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Westend Capital Management, LLC

hedge fundUpdated 35 days ago

Managed by Westend Capital Management, Llc • Latest filing Q2 2026

Portfolio value
$437.2M
Q2 2026
Filings
10
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 10 quarters

Show data table
PeriodPortfolio value
Q1 2024$257.9M
Q2 2024$284.7M
Q3 2024$291.8M
Q4 2024$336.9M
Q1 2025$263M
Q2 2025$324.6M
Q3 2025$343.2M
Q4 2025$356.9M
Q1 2026$333.1M
Q2 2026$437.2M

Top holdings

242 positions as of Q2 2026

View filing
B

BOEING CO COM

Value
$36.9M
Shares
170.3K
% Port
8.43%
K
2.KGS

KODIAK GAS SVCS INC COM

Value
$27.6M
Shares
367.0K
% Port
6.31%
P
3.PWR

QUANTA SVCS INC COM

Value
$25.3M
Shares
35.2K
% Port
5.80%
C
4.CCJ

CAMECO CORP COM

Value
$23.1M
Shares
226.7K
% Port
5.28%
C
5.CAT

CATERPILLAR INC COM

Value
$20.9M
Shares
19.6K
% Port
4.78%
L
6.LLY

ELI LILLY & CO COM

Value
$20.8M
Shares
17.4K
% Port
4.76%
F
7.FCX

FREEPORT MCMORAN COPPER

Value
$19.2M
Shares
305.5K
% Port
4.39%
E

ENERGY TRANSFER L P COM UT LTD PTN

Value
$15.4M
Shares
806.9K
% Port
3.53%
A

ASML HLDG NV N Y REGISTRY SHS

Value
$15.2M
Shares
7.6K
% Port
3.48%
R
10.RH

RH

Value
$15.2M
Shares
92.0K
% Port
3.47%
A
11.AAPL

APPLE INC

Value
$14.8M
Shares
51.0K
% Port
3.38%
V
12.VIK

VIKING HOLDINGS LTD ORD SHS

Value
$14.8M
Shares
141.0K
% Port
3.38%
M
13.MRK

MERCK & CO INC

Value
$14.4M
Shares
112.3K
% Port
3.30%
A
14.AMZN

AMAZON COM INC COM

Value
$14.4M
Shares
60.5K
% Port
3.30%
G

GOOGLE INC

Value
$14.2M
Shares
39.9K
% Port
3.26%
R
16.ROK

ROCKWELL AUTOMATION INC COM

Value
$13.3M
Shares
26.8K
% Port
3.03%
H
17.HWM

HOWMET AEROSPACE INC COM

Value
$12.6M
Shares
46.9K
% Port
2.88%
G
18.GE

GE AEROSPACE COM NEW

Value
$12.5M
Shares
33.5K
% Port
2.86%
O

DEUTSCHE BK AG NAMEN AKT

Value
$12.5M
Shares
369.1K
% Port
2.85%
A
20.AXP

AMERICAN EXPRESS CO COM

Value
$12M
Shares
35.4K
% Port
2.74%

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