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Portfolio (Quarterly) Guide ↗

Park Place Capital Corp

· CIK 0001965810
13F Portfolio $480M AUM 787 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 787 New
Page 26 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BP BP PLC SPONSORED ADR Energy 426.0 $15K 0.00% NEW $34.73 +19.9%
502 COOPER COS INC COM 180.0 $15K 0.00% NEW $81.96
503 WAB WABTEC COM Industrials 69.0 $15K 0.00% NEW $213.45 +22.2%
504 AER AERCAP HOLDINGS NV SHS Industrials 102.0 $15K 0.00% NEW $143.76 -1.4%
505 MAREX GROUP PLC ORD 378.0 $14K 0.00% NEW $38.36
506 VESTA REAL ESTATE CORP ADS 468.0 $14K 0.00% NEW $30.49
507 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 169.0 $14K 0.00% NEW $84.36 -4.0%
508 HBM HUDBAY MINERALS INC COM Basic Materials 716.0 $14K 0.00% NEW $19.85 +34.0%
509 MELI MERCADOLIBRE INC COM Consumer Cyclical 7.0 $14K 0.00% NEW $2014.29 -15.8%
510 TRN TRINITY INDS INC COM Industrials 532.0 $14K 0.00% NEW $26.44 +21.6%
511 TCOM TRIP COM GROUP LTD ADS Consumer Cyclical 194.0 $14K 0.00% NEW $71.91 -33.5%
512 WDC WESTERN DIGITAL CORP COM Technology 80.0 $14K 0.00% NEW $172.28 +208.0%
513 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 78.0 $14K 0.00% NEW $176.47 -6.3%
514 AELUMA INC COM 800.0 $14K 0.00% NEW $17.17
515 COLD AMERICOLD REALTY TRUST INC COM Real Estate 1,064.0 $14K 0.00% NEW $12.86 +19.2%
516 GGAL GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR Financial Services 251.0 $14K 0.00% NEW $53.94 -10.7%
517 VST VISTRA CORP COM Utilities 83.0 $13K 0.00% NEW $161.33 -0.7%
518 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 48.0 $13K 0.00% NEW $278.92 -1.3%
519 MCO MOODYS CORP COM Financial Services 26.0 $13K 0.00% NEW $510.85 -11.6%
520 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 278.0 $13K 0.00% NEW $47.74 -7.7%
Page 26 of 40  ·  787 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 19.7%
Healthcare 8.7%
Industrials 8.5%
Consumer Cyclical 7.1%
Communication Services 7.1%
Consumer Defensive 6.7%
Energy 5.7%
Utilities 3.0%
Real Estate 2.0%