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.
EPACRIA CAPITAL PARTNERS, LLC (CIK 1927623) reported $129.1M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PM ($17.6M, 13.66%), BTI ($17.0M, 13.15%), VEA ($15.0M, 11.62%), CNQ ($11.4M, 8.80%), BRK/B ($10.1M, 7.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PM | PHILIP MORRIS INTL INC | $17.6M | 13.66% | 106,667 | Hold |
| 2 | BTI | BRITISH AMERN TOB PLC | $17.0M | 13.15% | 290,381 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $15.0M | 11.62% | 234,089 | Hold |
| 4 | CNQ | CANADIAN NAT RES LTD MED TER | $11.4M | 8.80% | 233,208 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.1M | 7.85% | 21,160 | Hold |
| 6 | BSM | BLACK STONE MINERALS L P | $8.8M | 6.80% | 580,716 | Hold |
| 7 | BOXX | EA SERIES TRUST | $6.9M | 5.32% | 59,046 | Added |
| 8 | EPD | ENTERPRISE PRODS PARTNERS L | $5.3M | 4.09% | 139,372 | Hold |
| 9 | IBKR | INTERACTIVE BROKERS GROUP IN | $4.8M | 3.74% | 72,000 | Hold |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $4.3M | 3.34% | 6 | Hold |
| 11 | HCC | WARRIOR MET COAL INC | $3.6M | 2.82% | 39,052 | Hold |
| 12 | VIRT | VIRTU FINL INC | $3.6M | 2.81% | 82,582 | Hold |
| 13 | SGOV | ISHARES TR | $3.6M | 2.76% | 35,350 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 2.74% | 5,432 | Hold |
| 15 | MRX | MAREX GROUP PLC | $2.9M | 2.26% | 65,400 | Added |
| 16 | NTB | BANK OF N T BUTTERFIELD & SO | $2.2M | 1.72% | 42,292 | Hold |
| 17 | CHKP | CHECK POINT SOFTWARE TECH LT | $2.0M | 1.53% | 13,808 | Added |
| 18 | GOOG | ALPHABET INC | $1.6M | 1.27% | 5,727 | Trimmed |
| 19 | FRPH | FRP HLDGS INC | $1.3M | 0.99% | 58,217 | Hold |
| 20 | AFL | AFLAC INC | $822,825 | 0.64% | 7,500 | Hold |
| 21 | NEN | NEW ENGLAND RLTY ASSOC LTD P | $527,228 | 0.41% | 8,636 | Hold |
| 22 | INSW | INTERNATIONAL SEAWAYS INC | $345,816 | 0.27% | 4,745 | Trimmed |
| 23 | EXPD | EXPEDITORS INTL WASH INC | $315,106 | 0.24% | 2,200 | Hold |
| 24 | ECO | OKEANIS ECO TANKERS COR | $296,306 | 0.23% | 5,857 | New |
| 25 | FRO | FRONTLINE PLC | $300,528 | 0.23% | 8,621 | New |
Source: SEC Form 13F filings · as of 2026-03-31