HIDDENITE CAPITAL PARTNERS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WLAC | 642K | $8.11M |
 | KGS | 300K | $11.22M |
 | SEI | 300K | $13.79M |
 | CRH | 168K | $20.97M |
 | LGN | 153K | $6.57M |
 | NRG | 90K | $14.33M |
 | SNEX | 89K | $8.46M |
 | APO | 75K | $10.86M |
 | FSLR | 62K | $16.07M |
 | DKS | 62K | $12.18M |
 | NVDA | 50K | $9.32M |
 | VIK | 45K | $3.21M |
 | TSM | 44K | $13.43M |
 | FDX | 33K | $9.53M |
 | FIX | 21K | $19.79M |
 | AVGO | 20K | $6.92M |
 | FCNCA | 3K | $6.87M |
Willow Lane Acquisition Corp.
WLAC
Shares Held
642K
Value
$8.11M
Kodiak Gas Services, Inc.
KGS
Shares Held
300K
Value
$11.22M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
300K
Value
$13.79M
CRH plc
CRH
Shares Held
168K
Value
$20.97M
Legence Corp. Class A Common stock
LGN
Shares Held
153K
Value
$6.57M
NRG Energy, Inc.
NRG
Shares Held
90K
Value
$14.33M
StoneX Group Inc.
SNEX
Shares Held
89K
Value
$8.46M
Apollo Global Management, Inc.
APO
Shares Held
75K
Value
$10.86M
First Solar, Inc.
FSLR
Shares Held
62K
Value
$16.07M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
62K
Value
$12.18M
NVIDIA Corporation
NVDA
Shares Held
50K
Value
$9.32M
Viking Holdings Ltd
VIK
Shares Held
45K
Value
$3.21M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
44K
Value
$13.43M
FedEx Corporation
FDX
Shares Held
33K
Value
$9.53M
Comfort Systems USA, Inc.
FIX
Shares Held
21K
Value
$19.79M
Broadcom Inc.
AVGO
Shares Held
20K
Value
$6.92M
First Citizens BancShares, Inc.
FCNCA
Shares Held
3K
Value
$6.87M