Fund HoldingsGranby Capital Management, LLC

Total Portfolio Value
$159.39M
Total Bought
$42.49M
Total Sold
$16.06M
Net Transaction
+$26.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
080,000+80,000012,6247.92%+12,624
ISHARES TR80,000140,000+60,0007,09513,8438.69%+6,748
INVESCO EXCH TRADED FD TR II
SR LN ETF
0300,000+300,00006,3543.99%+6,354
ISHARES TR35,00061,000+26,0006,18612,2437.68%+6,057
ISHARES TR065,000+65,00004,8983.07%+4,898
SPDR S&P 500 ETF TR(SPY)54,50055,000+50023,29826,14216.40%+2,844
NUVEEN MUN VALUE FD INC(NUV)1,050,0001,300,000+250,0008,67311,1807.01%+2,507
VANGUARD INTL EQUITY INDEX F258,000258,000013,38214,4849.09%+1,102
ISHARES TR20,00020,00008,5899,5535.99%+964
VANGUARD INDEX FDS35,00035,00005,5826,2993.95%+717
CHEVRON CORP NEW(CVX)15,00020,000+5,0002,5292,9831.87%+454
ISHARES TR55,00055,00005,6405,9633.74%+323
ISHARES INC
CORE MSCI EMKT
97,00097,00004,6164,9063.08%+290
PACER FDS TR
US CASH COWS 100
100,000100,00004,9435,1993.26%+256
MPLX LP(MPLX)130,000130,00004,6244,7742.99%+150
THRYV HLDGS INC89,52989,52901,6801,8221.14%+141
ISHARES INC30,00030,00001,8751,9161.20%+41
ENTERPRISE PRODS PARTNERS L(EPD)75,00075,00002,0531,9761.24%-76
ENERGY TRANSFER L P(ET)400,000400,00005,6125,5203.46%-92
ALLIANCE RESOURCE PARTNERS L(ARLP)38,8650-38,8658760-876
FORD MTR CO DEL(F)100,0000-100,0001,2420-1,242
KINDER MORGAN INC DEL(KMI)100,0000-100,0001,6580-1,658
ARCH RESOURCES INC10,0000-10,0001,7070-1,707
CONSOL ENERGY INC NEW20,0000-20,0002,0980-2,098
SELECT SECTOR SPDR TR
ST STR ENERG ETF
168,00080,000-88,00015,1866,7074.21%-8,478
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