PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Q4 2024 13F Holdings
- Locationsan francisco, CA
- Num holdings
71
- Value ($000)
$1,465,614
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001323414
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORP | COM | 88262P102 | $182.48M | 13 % | 165,000 | ||
OVV OVINTIV INC | COM | 69047Q102 | $114.05M | 8 % | 1,515,000 | ||
NTR NUTRIEN LTD | COM | 67077M108 | $108.10M | 7 % | 815,000 | ||
LMT LOCKHEED MARTIN CORP | COM | 539830109 | $89.28M | 6 % | 153,000 | ||
FCX FREEPORT-MCMORAN INC | CL B | 35671D857 | $82.63M | 6 % | 2,170,000 | ||
COST COSTCO WHSL CORP NEW | COM NEW | 22160K105 | $52.23M | 4 % | 57,000 | ||
AVGO BROADCOM INC | COM | 11135F101 | $51.00M | 4 % | 220,000 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $43.83M | 3 % | 135,000 | ||
LEN LENNAR CORP | CL A | 526057104 | $27.41M | 2 % | 60,000 | ||
CCO CAMECO CORP | COM | 13321L108 | $25.70M | 2 % | 500,000 |
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