Lavaca Capital LLC AM — ANTERO MIDSTREAM CORP

Ownership history in Lavaca Capital LLC  ·  16 quarters on record

AI Ownership Summary

Lavaca Capital LLC reported ANTERO MIDSTREAM CORP (AM) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows AM at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lavaca Capital LLC's position in ANTERO MIDSTREAM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AM was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AM stock page Lavaca Capital LLC fund profile Lavaca Capital LLC full holdings
How Lavaca Capital LLC held AM — position size vs. price
% of Fund (quarterly)    AM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 51,000 — 0% 0.21% $1.2M 2026-05-13 $21.56
2025 Q4 UNCHANGED — — — 51,000 — 0% 0.15% $907K 2026-02-13 $21.23
2025 Q3 ADDED — — — 51,000 +50,951 +103981.6% 0.17% $991K 2025-11-13 $17.52
2025 Q2 REDUCED 99.9% +4.1% ❌ 49 -50,951 -99.9% 0.01% $17K 2025-08-14 $17.58
2025 Q1 UNCHANGED — — — 51,000 — 0% 0.38% $918K 2025-05-15 $17.97
2024 Q4 UNCHANGED — — — 51,000 — 0% 0.30% $770K 2025-02-14 $15.68
2024 Q3 UNCHANGED — — — 51,000 — 0% 0.33% $768K 2024-11-14 $13.99
2024 Q2 UNCHANGED — — — 51,000 — 0% 0.39% $752K 2024-08-13 $12.80
2024 Q1 UNCHANGED — — — 51,000 — 0% 0.42% $717K 2024-05-15 $13.20
2023 Q4 UNCHANGED — — — 51,000 — 0% 0.36% $639K 2024-02-14 $10.36
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AM

As of 2026 Q1 — sorted by position size

RR Advisors, LLC 3Y 7Y 9.57% SHAH CAPITAL MANAGEMENT 3Y 7Y 2.56% Chung Wu Investment Group, LLC 2.45% Abacus FCF Advisors LLC 3Y 7Y 2.4% Pinnacle Holdings, LLC 3Y 7Y 2.06% Barnett & Company, Inc. 3Y 7Y 2.05% Columbus Macro, LLC 3Y 7Y 1.87% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 1.86% CASCADE INVESTMENT GROUP, INC. 3Y 1.21% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 1.09%

FAQ About Lavaca Capital LLC and AM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lavaca Capital LLC reported owning AM?

Lavaca Capital LLC reported AM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AM position in Lavaca Capital LLC's portfolio?

The largest reported portfolio weight for AM was 0.42% in 2024 Q1.

What is the latest reported AM position on this page?

The most recent filing on this page is 2026 Q1, when Lavaca Capital LLC reported 51,000 shares, equal to 0.21% of portfolio, with an estimated market value of $1.2M.

What does the chart on this AM ownership page compare?

The chart compares Lavaca Capital LLC's quarterly AM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lavaca Capital LLC time their AM position?

Based on 13F filing dates vs. subsequent AM price moves, Lavaca Capital LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on AM relative to SPY over the holding period was +9.0%.

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