Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

HF Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

HF Capital, LLC (CIK 2063476) reported $296.7M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ACWI ($136.3M, 45.94%), WEST ($103.4M, 34.85%), KBDC ($30.0M, 10.11%), APD ($18.5M, 6.24%), FANG ($8.5M, 2.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ACWIISHARES TR$136.3M45.94%868,367Trimmed
2WESTWESTROCK COFFEE CO$103.4M34.85%12.7MHold
3KBDCKAYNE ANDERSON BDC INC$30.0M10.11%2.2MTrimmed
4APDAIR PRODUCTS AND CHEMICALS I$18.5M6.24%63,149Hold
5FANGDIAMONDBACK ENERGY INC$8.5M2.86%48,276Hold

Source: SEC Form 13F filings · as of 2026-06-30