EPACRIA CAPITAL PARTNERS, LLC — 13F Holdings

2026 Q1  ·  35 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, EPACRIA CAPITAL PARTNERS, LLC maintained a portfolio of 35 distinct positions. The most significant new addition was FRONTLINE PLC, now representing 0.23% of the total fund value. They heavily accumulated shares in MAREX GROUP PLC, increasing the position by 293.8%. Conversely, EPACRIA CAPITAL PARTNERS, LLC completely exited their position in VALARIS LTD.
Position History hover any row below to update
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EPACRIA CAPITAL PARTNERS, LLC Park Ridge, IL Private Investment Firm / RIA AUM $117M
PCA Score Concentration Risk
Risk ENB
Total Positions
35
Quarter
2026 Q1
Top Holding
PM (13.7%)
Top 10 Concentration
78.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-35 of 35

EPACRIA CAPITAL PARTNERS, LLC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PM
PHILIP MORRIS I...
Consumer Defensive 13.66% 13.55% #1 1
Prev: #2
7.0
no change no change
P
S
106,667 $17,636,322
$87.43 +116.2%
$165.34 +14.3%
2022 Q4 13F Filing 2026-03-31 2026-05-15
BTI
BRITISH AMERN T...
Consumer Defensive 13.15% 14.15% #2 1
Prev: #1
6.0
-25,150 -8.0%
P
S
290,381 $16,978,577 2022 Q4 13F Filing 2026-03-31 2026-05-15
VEA
VANGUARD TAX-MA...
ETF 11.62% 11.58% #3
Prev: #3
6.0
no change no change
P
S
234,089 $15,000,423 2023 Q1 13F Filing 2026-03-31 2026-05-15
CNQ
CANADIAN NAT RE...
Energy 8.80% 6.12% #4 1
Prev: #5
4.5
4,968 2.2%
P
S
233,208 $11,364,226 2022 Q4 13F Filing 2026-03-31 2026-05-15
BRK/B
BERKSHIRE HATHA...
Financial Services 7.85% 8.42% #5 1
Prev: #4
4.6
no change no change
P
S
21,160 $10,139,872 2022 Q4 13F Filing 2026-03-31 2026-05-15
BSM
BLACK STONE MIN...
Energy 6.80% 6.11% #6
Prev: #6
3.7
no change no change
P
S
580,716 $8,780,426 2022 Q4 13F Filing 2026-03-31 2026-05-15
BOXX
EA SERIES TRUST
Unknown 5.32% 5.25% #7
Prev: #7
2.6
1,416 2.5%
P
S
59,046 $6,866,459 2023 Q3 13F Filing 2026-03-31 2026-05-15
EPD
ENTERPRISE PROD...
Energy 4.09% 3.54% #8 2
Prev: #10
2.6
no change no change
P
S
139,372 $5,273,836 2022 Q4 13F Filing 2026-03-31 2026-05-15
IBKR
INTERACTIVE BRO...
Financial Services 3.74% 3.67% #9 1
Prev: #8
2.5
no change no change
P
S
72,000 $4,829,040 2022 Q4 13F Filing 2026-03-31 2026-05-15
BRK/A
BERKSHIRE HATHA...
Financial Services 3.34% 3.59% #10 1
Prev: #9
2.3
no change no change
P
S
6 $4,308,840 2023 Q1 13F Filing 2026-03-31 2026-05-15
HCC
WARRIOR MET COA...
Basic Materials 2.82% 2.73% #11 2
Prev: #13
2.1
no change no change
P
S
39,052 $3,637,694 2024 Q2 13F Filing 2026-03-31 2026-05-15
VIRT
VIRTU FINL INC
Financial Services 2.81% 2.18% #12 2
Prev: #14
2.1
no change no change
P
S
82,582 $3,631,956 2022 Q4 13F Filing 2026-03-31 2026-05-15
SGOV
ISHARES TR
Bond/Debt 2.76% 2.82% #13 1
Prev: #12
1.6
-147 -0.4%
P
S
35,350 $3,558,331 2025 Q4 13F Filing 2026-03-31 2026-05-15
SPY
STATE STR SPDR ...
ETF 2.74% 2.93% #14 3
Prev: #11
2.1
no change no change
P
S
5,432 $3,532,647 2023 Q1 13F Filing 2026-03-31 2026-05-15
MRX
MAREX GROUP PLC
Financial Services 2.26% 0.50% #15 10
Prev: #25
3.9
48,793 293.8%
P
S
65,400 $2,915,532 2025 Q4 13F Filing 2026-03-31 2026-05-15
NTB
BANK OF N T BUT...
Financial Services 1.72% 1.67% #16
Prev: #16
1.7
no change no change
P
S
42,292 $2,219,484 2023 Q1 13F Filing 2026-03-31 2026-05-15
CHKP
CHECK POINT SOF...
Technology 1.53% 1.94% #17 2
Prev: #15
1.1
633 4.8%
P
S
13,808 $1,972,473 2022 Q4 13F Filing 2026-03-31 2026-05-15
GOOG
ALPHABET INC
Communication Services 1.27% 1.42% #18 1
Prev: #17
0.5
-2,000 -25.9%
P
S
5,727 $1,642,847 2022 Q4 13F Filing 2026-03-31 2026-05-15
FRPH
FRP HLDGS INC
Real Estate 0.99% 1.05% #19
Prev: #19
1.4
no change no change
P
S
58,217 $1,273,788 2022 Q4 13F Filing 2026-03-31 2026-05-15
AFL
AFLAC INC
Financial Services 0.64% 0.65% #20 4
Prev: #24
1.3
no change no change
P
S
7,500 $822,825 2022 Q4 13F Filing 2026-03-31 2026-05-15
NEN
NEW ENGLAND RLT...
Real Estate 0.41% 0.44% #21 5
Prev: #26
1.2
no change no change
P
S
8,636 $527,228 2022 Q4 13F Filing 2026-03-31 2026-05-15
INSW
INTERNATIONAL S...
Energy 0.27% 0.82% #22 1
Prev: #21
0.1
-16,636 -77.8%
P
S
4,745 $345,816 2022 Q4 13F Filing 2026-03-31 2026-05-15
EXPD
EXPEDITORS INTL...
Industrials 0.24% 0.26% #23 5
Prev: #28
1.1
no change no change
P
S
2,200 $315,106 2022 Q4 13F Filing 2026-03-31 2026-05-15
FRO
FRONTLINE PLC
Energy 0.23% #24
Prev: #—
3.6
8,621
NEW
8,621 $300,528 2023 Q1 13F Filing 2026-03-31 2026-05-15
ECO
OKEANIS ECO TAN...
Industrials 0.23% #25
Prev: #—
3.6
5,857
NEW
5,857 $296,306 2026 Q1 13F Filing 2026-03-31 2026-05-15
DHT
DHT HOLDINGS IN...
Energy 0.22% 0.87% #26 6
Prev: #20
0.1
-74,478 -82.5%
P
S
15,826 $289,141 2022 Q4 13F Filing 2026-03-31 2026-05-15
MRVI
MARAVAI LIFESCI...
Healthcare 0.22% 0.26% #27 2
Prev: #29
1.1
no change no change
P
S
100,078 $283,221 2025 Q1 13F Filing 2026-03-31 2026-05-15
MAA
MID-AMER APT CM...
Real Estate 0.19% 0.22% #28 2
Prev: #30
1.1
no change no change
P
S
2,008 $245,217 2024 Q2 13F Filing 2026-03-31 2026-05-15
CLPT
CLEARPOINT NEUR...
Healthcare 0.08% 0.13% #29 2
Prev: #31
1.0
no change no change
P
S
11,729 $106,734 2025 Q2 13F Filing 2026-03-31 2026-05-15
MXCT
MAXCYTE INC
Healthcare 0.00% 0.08%
Sold All 😨
(Was: #33)
0.0
-62,133 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2026-03-31 2026-05-15
VAL/WS
VALARIS LTD
Unknown 0.00% 0.12%
Sold All 😨
(Was: #32)
0.0
-83,658 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2026-03-31 2026-05-15
CRESW
CRESUD S A C I ...
Unknown 0.00% 0.31%
Sold All 😨
(Was: #27)
0.0
-310,967 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2026-03-31 2026-05-15
SMHI
SEACOR MARINE H...
Industrials 0.00% 0.74%
Sold All 😨
(Was: #23)
0.0
-155,230 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2026-03-31 2026-05-15
BLDR
BUILDERS FIRSTS...
Industrials 0.00% 0.79%
Sold All 😨
(Was: #22)
0.0
-9,701 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2026-03-31 2026-05-15
VAL
VALARIS LTD
Energy 0.00% 1.10%
Sold All 😨
(Was: #18)
0.0
-27,493 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2026-03-31 2026-05-15
Showing 1-35 of 35 holdings

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