Annandale Capital, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$1.6B

Holdings

116

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (116 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
1,574,269$963.9M60.81%Put
2
BSVVANGUARD BD INDEX FDS
547,636$42.9M2.70%
3
METAMETA PLATFORMS INC
72,081$41.1M2.60%Put
4
DFCFDIMENSIONAL ETF TRUST
817,373$34.4M2.17%
5
ETENERGY TRANSFER L P
1,691,362$29.7M1.88%Put
6
DFAIDIMENSIONAL ETF TRUST
792,312$24.7M1.56%
7
NFLXNETFLIX INC
25,151$22.6M1.42%Put
8
IWMISHARES TR
100,000$20.0M1.26%Put
9
DCORDIMENSIONAL ETF TRUST
323,052$19.8M1.25%
10
VYMVANGUARD WHITEHALL FDS
151,475$19.5M1.23%
11
AQLTISHARES TR
829,238$19.1M1.20%
12
EEMISHARES TR
411,702$17.9M1.13%Put
13
MLPXGLOBAL X FDS
278,700$17.8M1.12%
14
DFAEDIMENSIONAL ETF TRUST
631,775$16.4M1.03%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
27,130$14.4M0.91%
16
MCHIISHARES TR
238,000$12.7M0.80%Put
17
VTIVANGUARD INDEX FDS
45,000$12.2M0.77%Put
18
AMZNAMAZON COM INC
52,143$9.9M0.63%
19
GOOGLALPHABET INC
59,901$9.3M0.58%
20
AVUSAMERICAN CENTY ETF TR
95,051$8.8M0.55%
21
MSFTMICROSOFT CORP
23,146$8.7M0.55%
22
PGRPROGRESSIVE CORP
29,079$8.2M0.52%
23
FAFFIRST AMERN FINL CORP
115,911$7.6M0.48%
24
WMTWALMART INC
86,146$7.6M0.48%
25
UBERUBER TECHNOLOGIES INC
100,040$7.1M0.45%Put
26
AVDEAMERICAN CENTY ETF TR
105,692$7.0M0.44%
27
LVLNSPDR SER TR
120,000$6.8M0.43%
28
BABAALIBABA GROUP HLDG LTD
50,328$6.7M0.42%
29
ABBVABBVIE INC
29,140$6.1M0.39%
30
HDHOME DEPOT INC
16,301$6.0M0.38%
31
MKLMARKEL CORP
3,137$5.9M0.37%
32
WRBBERKLEY W R CORP
82,279$5.9M0.37%
33
BIDUNBAIDU INC
60,032$5.5M0.35%
34
EPDENTERPRISE PRODS PARTNERS L
159,724$5.5M0.34%
35
AAPLAPPLE INC
23,589$5.2M0.33%
36
DISDISNEY WALT CO
49,697$4.9M0.31%
37
DFATDIMENSIONAL ETF TRUST
94,578$4.9M0.31%
38
ARANTERO RESOURCES CORP
120,354$4.9M0.31%
39
DFUVDIMENSIONAL ETF TRUST
116,238$4.8M0.30%
40
ALLEALLEGION PLC
34,076$4.4M0.28%
41
QUALISHARES TR
25,374$4.3M0.27%
42
VVISA INC
12,178$4.3M0.27%
43
AVEMAMERICAN CENTY ETF TR
66,983$4.0M0.25%
44
AZOAUTOZONE INC
1,049$4.0M0.25%
45
CPRTCOPART INC
70,184$4.0M0.25%
46
SCHWSCHWAB CHARLES CORP
49,748$3.9M0.25%
47
ABTABBOTT LABS
28,812$3.8M0.24%
48
CSCOCISCO SYS INC
60,586$3.7M0.24%
49
BKNGBOOKING HOLDINGS INC
811$3.7M0.24%
50
ACGLARCH CAP GROUP LTD
37,644$3.6M0.23%
51
KWEBKRANESHARES TRUST
101,803$3.6M0.22%Put
52
JNJJOHNSON & JOHNSON
21,171$3.5M0.22%
53
BABASPONSORED ADS
25,000$3.3M0.21%Put
54
AMTAMERICAN TOWER CORP NEW
14,453$3.1M0.20%
55
GQ9SPDR GOLD TR
10,606$3.1M0.19%
56
GOOGALPHABET INC
19,247$3.0M0.19%
57
ICEINTERCONTINENTAL EXCHANGE IN
15,246$2.6M0.17%
58
EFXEQUIFAX INC
10,375$2.5M0.16%
59
COPCONOCOPHILLIPS
23,270$2.4M0.15%
60
UNPUNION PAC CORP
10,250$2.4M0.15%
61
EFAISHARES TR
26,937$2.2M0.14%
62
VRSKVERISK ANALYTICS INC
7,299$2.2M0.14%
63
TXNTEXAS INSTRS INC
11,952$2.1M0.14%
64
BURBURFORD CAP LTD
156,700$2.1M0.13%
65
ADBEADOBE SYSTEMS INCORPORATED
5,276$2.0M0.13%
66
QCOMQUALCOMM INC
12,041$1.9M0.12%
67
WSOWATSCO INC
3,009$1.5M0.10%
68
WFCWELLS FARGO CO NEW
18,436$1.3M0.08%
69
KEYSKEYSIGHT TECHNOLOGIES INC
7,637$1.1M0.07%
70
CSWCSW INDUSTRIALS INC
3,611$1.1M0.07%
71
KFSKINGSWAY FINL SVCS INC
128,200$1.0M0.06%
72
VTVVANGUARD INDEX FDS
5,261$909K0.06%
73
URGNUROGEN PHARMA LTD
75,552$836K0.05%
74
OXYOCCIDENTAL PETE CORP
15,589$769K0.05%
75
MBBISHARES TR
7,011$657K0.04%
76
IVWISHARES TR
6,952$645K0.04%
77
MLB1MERCADOLIBRE INC
316$616K0.04%
78
ACWIMSCI ACWI EX US
5,210$606K0.04%
79
DFAXDIMENSIONAL ETF TRUST
22,293$584K0.04%
80
ACNACCENTURE PLC IRELAND
1,755$548K0.03%
81
IVVCORE S&P500 ETF
829$466K0.03%
82
AONAON PLC
1,123$448K0.03%
83
PAAPLAINS ALL AMERN PIPELINE L
22,288$446K0.03%
84
XOMEXXON MOBIL CORP
3,725$443K0.03%
85
DFAUDIMENSIONAL ETF TRUST
11,460$441K0.03%
86
SCHGSCHWAB STRATEGIC TR
17,456$437K0.03%
87
DDDUPONT DE NEMOURS INC
5,795$433K0.03%
88
MRKMERCK & CO. INC
4,703$422K0.03%
89
KMIKINDER MORGAN INC DEL
12,988$371K0.02%
90
CTVACORTEVA INC
5,767$363K0.02%
91
VXUSVANGUARD STAR FDS
5,700$354K0.02%
92
FNDASCHWAB STRATEGIC TR
12,600$345K0.02%
93
FNDCSCHWAB STRATEGIC TR
8,550$310K0.02%
94
VBRVANGUARD INDEX FDS
1,625$303K0.02%
95
CEECENTRAL & EASTERN EUROPE FD
20,928$302K0.02%
96
DVNDEVON ENERGY CORP NEW
7,500$281K0.02%
97
AVGOBROADCOM INC
1,670$280K0.02%
98
NVDANVIDIA CORPORATION
2,545$276K0.02%
99
AIGAMERICAN INTL GROUP INC
3,151$274K0.02%
100
APAAPA CORPORATION
12,474$262K0.02%
Page 1 of 2Next