Dockside LLC

CIK 2074563 · View on SEC EDGAR ↗

Portfolio value
$427.4M
#3,857 of 8,643 by 13F value · top 44.6%
Positions
184
As of
June 30, 2026

Portfolio value QoQ: +7.6% 13F does not disclose cash

Top 10 holdings weight
17.96%
Top 25 holdings weight
35.27%
Positions above 1%
23
Effective number of positions
110.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 17.46% Est. buys $427,378,714 · sells $71,981,906

New positions
184
Increased
0
Decreased
0
Closed
45
On this page

Sector breakdown

Energy
26.6%
Financials
11.1%
Technology
10.9%
Real Estate
10.4%
Utilities
10.3%
Financial Services
9.8%
Industrials
6.6%
Retail
4.8%
Communication Services
3.0%
Consumer Discretionary
2.4%
Materials
1.7%
Consumer Staples
1.0%
Health Care
0.5%
Paper & Forest
0.2%
Consumer products
0.1%
Other/Unmapped
0.4%

Full portfolio 184 positions

Type Streak 8Q trend
AIZ Assurant, Inc. Common Stock $11,694,750 2.74% 43,551
EXE Expand Energy Corporation - Common Stock $11,644,781 2.72% 127,698
PR Permian Resources Corporation Class A Common Stock $10,546,721 2.47% 572,880
AJG Arthur J. Gallagher & Co. Common Stock $6,635,721 1.55% 28,905 Up ×1
COP ConocoPhillips Common Stock $6,176,472 1.45% 59,412
FTI TechnipFMC plc Ordinary Share $6,164,176 1.44% 92,974
AON Aon plc Class A Ordinary Shares (Ireland) $6,083,195 1.42% 18,340
COF Capital One Financial Corporation Common Stock $6,057,320 1.42% 30,193
PGR Progressive Corporation (The) Common Stock $5,881,985 1.38% 26,926 Up ×1
APA APA Corporation - Common Stock $5,859,082 1.37% 179,892
CCJ Cameco Corporation Common Stock $5,698,863 1.33% 55,948
VLO Valero Energy Corporation Common Stock $5,658,319 1.32% 21,726
INVH Invitation Homes Inc. Common Stock $5,395,325 1.26% 178,594 Up ×1
WELL Welltower Inc. Common Stock $5,374,650 1.26% 23,680 Up ×1
MTDR Matador Resources Company Common Stock $5,299,380 1.24% 106,456
XOM Exxon Mobil Corporation Common Stock $5,210,946 1.22% 38,114
SDRL Seadrill Limited Common Shares $5,152,824 1.21% 136,246
SNOW Snowflake Inc. Common Stock $4,794,780 1.12% 18,840
NDAQ Nasdaq, Inc. - Common Stock $4,760,255 1.11% 60,394
FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock $4,746,344 1.11% 49,888
SEI Solaris Energy Infrastructure, Inc. Class A Common Stock $4,614,220 1.08% 57,348
TSM Taiwan Semiconductor Manufacturing Company Ltd. $4,455,251 1.04% 9,329
CTRE CareTrust REIT, Inc. Common Stock $4,429,058 1.04% 109,766
TXN Texas Instruments Incorporated - Common Stock $4,224,248 0.99% 14,172
PPL PPL Corporation Common Stock $4,163,965 0.97% 114,552
AEE Ameren Corporation Common Stock $4,150,603 0.97% 36,718 Up ×1
UDR UDR, Inc. Common Stock $4,066,650 0.95% 101,870 Up ×1
MCO Moody's Corporation Common Stock $4,017,853 0.94% 8,871
MSCI MSCI Inc. Common Stock $3,826,193 0.90% 6,832 Up ×1
EVRG Evergy, Inc. - Common Stock $3,821,589 0.89% 44,216
TTWO Take-Two Interactive Software, Inc. - Common Stock $3,767,199 0.88% 15,070
PRIM Primoris Services Corporation Common Stock $3,675,370 0.86% 37,080 Up ×1
OUT OUTFRONT Media Inc. Common Stock $3,593,969 0.84% 109,706 Up ×1
MLM Martin Marietta Materials, Inc. Common Stock $3,555,932 0.83% 6,166
LNT Alliant Energy Corporation - Common Stock $3,502,169 0.82% 45,906
W Wayfair Inc. Class A Common Stock $3,426,749 0.80% 37,078
OVV Ovintiv Inc. (DE) $3,398,242 0.80% 64,544
UNP Union Pacific Corporation Common Stock $3,314,592 0.78% 12,186
BKNG Booking Holdings Inc. - Common Stock $3,262,683 0.76% 18,305
AEP American Electric Power Company, Inc. - Common Stock $3,180,559 0.74% 23,248
SHOP Shopify Inc. - Class A Subordinate Voting Shares $3,156,963 0.74% 27,649
BLK BlackRock, Inc. Common Stock $3,156,801 0.74% 3,283 Up ×1
MA Mastercard Incorporated Common Stock $3,090,331 0.72% 6,017 Up ×1
RRC Range Resources Corporation Common Stock $3,073,828 0.72% 82,652
WMB Williams Companies, Inc. (The) Common Stock $3,029,801 0.71% 40,756
GOOGL Alphabet Inc. - Class A Common Stock $2,974,748 0.70% 8,324 Up ×1
DASH DoorDash, Inc. - Common Stock $2,930,521 0.69% 15,881
ETR Entergy Corporation Common Stock $2,915,606 0.68% 25,384 Up ×1
APLE Apple Hospitality REIT, Inc. Common Shares $2,876,460 0.67% 171,116 Up ×1
RNR RenaissanceRe Holdings Ltd. Common Stock $2,872,065 0.67% 9,063 Up ×1
SO Southern Company (The) Common Stock $2,837,036 0.66% 29,642
PCG Pacific Gas & Electric Co. Common Stock $2,829,090 0.66% 168,198
MDB MongoDB, Inc. - Class A Common Stock $2,820,888 0.66% 8,398
HD Home Depot, Inc. (The) Common Stock $2,810,154 0.66% 7,968
NI NiSource Inc Common Stock $2,740,402 0.64% 57,632 Up ×1
TRNO Terreno Realty Corporation Common Stock $2,722,931 0.64% 42,040
SM SM Energy Company Common Stock $2,689,240 0.63% 103,036 Up ×1
WMT Walmart Inc. - Common Stock $2,616,533 0.61% 23,102 Up ×1
BP BP p.l.c. Common Stock $2,603,054 0.61% 70,448
SAIA Saia, Inc. - Common Stock $2,598,557 0.61% 6,170
TWLO Twilio Inc. Class A Common Stock $2,589,442 0.61% 12,550 Up ×1
ASML ASML Holding N.V. - New York Registry Shares $2,514,652 0.59% 1,264
DAR Darling Ingredients Inc. Common Stock $2,509,898 0.59% 45,952
V Visa Inc. $2,481,227 0.58% 7,232
AMD Advanced Micro Devices, Inc. - Common Stock $2,471,191 0.58% 4,254
AKAM Akamai Technologies, Inc. - Common Stock $2,468,816 0.58% 20,885 Up ×1
GEV GE Vernova Inc. Common Stock $2,467,206 0.58% 2,100
SU Suncor Energy Inc. Common Stock $2,439,434 0.57% 45,444
CASY Caseys General Stores, Inc. - Common Stock $2,397,087 0.56% 3,016 Up ×1
CARR Carrier Global Corporation Common Stock $2,383,582 0.56% 32,496
HLT Hilton Worldwide Holdings Inc. Common Stock $2,337,013 0.55% 7,072 Up ×1
BURL Burlington Stores, Inc. Common Stock $2,310,739 0.54% 7,294
AMZN Amazon.com, Inc. - Common Stock $2,252,551 0.53% 9,451
WFRD Weatherford International plc - Ordinary shares $2,248,748 0.53% 27,592
SBAC SBA Communications Corporation - Class A Common Stock $2,248,100 0.53% 12,740 Up ×1
VST Vistra Corp. Common Stock $2,229,703 0.52% 14,056
ENSG The Ensign Group, Inc. - Common Stock $2,180,080 0.51% 13,600
LOW Lowe's Companies, Inc. Common Stock $2,171,386 0.51% 9,848 Up ×1
JKHY Jack Henry & Associates, Inc. - Common Stock $2,144,887 0.50% 15,572
SKWD Skyward Specialty Insurance Group, Inc. - Common Stock $2,140,161 0.50% 36,678
FANG Diamondback Energy, Inc. - Common Stock $2,116,040 0.50% 12,038 Up ×1
AMT American Tower Corporation (REIT) Common Stock $2,036,610 0.48% 12,451 Up ×1
PSX Phillips 66 Common Stock $2,034,686 0.48% 12,036 Up ×1
EXR Extra Space Storage Inc Common Stock $2,028,679 0.47% 13,962 Up ×1
AIG American International Group, Inc. New Common Stock $1,978,175 0.46% 26,542 Up ×1
TSEM Tower Semiconductor Ltd. - Ordinary Shares $1,951,412 0.46% 7,487
AMAT Applied Materials, Inc. - Common Stock $1,928,964 0.45% 2,668
PSA Public Storage Common Stock $1,927,685 0.45% 6,056
TLN Talen Energy Corporation - Common Stock $1,915,920 0.45% 4,986
BG Bunge Limited Common Shares $1,863,719 0.44% 17,462
SHW Sherwin-Williams Company (The) Common Stock $1,848,998 0.43% 5,370
ONTO Onto Innovation Inc. Common Stock $1,822,994 0.43% 4,817
PCTY Paylocity Holding Corporation - Common Stock $1,820,808 0.43% 17,419
ECL Ecolab Inc. Common Stock $1,803,164 0.42% 6,472 Up ×1
OXY Occidental Petroleum Corporation Common Stock $1,793,010 0.42% 36,916 Up ×1
SLB SLB Limited Common Shares $1,762,622 0.41% 37,914
CB Chubb Limited Common Stock $1,735,730 0.41% 5,094
IRM Iron Mountain Incorporated (Delaware)Common Stock REIT $1,633,441 0.38% 12,932 Up ×1
RRX Regal Rexnord Corporation Common Stock $1,624,456 0.38% 6,820
TTE TotalEnergies SE Ordinary Shares $1,621,296 0.38% 20,850

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AIZ $11,694,750 43,551 2.74%
EXE $11,644,781 127,698 2.72%
PR $10,546,721 572,880 2.47%
AJG $6,635,721 28,905 1.55%
COP $6,176,472 59,412 1.45%
FTI $6,164,176 92,974 1.44%
AON $6,083,195 18,340 1.42%
COF $6,057,320 30,193 1.42%
PGR $5,881,985 26,926 1.38%
APA $5,859,082 179,892 1.37%
CCJ $5,698,863 55,948 1.33%
VLO $5,658,319 21,726 1.32%
INVH $5,395,325 178,594 1.26%
WELL $5,374,650 23,680 1.26%
MTDR $5,299,380 106,456 1.24%

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
V March 31, 2026 26,709 $9,367,113 20.7%
JKHY March 31, 2026 29,409 $5,366,554 2.3%
EQIX June 30, 2026 4,995 $4,896,299 3.3%
SATS June 30, 2026 40,766 $4,772,476 No longer tracked
ICE June 30, 2026 27,540 $4,331,491 27.9%
H June 30, 2026 25,507 $3,667,652 -6.1%
ADI June 30, 2026 10,123 $3,220,531 -6.1%
VTR March 31, 2026 40,042 $3,098,450 12.1%
SNPS June 30, 2026 7,624 $3,022,764 -9.5%
HST March 31, 2026 162,903 $2,888,270 20.6%
FR March 31, 2026 47,827 $2,739,052 7.8%
EPRT March 31, 2026 85,743 $2,543,137 2.3%
SHOP March 31, 2026 14,993 $2,413,423 24.8%
TRV March 31, 2026 8,247 $2,392,125 26.6%
AXS June 30, 2026 23,526 $2,385,772 -5.9%
LYV June 30, 2026 15,525 $2,367,718 -0.2%
TGT June 30, 2026 17,117 $2,074,580 22.6%
CRM March 31, 2026 7,829 $2,073,980 7.3%
DOW June 30, 2026 49,760 $2,072,504 16.9%
FDX June 30, 2026 5,682 $2,023,815 7.2%
MAA March 31, 2026 14,482 $2,011,695 7.6%
CSCO June 30, 2026 25,871 $2,007,331 -4.8%
SCHW June 30, 2026 21,254 $1,997,451 21.2%
W March 31, 2026 19,817 $1,989,825 41.0%
SBRA March 31, 2026 102,438 $1,940,176 5.9%
ROKU June 30, 2026 20,496 $1,939,332 14.1%
BX March 31, 2026 12,539 $1,932,761 25.2%
DIS March 31, 2026 16,743 $1,904,851 9.7%
MDB March 31, 2026 4,491 $1,884,828 76.0%
RAL March 31, 2026 36,246 $1,845,284 65.1%
NOW March 31, 2026 11,947 $1,830,161 17.3%
WEC June 30, 2026 15,730 $1,821,062 -4.8%
ATI March 31, 2026 15,844 $1,818,257 52.8%
NET June 30, 2026 8,540 $1,762,144 20.4%
PBF June 30, 2026 36,920 $1,758,130 60.8%
SPGI March 31, 2026 3,317 $1,733,431 -0.3%
ORCL March 31, 2026 8,816 $1,718,327 -3.9%
GLPI March 31, 2026 37,570 $1,679,003 -4.0%
DOC March 31, 2026 97,331 $1,565,082 26.2%
ANET March 31, 2026 11,691 $1,531,872 55.0%
TMUS June 30, 2026 7,254 $1,523,558 9.9%
DDOG June 30, 2026 12,870 $1,519,304 -7.1%
AES June 30, 2026 104,900 $1,478,041 0.6%
CNP June 30, 2026 34,234 $1,477,539 -7.3%
FIX June 30, 2026 1,040 $1,434,150 -14.4%
TXN March 31, 2026 8,214 $1,425,047 39.6%
INTU March 31, 2026 2,118 $1,403,006 -18.0%
MKTX March 31, 2026 7,619 $1,380,944 -1.8%
UBER March 31, 2026 16,255 $1,328,196 4.4%
XLF March 31, 2026 23,642 $1,294,872 No longer tracked
RRR March 31, 2026 20,901 $1,294,817 14.7%
LNC March 31, 2026 28,943 $1,288,832 26.1%
CBRE March 31, 2026 7,987 $1,284,230 13.3%
BYD March 31, 2026 15,056 $1,283,373 0.9%
PNW June 30, 2026 12,478 $1,257,159 -6.0%
GL March 31, 2026 8,768 $1,226,292 27.0%
MRSH March 31, 2026 6,582 $1,221,093 9.0%
CIVI March 31, 2026 42,816 $1,159,885 No longer tracked
SNOW March 31, 2026 5,281 $1,158,440 112.4%
META June 30, 2026 2,001 $1,144,832 -3.8%
RYAN March 31, 2026 22,067 $1,139,319 24.3%
SIGI June 30, 2026 15,023 $1,132,584 -6.0%
CMG June 30, 2026 33,984 $1,087,828 2.3%
IRT March 31, 2026 61,874 $1,081,558 11.1%
EQR June 30, 2026 17,470 $1,033,351 -6.3%
AXP June 30, 2026 3,406 $1,030,247 0.5%
SYF March 31, 2026 12,339 $1,029,443 19.5%
DVN March 31, 2026 28,034 $1,026,885 -2.9%
ORI March 31, 2026 22,025 $1,005,221 6.2%
JXN June 30, 2026 9,429 $996,834 33.0%
TSEM March 31, 2026 8,357 $981,279 33.9%
CMCSA March 31, 2026 31,840 $951,698 -7.2%
HPE June 30, 2026 39,954 $951,305 19.6%
TEAM March 31, 2026 5,734 $929,711 143.8%
EFX March 31, 2026 4,238 $919,561 4.3%
RHP June 30, 2026 9,918 $915,134 -1.0%
ON March 31, 2026 16,851 $912,482 28.1%
ALB June 30, 2026 5,082 $912,371 -0.4%
HE June 30, 2026 61,260 $909,098 -13.2%
CHDN March 31, 2026 7,955 $905,120 -1.0%
VNQ June 30, 2026 10,076 $893,741 No longer tracked
DK March 31, 2026 29,800 $883,868 49.2%
TALO March 31, 2026 80,124 $882,966 7.0%
GPN June 30, 2026 13,064 $879,207 26.5%
CTSH June 30, 2026 13,924 $854,237 52.8%
COLD March 31, 2026 66,420 $854,161 31.8%
RGA June 30, 2026 3,852 $786,424 15.0%
BROS March 31, 2026 11,690 $715,662 -1.8%
VRSK March 31, 2026 3,071 $686,952 -4.4%
KKR June 30, 2026 7,322 $677,285 19.7%
AMD March 31, 2026 3,050 $653,188 130.8%
OKE June 30, 2026 6,922 $625,680 12.4%
AMH June 30, 2026 20,956 $585,092 1.5%
SUNC March 31, 2026 11,812 $582,095 26.6%
CIFR March 31, 2026 39,392 $581,426 18.8%
AWK June 30, 2026 3,480 $473,593 5.1%
ARES June 30, 2026 4,047 $441,528 28.7%
CDNS March 31, 2026 1,287 $402,290 13.2%
ELS June 30, 2026 6,268 $391,249 1.2%
DRH March 31, 2026 40,004 $358,436 35.1%
TXNM March 31, 2026 5,998 $353,162 -1.5%
AII March 31, 2026 15,299 $318,678 30.0%
CNM March 31, 2026 5,302 $275,545 -7.5%
RCL June 30, 2026 976 $268,576 -4.7%
CLSK March 31, 2026 26,063 $263,758 32.0%
CBC March 31, 2026 10,402 $250,896 34.4%
WING March 31, 2026 1,010 $240,875 -21.7%
XYZ March 31, 2026 3,139 $204,318 33.3%
QNST June 30, 2026 15,063 $180,907 42.2%