FIRST DALLAS SECURITIES INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 241K | $2.04M |
 | NVDA | 207K | $36.03M |
 | FWRG | 167K | $1.75M |
 | WULF | 154K | $2.22M |
 | FCX | 125K | $7.33M |
 | MRP | 109K | $3.05M |
 | DKNG | 96K | $2.09M |
 | FVR | 96K | $1.48M |
 | CSWC | 90K | $1.98M |
 | UBER | 77K | $5.55M |
 | T | 76K | $2.19M |
 | OKE | 72K | $6.47M |
 | BANC | 70K | $1.24M |
 | GEO | 69K | $1.15M |
 | PR | 68K | $1.45M |
 | AAPL | 67K | $17.05M |
 | TPL | 60K | $28.26M |
 | ETD | 60K | $1.33M |
 | WHR | 55K | $2.97M |
 | AIOT | 46K | $143.07K |
Cleveland-Cliffs Inc.
CLF
Shares Held
241K
Value
$2.04M
NVIDIA Corporation
NVDA
Shares Held
207K
Value
$36.03M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
167K
Value
$1.75M
TeraWulf Inc.
WULF
Shares Held
154K
Value
$2.22M
Freeport-McMoRan Inc.
FCX
Shares Held
125K
Value
$7.33M
Millrose Properties, Inc.
MRP
Shares Held
109K
Value
$3.05M
DraftKings Inc.
DKNG
Shares Held
96K
Value
$2.09M
FrontView REIT, Inc.
FVR
Shares Held
96K
Value
$1.48M
Capital Southwest Corporation
CSWC
Shares Held
90K
Value
$1.98M
Uber Technologies, Inc.
UBER
Shares Held
77K
Value
$5.55M
AT&T Inc.
T
Shares Held
76K
Value
$2.19M
ONEOK, Inc.
OKE
Shares Held
72K
Value
$6.47M
Banc of California, Inc.
BANC
Shares Held
70K
Value
$1.24M
The GEO Group, Inc.
GEO
Shares Held
69K
Value
$1.15M
Permian Resources Corporation
PR
Shares Held
68K
Value
$1.45M
Apple Inc.
AAPL
Shares Held
67K
Value
$17.05M
Texas Pacific Land Corporation
TPL
Shares Held
60K
Value
$28.26M
Ethan Allen Interiors Inc.
ETD
Shares Held
60K
Value
$1.33M
Whirlpool Corporation
WHR
Shares Held
55K
Value
$2.97M
PowerFleet, Inc.
AIOT
Shares Held
46K
Value
$143.07K