TT Capital Management LLC — 13F Holdings & Portfolio

CIK 2056338 · latest 13F-HR filed 2026-08-04

TT Capital Management LLC manages $128.4M in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JAAA (17.30%), JBBB (10.69%), SGOV (5.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 5, added to 29, and trimmed 22.

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
1401 E CORAL COVE DR
GILBERT, AZ 85234
Phone
(805) 886-8140
Filing Manager
TT Capital Management LLC
Gilbert, AZ
Signatory
Tim Travis
Chief Executive Officer / Managing Member
Loading holdings…
AUM

$128.4M

Long-equity book

Holdings

77

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+9 / −5 / ↑29 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • META PLATFORMS INC$996.7K +283.3%
  • MICROSOFT CORP$683.4K +196.2%
  • BERKSHIRE HATHAWAY INC DEL$655.3K +130.1%
  • MORGAN STANLEY DIRECT LENDIN$549.7K +11.8%
  • ALPHABET INC$516.1K +23.8%
Show all 29

Top Trims

  • JANUS DETROIT STR TR-$1.3M -5.7%
  • OCCIDENTAL PETE CORP-$413.4K -34.6%
  • VERIZON COMMUNICATIONS INC-$352.4K -16.7%
  • DOW HLDGS INC-$267.1K -34.7%
  • LYONDELLBASELL INDUSTRIES NV-$246.6K -36.1%
Show all 22

New Positions

  • ASSURED GUARANTY LTD$1.7M
  • MASTERCARD INCORPORATED$569.1K
  • FISERV INC$491.7K
  • ARES CAPITAL CORP$318.7K
  • RAYONIER INC$269.0K
Show all 9

Exited Positions

  • KENNEDY-WILSON HOLDINGS INC$508.7K
  • CITIGROUP INC$252.4K
  • RIVERNORTH MANAGED DUR MUN I$251.2K
  • BP PLC$233.4K
  • GOLUB CAP BDC INC$126.6K
Show all 5
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 JANUS DETROIT STR TR JAAA 47103U845 $22.2M 17.30% 439,807 SH
2 JANUS DETROIT STR TR JBBB 47103U753 $13.7M 10.69% 289,726 SH
3 ISHARES TR SGOV 46436E718 $7.2M 5.60% 71,451 SH
4 VICI PPTYS INC VICI 925652109 $6.4M 4.99% 241,033 SH
5 MORGAN STANLEY DIRECT LENDIN MSDL 61774A103 $5.2M 4.04% 343,317 SH
6 ALEXANDRIA REAL ESTATE EQ IN ARE 015271109 $5.0M 3.86% 93,793 SH
7 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $3.8M 2.96% 349,061 SH
8 ALPS ETF TR AMLP 00162Q452 $3.5M 2.70% 66,845 SH
9 MID-AMER APT CMNTYS INC MAA 59522J103 $3.0M 2.34% 21,655 SH
10 ALPHABET INC GOOG 02079K107 $2.7M 2.09% 7,594 SH
11 ISHARES TR LQD 464287242 $2.6M 2.06% 24,255 SH
12 CROWN CASTLE INC CCI 22822V101 $2.6M 1.99% 33,719 SH
13 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $2.5M 1.95% 122,687 SH
14 NNN REIT INC NNN 637417106 $2.5M 1.92% 53,025 SH
15 BLUE OWL CAPITAL INC OWL 09581B103 $2.4M 1.89% 277,470 SH
16 AMAZON COM INC AMZN 023135106 $2.1M 1.64% 8,834 SH
17 WP CAREY INC WPC 92936U109 $1.9M 1.45% 26,108 SH
18 BLACKROCK FLOATING RATE INCO FRA 09255X100 $1.8M 1.42% 165,320 SH
19 ETFIS SER TR I PFFA 26923G822 $1.8M 1.38% 86,150 SH
20 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.8M 1.37% 41,393 SH
21 ASSURED GUARANTY LTD AGO G0585R106 $1.7M 1.29% 20,626 SH
22 EASTERLY GOVT PPTYS INC DEA 27616P301 $1.5M 1.20% 61,862 SH
23 CAMDEN PPTY TR CPT 133131102 $1.5M 1.14% 12,794 SH
24 META PLATFORMS INC META 30303M102 $1.3M 1.05% 2,394 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.90% 2,316 SH
26 BROOKFIELD CORP BN 11271J107 $1.2M 0.90% 27,100 SH
27 OAKTREE SPECIALTY LENDING OCSL 67401P405 $1.1M 0.86% 91,982 SH
28 FS KKR CAP CORP FSK 302635206 $1.1M 0.84% 102,449 SH
29 MICROSOFT CORP MSFT 594918104 $1.0M 0.80% 2,766 SH
30 ALLY FINL INC ALLY 02005N100 $1.0M 0.78% 21,844 SH
31 AH RLTY TR INC AHRT 04208T108 $981.1K 0.76% 138,575 SH
32 BLACKSTONE SECD LENDING FD BXSL 09261X102 $980.4K 0.76% 41,350 SH
33 ISHARES TR HYG 464288513 $931.6K 0.73% 11,649 SH
34 GLOBAL X FDS MLPA 37954Y343 $859.9K 0.67% 16,200 SH
35 BLUE OWL TECHNOLOGY FIN CORP OTF 095924106 $839.4K 0.65% 81,100 SH
36 COMCAST CORP NEW CMCSA 20030N101 $830.8K 0.65% 33,841 SH
37 CENTENE CORP DEL CNC 15135B101 $783.1K 0.61% 12,200 SH
38 OCCIDENTAL PETE CORP OXY 674599105 $782.0K 0.61% 16,100 SH
39 ENTERPRISE PRODS PARTNERS L EPD 293792107 $740.2K 0.58% 20,137 SH
40 ONEOK INC NEW OKE 682680103 $722.9K 0.56% 8,315 SH
41 GOLDMAN SACHS BDC INC GSBD 38147U107 $681.1K 0.53% 71,850 SH
42 PFIZER INC PFE 717081103 $670.7K 0.52% 27,855 SH
43 CAESARS ENTERTAINMENT INC NE CZR 12769G100 $660.9K 0.51% 21,900 SH
44 THE CAMPBELLS COMPANY CPB 134429109 $628.0K 0.49% 28,200 SH
45 MASTERCARD INCORPORATED MA 57636Q104 $569.1K 0.44% 1,108 SH
46 ARBOR REALTY TRUST INC ABR 038923108 $516.5K 0.40% 95,295 SH
47 ENERGY TRANSFER L P ET 29273V100 $514.3K 0.40% 26,900 SH
48 DOW HLDGS INC DOW 260557103 $503.4K 0.39% 18,400 SH
49 FISERV INC FISV 337738108 $491.7K 0.38% 10,025 SH
50 DISNEY WALT CO DIS 254687106 $481.8K 0.38% 5,006 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $128.4M 77 0001172661-26-003036
2026-03-31 2026-05-12 $121.3M 73 0001172661-26-001728
2025-12-31 2026-02-11 $125.5M 73 0001172661-26-000608
2025-09-30 2025-11-07 $130.9M 69 0001172661-25-004619