1y return+90.1%S&P 500 +20.9%
3y return+117.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $275 against $195 in the S&P 500.2
Highland Peak Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SIMOSilicon Motion Technology Co | $67.6M | 19.7% | −54.4% |
| HPEHewlett Packard Enterprise C | $61.4M | 17.9% | +50.0% |
| CCChemours Co | $54.2M | 15.8% | +81.1% |
| BKDBrookdale Sr Living Inc | $30.5M | 8.9% | +142.2% |
| Liberty Global LtdCUSIP G61188101 | $25.2M | 7.3% | +34.2% |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $18.7M | 5.4% | +30.9% |
| VTRSViatris Inc | $17.5M | 5.1% | +25.5% |
| FLRFluor Corp | $17.3M | 5.0% | New |
| HNRGHallador Energy Company | $16.5M | 4.8% | New |
| CHWYChewy Inc | $14.2M | 4.1% | New |
| NSITInsight Enterprises Inc | $12.8M | 3.7% | New |
| DCHDauch Corp | $6.4M | 1.9% | −77.2% |
| MOSMosaic Co | $1.4M | 0.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SIMOSilicon Motion Technology Co | June 30, 2025 | +343.4% | $67.6M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | June 30, 2025 | +102.1% | $18.7M |
| HPEHewlett Packard Enterprise C | March 31, 2026 | +89.5% | $61.4M |
| BKDBrookdale Sr Living Inc | December 31, 2025 | +49.1% | $30.5M |
| DCHDauch Corp | June 30, 2025 | +32.8% | $6.4M |
| VTRSViatris Inc | December 31, 2025 | +27.6% | $17.5M |
| Liberty Global LtdCUSIP G61188101 | September 30, 2025 | −0.8% | $25.2M |
| CCChemours Co | March 31, 2026 | −6.9% | $54.2M |
Sold off last quarter
- Sharkninja IncCUSIP G8068L108 was $13.2M
- Cushman And Wakefield LtdCUSIP G2717C106 was $12.4M
- Tronox Holdings PLCCUSIP G9087Q102 was $5.7M
- WDCWestern Digital Corp was $5.0M
- OIO-i Glass Inc was $4.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +56.0% | +14.8% |
| March 31, 2026 | +1.1% | −4.6% |
| December 31, 2025 | +4.9% | +2.4% |
| September 30, 2025 | +15.0% | +7.8% |
| June 30, 2025 | +30.0% | +10.5% |
| March 31, 2025 | −16.7% | −4.6% |
| December 31, 2024 | −6.5% | +2.1% |
| September 30, 2024 | +9.9% | +5.4% |
| June 30, 2024 | −9.6% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
| December 31, 2023 | +4.2% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +22.0% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Highland Peak Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1961320&type=13F-HR&dateb=&owner=include&count=40CIK 1961320
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1961320/000121465926009992/Filed August 12, 2026 · accession 0001214659-26-009992