account_balance
Investment manager · 13F filer · SEC CIK 1641447
Lavaca Capital LLC
Reported value$959Mas of Jun 30, 2026
Positions345 88 new, 20 sold out
Top 10 weight85.6%CRWV alone is 34%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CRWVCoreweave Inc
34.5%Added +14%
CNKCinemark Hldgs Inc
33.5%Added +397%
SPYState STR SPDR S&P 500 ETF T
8.4%
NVDANvidia Corporation
2.5%
AAPL1.8%SYY1.6%MRK0.9%XOM0.8%KKR0.8%TRGP0.8%MSFT0.7%GOOGCRWVCoreweave Inc
34.5%Added +14%
CNKCinemark Hldgs Inc
33.5%Added +397%
SPY8.4%NVDA2.5%AAPLSYYMRKXOMKKRMSFTGOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CRWV Coreweave Inc 34.5% Added +14%CNK Cinemark Hldgs Inc 33.5% Added +397%SPY State STR SPDR S&P 500 ETF T 8.4% HeldNVDA Nvidia Corporation 2.5% HeldAAPL Apple Inc 1.8% Added +26%SYY Sysco Corp 1.6% HeldMRK Merck & Co Inc 0.9% Added +369%XOM Exxon Mobil Corp 0.8% HeldKKR KKR & Co Inc 0.8% HeldTRGP Targa Res Corp 0.8% HeldMSFT Microsoft Corp 0.7% Added +169%GOOG Alphabet Inc 0.7% Added +6%
What changed