Investor
Hiddenite Capital Partners LP
CIK 0001823823 · filed 2026-05-07 · SEC filing
13F book
$381M
Positions
14
9 new · 13 sold
Largest name
5.8%
Nrg Energy, Inc. · NRG
Est. mark
$482.1K
Price effect on 5 names still held. Flow −$22.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nrg Energy, Inc. | NRG | 151K | $22.1M | 5.8% | −$1.18M | Added$7.74M |
| Applovin Corp | APP | 40K | $15.9M | 4.2% | — | New |
| Brookdale Sr Living Inc | — | 1.12M | $15.3M | 4.0% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 44.2K | $14.9M | 3.9% | $1.51M | Held |
| Legence Corp. | LGN | 245K | $13.8M | 3.6% | $2.05M | Added$7.26M |
| Antero Resources Corp | AR | 325K | $13.8M | 3.6% | — | New |
| EXPAND ENERGY Corp | EXE | 120K | $13.2M | 3.5% | — | New |
| Eqt Corp | EQT | 200K | $12.7M | 3.3% | — | New |
| Vistra Corp. | VST | 80K | $12M | 3.2% | — | New |
| StoneX Group Inc. | SNEX | 133.4K | $10.8M | 2.8% | −$1.29M | Added$2.3M |
| Nvidia Corp | NVDA | 50K | $8.72M | 2.3% | −$605K | Held |
| Sysco Corp | SYY | 120K | $8.56M | 2.2% | — | New |
| Live Nation Entertainment In | — | 5M | $5.4M | 1.4% | — | New |
| Excelerate Energy, Inc. | EE | 125K | $4.18M | 1.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.