LAVACA CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRWV | 2.92M | $226.49M |
 | CNK | 2.04M | $58.22M |
 | MQ | 1.06M | $4.30M |
 | ET | 193K | $3.72M |
 | SYY | 178K | $12.68M |
 | NVDA | 119K | $20.72M |
 | WES | 108K | $4.45M |
 | EPD | 103K | $3.90M |
 | KKR | 85K | $7.82M |
 | NFLX | 75K | $7.24M |
 | CXM | 68K | $405.93K |
 | XOM | 57K | $9.70M |
 | AM | 51K | $1.16M |
 | AAPL | 48K | $12.21M |
 | WMB | 47K | $3.44M |
 | VIA | 42K | $624.40K |
 | LINE | 37K | $1.21M |
 | TRGP | 28K | $7.07M |
 | WMT | 20K | $2.48M |
 | NRG | 19K | $2.70M |
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
2.92M
Value
$226.49M
Cinemark Holdings, Inc.
CNK
Shares Held
2.04M
Value
$58.22M
Marqeta, Inc.
MQ
Shares Held
1.06M
Value
$4.30M
Energy Transfer LP
ET
Shares Held
193K
Value
$3.72M
Sysco Corporation
SYY
Shares Held
178K
Value
$12.68M
NVIDIA Corporation
NVDA
Shares Held
119K
Value
$20.72M
Western Midstream Partners, LP
WES
Shares Held
108K
Value
$4.45M
Enterprise Products Partners L.P.
EPD
Shares Held
103K
Value
$3.90M
KKR & Co. Inc.
KKR
Shares Held
85K
Value
$7.82M
Netflix, Inc.
NFLX
Shares Held
75K
Value
$7.24M
Sprinklr, Inc.
CXM
Shares Held
68K
Value
$405.93K
Exxon Mobil Corporation
XOM
Shares Held
57K
Value
$9.70M
Antero Midstream Corporation
AM
Shares Held
51K
Value
$1.16M
Apple Inc.
AAPL
Shares Held
48K
Value
$12.21M
The Williams Companies, Inc.
WMB
Shares Held
47K
Value
$3.44M
Via Transportation, Inc.
VIA
Shares Held
42K
Value
$624.40K
Lineage, Inc.
LINE
Shares Held
37K
Value
$1.21M
Targa Resources Corp.
TRGP
Shares Held
28K
Value
$7.07M
Walmart Inc.
WMT
Shares Held
20K
Value
$2.48M
NRG Energy, Inc.
NRG
Shares Held
19K
Value
$2.70M