PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FCX | 2.65M | $134.59M |
 | PLTR | 1.18M | $208.86M |
 | QUBT | 900K | $9.23M |
 | NVDA | 860K | $160.39M |
 | OUT | 850K | $20.48M |
 | MRP | 700K | $20.91M |
 | GPCR | 700K | $48.69M |
 | UMH | 650K | $10.34M |
 | TPL | 620K | $178.08M |
 | WY | 600K | $14.21M |
 | OVV | 600K | $23.51M |
 | KIM | 550K | $11.15M |
 | CNQ | 550K | $18.62M |
 | APA | 550K | $13.45M |
 | DVN | 550K | $20.15M |
 | MUR | 550K | $17.19M |
 | AFRM | 525K | $39.08M |
 | CCJ | 500K | $45.74M |
 | VALE | 500K | $6.51M |
 | STAG | 500K | $18.38M |
Freeport-McMoRan Inc.
FCX
Shares Held
2.65M
Value
$134.59M
Palantir Technologies Inc.
PLTR
Shares Held
1.18M
Value
$208.86M
Quantum Computing, Inc.
QUBT
Shares Held
900K
Value
$9.23M
NVIDIA Corporation
NVDA
Shares Held
860K
Value
$160.39M
Outfront Media Inc.
OUT
Shares Held
850K
Value
$20.48M
Millrose Properties, Inc.
MRP
Shares Held
700K
Value
$20.91M
Structure Therapeutics Inc.
GPCR
Shares Held
700K
Value
$48.69M
UMH Properties, Inc.
UMH
Shares Held
650K
Value
$10.34M
Texas Pacific Land Corporation
TPL
Shares Held
620K
Value
$178.08M
Weyerhaeuser Company
WY
Shares Held
600K
Value
$14.21M
Ovintiv Inc.
OVV
Shares Held
600K
Value
$23.51M
Kimco Realty Corporation
KIM
Shares Held
550K
Value
$11.15M
Canadian Natural Resources Limited
CNQ
Shares Held
550K
Value
$18.62M
APA Corporation
APA
Shares Held
550K
Value
$13.45M
Devon Energy Corporation
DVN
Shares Held
550K
Value
$20.15M
Murphy Oil Corporation
MUR
Shares Held
550K
Value
$17.19M
Affirm Holdings, Inc.
AFRM
Shares Held
525K
Value
$39.08M
Cameco Corporation
CCJ
Shares Held
500K
Value
$45.74M
Vale S.A.
VALE
Shares Held
500K
Value
$6.51M
STAG Industrial, Inc.
STAG
Shares Held
500K
Value
$18.38M