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The Analysis of Black Cypress Capital Management, LLC's Holdings & P&L

Currently, Black Cypress Capital Management, LLC holds 29 types of securities in its portfolio with a total value $149.6M. In the most recent quarter, they have increased their positions in WFC (+53.2K shares, valued at $4.4M), LULU (+14.2K shares, valued at $1.6M), FND (+23.6K shares, valued at $1.4M); decreased their positions in WCC (-23.4K shares, valued at $8.1M), DAL (-15.7K shares, valued at $1.5M), AMZN (-2.8K shares, valued at $668.8K).

1M P&L

-6.0M-4.58%

3M P&L

+7.6M+6.51%

HY P&L

+6.4M+5.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Home Improvement Retail21.2M

16.9%

2Banks - Regional18.5M

14.8%

3Building Products & Equipment13.4M

10.7%

Top Industries by Stock Count

1N/A11 stocks

44.0%

2Airlines2 stocks

8.0%

3Home Improvement Retail2 stocks

8.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FND FLOOR & DECOR HLDGS INC356.7K shares7.07%2026-06-302026-08-07

USB US BANCORP306.4K shares-2.62%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC25.7K shares-3.51%2026-06-302026-08-07

FBIN FORTUNE BRANDS INNOVATIONS I243.5K shares4.23%2026-06-302026-08-07

AMZN AMAZON COM INC55.4K shares-4.82%2026-06-302026-08-07

DIS DISNEY WALT CO120.5K shares-1.66%2026-06-302026-08-07

WFC WELLS FARGO & CO111.9K shares90.74%2026-06-302026-08-07

UAL UNITED AIRLS HLDGS INC62.2K shares-3.45%2026-06-302026-08-07

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CARNIVAL CORP CARNIVAL CORP255.1K shares1.16%2026-06-302026-08-07

SLB SLB LIMITED126.9K shares-8.07%2026-06-302026-08-07

HAL HALLIBURTON CO163.0K shares-6.09%2026-06-302026-08-07

WCC WESCO INTL INC13.7K shares-63.04%2026-06-302026-08-07

LULU LULULEMON ATHLETICA INC40.7K shares53.48%2026-06-302026-08-07

BF.B BROWN FORMAN CORP162.0K shares-4.98%2026-06-302026-08-07

ISHARES TR ISHARES TR16.4K shares-2.11%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR39.2K shares-2.10%2026-06-302026-08-07

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VEA VANGUARD TAX-MANAGED FDS15.1K shares-0.68%2026-06-302026-08-07

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC6.1K shares0.00%2026-06-302026-08-07

IEMG ISHARES INC9.4K shares-3.23%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F10.2K shares-3.78%2026-06-302026-08-07

DAL DELTA AIR LINES INC4.7K shares-77.12%2026-06-302026-08-07

IBTH ISHARES TR6.5K shares0.00%2026-06-302026-08-07

IBDS ISHARES TR5.8K shares0.00%2026-06-302026-08-07

IVE ISHARES TR539 shares0.00%2026-06-302026-08-07

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IBTG ISHARES TR5.1K shares0.00%2026-06-302026-08-07

IVW ISHARES TR839 shares0.00%2026-06-302026-08-07

IBDR ISHARES TR3.5K shares0.00%2026-06-302026-08-07

SBUX STARBUCKS CORP263 shares-29.11%2026-06-302026-08-07

LOW LOWES COS INC24 shares-97.85%2026-06-302026-08-07

FND

FLOOR & DECOR HLDGS INC

7.07%

Shares356.7K

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

-2.62%

Shares306.4K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-3.51%

Shares25.7K

Event2026-06-30

Filed2026-08-07

FBIN

FORTUNE BRANDS INNOVATIONS I

4.23%

Shares243.5K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-4.82%

Shares55.4K

Event2026-06-30

Filed2026-08-07

DIS

DISNEY WALT CO

-1.66%

Shares120.5K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

90.74%

Shares111.9K

Event2026-06-30

Filed2026-08-07

UAL

UNITED AIRLS HLDGS INC

-3.45%

Shares62.2K

Event2026-06-30

Filed2026-08-07

CARNIVAL CORP

1.16%

Shares255.1K

Event2026-06-30

Filed2026-08-07

SLB

SLB LIMITED

-8.07%

Shares126.9K

Event2026-06-30

Filed2026-08-07

HAL

HALLIBURTON CO

-6.09%

Shares163.0K

Event2026-06-30

Filed2026-08-07

WCC

WESCO INTL INC

-63.04%

Shares13.7K

Event2026-06-30

Filed2026-08-07

LULU

LULULEMON ATHLETICA INC

53.48%

Shares40.7K

Event2026-06-30

Filed2026-08-07

BF.B

BROWN FORMAN CORP

-4.98%

Shares162.0K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-2.11%

Shares16.4K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-2.10%

Shares39.2K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

-0.68%

Shares15.1K

Event2026-06-30

Filed2026-08-07

CONSTELLATION BRANDS INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-3.23%

Shares9.4K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

-3.78%

Shares10.2K

Event2026-06-30

Filed2026-08-07

DAL

DELTA AIR LINES INC

-77.12%

Shares4.7K

Event2026-06-30

Filed2026-08-07

IBTH

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-07

IBDS

ISHARES TR

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-07

IVE

ISHARES TR

0.00%

Shares539

Event2026-06-30

Filed2026-08-07

IBTG

ISHARES TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

IVW

ISHARES TR

0.00%

Shares839

Event2026-06-30

Filed2026-08-07

IBDR

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

-29.11%

Shares263

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

-97.85%

Shares24

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available