Game Creek Capital as of June 30, 2025
Portfolio Holdings for Game Creek Capital
Game Creek Capital holds 71 positions in its portfolio as reported in the June 2025 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) | 11.9 | $28M | 45k | 617.85 | |
| Amazon (AMZN) | 5.2 | $12M | 56k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $9.6M | 55k | 176.23 | |
| Micron Technology (MU) | 3.8 | $8.9M | 72k | 123.25 | |
| Hess (HES) | 3.7 | $8.6M | 62k | 138.54 | |
| Vertiv Holdings Com Cl A (VRT) | 2.9 | $6.7M | 52k | 128.41 | |
| L3harris Technologies (LHX) | 2.7 | $6.2M | 25k | 250.84 | |
| Verizon Communications (VZ) | 2.6 | $6.0M | 140k | 43.27 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 2.4 | $5.6M | 53k | 104.13 | |
| Kroger (KR) | 2.3 | $5.4M | 76k | 71.73 | |
| Advanced Micro Devices (AMD) | 2.2 | $5.1M | 36k | 141.90 | |
| Uber Technologies (UBER) | 2.1 | $4.9M | 52k | 93.30 | |
| Bank of America Corporation (BAC) | 2.0 | $4.7M | 100k | 47.32 | |
| Microsoft Corporation (MSFT) | 2.0 | $4.7M | 9.5k | 497.41 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.9 | $4.5M | 93k | 49.18 | |
| Proshares Tr Short Qqq (PSQ) | 1.9 | $4.5M | 133k | 33.66 | |
| Wal-Mart Stores (WMT) | 1.9 | $4.4M | 45k | 97.78 | |
| Barrick Mng Corp Com Shs (B) | 1.8 | $4.2M | 200k | 20.82 | |
| Newmont Mining Corporation (NEM) | 1.8 | $4.1M | 71k | 58.26 | |
| Pfizer (PFE) | 1.7 | $4.1M | 168k | 24.24 | |
| Hewlett Packard Enterprise (HPE) | 1.6 | $3.8M | 187k | 20.45 | |
| Block Cl A (XYZ) | 1.6 | $3.7M | 55k | 67.93 | |
| Cisco Systems (CSCO) | 1.6 | $3.7M | 53k | 69.38 | |
| International Business Machines (IBM) | 1.6 | $3.7M | 12k | 294.78 | |
| Northrop Grumman Corporation (NOC) | 1.6 | $3.6M | 7.3k | 499.98 | |
| Xpo Logistics Inc equity (XPO) | 1.5 | $3.6M | 28k | 126.29 | |
| Shift4 Pmts Cl A (FOUR) | 1.5 | $3.5M | 35k | 99.11 | |
| Option Care Health Com New (OPCH) | 1.4 | $3.2M | 100k | 32.48 | |
| Arthur J. Gallagher & Co. (AJG) | 1.4 | $3.2M | 10k | 320.12 | |
| Bj's Wholesale Club Holdings (BJ) | 1.2 | $2.8M | 26k | 107.83 | |
| General Motors Company (GM) | 1.2 | $2.8M | 56k | 49.21 | |
| Willis Towers Watson SHS (WTW) | 1.2 | $2.8M | 9.1k | 306.50 | |
| Citigroup Com New (C) | 1.1 | $2.6M | 31k | 85.12 | |
| Intuit (INTU) | 1.1 | $2.6M | 3.3k | 787.63 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.4M | 8.4k | 289.91 | |
| Metropcs Communications (TMUS) | 1.0 | $2.4M | 10k | 238.26 | |
| UnitedHealth (UNH) | 1.0 | $2.3M | 7.5k | 311.97 | |
| Agnico (AEM) | 0.9 | $2.2M | 18k | 118.93 | |
| Servicenow (NOW) | 0.9 | $2.2M | 2.1k | 1028.08 | |
| Cameco Corporation (CCJ) | 0.9 | $2.1M | 29k | 74.23 | |
| Southwest Airlines (LUV) | 0.9 | $2.1M | 65k | 32.44 | |
| Vaneck Etf Trust Semiconductr Etf Put Option (SMH) | 0.8 | $2.0M | 7.0k | 278.88 | |
| Brunswick Corporation (BC) | 0.8 | $1.9M | 35k | 55.24 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $1.9M | 6.2k | 304.83 | |
| Shell Spon Ads (SHEL) | 0.8 | $1.8M | 26k | 70.41 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.8M | 2.3k | 779.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.6M | 9.2k | 177.39 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.7 | $1.6M | 37k | 44.23 | |
| Regeneron Pharmaceuticals (REGN) | 0.7 | $1.6M | 3.1k | 525.00 | |
| Medtronic SHS (MDT) | 0.7 | $1.6M | 19k | 87.17 | |
| Scorpio Tankers SHS (STNG) | 0.6 | $1.5M | 38k | 39.13 | |
| Modine Manufacturing (MOD) | 0.6 | $1.4M | 14k | 98.50 | |
| Apple (AAPL) | 0.5 | $1.1M | 5.2k | 205.17 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.0M | 9.6k | 107.80 | |
| Eaton Corp SHS (ETN) | 0.4 | $893k | 2.5k | 356.99 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $866k | 17k | 52.06 | |
| Caci Intl Cl A (CACI) | 0.4 | $858k | 1.8k | 476.70 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $812k | 23k | 35.69 | |
| Toll Brothers (TOL) | 0.3 | $685k | 6.0k | 114.13 | |
| Humana (HUM) | 0.3 | $611k | 2.5k | 244.48 | |
| Aon Shs Cl A (AON) | 0.2 | $535k | 1.5k | 356.76 | |
| Merck & Co (MRK) | 0.2 | $495k | 6.3k | 79.16 | |
| Target Corporation Call Option (TGT) | 0.2 | $493k | 5.0k | 98.65 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $479k | 11k | 43.35 | |
| Hewlett Packard Enterprise C 7.625 Mand Conv (HPE.PC) | 0.2 | $442k | 7.5k | 58.88 | |
| Bunge Global Sa Com Shs (BG) | 0.2 | $391k | 4.9k | 80.28 | |
| BP Sponsored Adr (BP) | 0.1 | $344k | 12k | 29.93 | |
| Qualcomm (QCOM) | 0.1 | $319k | 2.0k | 159.26 | |
| Mp Materials Corp Com Cl A (MP) | 0.1 | $299k | 9.0k | 33.27 | |
| ConocoPhillips (COP) | 0.1 | $269k | 3.0k | 89.74 | |
| Alight Com Cl A (ALIT) | 0.1 | $226k | 40k | 5.66 |