Fund HoldingsPACIFIC HEIGHTS ASSET MANAGEMENT LLC

Total Portfolio Value
$1.47B
Total Bought
$428.76M
Total Sold
$166.54M
Net Transaction
+$262.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
OVINTIV INC(OVV)190,0001,515,000+1,325,0007,279114,0537.78%+106,774
NUTRIEN LTD(NTR)145,000815,000+670,0006,969108,1037.38%+101,135
LOCKHEED MARTIN CORP(LMT)58,000153,000+95,00033,90489,2846.09%+55,380
TEXAS PACIFIC LAND CORP(TPL)165,000165,0000145,982182,48312.45%+36,501
BROADCOM INC(AVGO)220,000220,000037,95051,0053.48%+13,055
KIMCO RLTY CORP(KIM)300,000125,000-175,0006,96617,0461.16%+10,080
AFFIRM HLDGS INC(AFRM)315,000315,000012,85819,1841.31%+6,325
PHILLIPS 66(PSX)75,000150,000+75,0009,85915,8551.08%+5,996
SCHWAB CHARLES CORP(SCHW)185,000110,000-75,00011,99017,9611.23%+5,971
REGENCY CTRS CORP(REG)125,000250,000+125,0009,02914,7031.00%+5,674
VIPER ENERGY INC(VNOM)175,000250,000+75,0007,89412,2680.84%+4,373
OCCIDENTAL PETROLEUM CORP WARRANT(OXY)100,000400,000+300,0002,9727,0960.48%+4,124
AMERICAN TOWER CORP NEW(AMT)40,00070,000+30,0009,30212,8390.88%+3,536
WILLIAMS SONOMA INC(WSM)110,000110,000017,04120,3701.39%+3,329
CANADIAN NAT RES LTD(CNQ)320,000450,000+130,00010,62713,8920.95%+3,264
CHEVRON CORP(CVX)150,000175,000+25,00022,09125,3471.73%+3,257
LENNAR CORP(LEN)130,00060,000-70,00024,37227,4091.87%+3,036
IPG PHOTONICS CORP(IPGP)64,000304,000+240,0004,7567,3200.50%+2,563
BHP BILLITON LTD160,000250,000+90,0009,93812,2080.83%+2,270
VISA INC(V)53,00053,000014,57216,7501.14%+2,178
RYDER SYS INC(R)80,000180,000+100,00011,66413,7360.94%+2,072
CAMECO CORP(CCJ)500,000500,000023,88025,6951.75%+1,815
OUTFRONT MEDIA INC(OUT)400,000225,000-175,0007,3529,1130.62%+1,761
COSTCO WHSL CORP NEW(COST)57,00057,000050,53252,2273.56%+1,696
BP PLC(BP)160,000225,000+65,0005,0226,6510.45%+1,629
CONOCOPHILLIPS(COP)150,000175,000+25,00015,79217,3551.18%+1,563
APA CORPORATION(APA)180,000250,000+70,0004,4035,7730.39%+1,370
EXXON MOBIL CORP150,000175,000+25,00017,58318,8251.28%+1,242
VALE SA200,000400,000+200,0002,3363,5480.24%+1,212
AUTODESK INC58,00058,000015,97817,1431.17%+1,165
DIGITAL RLTY TR INC(DLR)75,00075,000012,13713,3000.91%+1,163
DISNEY WALT CO(DIS)70,00070,00006,7337,7950.53%+1,061
FEDEX CORP(FDX)58,00059,000+1,00015,87316,5981.13%+725
STATE STREET CORPORATION(STT)55,00055,00004,8665,3980.37%+532
RIO TINTO PLC(RIO)160,00075,000-85,00011,38711,7650.80%+377
FLUOR CORP NEW(FLR)185,000185,00008,8269,1240.62%+298
VORNADO RLTY TR(VNO)100,000100,00003,9404,2040.29%+264
ALBEMARLE CORP(ALB)60,00065,000+5,0005,6835,5950.38%-87
MURPHY OIL CORP(MUR)350,000100,000-250,00011,80911,6710.80%-138
ALEXANDER & BALDWIN INC125,000125,00002,4002,2180.15%-182
UMH PPTYS INC(UMH)250,000250,00004,9184,7200.32%-197
UDR INC(UDR)125,000125,00005,6685,4260.37%-241
FEDERAL RLTY INVT TR(FRT)100,000100,000011,49711,1950.76%-302
AVALONBAY CMNTYS INC60,00060,000013,51513,1980.90%-317
BXP INC (formerly Boston Properties, Inc.)(BXP)60,00060,00004,8284,4620.30%-366
HIGHWOODS PPTYS INC(HIW)150,000150,00005,0274,5870.31%-439
AIR PRODS & CHEMS INC58,00058,000017,26916,8221.15%-447
ILLINOIS TOOL WKS INC(ITW)63,00063,000016,51015,9741.09%-536
INTEL CORP(INTC)210,00060,000-150,0004,9274,3630.30%-563
ESSEX PPTY TR INC(ESS)60,00060,000017,72517,1261.17%-599
DEVON ENERGY CORPORATION(DVN)350,000400,000+50,00013,69213,0920.89%-600
UBER TECHNOLOGIES INC(UBER)185,000220,000+35,00013,90513,2700.91%-634
WYNN RESORTS LTD(WYNN)70,00070,00006,7126,0310.41%-680
WEYERHAEUSER CO(WY)150,000150,00005,0794,2230.29%-856
CENTERSPACE(CSR)200,000200,000014,09413,2300.90%-864
BIRCHCLIFF ENERGY LTD2,100,0002,100,00008,7967,9170.54%-879
AGILENT TECHNOLOGIES INC(A)64,00064,00009,5038,5980.59%-905
HF SINCLAIR CORPORATION(DINO)215,000220,000+5,0009,5837,7110.53%-1,872
CANADIAN PACIFIC KANSAS CITY(CP)155,000155,000013,25911,2170.77%-2,041
AMGEN INC(AMGN)58,00058,000018,68815,1171.03%-3,571
MORGAN STANLEY(MS)185,000460,000+275,00019,28414,8741.01%-4,410
SOUTH32 LTD500,00045,000-455,0006,4201,5220.10%-4,898
OCCIDENTAL PETE CORP(OXY)180,000100,000-80,0009,2772,7550.19%-6,522
NUCOR CORP(NUE)103,000155,000+52,00015,4857,2960.50%-8,189
PROLOGIS INC(PLD)150,000125,000-25,00018,9429,2410.63%-9,701
SIMON PPTY GROUP INC NEW(SPG)100,000500,000+400,00016,9025,2450.36%-11,657
PALANTIR TECHNOLOGIES INC(PLTR)1,575,000135,000-1,440,00058,59043,8342.99%-14,756
FREEPORT-MCMORAN INC(FCX)2,175,0002,170,000-5,000108,57682,6345.64%-25,942
PARKER HANNIFIN CORP(PH)63,00078,000+15,00039,80510,4530.71%-29,352
META PLATFORMS INC(META)155,000180,000+25,00088,72824,9291.70%-63,800
NVIDIA CORP(NVDA)860,000335,000-525,000104,43821,6451.48%-82,793
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