Black Cypress Capital Management, LLC
Black Cypress Capital Management, LLC reported 29 holdings worth US$150M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Black Cypress Capital Management, LLC reported 29 holdings worth US$150M as of Jun 30, 2026. Largest: Floor & Decor Holdings, Inc., U.s. Bancorp and Meta Platforms, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$150M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Floor & Decor Holdings, Inc. | 357K | US$21.2M | 14.2% |
| U.s. Bancorp | 306K | US$18.5M | 12.4% |
| Meta Platforms, Inc. | 25,699 | US$14.5M | 9.7% |
| Fortune Brands Innovations, Inc. | 243K | US$13.4M | 8.9% |
| Amazon.com, Inc. | 55,363 | US$13.2M | 8.8% |
| Walt Disney Company (the) | 120K | US$11.6M | 7.8% |
| Wells Fargo & Company | 112K | US$9.24M | 6.2% |
| United Airlines Holdings, Inc. | 62,184 | US$8.46M | 5.7% |
| Halliburton Company | 163K | US$5.53M | 3.7% |
| Wesco International, Inc. | 13,729 | US$4.74M | 3.2% |
| Lululemon Athletica Inc. | 40,653 | US$4.64M | 3.1% |
| Brown Forman Inc | 162K | US$4.32M | 2.9% |
| Constellation Brands, Inc. | 6,076 | US$845K | 0.56% |
| Delta Air Lines, Inc. | 4,665 | US$437K | 0.29% |
| Starbucks Corporation | 263 | US$26,876 | 0.02% |
| Lowe's Companies, Inc. | 24 | US$5,208 | <0.01% |
| Nike, Inc. | 0 | US$0 | 0.00% |