MondegarAI
Annandale Capital, LLC

Q1 2025 · 13F-HR

Annandale Capital, LLCholdings as filed

Filed 2025-05-13 · accession 0001811739-25-000002

$1.6M
Reported value
127
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$812,50051.3%1,300,000CALLNONE
78462F103SPYSPDR S&P 500 ETF TR$143,4259.05%260,000PUTNONE
921937827BSVVANGUARD BD INDEX FDS$42,8692.70%547,636CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$34,3792.17%817,373CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$24,7441.56%792,312CommonNONE
30303M102METAMETA PLATFORMS INC$21,3721.35%37,081CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$19,8131.25%323,052CommonNONE
30303M102METAMETA PLATFORMS INC$19,7751.25%35,000PUTNONE
921946406VYMVANGUARD WHITEHALL FDS$19,5341.23%151,475CommonNONE
46429B267GOVTISHARES TR$19,0601.20%829,238CommonNONE
29273V100ETENERGY TRANSFER L P$18,1901.15%1,070,000PUTNONE
37954Y293MLPXGLOBAL X FDS$17,7841.12%278,700CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$16,3571.03%631,775CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14,4490.91%27,130CommonNONE
922908769VTIVANGUARD INDEX FDS$12,1500.77%45,000PUTNONE
64110L106NFLXNETFLIX INC$11,8910.75%12,751CommonNONE
29273V100ETENERGY TRANSFER L P$11,5510.73%621,362CommonNONE
64110L106NFLXNETFLIX INC$10,6960.67%12,400PUTNONE
464287655IWMISHARES TR$10,0000.63%50,000PUTNONE
464287655IWMISHARES TR$9,9750.63%50,000CommonNONE
023135106AMZNAMAZON COM INC$9,9210.63%52,143CommonNONE
02079K305GOOGLALPHABET INC$9,2630.58%59,901CommonNONE
464287234EEMISHARES TR$9,2510.58%211,702CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$8,7810.55%95,051CommonNONE
594918104MSFTMICROSOFT CORP$8,6890.55%23,146CommonNONE
464287234EEMISHARES TR$8,6850.55%200,000PUTNONE
743315103PGRPROGRESSIVE CORP$8,2300.52%29,079CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7,9820.50%14,269CommonNONE
31847R102FAFFIRST AMERN FINL CORP$7,6070.48%115,911CommonNONE
931142103WMTWALMART INC$7,5630.48%86,146CommonNONE
46429B671MCHIISHARES TR$7,2480.46%138,000PUTNONE
025072703AVDEAMERICAN CENTY ETF TR$7,0040.44%105,692CommonNONE
78464A698KRESPDR SER TR$6,8220.43%120,000CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$6,6550.42%50,328CommonNONE
00287Y109ABBVABBVIE INC$6,1050.39%29,140CommonNONE
437076102HDHOME DEPOT INC$5,9740.38%16,301CommonNONE
570535104MKLMARKEL CORP$5,8650.37%3,137CommonNONE
084423102WRBBERKLEY W R CORP$5,8550.37%82,279CommonNONE
056752108BIDUBAIDU INC$5,5250.35%60,032CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$5,4530.34%159,724CommonNONE
46429B671MCHIISHARES TR$5,4400.34%100,000CommonNONE
037833100AAPLAPPLE INC$5,2400.33%23,589CommonNONE
254687106DISDISNEY WALT CO$4,9050.31%49,697CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$4,8700.31%94,578CommonNONE
03674X106ARANTERO RESOURCES CORP$4,8670.31%120,354CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$4,7900.30%116,238CommonNONE
G0176J109ALLEALLEGION PLC$4,4460.28%34,076CommonNONE
46432F339QUALISHARES TR$4,3360.27%25,374CommonNONE
92826C839VVISA INC$4,2680.27%12,178CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$4,0300.25%66,983CommonNONE
053332102AZOAUTOZONE INC$4,0000.25%1,049CommonNONE
217204106CPRTCOPART INC$3,9720.25%70,184CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3,8940.25%49,748CommonNONE
002824100ABTABBOTT LABS$3,8220.24%28,812CommonNONE
17275R102CSCOCISCO SYS INC$3,7390.24%60,586CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$3,7360.24%811CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3,6460.23%50,040CommonNONE
G0450A105ACGLARCH CAP GROUP LTD$3,6210.23%37,644CommonNONE
478160104JNJJOHNSON & JOHNSON$3,5110.22%21,171CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3,5000.22%50,000PUTNONE
01609W102BABASPONSORED ADS$3,2500.21%25,000PUTNONE
03027X100AMTAMERICAN TOWER CORP NEW$3,1450.20%14,453CommonNONE
78463V107GLDSPDR GOLD TR$3,0560.19%10,606CommonNONE
02079K107GOOGALPHABET INC$3,0070.19%19,247CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2,6300.17%15,246CommonNONE
294429105EFXEQUIFAX INC$2,5270.16%10,375CommonNONE
20825C104COPCONOCOPHILLIPS$2,4440.15%23,270CommonNONE
907818108UNPUNION PAC CORP$2,4210.15%10,250CommonNONE
464287465EFAISHARES TR$2,2020.14%26,937CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$2,1720.14%7,299CommonNONE
882508104TXNTEXAS INSTRS INC$2,1480.14%11,952CommonNONE
G17977110BURBURFORD CAP LTD$2,0700.13%156,700CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$2,0240.13%5,276CommonNONE
747525103QCOMQUALCOMM INC$1,8500.12%12,041CommonNONE
500767306KWEBKRANESHARES TRUST$1,8080.11%51,803CommonNONE
500767306KWEBKRANESHARES TRUST$1,7500.11%50,000PUTNONE
942622200WSOWATSCO INC$1,5290.10%3,009CommonNONE
949746101WMT2WELLS FARGO CO NEW$1,3240.08%18,436CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1,1440.07%7,637CommonNONE
126402106CSWCSW INDUSTRIALS INC$1,0530.07%3,611CommonNONE
496904202KFSKINGSWAY FINL SVCS INC$1,0150.06%128,200CommonNONE
922908744VTVVANGUARD INDEX FDS$9090.06%5,261CommonNONE
M96088105URGNUROGEN PHARMA LTD$8360.05%75,552CommonNONE
674599105OXYOCCIDENTAL PETE CORP$7690.05%15,589CommonNONE
464288588MBBISHARES TR$6570.04%7,011CommonNONE
464287309IVWISHARES TR$6450.04%6,952CommonNONE
58733R102MELIMERCADOLIBRE INC$6160.04%316CommonNONE
464288257ACWIMSCI ACWI EX US$6060.04%5,210CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$5840.04%22,293CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$5480.03%1,755CommonNONE
464287200IVVCORE S&P500 ETF$4660.03%829CommonNONE
G0403H108AONAON PLC$4480.03%1,123CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$4460.03%22,288CommonNONE
30231G102XOMEXXON MOBIL CORP$4430.03%3,725CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$4410.03%11,460CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4370.03%17,456CommonNONE
26614N102DDDUPONT DE NEMOURS INC$4330.03%5,795CommonNONE
58933Y105MRKMERCK & CO. INC$4220.03%4,703CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3710.02%12,988CommonNONE
22052L104CTVACORTEVA INC$3630.02%5,767CommonNONE
921909768VXUSVANGUARD STAR FDS$3540.02%5,700CommonNONE
808524763FNDASCHWAB STRATEGIC TR$3450.02%12,600CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$3100.02%8,550CommonNONE
922908611VBRVANGUARD INDEX FDS$3030.02%1,625CommonNONE
153436100CEECENTRAL & EASTERN EUROPE FD$3020.02%20,928CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$2810.02%7,500CommonNONE
11135F101AVGOBROADCOM INC$2800.02%1,670CommonNONE
67066G104NVDANVIDIA CORPORATION$2760.02%2,545CommonNONE
026874784AIGAMERICAN INTL GROUP INC$2740.02%3,151CommonNONE
03743Q108APAAPA CORPORATION$2620.02%12,474CommonNONE
464286400EWZISHARES TR$2600.02%10,000CALLNONE
46625H100JPMJPMORGAN CHASE & CO$2520.02%1,026CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2510.02%5,000CommonNONE
923451108VBTXVERITEX HLDGS INC$2410.02%9,667CommonNONE
060505104BACBK OF AMERICA CORP$2400.02%5,752CommonNONE
166764100CVXCHEVRON CORP NEW$2330.01%1,392CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$2320.01%3,793CommonNONE
26875P101EOGEOG RES INC$2240.01%1,746CommonNONE
09225M101BSMBLACK STONE MINERALS L P$2200.01%14,382CommonNONE
464287630IWNISHARES TR$2130.01%1,408CommonNONE
260557103DOWDOW INC$2020.01%5,795CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2020.01%6,112CommonNONE
44952J104CRGYCRESCENT ENERGY COMPANY$1870.01%16,603CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$1620.01%11,586CommonNONE
961684206WWRWESTWATER RES INC$1380.01%250,000CommonNONE
686275108OESXUSDORION ENERGY SYS INC$1250.01%173,339CommonNONE
M8287R202REEREE AUTOMOTIVE LTD$1240.01%46,666CommonNONE

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.