Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Black Cypress Capital Management, LLC (CIK 2022614) reported $139.3M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FND ($16.9M, 12.15%), USB ($16.4M, 11.75%), META ($15.2M, 10.94%), AMZN ($12.1M, 8.70%), DIS ($11.8M, 8.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FND | FLOOR & DECOR HLDGS INC | $16.9M | 12.15% | 333,173 | Added |
| 2 | USB | US BANCORP DEL | $16.4M | 11.75% | 314,603 | Trimmed |
| 3 | META | META PLATFORMS INC | $15.2M | 10.94% | 26,635 | Added |
| 4 | AMZN | AMAZON COM INC | $12.1M | 8.70% | 58,169 | New |
| 5 | DIS | DISNEY WALT CO | $11.8M | 8.48% | 122,506 | Added |
| 6 | WCC | WESCO INTL INC | $10.2M | 7.30% | 37,142 | Trimmed |
| 7 | FBIN | FORTUNE BRANDS INNOVATIONS I | $9.1M | 6.54% | 233,607 | Added |
| 8 | SLB | SCHLUMBERGER LTD | $7.1M | 5.09% | 138,040 | Trimmed |
| 9 | HAL | HALLIBURTON CO | $6.8M | 4.86% | 173,543 | Trimmed |
| 10 | CCL | CARNIVAL CORP | $6.5M | 4.69% | 252,220 | Added |
| 11 | UAL | UNITED AIRLS HLDGS INC | $5.9M | 4.26% | 64,408 | Added |
| 12 | WFC | WELLS FARGO CO NEW | $4.7M | 3.35% | 58,648 | Added |
| 13 | BF/B | BROWN FORMAN CORP | $4.5M | 3.24% | 170,481 | Trimmed |
| 14 | LULU | LULULEMON ATHLETICA INC | $4.1M | 2.91% | 26,487 | New |
| 15 | IEFA | ISHARES TR | $1.5M | 1.09% | 16,761 | Added |
| 16 | DAL | DELTA AIR LINES INC DEL | $1.4M | 0.97% | 20,393 | Trimmed |
| 17 | SCHF | SCHWAB STRATEGIC TR | $992,093 | 0.71% | 40,085 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $976,080 | 0.70% | 15,232 | Added |
| 19 | STZ | CONSTELLATION BRANDS INC | $911,400 | 0.65% | 6,076 | Hold |
| 20 | IEMG | ISHARES INC | $678,142 | 0.49% | 9,722 | Added |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $575,332 | 0.41% | 10,644 | Added |
| 22 | LOW | LOWES COS INC | $263,598 | 0.19% | 1,116 | Trimmed |
| 23 | IBDS | ISHARES TR | $140,592 | 0.10% | 5,800 | Added |
| 24 | IBTH | ISHARES TR | $145,795 | 0.10% | 6,500 | Added |
| 25 | IBTG | ISHARES TR | $116,867 | 0.08% | 5,100 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31