Tannin Capital LLC — 13F Holdings & Portfolio

CIK 2110834 · latest 13F-HR filed 2026-05-12

Tannin Capital LLC manages $137.8M in 13F-reported U.S. long-equity assets across 152 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CLIP (5.86%), BRK.A (4.17%), JPM (3.61%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 23 new positions, exited 6, added to 55, and trimmed 48.

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.

Loading holdings…
AUM

$137.8M

Long-equity book

Holdings

152

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+23 / −6 / ↑55 / ↓48

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROADCOM INC$669.6K +32.2%
  • CHEVRON CORP NEW$525.8K +50.4%
  • ONEOK INC NEW$482.2K +72.2%
  • JOHNSON & JOHNSON$417.1K +27.1%
  • WALMART INC$335.3K +27.5%
Show all 55

Top Trims

  • INTERNATIONAL BUSINESS MACHS-$1.4M -62.0%
  • VANGUARD INDEX FDS-$448.8K -43.5%
  • MICROSOFT CORP-$325.1K -12.4%
  • VANGUARD INDEX FDS-$287.0K -7.8%
  • VANGUARD INDEX FDS-$257.1K -9.5%
Show all 48

New Positions

  • GLOBAL X FDS$8.1M
  • BERKSHIRE HATHAWAY INC DEL$5.7M
  • VANECK ETF TRUST$1.9M
  • AMPLIFY ETF TR$1.4M
  • RTX CORPORATION$1.3M
Show all 23

Exited Positions

  • BROADRIDGE FINL SOLUTIONS IN$262.4K
  • QUALCOMM INC$238.8K
  • KKR & CO INC$231.1K
  • SNOWFLAKE INC$216.1K
  • ISHARES TR$209.7K
Show all 6
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 GLOBAL X FDS CLIP 37960A438 $8.1M 5.86% 80,425 SH
2 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $5.7M 4.17% 8 SH
3 JPMORGAN CHASE & CO. JPM 46625H100 $5.0M 3.61% 16,888 SH
4 APPLE INC AAPL 037833100 $5.0M 3.60% 19,518 SH
5 ALPHABET INC GOOGL 02079K305 $3.9M 2.81% 13,484 SH
6 NVIDIA CORPORATION NVDA 67066G104 $3.8M 2.74% 21,642 SH
7 VANGUARD INDEX FDS VOO 922908363 $3.4M 2.47% 5,697 SH
8 GOLDMAN SACHS GROUP INC GS 38141G104 $3.0M 2.14% 3,492 SH
9 ABBVIE INC ABBV 00287Y109 $2.8M 2.05% 13,014 SH
10 BROADCOM INC AVGO 11135F101 $2.7M 1.99% 8,874 SH
11 VANGUARD INDEX FDS VUG 922908736 $2.4M 1.77% 5,589 SH
12 MICROSOFT CORP MSFT 594918104 $2.3M 1.66% 6,192 SH
13 SPDR S&P 500 ETF TR SPY 78462F103 $2.2M 1.63% 3,449 SH
14 HOME DEPOT INC HD 437076102 $2.1M 1.52% 6,351 SH
15 JOHNSON & JOHNSON JNJ 478160104 $2.0M 1.42% 7,994 SH
16 VANECK ETF TRUST OIH 92189H607 $1.9M 1.36% 4,651 SH
17 VISA INC V 92826C839 $1.8M 1.30% 5,931 SH
18 EMERSON ELEC CO EMR 291011104 $1.7M 1.24% 13,070 SH
19 VANGUARD INTL EQUITY INDEX F VT 922042742 $1.7M 1.20% 12,002 SH
20 VANGUARD INDEX FDS VTI 922908769 $1.6M 1.19% 5,118 SH
21 CHEVRON CORP NEW CVX 166764100 $1.6M 1.14% 7,582 SH
22 WALMART INC WMT 931142103 $1.6M 1.13% 12,525 SH
23 META PLATFORMS INC META 30303M102 $1.5M 1.07% 2,584 SH
24 ISHARES TR IWD 464287598 $1.5M 1.06% 6,806 SH
25 AMPLIFY ETF TR DIVO 032108409 $1.4M 1.01% 30,950 SH
26 CISCO SYS INC CSCO 17275R102 $1.4M 1.01% 17,879 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.4M 0.99% 2,839 SH
28 ALPHABET INC GOOG 02079K107 $1.4M 0.98% 4,711 SH
29 ISHARES TR IJH 464287507 $1.3M 0.98% 19,908 SH
30 AMAZON COM INC AMZN 023135106 $1.3M 0.97% 6,427 SH
31 RTX CORPORATION RTX 75513E101 $1.3M 0.94% 6,739 SH
32 SOUTHERN CO SO 842587107 $1.2M 0.89% 12,656 SH
33 SPDR DOW JONES INDL AVERAGE DIA 78467X109 $1.2M 0.86% 2,556 SH
34 SPDR INDEX SHS FDS SPDW 78463X889 $1.2M 0.84% 25,485 SH
35 ONEOK INC NEW OKE 682680103 $1.2M 0.83% 12,728 SH
36 EMCOR GROUP INC EME 29084Q100 $1.1M 0.83% 1,541 SH
37 ISHARES TR IWF 464287614 $1.1M 0.81% 2,618 SH
38 BANK AMERICA CORP BAC 060505104 $1.1M 0.80% 22,659 SH
39 PEPSICO INC PEP 713448108 $1.1M 0.80% 7,093 SH
40 PROCTER AND GAMBLE CO PG 742718109 $1.1M 0.79% 7,495 SH
41 CSX CORP CSX 126408103 $1.1M 0.78% 26,082 SH
42 CAPITAL ONE FINL CORP COF 14040H105 $905.6K 0.66% 4,964 SH
43 ISHARES TR IUSG 464287671 $901.7K 0.65% 5,813 SH
44 INVESCO EXCH TRADED FD TR II QQQJ 46138G631 $892.9K 0.65% 24,660 SH
45 SPDR GOLD TR GLD 78463V107 $891.6K 0.65% 2,072 SH
46 NETFLIX INC NFLX 64110L106 $877.6K 0.64% 9,127 SH
47 SHOPIFY INC SHOP 82509L107 $875.9K 0.64% 7,384 SH
48 VANGUARD WHITEHALL FDS VYM 921946406 $850.5K 0.62% 5,743 SH
49 INVESCO QQQ TR QQQ 46090E103 $841.5K 0.61% 1,458 SH
50 INTERNATIONAL BUSINESS MACHS IBM 459200101 $835.0K 0.61% 3,445 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $137.8M 152 0002110834-26-000003
2025-12-31 2026-02-17 $111.8M 135 0002110834-26-000001