Black Cypress Capital Management, LLC
CIK 0002022614 · PONTE VEDRA BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$149.6M
2026 Q2
Positions
29
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
FND
FLOOR & DECOR HLDGS INC
14.2%
USB
US BANCORP
12.4%
META
META PLATFORMS INC
9.7%
FBIN
FORTUNE BRANDS INNOVATIONS I
8.9%
AMZN
AMAZON COM INC
8.8%
DIS
DISNEY WALT CO
7.8%
WFC
WELLS FARGO & CO
6.2%
UAL
UNITED AIRLS HLDGS INC
5.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.