$106 Million is the total value of Spindletop Capital, LLC's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SBNY | SIGNATURE BK NEW YORK N Y | $35,109,000 | +14.6% | 257,000 | 0.0% | 33.10% | +15.9% | |
| SIVB | SVB FINL GROUP | $17,573,000 | +20.1% | 70,000 | 0.0% | 16.57% | +21.5% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $15,855,000 | +8.9% | 70,000 | 0.0% | 14.95% | +10.1% | |
| AIG | AMERICAN INTL GROUP INC | $14,116,000 | -7.8% | 275,000 | 0.0% | 13.31% | -6.8% | |
| TCBI | Sell | TEXAS CAPITAL BANCSHARES INC | $11,354,000 | -43.6% | 200,000 | -45.7% | 10.70% | -43.0% |
| TRTN | TRITON INTL LTDcl a | $9,447,000 | +18.8% | 235,000 | 0.0% | 8.91% | +20.1% | |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $2,102,000 | -27.9% | 204,500 | 0.0% | 1.98% | -27.1% | |
| Sell | WELLS FARGO CO NEW $50 1/15/2021 | $508,000 | -53.6% | 800 | -60.0% | 0.48% | -53.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
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.