LAVACA CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNK | 5.72M | $133.05M |
 | CRWV | 2.50M | $179.03M |
 | MQ | 1.07M | $5.06M |
 | NVDA | 198K | $36.90M |
 | WES | 108K | $4.27M |
 | EPD | 103K | $3.31M |
 | KKR | 88K | $11.26M |
 | NFLX | 75K | $7.03M |
 | CXM | 68K | $526.36K |
 | AM | 51K | $907.29K |
 | WMB | 47K | $2.84M |
 | AAPL | 44K | $12.03M |
 | LINE | 37K | $1.29M |
 | AB | 37K | $1.42M |
 | TRGP | 28K | $5.20M |
 | NRG | 19K | $2.95M |
 | WMT | 18K | $2.00M |
 | GOOG | 16K | $4.92M |
 | AMZN | 14K | $3.29M |
 | DD | 13K | $514.11K |
Cinemark Holdings, Inc.
CNK
Shares Held
5.72M
Value
$133.05M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
2.50M
Value
$179.03M
Marqeta, Inc.
MQ
Shares Held
1.07M
Value
$5.06M
NVIDIA Corporation
NVDA
Shares Held
198K
Value
$36.90M
Western Midstream Partners, LP
WES
Shares Held
108K
Value
$4.27M
Enterprise Products Partners L.P.
EPD
Shares Held
103K
Value
$3.31M
KKR & Co. Inc.
KKR
Shares Held
88K
Value
$11.26M
Netflix, Inc.
NFLX
Shares Held
75K
Value
$7.03M
Sprinklr, Inc.
CXM
Shares Held
68K
Value
$526.36K
Antero Midstream Corporation
AM
Shares Held
51K
Value
$907.29K
The Williams Companies, Inc.
WMB
Shares Held
47K
Value
$2.84M
Apple Inc.
AAPL
Shares Held
44K
Value
$12.03M
Lineage, Inc.
LINE
Shares Held
37K
Value
$1.29M
AllianceBernstein Holding L.P.
AB
Shares Held
37K
Value
$1.42M
Targa Resources Corp.
TRGP
Shares Held
28K
Value
$5.20M
NRG Energy, Inc.
NRG
Shares Held
19K
Value
$2.95M
Walmart Inc.
WMT
Shares Held
18K
Value
$2.00M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$4.92M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.29M
DuPont de Nemours, Inc.
DD
Shares Held
13K
Value
$514.11K