BC

Black Cypress Capital Management, LLC

13F
Black Cypress Capital Management, LLC
Last update 2025-05-13 28 Stocks (2 new)
Value $110.00 Mil Turnover 10 %
Countries:
Top Holdings: WCC(21.91%)USB(10.72%)WFC(8.65%)BF.B(8.02%)SLB(7.54%)
Summary Stock Picks Current Portfolio
Black Cypress Capital Manageme... Top Holdings of 2025-03-31 View Full List
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
+3.58%
-3.91%
8,461.6
Industrial Distribution
USB 		U.S. Bancorp
278,565
11,761.0
+12.89%
10.720
+1.22%
0.020
+2.09%
-5.28%
69,752.9
Banks
WFC 		Wells Fargo & Co
132,176
9,488.9
-17.06%
8.650
-1.65%
0.000
+5.64%
+9.81%
248,391.7
Banks
BF.B 		Brown-Forman Corp
259,241
8,798.6
+136.71%
8.020
+4.63%
0.050
-20.94%
-25.52%
13,286.7
Beverages - Alcoholic
SLB 		Schlumberger Ltd
197,798
8,268.0
+11.61%
7.540
+0.78%
0.010
-14.10%
-10.29%
45,757.1
Oil & Gas
JCI 		Johnson Controls International PLC
99,867
8,000.4
-0.34%
7.290
-0.02%
0.020
+28.60%
+32.09%
68,298.7
Construction
HAL 		Halliburton Co
275,902
6,999.6
+30.71%
6.380
+1.50%
0.030
-15.37%
-23.36%
17,641.4
Oil & Gas
META 		Meta Platforms Inc
11,084
6,388.4
-17.04%
5.820
-1.16%
0.000
+11.21%
+19.27%
1,754,271.3
Interactive Media
SBUX 		Starbucks Corp
47,675
4,676.4
-0.17%
4.260
-0.01%
0.000
-14.41%
-0.54%
101,866.9
Restaurants
LOW 		Lowe's Companies Inc
13,758
3,208.8
-5.77%
2.920
-0.18%
0.000
-7.00%
-7.84%
126,249.8
Retail - Cyclical

Black Cypress Capital Management, LLC's Historical Top Holdings Breakdowns

Black Cypress Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BF.B 		Brown-Forman Corp2025-03-31Add
+4.63%
●
30.65 ($33.71) 37.96
$28.11
-16.61%
Add 136.71%
259,241
149,724
WFC 		Wells Fargo & Co2025-03-31Reduce
-1.65%
●
66.78 ($75.08) 81.42
$76.33
1.66%
Reduce -17.06%
132,176
-27,190
UAL 		United Airlines Holdings Inc2025-03-31Reduce
-1.64%
●
69.05 ($94.43) 110.52
$84.23
-10.80%
Reduce -37.5%
32,548
-19,530
BKR 		Baker Hughes Co2025-03-31Reduce
-1.60%
●
41.16 ($44.62) 48.85
$37.90
-15.06%
Reduce -43.52%
58,532
-45,092
HAL 		Halliburton Co2025-03-31Add
+1.50%
●
24.15 ($26.29) 29.9
$20.52
-21.95%
Add 30.71%
275,902
64,824
USB 		U.S. Bancorp2025-03-31Add
+1.22%
●
40.92 ($46.14) 50.9
$44.77
-2.97%
Add 12.89%
278,565
31,798
META 		Meta Platforms Inc2025-03-31Reduce
-1.16%
●
576.36 ($645.17) 736.67
$697.71
8.14%
Reduce -17.04%
11,084
-2,276
SLB 		Schlumberger Ltd2025-03-31Add
+0.78%
●
38.4 ($40.98) 43.74
$33.87
-17.35%
Add 11.61%
197,798
20,583
FND 		Floor & Decor Holdings Inc2025-03-31Add
+0.76%
●
80.4 ($94.46) 106.49
$71.45
-24.36%
Add 41.76%
34,983
10,306
WCC 		WESCO International Inc2025-03-31Add
+0.69%
●
155.3 ($178.9) 199.95
$173.38
-3.09%
Add 3.24%
154,787
4,853

Black Cypress Capital Management, LLC Total Holding History ($B)

To

Black Cypress Capital Management, LLC's Asset Allocation

To

Black Cypress Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Black Cypress Capital Management, LLC's Hypothetical Growth since 2025-03-31

Black Cypress Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Black Cypress Capital Management, LLC's Holdings Heat Map

Size field:

Black Cypress Capital Management, LLC's Holdings Bubble Chart

Black Cypress Capital Management, LLC News

  • 1

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