Fund HoldingsGranby Capital Management, LLC

Total Portfolio Value
$204.82M
Total Bought
$38.16M
Total Sold
$0
Net Transaction
+$38.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)55,000104,500+49,50026,14254,66126.69%+28,519
ISHARES TR140,000198,000+58,00013,84318,7359.15%+4,892
INVESCO EXCH TRADED FD TR II
SR LN ETF
300,000525,000+225,0006,35411,1045.42%+4,750
ISHARES TR20,00020,00009,55310,5155.13%+962
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
80,00080,000012,62413,5506.62%+926
SELECT SECTOR SPDR TR
ST STR ENERG ETF
80,00080,00006,7077,5533.69%+846
ENERGY TRANSFER L P(ET)400,000400,00005,5206,2923.07%+772
VANGUARD INTL EQUITY INDEX F258,000258,000014,48415,1327.39%+648
MPLX LP(MPLX)130,000130,00004,7745,4032.64%+629
PACER FDS TR
US CASH COWS 100
100,000100,00005,1995,8112.84%+612
ISHARES TR61,00061,000012,24312,8286.26%+585
VANGUARD INDEX FDS35,00035,00006,2996,7163.28%+417
ISHARES TR65,00065,00004,8985,1912.53%+293
ENTERPRISE PRODS PARTNERS L(EPD)75,00075,00001,9762,1891.07%+212
CHEVRON CORP NEW(CVX)20,00020,00002,9833,1551.54%+172
THRYV HLDGS INC89,52989,52901,8221,9900.97%+168
NUVEEN MUN VALUE FD INC(NUV)1,300,0001,300,000011,18011,3235.53%+143
ISHARES INC
CORE MSCI EMKT
97,00097,00004,9065,0052.44%+99
ISHARES TR55,00055,00005,9635,9182.89%-45
ISHARES INC30,00030,00001,9161,7520.86%-163
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