EPACRIA CAPITAL PARTNERS, LLC — 13F holdings

EPACRIA CAPITAL PARTNERS, LLC reported 24 holdings worth $130M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. BTI BRITISH AMERN TOB PLC — $17.9M (13.8%)
  2. VEA VANGUARD TAX-MANAGED FDS — $16.7M (12.9%)
  3. PM PHILIP MORRIS INTL INC — $14.1M (10.9%)
  4. BRK.B BERKSHIRE HATHAWAY INC DEL — $10.6M (8.2%)
  5. CNQ CANADIAN NAT RES LTD — $9.21M (7.1%)
  6. BSM BLACK STONE MINERALS L P — $8.11M (6.3%)
  7. BOXX EA SERIES TRUST — $7.48M (5.8%)
  8. IBKR INTERACTIVE BROKERS GROUP IN — $6.27M (4.8%)
  9. EPD ENTERPRISE PRODS PARTNERS L — $5.12M (4.0%)
  10. VIRT VIRTU FINL INC — $4.92M (3.8%)