HF Capital, LLC — 13F holdings

HF Capital, LLC reported 5 holdings worth $297M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. ACWI ISHARES TR — $136M (45.9%)
2. WEST WESTROCK COFFEE CO — $103M (34.8%)
3. KBDC KAYNE ANDERSON BDC INC — $30.0M (10.1%)
4. APD AIR PRODS & CHEMS INC — $18.5M (6.2%)
5. FANG DIAMONDBACK ENERGY INC — $8.49M (2.9%)