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Black Cypress Capital Management, LLC

Q3 2024 · 13F-HR

Black Cypress Capital Management, LLCholdings as filed

Filed 2024-11-13 · accession 0002022614-24-000003

$111.4M
Reported value
31
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
95082P105WCCWESCO INTL INC$24.8M22.3%147,887CommonNONE
902973304USBUS BANCORP DEL$11.1M9.92%241,639CommonNONE
949746101WMT2WELLS FARGO CO NEW$9.7M8.68%171,204CommonNONE
30303M102METAMETA PLATFORMS INC$9.3M8.34%16,236CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$8.1M7.24%104,009CommonNONE
806857108SLBSCHLUMBERGER LTD$6.5M5.82%154,527CommonNONE
406216101HALHALLIBURTON CO$5.2M4.65%178,561CommonNONE
548661107LOWLOWES COS INC$4.7M4.26%17,519CommonNONE
855244109SBUXSTARBUCKS CORP$4.6M4.09%46,749CommonNONE
115637209BF/BBROWN FORMAN CORP$4.2M3.80%81,590CommonNONE
05722G100BKRBAKER HUGHES COMPANY$3.7M3.35%103,251CommonNONE
910047109UALUNITED AIRLS HLDGS INC$3.4M3.03%59,161CommonNONE
247361702DALDELTA AIR LINES INC DEL$2.9M2.59%56,774CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$2.7M2.40%21,505CommonNONE
143658300CCL1EURCARNIVAL CORP$2.5M2.28%137,322CommonNONE
46432F842IEFAISHARES TR$1.6M1.43%20,414CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.3M1.13%30,739CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M1.13%23,756CommonNONE
46434G103IEMGISHARES INC$712,8070.64%12,416CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$629,7300.57%13,160CommonNONE
060505104BACBANK AMERICA CORP$538,0680.48%13,560CommonNONE
46436E866ISHARES TR$469,7370.42%20,057CommonNONE
46434VBD1IBDQISHARES TR$348,7900.31%13,896CommonNONE
291011104EMREMERSON ELEC CO$284,2530.26%2,599CommonNONE
46436E874IBTEISHARES TR$229,0850.21%9,545CommonNONE
464287408IVEISHARES TR$213,6130.19%1,083CommonNONE
844741108LUVSOUTHWEST AIRLS CO$171,2020.15%5,778CommonNONE
464287309IVWISHARES TR$159,1870.14%1,663CommonNONE
46434VBG4IBDPISHARES TR$95,9740.09%3,807CommonNONE
254687106DISDISNEY WALT CO$94,4590.08%982CommonNONE
46625H100JPMJPMORGAN CHASE & CO$49,5520.04%235CommonNONE

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.