Black Cypress Capital Management, LLC — 13F holdings

Black Cypress Capital Management, LLC reported 29 holdings worth $150M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. FND FLOOR & DECOR HLDGS INC — $21.2M (14.2%)
2. USB US BANCORP DEL — $18.5M (12.4%)
3. META META PLATFORMS INC — $14.5M (9.7%)
4. FBIN FORTUNE BRANDS INNOVATIONS I — $13.4M (8.9%)
5. AMZN AMAZON COM INC — $13.2M (8.8%)
6. DIS DISNEY WALT CO — $11.6M (7.8%)
7. WFC WELLS FARGO CO NEW — $9.24M (6.2%)
8. UAL UNITED AIRLS HLDGS INC — $8.46M (5.7%)
9. CARNIVAL CORP — $7.29M (4.9%)
10. SLB SCHLUMBERGER LTD — $5.90M (3.9%)