ANNANDALE CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 352K | $6.79M |
 | CPRT | 132K | $4.38M |
 | FAF | 130K | $7.86M |
KINGSWAY FINL SVCS INC | KFS | 128K | $1.34M |
 | KDP | 116K | $3.06M |
 | UBER | 108K | $7.78M |
 | NFLX | 83K | $7.95M |
 | WMT | 82K | $10.17M |
 | ACGL | 62K | $5.96M |
 | WRB | 59K | $3.92M |
 | URGN | 59K | $1.05M |
 | CSCO | 56K | $4.33M |
 | AMZN | 53K | $10.98M |
 | MSFT | 47K | $17.34M |
 | SCHW | 36K | $3.37M |
 | HD | 34K | $11.28M |
 | PGR | 33K | $6.50M |
 | ABT | 29K | $2.93M |
 | GOOGL | 28K | $8.13M |
 | ABBV | 28K | $6.10M |
Energy Transfer LP
ET
Shares Held
352K
Value
$6.79M
Copart, Inc.
CPRT
Shares Held
132K
Value
$4.38M
First American Financial Corporation
FAF
Shares Held
130K
Value
$7.86M
KINGSWAY FINL SVCS INC
KFS
Shares Held
128K
Value
$1.34M
Keurig Dr Pepper Inc.
KDP
Shares Held
116K
Value
$3.06M
Uber Technologies, Inc.
UBER
Shares Held
108K
Value
$7.78M
Netflix, Inc.
NFLX
Shares Held
83K
Value
$7.95M
Walmart Inc.
WMT
Shares Held
82K
Value
$10.17M
Arch Capital Group Ltd.
ACGL
Shares Held
62K
Value
$5.96M
W. R. Berkley Corporation
WRB
Shares Held
59K
Value
$3.92M
UroGen Pharma Ltd.
URGN
Shares Held
59K
Value
$1.05M
Cisco Systems, Inc.
CSCO
Shares Held
56K
Value
$4.33M
Amazon.com, Inc.
AMZN
Shares Held
53K
Value
$10.98M
Microsoft Corporation
MSFT
Shares Held
47K
Value
$17.34M
The Charles Schwab Corporation
SCHW
Shares Held
36K
Value
$3.37M
The Home Depot, Inc.
HD
Shares Held
34K
Value
$11.28M
The Progressive Corporation
PGR
Shares Held
33K
Value
$6.50M
Abbott Laboratories
ABT
Shares Held
29K
Value
$2.93M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$8.13M
AbbVie Inc.
ABBV
Shares Held
28K
Value
$6.10M