1,134CommonNONE
464288687PFFISHARES TR$57,7280.01%1,904CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$57,5760.01%300CommonNONE
235851102DHRDANAHER CORP DEL$55,5530.01%293CommonNONE
629209305NMIHNMI HLDGS INC$52,5140.01%1,400CommonNONE
291011104EMREMERSON ELEC CO$52,4080.01%400CommonNONE
872590104TMUST-MOBILE US INC$50,1970.01%239CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$49,7540.01%722CommonNONE
126408103CSXCSX CORP$49,2600.01%1,200CommonNONE
72201R635MINOPIMCO ETF TR$48,7450.01%1,079CommonNONE
949746101WMT2WELLS FARGO & CO$48,7210.01%612CommonNONE
11777Q209BTGB2GOLD CORP$48,4710.01%10,700CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$47,9650.01%959CommonNONE
064058100BKBANK NEW YORK MELLON CORP$47,4520.01%400CommonNONE
92939U106WECWEC ENERGY GROUP INC$46,3080.01%400CommonNONE
46434G103IEMGISHARES INC$46,1040.01%661CommonNONE
46429B598INDAISHARES TR$45,1540.01%964CommonNONE
191216100KOCOCA COLA CO$45,0220.01%592CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$44,3990.01%205CommonNONE
464288588MBBISHARES TR$44,2800.01%466CommonNONE
615369105MCOMOODYS CORP$43,6250.01%100CommonNONE
464287440IEFISHARES TR$43,6200.01%457CommonNONE
G5960L103MDTMEDTRONIC PLC$43,3250.01%500CommonNONE
98954M101ZGZILLOW GROUP INC$41,3900.01%1,000CommonNONE
219350105GLWCORNING INC$40,7910.01%300CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$39,4170.01%700CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$39,1230.01%834CommonNONE
78409V104SPGIS&P GLOBAL INC$37,0050.01%87CommonNONE
911312106UPSUNITED PARCEL SVCS INC$36,3600.01%370CommonNONE
369550108GDGENERAL DYNAMICS CORP$34,3220.01%100CommonNONE
34959E109FTNTFORTINET INC$34,3220.01%420CommonNONE
26875P101EOGEOG RES INC$33,2510.01%230CommonNONE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$33,2130.01%1,100CommonNONE
863667101SYKSTRYKER CORPORATION$32,8590.01%100CommonNONE
760759100RSGREPUBLIC SVCS INC$32,8530.01%150CommonNONE
205887102CAGCONAGRA BRANDS INC$32,3410.01%2,057CommonNONE
872540109TJXTJX COS INC NEW$31,9400.01%200CommonNONE
032654105ADIANALOG DEVICES INC$31,8140.01%100CommonNONE
670100205NVONOVO-NORDISK A S$30,8700.01%840CommonNONE
369604301GEGE AEROSPACE$30,0800.01%106CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$29,2750.01%100CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$29,1680.01%100CommonNONE
163851108CCCHEMOURS CO$28,6390.01%1,300CommonNONE
92204A504VHTVANGUARD WORLD FD$27,2330.00%100CommonNONE
907818108UNPUNION PAC CORP$27,1740.00%112CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$27,1380.00%345CommonNONE
464287507IJHISHARES TR$27,0120.00%400CALLNONE
94106B101WCNWASTE CONNECTIONS INC$26,8030.00%165CommonNONE
68389X105ORCLORACLE CORP$26,6270.00%181CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$26,2160.00%200CommonNONE
747525103QCOMQUALCOMM INC$25,7560.00%200CommonNONE
14022A201CGGGCAPITAL GROUP EQUITY ETF TR$25,3400.00%1,000CommonNONE
30034W106EVRGEVERGY INC$24,5760.00%300CommonNONE
64110W102NTESNETEASE COM INC$23,5080.00%210CommonNONE
98978V103ZTSZOETIS INC$23,2870.00%197CommonNONE
172967424CCITIGROUP INC$22,6820.00%200CommonNONE
438516106HONHONEYWELL INTL INC$22,6030.00%100CommonNONE
00206R102TAT&T INC$22,2930.00%769CommonNONE
74348A467NOBLPROSHARES TR$21,2690.00%201CommonNONE
031100100AMEAMETEK INC$20,5790.00%96CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$19,9480.00%242CommonNONE
G0593M107AZNASTRAZENECA PLC$19,7220.00%100CommonNONE
816851109SRESEMPRA$19,4340.00%200CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$18,6810.00%308CommonNONE
66987V109NVSNOVARTIS AG$18,1770.00%119CommonNONE
00724F101ADBEADOBE INC$17,9880.00%74CommonNONE
H42097107UBSUBS GROUP AG$17,9720.00%460CommonNONE
526057104LENLENNAR CORP$17,3680.00%200CommonNONE
03027X100AMTAMERICAN TOWER CORP$17,2580.00%100CommonNONE
90384S303ULTAULTA BEAUTY INC$17,2490.00%33CommonNONE
803054204SAPSAP SE$17,1210.00%100CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$17,0550.00%1,868CommonNONE
071813109BAXBAXTER INTL INC$16,8000.00%1,000CommonNONE
278865100ECLECOLAB INC$16,7590.00%63CommonNONE
817565104SCISERVICE CORP INTL$16,7500.00%203CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$16,0050.00%500CommonNONE
59156R108METMETLIFE INC$15,9120.00%225CommonNONE
758849103REGREGENCY CTRS CORP$15,1320.00%200CommonNONE
231021106CMICUMMINS INC$14,5270.00%27CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$14,4920.00%200CommonNONE
780259305SHELSHELL PLC$14,3220.00%154CommonNONE
706327103PBAPEMBINA PIPELINE CORP$13,4280.00%300CommonNONE
37954Y236DTCRGLOBAL X FDS$13,3460.00%557CommonNONE
963320106WHRWHIRLPOOL CORP$13,1030.00%243CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$13,0940.00%100CommonNONE
513272104LWLAMB WESTON HLDGS INC$12,7910.00%303CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$12,6400.00%329CommonNONE
718546104PSXPHILLIPS 66$12,0240.00%66CommonNONE
12572Q105CMECME GROUP INC$11,5190.00%39CommonNONE
37954Y715BOTZGLOBAL X FDS$11,1950.00%337CommonNONE
767204100RIORIO TINTO PLC$11,1950.00%120CommonNONE
37954Y632AIQGLOBAL X FDS$10,8740.00%233CommonNONE
56035L104MAINMAIN STR CAP CORP$10,5920.00%200CommonNONE
36828A101GEVGE VERNOVA INC$10,4750.00%12CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$9,9050.00%100CommonNONE
744320102PRUPRUDENTIAL FINL INC$9,7690.00%100CommonNONE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$9,7330.00%89CommonNONE
842587107SOSOUTHERN CO$9,6520.00%100CommonNONE
055622104BPBP PLC$9,4000.00%200CommonNONE
15135B101CNCCENTENE CORP DEL$9,3640.00%286CommonNONE
97717Y691WCLDWISDOMTREE TR$9,2610.00%339CommonNONE
697435105PANWPALO ALTO NETWORKS INC$8,6570.00%54CommonNONE
37733W204GSKGSK PLC$8,4990.00%154CommonNONE
92189K105HODLVANECK BITCOIN ETF$8,3350.00%435CommonNONE
22822V101CCICROWN CASTLE INC$8,1310.00%100CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$7,7080.00%100CommonNONE
370334104GISGENERAL MILLS INC$7,4440.00%200CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$7,1930.00%100CommonNONE
30040W108ESEVERSOURCE ENERGY$6,9280.00%100CommonNONE
929089100VOYAVOYA FINANCIAL INC$6,8320.00%100CommonNONE
871607107SNPSSYNOPSYS INC$6,3440.00%16CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$6,2750.00%100CommonNONE
052769106ADSKAUTODESK INC$5,9850.00%25CommonNONE
49446R109KIMKIMCO REALTY CORP$4,4940.00%200CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$4,3850.00%118CommonNONE
743315103PGRPROGRESSIVE CORP$3,3700.00%17CommonNONE
92556V106VTRSVIATRIS INC$3,2790.00%243CommonNONE
693656100PVHPVH CORPORATION$2,7210.00%39CommonNONE
52110K301EMKTLAZARD ACTIVE ETF TR$2,5030.00%97CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2,1840.00%36CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1,9040.00%25CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$1,4720.00%23CommonNONE
68622V106OGNORGANON & CO$9100.00%152CommonNONE
384747101GRALGRAIL INC$8270.00%16CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$4390.00%16CommonNONE
50155Q100KDKYNDRYL HLDGS INC$1970.00%15CommonNONE
038923108ABRARBOR REALTY TRUST INC$1860.00%24CommonNONE
747906600QMCOQUANTUM CORP$1850.00%39CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1420.00%2CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.