Lavaca Capital LLC - Q42025 Holdings

Lavaca Capital LLC holds 276 stocks with a total portfolio value of $ 618.67M as of Q42025. In Q42025, Lavaca Capital LLC added 28 new positions, increased stakes in 39 stocks, reduced 30 holdings, and fully exited 15 positions. The largest holding is Coreweave Inc (CRWV), representing 28.94% of the total portfolio.