Institutions / Hiddenite Capital Partners LP
Hiddenite Capital Partners LP
CIK 1823823 · Institution · as of Dec 31, 2025
Portfolio value
$193.79M
Positions
18
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Crh Public Ltd Co | $20.97M | 10.8% |
| Comfort Systems USA Inc | $19.79M | 10.2% |
| First Solar Inc | $16.07M | 8.3% |
| NRG Energy Inc | $14.33M | 7.4% |
| Solaris Energy Infrastructure, Inc. | $13.79M | 7.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $13.43M | 6.9% |
| Dick's Sporting Goods Inc | $12.18M | 6.3% |
| Kodiak Gas Services, Inc. | $11.22M | 5.8% |
| Apollo Global Management, Inc. | $10.86M | 5.6% |
| FedEx Corp | $9.53M | 4.9% |
| NVIDIA Corp | $9.32M | 4.8% |
| StoneX Group Inc. | $8.46M | 4.4% |
| Willow Lane Acquisition Corp. | $8.11M | 4.2% |
| Broadcom Inc. | $6.92M | 3.6% |
| First Citizens Bancshares Inc /De | $6.87M | 3.5% |
| Legence Corp. | $6.57M | 3.4% |
| Viking Holdings Ltd | $3.21M | 1.7% |
| Solaris Energy Infras Inc | $2.17M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.