Waterloo Capital, L.P. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $949 Billion distributed in 363 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.9B, Walmart Inc. with a value of $27.5B, Spdr Portfolio with a value of $26.1B, Invesco S&P 500 Equal Weight E with a value of $25.9B, and ETF Ser Solutions Aptus Collar with a value of $24.6B.
Examining the 13F form we can see an increase of $32.6B in the current position value, from $916B to 949B.
Waterloo Capital, L.P. is based out at Austin, TX
Below you can find more details about Waterloo Capital, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$949 Billion
ETFs: $553 Billion
Technology: $78.8 Billion
Financial Services: $60.2 Billion
Consumer Defensive: $54 Billion
Real Estate: $39.5 Billion
Consumer Cyclical: $31.1 Billion
Healthcare: $24.5 Billion
Industrials: $23.3 Billion
Other: $52 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
