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HF Capital, LLC

13F filer · CIK 0002063476
Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$297MU.S. long equity reported on 13F
Positions40 new · 0 closed
Net flow last quarter-$1.73MBuys minus sells
Top 10 positions weight54.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 11, 20264 positions
WESTWestrock Coffee Co$103M34.85%13.06%Not reportedQ4 2025
KBDCKayne Anderson BDC, Inc.$30M10.11%3.35%-5.5%Q4 2025
APDAir Products & Chemicals, Inc.$18.5M6.24%0.03%Not reportedQ1 2026
FANGDiamondback Energy, Inc.$8.49M2.86%0.02%Not reportedQ4 2025
Q1 2026Reported May 7, 20264 positions
WESTWestrock Coffee Co$54.2M22.65%13.07%Not reportedQ4 2025
KBDCKayne Anderson BDC, Inc.$32.2M13.45%3.53%-0.1%Q4 2025
APDAir Products & Chemicals, Inc.$18.3M7.67%0.03%NewQ1 2026
FANGDiamondback Energy, Inc.$9.55M3.99%0.02%Not reportedQ4 2025
Q4 2025Reported Feb 17, 20263 positions
WESTWestrock Coffee Co$51.9M30.95%13.16%NewQ4 2025
KBDCKayne Anderson BDC, Inc.$33.6M20.05%3.45%NewQ4 2025
FANGDiamondback Energy, Inc.$7.26M4.33%0.02%NewQ4 2025
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