Lavaca Capital LLC — 13F holdings

Lavaca Capital LLC reported 358 holdings worth $1.01B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CRWV COREWEAVE INC — $367M (36.3%)
2. CNK CINEMARK HLDGS INC — $322M (31.8%)
3. SPY SPDR S&P 500 ETF TR — $85.5M (8.4%)
4. NVDA NVIDIA CORPORATION — $29.1M (2.9%)
5. AAPL APPLE INC — $17.5M (1.7%)
6. SYY SYSCO CORP — $14.9M (1.5%)
7. KKR KKR & CO INC — $9.78M (1.0%)
8. MRK MERCK & CO INC — $8.45M (0.8%)
9. XOM EXXON MOBIL CORP — $7.88M (0.8%)
10. TRGP TARGA RES CORP — $7.56M (0.7%)