Todd Skelton
Hf Capital, Llc
Assets Managed
$239.212M
Holdings
5
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
42.67%(2Q avg: 21.34%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Hf Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.
Assets under management
The assets under management (AUM) of Hf Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.212M in assets, with a quarterly growth rate of 42.67% and a 2-quarter average growth rate of 21.34%. The portfolio is managed by Todd Skelton, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ACWI Ishares Msci Acwi Etf
| 52.24% | $124.958M 903,075 shares@ $138.38 avg price | Increased 70.58% |
WEST Westrock Coffee Co
| 22.66% | $54.186M 12.75M shares@ $4.26 avg price | |
KBDC Kayne Anderson Bdc Inc
| 13.46% | $32.174M 2.345M shares@ $13.73 avg price | Decreased -0.11% |
APD Air Products & Chemicals Inc
| 7.67% | $18.344M 63,149 shares@ $290.49 avg price | New Position |
FANG Diamondback Energy Inc
| 4% | $9.549M 48,276 shares@ $197.79 avg price |
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