ANNANDALE CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 639K | $10.53M |
 | EPD | 168K | $5.39M |
 | KDP | 162K | $4.54M |
 | KFS | 128K | $1.72M |
 | CPRT | 124K | $4.87M |
 | FAF | 122K | $7.52M |
 | UBER | 108K | $8.83M |
 | WMT | 86K | $9.54M |
 | NFLX | 83K | $7.75M |
 | AR | 80K | $2.75M |
 | WRB | 75K | $5.29M |
 | OXY | 73K | $3.01M |
 | URGN | 61K | $1.42M |
 | CSCO | 60K | $4.62M |
 | ACGL | 60K | $5.72M |
 | AMZN | 53K | $12.15M |
 | SCHW | 36K | $3.58M |
 | PGR | 33K | $7.47M |
 | MSFT | 31K | $15.09M |
 | GOOGL | 30K | $9.30M |
Energy Transfer LP
ET
Shares Held
639K
Value
$10.53M
Enterprise Products Partners L.P.
EPD
Shares Held
168K
Value
$5.39M
Keurig Dr Pepper Inc.
KDP
Shares Held
162K
Value
$4.54M
Kingsway Financial Services Inc.
KFS
Shares Held
128K
Value
$1.72M
Copart, Inc.
CPRT
Shares Held
124K
Value
$4.87M
First American Financial Corporation
FAF
Shares Held
122K
Value
$7.52M
Uber Technologies, Inc.
UBER
Shares Held
108K
Value
$8.83M
Walmart Inc.
WMT
Shares Held
86K
Value
$9.54M
Netflix, Inc.
NFLX
Shares Held
83K
Value
$7.75M
Antero Resources Corporation
AR
Shares Held
80K
Value
$2.75M
W. R. Berkley Corporation
WRB
Shares Held
75K
Value
$5.29M
Occidental Petroleum Corporation
OXY
Shares Held
73K
Value
$3.01M
UroGen Pharma Ltd.
URGN
Shares Held
61K
Value
$1.42M
Cisco Systems, Inc.
CSCO
Shares Held
60K
Value
$4.62M
Arch Capital Group Ltd.
ACGL
Shares Held
60K
Value
$5.72M
Amazon.com, Inc.
AMZN
Shares Held
53K
Value
$12.15M
The Charles Schwab Corporation
SCHW
Shares Held
36K
Value
$3.58M
The Progressive Corporation
PGR
Shares Held
33K
Value
$7.47M
Microsoft Corporation
MSFT
Shares Held
31K
Value
$15.09M
Alphabet Inc.
GOOGL
Shares Held
30K
Value
$9.30M