ANNANDALE CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 13K | $152.93M |
 | APA | 12K | $3.03M |
 | V | 12K | $41.67M |
 | KRP | 12K | $1.56M |
 | PSKY | 11K | $2.00M |
 | EFX | 10K | $26.61M |
 | UNP | 10K | $24.11M |
 | KMI | 10K | $2.86M |
 | QCOM | 8K | $13.71M |
 | DHR | 8K | $15.49M |
 | DVN | 7K | $2.60M |
 | VRSK | 7K | $18.36M |
 | VBTX | 7K | $2.71M |
 | MMC | 6K | $12.57M |
 | DD | 6K | $4.51M |
 | CTVA | 6K | $3.90M |
 | BAC | 6K | $2.97M |
 | AON | 5K | $19.33M |
 | MRK | 5K | $3.95M |
 | WSO | 4K | $16.61M |
Netflix, Inc.
NFLX
Shares Held
13K
Value
$152.93M
APA Corporation
APA
Shares Held
12K
Value
$3.03M
Visa Inc.
V
Shares Held
12K
Value
$41.67M
Kimbell Royalty Partners, LP
KRP
Shares Held
12K
Value
$1.56M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
11K
Value
$2.00M
Equifax Inc.
EFX
Shares Held
10K
Value
$26.61M
Union Pacific Corporation
UNP
Shares Held
10K
Value
$24.11M
Kinder Morgan, Inc.
KMI
Shares Held
10K
Value
$2.86M
QUALCOMM Incorporated
QCOM
Shares Held
8K
Value
$13.71M
Danaher Corporation
DHR
Shares Held
8K
Value
$15.49M
Devon Energy Corporation
DVN
Shares Held
7K
Value
$2.60M
Verisk Analytics, Inc.
VRSK
Shares Held
7K
Value
$18.36M
Veritex Holdings, Inc.
VBTX
Shares Held
7K
Value
$2.71M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
6K
Value
$12.57M
DuPont de Nemours, Inc.
DD
Shares Held
6K
Value
$4.51M
Corteva, Inc.
CTVA
Shares Held
6K
Value
$3.90M
Bank of America Corporation
BAC
Shares Held
6K
Value
$2.97M
Aon plc
AON
Shares Held
5K
Value
$19.33M
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$3.95M
Watsco, Inc.
WSO
Shares Held
4K
Value
$16.61M