Black Cypress Capital Management, LLC
Net seller this quarter
$150M
19
-$5.1M
82.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FND | $21.2M | 14.15% | 0.33% | +7.1% | Q1 2024 |
 USB | $18.5M | 12.37% | 0.02% | -2.6% | Q1 2024 |
 META | $14.5M | 9.68% | Not reported | -3.5% | Q1 2024 |
 FBIN | $13.4M | 8.93% | 0.20% | +4.2% | Q2 2025 |
 AMZN | $13.2M | 8.82% | 0.00% | -4.8% | Q1 2026 |
 DIS | $11.6M | 7.75% | 0.01% | -1.7% | Q1 2024 |
 WFC | $9.24M | 6.18% | 0.00% | +90.7% | Q1 2024 |
 UAL | $8.46M | 5.65% | 0.02% | -3.5% | Q1 2024 |
 CCL | $7.29M | 4.87% | 0.02% | +1.2% | Q1 2024 |
 SLB | $5.9M | 3.94% | 0.01% | -8.1% | Q1 2024 |
 HAL | $5.53M | 3.70% | 0.02% | -6.1% | Q1 2024 |
 WCC | $4.74M | 3.17% | 0.03% | -63.0% | Q1 2024 |
 LULU | $4.64M | 3.10% | 0.04% | +53.5% | Q1 2026 |
| BF.B | $4.32M | 2.89% | 0.03% | -5.0% | Q2 2024 |
 STZ | $845K | 0.56% | Not reported | Not reported | Q4 2024 |
 DAL | $437K | 0.29% | 0.00% | -77.1% | Q1 2024 |
 IBTG | $117K | 0.08% | Not reported | Not reported | Q1 2025 |
 SBUX | $26.9K | 0.02% | 0.00% | -29.1% | Q2 2024 |
 LOW | $5.21K | 0.00% | 0.00% | -97.9% | Q1 2024 |
| Q1 2026 | |||||
| FND | $16.9M | 12.15% | 0.31% | +65.2% | Q1 2024 |
| USB | $16.4M | 11.75% | 0.02% | -8.6% | Q1 2024 |
| META | $15.2M | 10.94% | Not reported | +89.6% | Q1 2024 |
| AMZN | $12.1M | 8.70% | 0.00% | New | Q1 2026 |
| DIS | $11.8M | 8.48% | 0.01% | +80496.1% | Q1 2024 |
| WCC | $10.2M | 7.30% | 0.08% | -72.7% | Q1 2024 |
| FBIN | $9.1M | 6.54% | 0.19% | +54.9% | Q2 2025 |
| SLB | $7.09M | 5.09% | 0.01% | -53.7% | Q1 2024 |
| HAL | $6.77M | 4.86% | 0.02% | -60.1% | Q1 2024 |
| CCL | $6.53M | 4.69% | 0.02% | +62.1% | Q1 2024 |
| UAL | $5.93M | 4.26% | 0.02% | +43.2% | Q1 2024 |
| WFC | $4.67M | 3.35% | 0.00% | +35.1% | Q1 2024 |
| BF.B | $4.51M | 3.24% | 0.04% | -7.9% | Q2 2024 |
| LULU | $4.06M | 2.91% | 0.02% | New | Q1 2026 |
| DAL | $1.36M | 0.97% | 0.00% | -77.7% | Q1 2024 |
| STZ | $911K | 0.65% | Not reported | Not reported | Q4 2024 |
| LOW | $264K | 0.19% | 0.00% | -93.6% | Q1 2024 |
| IBTG | $117K | 0.08% | Not reported | Not reported | Q1 2025 |
| SBUX | $33.2K | 0.02% | 0.00% | -99.2% | Q2 2024 |
 JCI | $24.6K | 0.02% | 0.00% | Not reported | Q1 2024 |
 NKE | $4.97K | 0.00% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| WCC | $33.3M | 23.22% | 0.28% | -21.8% | Q1 2024 |
| USB | $18.4M | 12.82% | 0.02% | +6.5% | Q1 2024 |
| HAL | $12.3M | 8.59% | 0.05% | -0.9% | Q1 2024 |
| FND | $12.3M | 8.57% | 0.19% | +135.0% | Q1 2024 |
| SLB | $11.4M | 7.99% | 0.02% | +24.8% | Q1 2024 |
| META | $9.27M | 6.47% | Not reported | +30.3% | Q1 2024 |
| FBIN | $7.54M | 5.27% | 0.13% | +22.6% | Q2 2025 |
| DAL | $6.33M | 4.42% | 0.01% | -0.6% | Q1 2024 |
| UAL | $5.03M | 3.51% | 0.01% | -1.5% | Q1 2024 |
| BF.B | $4.82M | 3.37% | 0.04% | -13.7% | Q2 2024 |
| CCL | $4.75M | 3.32% | 0.01% | 0.0% | Q1 2024 |
| LOW | $4.2M | 2.93% | 0.00% | +9.7% | Q1 2024 |
| WFC | $4.05M | 2.83% | 0.00% | -49.3% | Q1 2024 |
| SBUX | $3.73M | 2.60% | 0.00% | -0.4% | Q2 2024 |
| STZ | $838K | 0.59% | Not reported | +10026.7% | Q4 2024 |
| IBTG | $117K | 0.08% | Not reported | +1.6% | Q1 2025 |
| JCI | $22.5K | 0.02% | 0.00% | -81.8% | Q1 2024 |
| DIS | $17.3K | 0.01% | 0.00% | -25.1% | Q1 2024 |
| Q3 2025 | |||||
| WCC | $36.8M | 27.59% | 0.36% | +0.8% | Q1 2024 |
| USB | $15.6M | 11.72% | 0.02% | +2.8% | Q1 2024 |
| HAL | $10.8M | 8.10% | 0.05% | +1.9% | Q1 2024 |
| SLB | $8.21M | 6.16% | 0.02% | +1.1% | Q1 2024 |
| META | $7.92M | 5.94% | Not reported | +0.5% | Q1 2024 |
| WFC | $7.18M | 5.39% | 0.00% | -5.9% | Q1 2024 |
| FBIN | $6.57M | 4.93% | 0.10% | +10.4% | Q2 2025 |
| FND | $6.32M | 4.74% | 0.08% | +2.2% | Q1 2024 |
| BF.B | $5.81M | 4.35% | 0.05% | -10.5% | Q2 2024 |
| DAL | $5.21M | 3.91% | 0.01% | +4.3% | Q1 2024 |
| CCL | $4.5M | 3.37% | 0.01% | -4.4% | Q1 2024 |
| UAL | $4.41M | 3.31% | 0.01% | +2.1% | Q1 2024 |
| LOW | $3.99M | 2.99% | 0.00% | +11.2% | Q1 2024 |
| SBUX | $3.76M | 2.82% | 0.00% | -15.9% | Q2 2024 |
| IBTG | $115K | 0.09% | Not reported | +66.3% | Q1 2025 |
 BKR | $114K | 0.09% | 0.00% | -2.5% | Q1 2024 |
| JCI | $114K | 0.09% | 0.00% | -38.9% | Q1 2024 |
| DIS | $23.2K | 0.02% | 0.00% | -1.9% | Q1 2024 |
| STZ | $8.08K | 0.01% | Not reported | Not reported | Q4 2024 |