$124 Million is the total value of Spindletop Capital, LLC's 12 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AIG | Buy | AMERICAN INTL GROUP INC | $21,946,000 | +26.6% | 355,000 | +12.2% | 17.73% | +12.2% |
| WFC | WELLS FARGO & CO NEW | $17,153,000 | +3.4% | 305,000 | 0.0% | 13.86% | -8.3% | |
| TCBI | TEXAS CAPITAL BANCSHARES INC | $14,626,000 | +27.9% | 235,000 | 0.0% | 11.82% | +13.5% | |
| BKU | BANKUNITED INC | $14,013,000 | +9.7% | 390,000 | 0.0% | 11.32% | -2.7% | |
| STT | STATE STR CORP | $11,165,000 | +4.7% | 145,000 | 0.0% | 9.02% | -7.1% | |
| SIVB | Buy | SVB FINL GROUP | $10,439,000 | +25.5% | 72,500 | +10.7% | 8.44% | +11.3% |
| USB | US BANCORP DEL | $10,416,000 | -0.6% | 240,000 | 0.0% | 8.42% | -11.9% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $9,528,000 | -5.7% | 70,000 | 0.0% | 7.70% | -16.4% | |
| SBNY | SIGNATURE BK NEW YORK N Y | $7,481,000 | +13.0% | 51,100 | 0.0% | 6.04% | +0.2% | |
| WFCWS | WELLS FARGO & CO NEW*w | $3,418,000 | +9.8% | 152,000 | 0.0% | 2.76% | -2.6% | |
| AIGWS | Buy | AMERICAN INTL GROUP INC*w | $3,325,000 | +52.0% | 120,000 | +20.0% | 2.69% | +34.8% |
| AMERICAN INTL GROUP INCcall | $253,000 | +84.7% | 200 | 0.0% | 0.20% | +63.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SIGNATURE BK NEW YORK NY | 22 | Q1 2020 | 33.1% |
| BERKSHIRE HATHAWAY INC DEL | 22 | Q3 2020 | 73.3% |
| TEXAS CAPITAL BANCSHARES INC | 22 | Q1 2020 | 19.2% |
| AMERICAN INTL GROUP INC | 21 | Q1 2020 | 19.7% |
| SVB FINL GROUP | 20 | Q1 2020 | 18.8% |
| WELLS FARGO CO NEW | 18 | Q1 2020 | 15.1% |
| US BANCORP DEL | 18 | Q1 2020 | 17.8% |
| AMERICAN INTL GROUP INC | 18 | Q1 2020 | 2.7% |
| WELLS FARGO CO NEW | 16 | Q3 2018 | 2.8% |
| TRITON INTL LTD | 14 | Q1 2020 | 9.0% |
View Spindletop Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-13 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-13 |
| 13F-HR | 2020-02-12 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-14 |
View Spindletop Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.