Black Cypress Capital Management, LLC — 13F Holdings & Portfolio

CIK 2022614 · latest 13F-HR filed 2026-08-07

Black Cypress Capital Management, LLC manages $149.6M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FND (14.15%), USB (12.37%), META (9.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 14, and trimmed 8.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
THE VERANDA BUILDING
822 A1A NORTH, SUITE 310
PONTE VEDRA BEACH, FL 32082
Phone
(904) 280-6767
Filing Manager
Black Cypress Capital Management, LLC
PONTE VEDRA BEACH, FL
Signatory
Alan Hartley
Founder, CEO, & CIO
Loading holdings…
AUM

$149.6M

Long-equity book

Holdings

29

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+0 / −2 / ↑14 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WELLS FARGO & CO$4.6M +98.0%
  • FORTUNE BRANDS INNOVATIONS I$4.3M +46.8%
  • FLOOR & DECOR HLDGS INC$4.3M +25.1%
  • UNITED AIRLS HLDGS INC$2.5M +42.6%
  • US BANCORP$2.1M +13.1%
Show all 14 →

Top Trims

  • WESCO INTL INC-$5.4M -53.3%
  • HALLIBURTON CO-$1.2M -18.2%
  • SLB LIMITED-$1.2M -16.8%
  • DELTA AIR LINES INC-$918.8K -67.8%
  • META PLATFORMS INC-$762.7K -5.0%
Show all 8 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • JOHNSON CTLS INTL PLC$24.6K
  • NIKE INC$5.0K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 FLOOR & DECOR HLDGS INC FND 339750101 $21.2M 14.15% 356,735 SH
2 US BANCORP USB 902973304 $18.5M 12.37% 306,354 SH
3 META PLATFORMS INC META 30303M102 $14.5M 9.68% 25,699 SH
4 FORTUNE BRANDS INNOVATIONS I FBIN 34964C106 $13.4M 8.93% 243,487 SH
5 AMAZON COM INC AMZN 023135106 $13.2M 8.82% 55,363 SH
6 DISNEY WALT CO DIS 254687106 $11.6M 7.75% 120,475 SH
7 WELLS FARGO & CO WFC 949746101 $9.2M 6.18% 111,865 SH
8 UNITED AIRLS HLDGS INC UAL 910047109 $8.5M 5.65% 62,184 SH
9 CARNIVAL CORP CCL 143658300 $7.3M 4.87% 255,136 SH
10 SLB LIMITED SLB 806857108 $5.9M 3.94% 126,907 SH
11 HALLIBURTON CO HAL 406216101 $5.5M 3.70% 162,973 SH
12 WESCO INTL INC WCC 95082P105 $4.7M 3.17% 13,729 SH
13 LULULEMON ATHLETICA INC LULU 550021109 $4.6M 3.10% 40,653 SH
14 BROWN FORMAN CORP BF.B 115637209 $4.3M 2.89% 161,988 SH
15 ISHARES TR IEFA 46432F842 $1.6M 1.06% 16,408 SH
16 SCHWAB STRATEGIC TR SCHF 808524805 $1.1M 0.73% 39,244 SH
17 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.1M 0.72% 15,129 SH
18 CONSTELLATION BRANDS INC STZ 21036P108 $845.1K 0.56% 6,076 SH
19 ISHARES INC IEMG 46434G103 $779.4K 0.52% 9,408 SH
20 VANGUARD INTL EQUITY INDEX F VWO 922042858 $611.3K 0.41% 10,242 SH
21 DELTA AIR LINES INC DAL 247361702 $436.9K 0.29% 4,665 SH
22 ISHARES TR IBTH 46436E841 $145.4K 0.10% 6,500 SH
23 ISHARES TR IBDS 46435UAA9 $140.5K 0.09% 5,800 SH
24 ISHARES TR IVE 464287408 $122.5K 0.08% 539 SH
25 ISHARES TR IBTG 46436E858 $116.7K 0.08% 5,100 SH
26 ISHARES TR IVW 464287309 $115.3K 0.08% 839 SH
27 ISHARES TR IBDR 46435GAA0 $84.8K 0.06% 3,500 SH
28 STARBUCKS CORP SBUX 855244109 $26.9K 0.02% 263 SH
29 LOWES COS INC LOW 548661107 $5.2K 0.00% 24 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $149.6M 29 0002022614-26-000003
2026-03-31 2026-05-13 $139.3M 31 0002022614-26-000002
2025-12-31 2026-02-10 $143.3M 28 0002022614-26-000001
2025-09-30 2025-11-13 $133.3M 32 0002022614-25-000007