Capricorn Fund Managers as of Dec. 31, 2024
Portfolio Holdings for Capricorn Fund Managers
Capricorn Fund Managers holds 65 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jsc Kaspi Global Spon Ads Rep Ord Sponsored Ads (KSPI) | 5.5 | $12M | 128k | 96.00 | |
| Alphabet Inc - Class A Cap Stk Cl A (GOOGL) | 4.5 | $10M | 53k | 191.24 | |
| Johnson & Johnson (JNJ) | 4.4 | $9.8M | 69k | 143.34 | |
| Realreal (REAL) | 4.0 | $8.9M | 800k | 11.18 | |
| Berkshire Hathaway Cl B New (BRK.B) | 3.9 | $8.7M | 19k | 452.16 | |
| Deckers Outdoor Corporation (DECK) | 3.7 | $8.2M | 40k | 205.76 | |
| Meta Platforms Cl A (META) | 3.4 | $7.7M | 13k | 591.24 | |
| Elf Beauty (ELF) | 3.2 | $7.1M | 56k | 127.11 | |
| Karooooo Ord Shs (KARO) | 2.7 | $6.1M | 133k | 46.25 | |
| Visa Com Cl A (V) | 2.7 | $6.1M | 19k | 315.31 | |
| Skechers USA Cl A | 2.7 | $6.1M | 90k | 67.72 | |
| Abbvie (ABBV) | 2.7 | $6.0M | 34k | 176.20 | |
| Chevron Corporation (CVX) | 2.6 | $5.8M | 41k | 143.07 | |
| Pfizer (PFE) | 2.4 | $5.5M | 207k | 26.42 | |
| Nike CL B (NKE) | 2.4 | $5.4M | 72k | 74.65 | |
| McDonald's Corporation (MCD) | 2.2 | $5.0M | 17k | 289.60 | |
| Chewy Cl A (CHWY) | 2.1 | $4.8M | 140k | 34.21 | |
| Union Pacific Corporation (UNP) | 2.1 | $4.8M | 21k | 227.79 | |
| Microsoft Corporation (MSFT) | 2.1 | $4.7M | 11k | 424.83 | |
| Occidental Petroleum Corporation (OXY) | 2.1 | $4.7M | 97k | 48.46 | |
| Paypal Holdings (PYPL) | 1.9 | $4.4M | 51k | 85.43 | |
| Pvh Corporation (PVH) | 1.9 | $4.2M | 40k | 105.71 | |
| Linde SHS (LIN) | 1.9 | $4.2M | 10k | 417.71 | |
| Myt Netherlands Paren Ads Rep Ord Ads (LUXE) | 1.9 | $4.2M | 601k | 7.03 | |
| Lululemon Athletica (LULU) | 1.9 | $4.2M | 11k | 384.05 | |
| Dick's Sporting Goods (DKS) | 1.8 | $3.9M | 17k | 231.74 | |
| Tapestry (TPR) | 1.7 | $3.9M | 59k | 65.82 | |
| Amer Sports Ord Com Shs (AS) | 1.7 | $3.8M | 135k | 28.40 | |
| Sharkninja Ord Com Shs (SN) | 1.7 | $3.8M | 40k | 95.73 | |
| Target Corporation (TGT) | 1.7 | $3.8M | 28k | 135.05 | |
| TJX Companies (TJX) | 1.6 | $3.5M | 29k | 121.09 | |
| On Holding Namen Akt A (ONON) | 1.6 | $3.5M | 64k | 55.19 | |
| Five Below (FIVE) | 1.5 | $3.4M | 33k | 104.01 | |
| Spdr S&p 600 Small Cap Value Etf S&p 600 Smcp Val (SLYV) | 1.4 | $3.2M | 37k | 86.96 | |
| Verisign (VRSN) | 1.4 | $3.1M | 15k | 205.10 | |
| IRSA Inversiones y Representaciones SA Spon Gds Ech 10 (IRS) | 1.3 | $3.0M | 199k | 15.07 | |
| Gap (GAP) | 1.3 | $2.8M | 120k | 23.55 | |
| Abercrombie & Fitch Cl A (ANF) | 1.0 | $2.3M | 15k | 154.65 | |
| Altria (MO) | 0.9 | $2.1M | 40k | 52.08 | |
| Amazon (AMZN) | 0.8 | $1.8M | 8.3k | 221.30 | |
| Contextlogic Cl A Ord Cl A New | 0.7 | $1.6M | 220k | 7.08 | |
| Peabody Energy (BTU) | 0.6 | $1.3M | 61k | 20.78 | |
| CRH Public Ord | 0.6 | $1.3M | 14k | 92.46 | |
| Blackrock (BLK) | 0.5 | $1.1M | 1.0k | 1027.43 | |
| Cinemark Holdings (CNK) | 0.5 | $1.1M | 34k | 30.97 | |
| Propetro Hldg (PUMP) | 0.5 | $1.0M | 113k | 9.24 | |
| American Express Company (AXP) | 0.5 | $1.0M | 3.4k | 297.33 | |
| Nasdaq Omx (NDAQ) | 0.4 | $978k | 13k | 77.40 | |
| Noble Corp Ord Shs A (NE) | 0.4 | $939k | 31k | 30.40 | |
| Apollo Global Mgmt (APO) | 0.4 | $850k | 5.1k | 166.51 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $789k | 11k | 73.93 | |
| Uber Technologies (UBER) | 0.3 | $757k | 13k | 60.77 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $709k | 9.9k | 71.96 | |
| United Rentals (URI) | 0.3 | $616k | 872.00 | 705.99 | |
| Teck Resources CL B (TECK) | 0.3 | $605k | 15k | 40.34 | |
| Kosmos Energy (KOS) | 0.2 | $528k | 157k | 3.36 | |
| Tidewater (TDW) | 0.2 | $479k | 9.0k | 53.20 | |
| Ramaco Resources Com Cl A (METC) | 0.2 | $458k | 45k | 10.15 | |
| ardmore Shipping (ASC) | 0.2 | $360k | 30k | 12.01 | |
| Ramaco Resources Cl B Ord Com Cl B (METCB) | 0.1 | $322k | 32k | 9.93 | |
| Scorpio Tankers SHS (STNG) | 0.1 | $244k | 5.0k | 48.70 | |
| Talos Energy (TALO) | 0.1 | $193k | 20k | 9.63 | |
| Seacor Marine Hldgs (SMHI) | 0.1 | $167k | 26k | 6.35 | |
| Expro Group Holdings Nv (XPRO) | 0.1 | $121k | 10k | 12.06 | |
| D Market Electronic Services Tra Sponsored Ads (HEPS) | 0.0 | $92k | 29k | 3.16 |