HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ADVANCE MICRO DEVICES |
$8,228 | ||
| AMD | 27,910 | +27,910 | $4,114 |
| COM | 27,910 | +27,910 | $4,114 |
| TESLA INC |
$6,034 | ||
| TSLA | 12,140 | +12,140 | $3,017 |
| COM | 12,140 | +12,140 | $3,017 |
 NVIDIA CORPORATION |
10,005 | +4,850 | $4,955 |
| NVDA | 10,005 | +4,850 | $4,955 |
| KLA CORP |
7,950 | UNCH | $4,621 |
| KLAC | 7,950 | UNCH | $4,621 |
| META PLATFORMS INC CLASS A |
12,105 | UNCH | $4,285 |
| META | 12,105 | UNCH | $4,285 |
| ALPHABET INC |
27,960 | UNCH | $3,940 |
| GOOG | 27,960 | UNCH | $3,940 |
| INTL BUSINESS MACHINES CORP |
22,975 | UNCH | $3,758 |
| IBM | 22,975 | UNCH | $3,758 |
| MORGAN STANLEY |
35,478 | UNCH | $3,308 |
| MS | 35,478 | UNCH | $3,308 |
| BANK OF AMERICA CORP |
92,515 | UNCH | $3,115 |
| BAC | 92,515 | UNCH | $3,115 |
| UNITEDHEALTH GROUP INC |
5,780 | UNCH | $3,043 |
| UNH | 5,780 | UNCH | $3,043 |
| HP INC |
97,472 | UNCH | $2,933 |
| HPQ | 97,472 | UNCH | $2,933 |
| HCA HEALTHCARE INC |
10,530 | UNCH | $2,850 |
| HCA | 10,530 | UNCH | $2,850 |
| BROADCOM INC |
2,429 | UNCH | $2,711 |
| AVGO | 2,429 | UNCH | $2,711 |
| UNITED RENTAL INC |
4,415 | UNCH | $2,532 |
| URI | 4,415 | UNCH | $2,532 |
| WILLIAMS SONOMA INC |
12,000 | UNCH | $2,421 |
| WSM | 12,000 | UNCH | $2,421 |
| SERVICENOW INC |
3,425 | UNCH | $2,420 |
| COM | 3,425 | UNCH | $2,420 |
| BUILDERS FIRSTSOURCE INC |
14,050 | +14,050 | $2,346 |
| BLDR | 14,050 | +14,050 | $2,346 |
| GARTNER INC |
4,935 | UNCH | $2,226 |
| IT | 4,935 | UNCH | $2,226 |
| AMAZON COM INC |
14,523 | UNCH | $2,207 |
| AMZN | 14,523 | UNCH | $2,207 |
| SEAGATE TECHNOLOGY HLDNGS PL |
25,285 | UNCH | $2,159 |
| STX | 25,285 | UNCH | $2,159 |
| QUALCOMM INC |
14,200 | UNCH | $2,054 |
| QCOM | 14,200 | UNCH | $2,054 |
| NUCOR CORP |
11,745 | UNCH | $2,044 |
| NUE | 11,745 | UNCH | $2,044 |
| SALESFORCE INC |
7,475 | UNCH | $1,967 |
| CRM | 7,475 | UNCH | $1,967 |
| NETFLIX INC |
4,020 | UNCH | $1,957 |
| NFLX | 4,020 | UNCH | $1,957 |
| AUTONATION INC |
12,850 | UNCH | $1,930 |
| AN | 12,850 | UNCH | $1,930 |
| CARDINAL HEALTH INC |
19,140 | UNCH | $1,929 |
| CAH | 19,140 | UNCH | $1,929 |
| UNIVERSAL HEALTH SERVICES INC |
12,600 | UNCH | $1,921 |
| UHS | 12,600 | UNCH | $1,921 |
| QUANTA SERVICES INC |
8,890 | UNCH | $1,918 |
| PWR | 8,890 | UNCH | $1,918 |
| WELLS FARGO CO NEW |
38,675 | UNCH | $1,904 |
| WFC | 38,675 | UNCH | $1,904 |
| HUNTINGTON INGALLS INDUSTRIES INC |
7,330 | UNCH | $1,903 |
| HII | 7,330 | UNCH | $1,903 |
| SIMON PROPERTY GRP INC NEW |
13,265 | UNCH | $1,892 |
| SPG | 13,265 | UNCH | $1,892 |
| AMERICAN EXPRESS CO |
10,070 | UNCH | $1,887 |
| AXP | 10,070 | UNCH | $1,887 |
| HALLIBURTON CO |
52,175 | UNCH | $1,886 |
| HAL | 52,175 | UNCH | $1,886 |
| MCKESSON CORP |
4,030 | UNCH | $1,866 |
| MCK | 4,030 | UNCH | $1,866 |
| TAPESTRY INC |
50,550 | UNCH | $1,861 |
| TPR | 50,550 | UNCH | $1,861 |
| MICROSOFT CORP |
4,890 | UNCH | $1,839 |
| MSFT | 4,890 | UNCH | $1,839 |
| CARRIER GLOBAL CORP |
31,795 | UNCH | $1,827 |
| CARR | 31,795 | UNCH | $1,827 |
| H&R BLOCK INC |
37,575 | UNCH | $1,818 |
| HRB | 37,575 | UNCH | $1,818 |
| LOWE S COS INC |
8,140 | -5,165 | $1,812 |
| LOW | 8,140 | -5,165 | $1,812 |
| IQVIA HOLDINGS INC |
7,400 | UNCH | $1,712 |
| IQV | 7,400 | UNCH | $1,712 |
| T MOBILE US INC |
10,670 | UNCH | $1,711 |
| TMUS | 10,670 | UNCH | $1,711 |
| STATE STR CORP |
21,750 | UNCH | $1,685 |
| STT | 21,750 | UNCH | $1,685 |
| APPLE INC |
8,690 | UNCH | $1,673 |
| AAPL | 8,690 | UNCH | $1,673 |
| KIMCO REALTY CORP |
78,050 | UNCH | $1,663 |
| KIM | 78,050 | UNCH | $1,663 |
| CISCO SYTEMS INC |
32,765 | UNCH | $1,655 |
| CSCO | 32,765 | UNCH | $1,655 |
| ORACLE CORP |
15,630 | UNCH | $1,648 |
| ORCL | 15,630 | UNCH | $1,648 |
| MATCH GROUP INC NEW |
44,370 | UNCH | $1,620 |
| MTCH | 44,370 | UNCH | $1,620 |
| FEDEX CORP |
6,385 | UNCH | $1,615 |
| FDX | 6,385 | UNCH | $1,615 |
| TARGET CORP |
11,220 | UNCH | $1,598 |
| TGT | 11,220 | UNCH | $1,598 |
| COMCAST CORP NEW |
36,225 | UNCH | $1,588 |
| CMCSA | 36,225 | UNCH | $1,588 |
See Full List: All Stocks Held By Cunning Capital Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cunning Capital Partners LP
|
Size ($ in 1000's)
At 12/31/2023: $167,625 At 09/30/2023: $152,012 Cunning Capital Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cunning Capital Partners LP 13F filings. Link to 13F filings: SEC filings |
