BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LPG | 25K | $720.00K |
 | V | 24K | $8.39M |
 | MCO | 24K | $11.68M |
 | TOST | 23K | $840.56K |
 | FTAI | 22K | $3.78M |
 | MA | 21K | $12.10M |
 | VMC | 20K | $6.18M |
 | NCLH | 20K | $492.60K |
 | PAGP | 20K | $364.20K |
 | LNG | 19K | $4.45M |
 | FCX | 19K | $725.57K |
 | COST | 18K | $16.61M |
 | ORCL | 17K | $4.96M |
 | SPGI | 17K | $8.21M |
 | VTR | 17K | $1.19M |
 | MAIN | 17K | $1.09M |
 | HLT | 17K | $4.37M |
 | RMD | 16K | $4.56M |
 | ETN | 16K | $6.14M |
 | AMT | 16K | $2.97M |
Dorian LPG Ltd.
LPG
Shares Held
25K
Value
$720.00K
Visa Inc.
V
Shares Held
24K
Value
$8.39M
Moody's Corporation
MCO
Shares Held
24K
Value
$11.68M
Toast, Inc.
TOST
Shares Held
23K
Value
$840.56K
FTAI Aviation Ltd.
FTAI
Shares Held
22K
Value
$3.78M
Mastercard Incorporated
MA
Shares Held
21K
Value
$12.10M
Vulcan Materials Company
VMC
Shares Held
20K
Value
$6.18M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
20K
Value
$492.60K
Plains GP Holdings, L.P.
PAGP
Shares Held
20K
Value
$364.20K
Cheniere Energy, Inc.
LNG
Shares Held
19K
Value
$4.45M
Freeport-McMoRan Inc.
FCX
Shares Held
19K
Value
$725.57K
Costco Wholesale Corporation
COST
Shares Held
18K
Value
$16.61M
Oracle Corporation
ORCL
Shares Held
17K
Value
$4.96M
S&P Global Inc.
SPGI
Shares Held
17K
Value
$8.21M
Ventas, Inc.
VTR
Shares Held
17K
Value
$1.19M
Main Street Capital Corporation
MAIN
Shares Held
17K
Value
$1.09M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
17K
Value
$4.37M
ResMed Inc.
RMD
Shares Held
16K
Value
$4.56M
Eaton Corporation plc
ETN
Shares Held
16K
Value
$6.14M
American Tower Corporation
AMT
Shares Held
16K
Value
$2.97M