Top 31 Black Cypress Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FND | FLOOR & DECOR HLDGS INC | 12.15% | 333.2K | $16.9M | +65.20%(+131.50K) | $68.99(-33.65%) | 2026-03-31 | |
| USB | US BANCORP DEL | 11.75% | 314.6K | $16.4M | -8.58%(-29.53K) | $44.40(+20.32%) | 2026-03-31 | |
| META | META PLATFORMS INC | 10.94% | 26.6K | $15.2M | +89.64%(+12.59K) | $547.73(+12.91%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 8.7% | 58.2K | $12.1M | new | $219.55(+21.72%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 8.48% | 122.5K | $11.8M | +80496.05%(+122.35K) | $105.08(+0.33%) | 2026-03-31 | |
| WCC | WESCO INTL INC | 7.3% | 37.1K | $10.2M | -72.69%(-98.86K) | $172.14(+116.13%) | 2026-03-31 | |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 6.54% | 233.6K | $9.1M | +54.89%(+82.78K) | $51.31(-29.52%) | 2026-03-31 | |
| SLB | SCHLUMBERGER LTD | 5.09% | 138.0K | $7.1M | -53.70%(-160.12K) | $45.01(+23.87%) | 2026-03-31 | |
| HAL | HALLIBURTON CO | 4.86% | 173.5K | $6.8M | -60.13%(-261.73K) | $29.30(+40.91%) | 2026-03-31 | |
| CCL | CARNIVAL CORP | 4.69% | 252.2K | $6.5M | +62.11%(+96.64K) | $22.21(+13.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.79% | +47.34% |
| Top 20 Holdings Unweighted | +12.04% | +40.65% |
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