HF Capital, LLC
Long book
$239.2M
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
+22.6%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsHF Capital, LLC is a wealth-management firm allocating client money, specialised in consumer_staples (66% of the long book), running a $239.2M US long book across 5 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES MSCI ACWI ETF, WESTROCK COFFEE CO, KAYNE ANDERSON BDC INC, AIR PRODUCTS & CHEMICALS INC, DIAMONDBACK ENERGY INC.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.5%
Q1 2026
+22.6%
Sector allocation
Consumer staples 47%
Other 28%
Materials 16%
Energy 8%