StockDriftsStockDriftsTop 24 Hickory Lane Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | 8.7% | 95.0K | $7.1M | +0.00%(+0) | — | 2023-03-31 | |
| WSC | WILLSCOT MOBIL MINI HLDNG CO | 8.03% | 140.0K | $6.6M | -18.37%(-31.50K) | — | 2023-03-31 | |
| TMUS | T-MOBILE US INC | 7.05% | 39.8K | $5.8M | -70.06%(-93.00K) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 6.7% | 19.0K | $5.5M | -16.48%(-3.75K) | — | 2023-03-31 | |
| MA | MASTERCARD INCORPORATED | 6.67% | 15.0K | $5.5M | +0.00%(+0) | — | 2023-03-31 | |
| APG | API GROUP CORP | 5.5% | 200.0K | $4.5M | +0.00%(+0) | — | 2023-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 4.92% | 8.5K | $4.0M | +6.25%(+500) | — | 2023-03-31 | |
| GOOGL | ALPHABET INC | 4.82% | 38.0K | $3.9M | +1.33%(+500) | — | 2023-03-31 | |
| HWM | HOWMET AEROSPACE INC | 4.67% | 90.0K | $3.8M | -35.71%(-50.00K) | — | 2023-03-31 | |
| SPGI | S&P GLOBAL INC | 4.43% | 10.5K | $3.6M | +5.00%(+500) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hickory Lane Capital Management Lp reports $81.72M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are FWONK (8.7%), WSC (8.0%) and TMUS (7.0%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hickory Lane Capital Management Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817276). View Hickory Lane Capital Management Lp’s 13F filings on SEC