Americana Partners, LLC Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$161.8B

Holdings

114

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (114 positions)

#	Stock	Shares	Value	% Portfolio	Type
101	UNHUnitedhealth GRP Inc	906	$221.0M	0.14%
102	EWJiShares	3,170	$217.0M	0.13%
103	CICIGNA Corp	900	$217.0M	0.13%
104	—Phillips 66 Partners LP	6,796	$215.0M	0.13%
105	CPRTCopart Inc	1,982	$215.0M	0.13%
106	IRDMIridium Communications I	5,166	$213.0M	0.13%
107	HESMHess Midstream Partne LP	9,537	$213.0M	0.13%
108	ATVIEURActivision Blizzard	2,291	$212.0M	0.13%
109	—Thoma Bravo Advantage F Class A	20,000	$209.0M	0.13%
110	CTVACorteva Inc	4,433	$206.0M	0.13%
111	LENLennar Corp Class A	2,033	$205.0M	0.13%
112	SWN1EURSouthwestern Energy	40,667	$189.0M	0.12%
113	XETYXEaton Vance Tax MGD DVF	14,000	$178.0M	0.11%
114	MHLAMaiden Holdings LTD F	40,000	$132.0M	0.08%

PreviousPage 2 of 2