Castle Hook Partners as of June 30, 2023
Portfolio Holdings for Castle Hook Partners
Castle Hook Partners holds 34 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 52.6 | $1.8B | 4.0M | 443.28 | |
Ishares Tr Russell 2000 Etf Put Option (IWM) | 8.3 | $281M | 1.5M | 187.27 | |
Ishares Tr Msci Jpn Etf New Call Option (EWJ) | 7.3 | $248M | 4.0M | 61.90 | |
Teck Resources CL B (TECK) | 3.4 | $116M | 2.8M | 42.10 | |
Netflix (NFLX) | 3.3 | $112M | 255k | 440.49 | |
Meta Platforms Cl A (META) | 2.8 | $96M | 333k | 286.98 | |
Catalent (CTLT) | 2.2 | $75M | 1.7M | 43.36 | |
Equinix (EQIX) | 1.8 | $62M | 79k | 783.94 | |
Option Care Health Com New (OPCH) | 1.8 | $60M | 1.9M | 32.49 | |
Amazon (AMZN) | 1.6 | $55M | 418k | 130.36 | |
Humana (HUM) | 1.5 | $50M | 113k | 447.13 | |
Activision Blizzard | 1.3 | $43M | 512k | 84.30 | |
Avantor (AVTR) | 1.3 | $43M | 2.1M | 20.54 | |
Visa Com Cl A (V) | 1.0 | $35M | 149k | 237.48 | |
Everest Re Group (EG) | 1.0 | $32M | 95k | 341.86 | |
NVIDIA Corporation (NVDA) | 0.9 | $31M | 73k | 423.02 | |
PNC Financial Services (PNC) | 0.9 | $31M | 243k | 125.95 | |
Roblox Corp Cl A (RBLX) | 0.8 | $26M | 633k | 40.30 | |
EQT Corporation (EQT) | 0.7 | $25M | 613k | 41.13 | |
Lululemon Athletica (LULU) | 0.7 | $25M | 66k | 378.50 | |
Intel Corporation (INTC) | 0.7 | $24M | 702k | 33.44 | |
Chesapeake Energy Corp (CHK) | 0.7 | $23M | 277k | 83.68 | |
Global X Fds Global X Uranium (URA) | 0.7 | $23M | 1.0M | 21.70 | |
Progressive Corporation (PGR) | 0.7 | $23M | 170k | 132.37 | |
Arch Cap Group Ord (ACGL) | 0.6 | $19M | 255k | 74.85 | |
Boot Barn Hldgs (BOOT) | 0.5 | $17M | 201k | 84.69 | |
BP Sponsored Adr (BP) | 0.3 | $9.4M | 267k | 35.29 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $8.5M | 147k | 57.93 | |
Aersale Corp (ASLE) | 0.0 | $1.5M | 100k | 14.70 | |
Sl Green Realty Corp (SLG) | 0.0 | $1.4M | 46k | 30.05 | |
Vesta Real Estate Corporatio Ads (VTMX) | 0.0 | $1.3M | 40k | 32.22 | |
Cousins Pptys Com New (CUZ) | 0.0 | $1.2M | 52k | 22.80 | |
Simon Property (SPG) | 0.0 | $1.0M | 8.9k | 115.48 | |
Cubesmart (CUBE) | 0.0 | $1.0M | 23k | 44.66 |