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Black Cypress Capital Management, LLC13F | |
| Black Cypress Capital Management, LLC | |
| Last update 2025-05-13 | 28 Stocks (2 new) |
| Value $110.00 Mil | Turnover 10 % |
Black Cypress Capital Manageme... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCC | WESCO International Inc | 154,787 | 24,038.4 | +3.24% | 21.910 | +0.69% | 0.320 | +34.45% | +10.59% | 9,713.9 | Industrial Distribution | |
USB | U.S. Bancorp | 278,565 | 11,761.0 | +12.89% | 10.720 | +1.22% | 0.020 | +25.89% | +0.84% | 73,445.4 | Banks | |
WFC | Wells Fargo & Co | 132,176 | 9,488.9 | -17.06% | 8.650 | -1.65% | 0.000 | +32.78% | +18.75% | 268,632.8 | Banks | |
BF.B | Brown-Forman Corp | 259,241 | 8,798.6 | +136.71% | 8.020 | +4.63% | 0.050 | -14.76% | -22.51% | 13,758.5 | Beverages - Alcoholic | |
SLB | Schlumberger Ltd | 197,798 | 8,268.0 | +11.61% | 7.540 | +0.78% | 0.010 | +10.79% | -1.18% | 50,404.4 | Oil & Gas | |
JCI | Johnson Controls International PLC | 99,867 | 8,000.4 | -0.34% | 7.290 | -0.02% | 0.020 | +36.69% | +35.20% | 69,654.3 | Construction | |
HAL | Halliburton Co | 275,902 | 6,999.6 | +30.71% | 6.380 | +1.50% | 0.030 | +10.46% | -13.80% | 19,842.2 | Oil & Gas | |
META | Meta Platforms Inc | 11,084 | 6,388.4 | -17.04% | 5.820 | -1.16% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
SBUX | Starbucks Corp | 47,675 | 4,676.4 | -0.17% | 4.260 | -0.01% | 0.000 | +11.91% | +5.34% | 107,889.8 | Restaurants | |
LOW | Lowe's Companies Inc | 13,758 | 3,208.8 | -5.77% | 2.920 | -0.18% | 0.000 | +2.25% | -8.31% | 125,610.9 | Retail - Cyclical |
Black Cypress Capital Management, LLC's Historical Top Holdings Breakdowns
Black Cypress Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BF.B | Brown-Forman Corp | 2025-03-31 | Add Add | +4.63% | 30.65 ($33.71) 37.96 | $29.01 | -13.94% | Add 136.71% | 259,241 | 149,724 | |
WFC | Wells Fargo & Co | 2025-03-31 | Reduce Reduce | -1.65% | 66.78 ($75.08) 81.42 | $82.55 | 9.95% | Reduce -17.06% | 132,176 | -27,190 | |
UAL | United Airlines Holdings Inc | 2025-03-31 | Reduce Reduce | -1.64% | 69.05 ($94.43) 110.52 | $87.69 | -7.14% | Reduce -37.5% | 32,548 | -19,530 | |
BKR | Baker Hughes Co | 2025-03-31 | Reduce Reduce | -1.60% | 41.16 ($44.62) 48.85 | $40.70 | -8.79% | Reduce -43.52% | 58,532 | -45,092 | |
HAL | Halliburton Co | 2025-03-31 | Add Add | +1.50% | 24.15 ($26.29) 29.9 | $23.08 | -12.21% | Add 30.71% | 275,902 | 64,824 | |
USB | U.S. Bancorp | 2025-03-31 | Add Add | +1.22% | 40.92 ($46.14) 50.9 | $47.14 | 2.17% | Add 12.89% | 278,565 | 31,798 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -1.16% | 576.36 ($645.17) 736.67 | $717.51 | 11.21% | Reduce -17.04% | 11,084 | -2,276 | |
SLB | Schlumberger Ltd | 2025-03-31 | Add Add | +0.78% | 38.4 ($40.98) 43.74 | $37.31 | -8.96% | Add 11.61% | 197,798 | 20,583 | |
FND | Floor & Decor Holdings Inc | 2025-03-31 | Add Add | +0.76% | 80.4 ($94.46) 106.49 | $83.29 | -11.83% | Add 41.76% | 34,983 | 10,306 | |
WCC | WESCO International Inc | 2025-03-31 | Add Add | +0.69% | 155.3 ($178.9) 199.95 | $199.04 | 11.26% | Add 3.24% | 154,787 | 4,853 |
Black Cypress Capital Management, LLC Total Holding History ($B)
Black Cypress Capital Management, LLC's Asset Allocation
Black Cypress Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Black Cypress Capital Management, LLC's Hypothetical Growth since 2025-03-31
Black Cypress Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Black Cypress Capital Management, LLC's Holdings Heat Map
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Black Cypress Capital Management, LLC's Holdings Bubble Chart
Black Cypress Capital Management, LLC News
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