Lavaca Capital LLC

Q4 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    285

  • Value ($000)

    $618,666

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001641447
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

COREWEAVE INC

COM CL A
$179.03M
29 %

2,500,000

CNK

CINEMARK HLDGS INC

COM
$133.05M
22 %

5,724,836

SPY

SPDR S&P 500 ETF TR

TR UNIT
$79.59M
13 %

116,721

NVDA

NVIDIA CORPORATION

COM
$36.9M
6 %

197,862

NVDA

NVIDIA CORPORATION

COM
$14.23M
2 %

76,300

put
SYY

SYSCO CORP

COM
$13.1M
2 %

177,761

AAPL

APPLE INC

COM
$12.03M
2 %

44,250

KKR

KKR & CO INC

COM
$11.26M
2 %

88,300

NFLX

NETFLIX INC

COM
$7.03M
1 %

74,940

SPY

SPDR S&P 500 ETF TR

TR UNIT
$6.82M
1 %

10,000

put
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