Spindletop Capital as of March 31, 2020
Portfolio Holdings for Spindletop Capital
Spindletop Capital holds 19 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 25.1 | $18M | 101k | 182.83 | |
| Signature Bank (SBNY) | 22.0 | $16M | 200k | 80.39 | |
| SVB Financial (SIVBQ) | 14.5 | $11M | 70k | 151.09 | |
| American International (AIG) | 9.1 | $6.7M | 275k | 24.25 | |
| Arthur J. Gallagher & Co. (AJG) | 4.7 | $3.5M | 43k | 81.51 | |
| Wells Fargo & Company (WFC) | 4.5 | $3.3M | 115k | 28.70 | |
| Chubb (CB) | 4.0 | $3.0M | 27k | 111.70 | |
| U.S. Bancorp (USB) | 3.9 | $2.9M | 84k | 34.46 | |
| Triton International | 3.5 | $2.6M | 100k | 25.87 | |
| Alleghany Corporation | 2.8 | $2.0M | 3.7k | 552.33 | |
| Bank of America Corporation (BAC) | 2.2 | $1.6M | 77k | 21.23 | |
| GATX Corporation (GATX) | 1.6 | $1.2M | 19k | 62.58 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $450k | 5.0k | 90.00 | |
| Texas Capital Bancshares (TCBI) | 0.6 | $443k | 20k | 22.15 | |
| American Intl Group Inc option | 0.3 | $216k | 1.1k | 196.36 | |
| American Intl Group | 0.2 | $166k | 208k | 0.80 | |
| Bankunited (BKU) | 0.1 | $94k | 5.0k | 18.80 | |
| Us Bancorp Del option | 0.0 | $25k | 50.00 | 500.00 | |
| Wells Fargo & Co New option | 0.0 | $17k | 800.00 | 21.25 |
