Annandale Capital, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$630.9M

Holdings

122

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
155,301$84.8M13.43%Put
2
BSVVANGUARD BD INDEX FDS
534,336$41.3M6.54%
3
DFCFDIMENSIONAL ETF TRUST
806,715$33.3M5.28%
4
VYMVANGUARD WHITEHALL FDS
251,198$29.8M4.72%Put
5
METAMETA PLATFORMS INC
50,049$29.4M4.65%Put
6
ETENERGY TRANSFER L P
1,219,013$23.1M3.67%Put
7
DFAIDIMENSIONAL ETF TRUST
742,385$21.7M3.44%
8
AQLTISHARES TR
821,235$18.9M2.99%
9
MLPXGLOBAL X FDS
292,051$17.7M2.80%
10
NFLXNETFLIX INC
19,746$17.5M2.78%Put
11
DCORDIMENSIONAL ETF TRUST
266,289$17.1M2.71%
12
DFAEDIMENSIONAL ETF TRUST
607,403$15.4M2.44%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
27,094$12.3M1.95%
14
VTIVANGUARD INDEX FDS
45,000$12.2M1.93%Put
15
AMZNAMAZON COM INC
52,054$11.4M1.81%
16
GOOGLALPHABET INC
59,901$11.3M1.80%
17
MSFTMICROSOFT CORP
23,129$9.7M1.55%
18
AVUSAMERICAN CENTY ETF TR
94,941$9.2M1.46%
19
WMTWALMART INC
86,146$7.8M1.23%
20
DISDISNEY WALT CO
67,793$7.5M1.20%
21
LVLNSPDR SER TR
120,000$7.2M1.15%
22
FAFFIRST AMERN FINL CORP
115,807$7.2M1.15%
23
PGRPROGRESSIVE CORP
29,079$7.0M1.10%
24
IATISHARES TR
136,000$6.8M1.08%Put
25
AVDEAMERICAN CENTY ETF TR
105,392$6.5M1.03%
26
HDHOME DEPOT INC
16,262$6.3M1.00%
27
AAPLAPPLE INC
23,722$5.9M0.94%
28
MKLMARKEL CORP
3,137$5.4M0.86%
29
DFATDIMENSIONAL ETF TRUST
95,134$5.3M0.84%
30
ABBVABBVIE INC
29,140$5.2M0.82%
31
AWNADVANCE AUTO PARTS INC
109,241$5.2M0.82%
32
EPDENTERPRISE PRODS PARTNERS L
162,007$5.1M0.81%
33
DFUVDIMENSIONAL ETF TRUST
118,630$4.9M0.77%
34
WRBBERKLEY W R CORP
82,279$4.8M0.76%
35
QUALISHARES TR
25,386$4.5M0.72%
36
ALLEALLEGION PLC
34,076$4.5M0.71%
37
SCHWSCHWAB CHARLES CORP
59,848$4.4M0.70%
38
BABAALIBABA GROUP HLDG LTD
50,328$4.3M0.68%
39
CPRTCOPART INC
70,184$4.0M0.64%
40
BKNGBOOKING HOLDINGS INC
808$4.0M0.64%
41
AVEMAMERICAN CENTY ETF TR
66,683$3.9M0.62%
42
VVISA INC
12,178$3.8M0.61%
43
ABTABBOTT LABS
32,694$3.7M0.59%
44
GOOGALPHABET INC
19,181$3.7M0.58%
45
CSCOCISCO SYS INC
60,586$3.6M0.57%
46
BIDUNBAIDU INC
40,032$3.4M0.53%
47
AZOAUTOZONE INC
1,050$3.4M0.53%
48
ARANTERO RESOURCES CORP
89,854$3.1M0.50%
49
JNJJOHNSON & JOHNSON
21,222$3.1M0.49%
50
EFXEQUIFAX INC
10,375$2.6M0.42%
51
GQ9SPDR GOLD TR
10,606$2.6M0.41%
52
ADBEADOBE SYSTEMS INCORPORATED
5,276$2.3M0.37%
53
UNPUNION PAC CORP
10,250$2.3M0.37%
54
COPCONOCOPHILLIPS
23,470$2.3M0.37%
55
ICEINTERCONTINENTAL EXCHANGE IN
15,246$2.3M0.36%
56
TXNTEXAS INSTRS INC
11,952$2.2M0.36%
57
ACGLARCH CAP GROUP LTD
22,786$2.1M0.33%
58
EFAISHARES TR
26,937$2.0M0.32%
59
VRSKVERISK ANALYTICS INC
7,299$2.0M0.32%
60
BURBURFORD CAP LTD
156,700$2.0M0.32%
61
QCOMQUALCOMM INC
12,041$1.9M0.29%
62
MCHIISHARES TR
38,000$1.7M0.28%Put
63
KWEBKRANESHARES TRUST
51,803$1.5M0.24%
64
WSOWATSCO INC
3,009$1.4M0.23%
65
CSWCSW INDUSTRIALS INC
3,699$1.3M0.21%
66
WFCWELLS FARGO CO NEW
18,515$1.3M0.21%
67
KEYSKEYSIGHT TECHNOLOGIES INC
7,637$1.2M0.19%
68
CDWCDW CORP
6,366$1.1M0.18%
69
AFWALIGN TECHNOLOGY INC
5,233$1.1M0.17%
70
KFSKINGSWAY FINL SVCS INC
128,200$1.1M0.17%
71
0VVBPARAMOUNT GLOBAL
90,900$951K0.15%
72
VTVVANGUARD INDEX FDS
5,261$891K0.14%
73
EOGEOG RES INC
7,235$887K0.14%
74
URGNUROGEN PHARMA LTD
75,552$805K0.13%
75
OXYOCCIDENTAL PETE CORP
15,589$770K0.12%
76
IVWISHARES TR
6,952$706K0.11%
77
SHVISHARES TR
6,350$699K0.11%
78
RTORENTOKIL INITIAL PLC
26,000$658K0.10%
79
MBBISHARES TR
7,074$649K0.10%
80
ACNACCENTURE PLC IRELAND
1,755$617K0.10%
81
ACWIMSCI ACWI EX US
5,072$596K0.09%
82
MLB1MERCADOLIBRE INC
314$534K0.08%
83
EEMISHARES TR
11,702$489K0.08%
84
IVVCORE S&P500 ETF
829$488K0.08%
85
SCHGSCHWAB STRATEGIC TR
17,436$486K0.08%
86
KMIKINDER MORGAN INC DEL
17,550$481K0.08%
87
MRKMERCK & CO. INC
4,703$468K0.07%
88
DDDUPONT DE NEMOURS INC
5,795$442K0.07%
89
XOMEXXON MOBIL CORP
3,940$424K0.07%
90
DFAUDIMENSIONAL ETF TRUST
10,230$414K0.07%
91
REEREE AUTOMOTIVE LTD
46,666$412K0.07%
92
AONAON PLC
1,123$403K0.06%
93
AVGOBROADCOM INC
1,670$387K0.06%
94
NVDANVIDIA CORPORATION
2,849$383K0.06%
95
PAAPLAINS ALL AMERN PIPELINE L
22,288$381K0.06%
96
DFAXDIMENSIONAL ETF TRUST
15,060$374K0.06%
97
FNDASCHWAB STRATEGIC TR
12,600$374K0.06%
98
VXUSVANGUARD STAR FDS
5,700$336K0.05%
99
CTVACORTEVA INC
5,767$328K0.05%
100
VBRVANGUARD INDEX FDS
1,625$322K0.05%
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