Americana Partners, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
372
Total Value
2572586208
Accession Number
0001172661-25-001686
Form Type
13F-HR
Manager Name
Americana Partners, LLC
Data Enrichment
80% identified
299 identified73 unidentified

Holdings

372 positions
Manager:
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WELLS FARGO & COMPANY/MN
Shares:
5249(-93.1%)
Value:
$376.8M(-92.9%)
464288588
Shares:
3967(-8.3%)
Value:
$372.0M(-6.2%)
UNITED RENTALS, INC.
Shares:
587(-10.5%)
Value:
$367.9M(-20.4%)
BECTON DICKINSON & CO
Shares:
1596(+5.0%)
Value:
$365.6M(+6.0%)
LAM RESEARCH CORP
Shares:
5013(+46.3%)
Value:
$364.4M(+47.3%)
Cigna Group
Shares:
1106(-10.4%)
Value:
$363.9M(+6.8%)
O REILLY AUTOMOTIVE INC
Shares:
254
Value:
$363.9M
COMSTOCK RESOURCES INC
Shares:
17803(+0.0%)
Value:
$362.1M(+11.6%)
78464A409
Shares:
4505(+0.0%)
Value:
$362.1M(-8.6%)
Otis Worldwide Corp
Shares:
3491(-1.2%)
Value:
$360.3M(+10.1%)
92204A405
Shares:
2958(-18.7%)
Value:
$353.4M(-17.7%)
MACOM Technology Solutions Holdings, Inc.
Shares:
3500(+0.0%)
Value:
$351.3M(-22.7%)
Sable Offshore Corp.
Shares:
13491(+0.0%)
Value:
$342.3M(+10.8%)
VEEVA SYSTEMS INC
Shares:
1426(-9.4%)
Value:
$330.3M(-0.2%)
CARNIVAL CORP
Shares:
16827(+9.0%)
Value:
$328.6M(-14.6%)
TFI International Inc.
Shares:
4243(+3.0%)
Value:
$328.6M(-40.9%)
TYLER TECHNOLOGIES INC
Shares:
565(-14.3%)
Value:
$328.5M(-13.6%)
On Holding AG
Shares:
7401(-7.8%)
Value:
$325.1M(-26.1%)
HORTON D R INC /DE/
Shares:
2539
Value:
$322.8M
GSK plc
Shares:
8221(-46.3%)
Value:
$318.5M(-38.5%)