Fund HoldingsSIH Partners, LLLP

Total Portfolio Value
$1.43B
Total Bought
$1.90B
Total Sold
$89.17M
Net Transaction
+$1.81B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
STELLANTIS N.V(STLA)024,535,918+24,535,9180320,19422.43%+320,194
SPDR S&P 500 ETF TR(SPY)0449,418+449,4180263,39518.45%+263,395
UBS GROUP AG(UBS)07,076,063+7,076,0630214,54615.03%+214,546
ISHARES TR01,582,649+1,582,6490140,9199.87%+140,919
SAP SE(SAP)(Put)0512,300+512,3000126,133+126,133
ISHARES TR01,373,805+1,373,8050108,0507.57%+108,050
SAP SE(SAP)(Call)0362,500+362,500089,251+89,251
ARCELORMITTAL SA LUXEMBOURG(MT)(Put)02,708,600+2,708,600062,650+62,650
STELLANTIS N.V(STLA)(Put)04,704,500+4,704,500061,394+61,394
MERCK & CO INC(MRK)(Put)0425,200+425,200042,299+42,299
ISHARES TR
MSCI INDIA ETF
0729,798+729,798038,4172.69%+38,417
LOGITECH INTL S A
SHS
0387,197+387,197031,8862.23%+31,886
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0112,747+112,747022,2661.56%+22,266
FERRARI N V
COM
050,989+50,989021,6621.52%+21,662
FERGUSON ENTERPRISES INC(FERG)0122,082+122,082021,1901.48%+21,190
STELLANTIS N.V(STLA)(Call)01,566,500+1,566,500020,443+20,443
ISHARES TR0184,411+184,411019,7021.38%+19,702
BROOKFIELD CORP(BN)(Put)0334,000+334,000019,188+19,188
ALCON AG(ALC)0195,089+195,089016,5611.16%+16,561
FERRARI N V(Put)
COM
037,600+37,600015,974+15,974
CRH PLC
ORD
0171,092+171,092015,8291.11%+15,829
ARCELORMITTAL SA LUXEMBOURG(MT)(Call)0622,200+622,200014,391+14,391
CULLEN FROST BANKERS INC(CFR)(Put)099,100+99,100013,304+13,304
ALIBABA GROUP HLDG LTD(BABA)27,780184,759+156,9792,94815,6661.10%+12,718
ENERGIZER HLDGS INC NEW(ENR)(Put)0356,000+356,000012,421+12,421
CULLEN FROST BANKERS INC(CFR)(Call)084,300+84,300011,317+11,317
CRH PLC(Call)
ORD
0107,000+107,00009,900+9,900
FERRARI N V(Call)
COM
022,900+22,90009,729+9,729
MOLINA HEALTHCARE INC(MOH)(Put)030,700+30,70008,935+8,935
COCA-COLA EUROPACIFIC PARTNE
SHS
0113,766+113,76608,7380.61%+8,738
NVIDIA CORPORATION(NVDA)062,407+62,40708,3810.59%+8,381
SPDR SER TR
ST STR SP HOME
064,147+64,14706,7030.47%+6,703
ING GROEP N.V.(ING)(Call)0361,800+361,80005,669+5,669
META PLATFORMS INC(META)09,550+9,55005,5920.39%+5,592
MICROSOFT CORP(MSFT)013,139+13,13905,5380.39%+5,538
SEA LTD(SE)051,270+51,27005,4400.38%+5,440
FLUTTER ENTMT PLC(FLUT)(Call)020,000+20,00005,169+5,169
ALLSTATE CORP(ALL)(Put)024,000+24,00004,627+4,627
FLUTTER ENTMT PLC(FLUT)017,192+17,19204,4430.31%+4,443
SUNRISE COMMUNICATIONS AG082,063+82,06303,5350.25%+3,535
INTERNATIONAL PAPER CO(IP)065,248+65,24803,5120.25%+3,512
ALLSTATE CORP(ALL)(Call)017,700+17,70003,412+3,412
ISHARES TR
MSCI INDIA SM CP
038,667+38,66702,9560.21%+2,956
APPLE INC(AAPL)011,458+11,45802,8690.20%+2,869
INDIVIOR PLC0217,058+217,05802,6980.19%+2,698
NOVARTIS AG(NVS)025,400+25,40002,4720.17%+2,472
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,543+10,54302,4510.17%+2,451
DBX ETF TR082,164+82,16402,1750.15%+2,175
TE CONNECTIVITY PLC(TEL)(Put)015,000+15,00002,145+2,145
FRONTLINE PLC(FRO)0144,531+144,53102,0510.14%+2,051
ROGERS CORP(ROG)(Put)018,800+18,80001,910+1,910
QIAGEN NV(QGEN)042,821+42,82101,9070.13%+1,907
GLOBAL X FDS
GLOBAL X COPPER
049,666+49,66601,8960.13%+1,896
ALCON AG(ALC)(Call)021,200+21,20001,800+1,800
INTEL CORP(INTC)082,462+82,46201,6530.12%+1,653
HSBC HLDGS PLC(HSBC)032,725+32,72501,6190.11%+1,619
DRAFTKINGS INC NEW(DKNG)041,623+41,62301,5480.11%+1,548
ING GROEP N.V.(ING)(Put)094,000+94,00001,473+1,473
WOODSIDE ENERGY GROUP LTD(WDS)093,167+93,16701,4530.10%+1,453
ZTO EXPRESS CAYMAN INC(ZTO)072,150+72,15001,4110.10%+1,411
MERCK & CO INC(MRK)(Call)013,800+13,80001,373+1,373
ADVANCED MICRO DEVICES INC(AMD)011,196+11,19601,3520.09%+1,352
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,500+14,50001,2420.09%+1,242
DEUTSCHE BANK A G
NAMEN AKT
069,641+69,64101,1870.08%+1,187
AUTODESK INC04,000+4,00001,1820.08%+1,182
VISA INC(V)03,707+3,70701,1720.08%+1,172
DELL TECHNOLOGIES INC(DELL)010,155+10,15501,1700.08%+1,170
STRYKER CORPORATION(SYK)03,000+3,00001,0800.08%+1,080
BORR DRILLING LTD(BORR)0259,008+259,00801,0100.07%+1,010
VANECK ETF TRUST(Call)
INTRMDT MUNI ETF
020,000+20,0000922+922
GLOBAL X FDS
LITHIUM BTRY ETF
021,300+21,30008690.06%+869
FERROVIAL SE
ORD SHS
019,701+19,70108280.06%+828
BANCO SANTANDER S.A.(SAN)0181,100+181,10008260.06%+826
EXTRA SPACE STORAGE INC(EXR)(Put)05,400+5,4000808+808
HEICO CORP NEW(HEI)(Call)03,300+3,3000785+785
ASTRAZENECA PLC(AZN)011,949+11,94907830.05%+783
HONDA MOTOR LTD(HMC)026,384+26,38407530.05%+753
BP PLC(BP)023,500+23,50006950.05%+695
ALPHABET INC(GOOG)03,611+3,61106840.05%+684
RALPH LAUREN CORP(RL)02,806+2,80606480.05%+648
JOHN BEAN TECHNOLOGIES CORP(JBTM)05,000+5,00006360.04%+636
NOKIA CORP(NOK)0139,072+139,07206160.04%+616
GLOBANT S A
COM
02,574+2,57405520.04%+552
CLOUDFLARE INC(NET)(Call)04,900+4,9000528+528
B2GOLD CORP(BTG)(Put)0203,000+203,0000495+495
ALPHABET INC(GOOG)02,550+2,55004860.03%+486
TOTALENERGIES SE(TTE)08,599+8,59904690.03%+469
SPDR SER TR
ST STR SP BIOT
05,000+5,00004500.03%+450
EPAM SYS INC(EPAM)01,878+1,87804390.03%+439
ALCON AG(ALC)(Put)05,100+5,1000433+433
V F CORP(VFC)020,000+20,00004290.03%+429
ENDAVA PLC013,505+13,50504170.03%+417
ING GROEP N.V.(ING)024,800+24,80003890.03%+389
FLOTEK INDS INC DEL(FTK)(Put)038,600+38,6000368+368
KANZHUN LIMITED(BZ)119,400174,800+55,4002,0732,4120.17%+339
HAFNIA LTD(HAFN)049,628+49,62802760.02%+276
JAMES HARDIE INDS PLC08,799+8,79902710.02%+271
EXTRA SPACE STORAGE INC(EXR)(Call)01,800+1,8000269+269
B2GOLD CORP(BTG)(Call)0110,000+110,0000268+268
TENCENT MUSIC ENTMT GROUP(TME)176,700209,700+33,0002,1292,3800.17%+251
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