Galveston, TXCIK 8983994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | 33.8K | $8.03M | 7.6% | −15.6K | Reduced |
| 2 | Black Stone Minerals L P | 439.3K | $6.19M | 5.9% | −142.8K | Reduced |
| 3 | Taiwan Semiconductor Mfg Ltd | 18.9K | $5.44M | 5.1% | −8.7K | Reduced |
| 4 |
| 14.7K |
| $4.55M |
| 4.3% |
| −1.2K |
| Reduced |
| 5 | Teradyne Inc | 22.5K | $4.39M | 4.1% | −2.2K | Reduced |
| 6 | Cullen Frost Bankers Inc | 32.9K | $4.26M | 4.0% | −1.4K | Reduced |
| 7 | Sensata Technologies Hldg Pl | 102.5K | $3.53M | 3.3% | −8.5K | Reduced |
| 8 | Merck & Co Inc | 33.8K | $3.39M | 3.2% | −2.8K | Reduced |
| 9 | Citizens Finl Group Inc | 57.0K | $3.33M | 3.2% | −5.5K | Reduced |
| 10 | Disney Walt Co | 29.7K | $3.28M | 3.1% | −3.2K | Reduced |
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