Hyperion Capital Advisors LP
- SEC CIK
- 0001794499
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 55
- +7 vs. Q3 2021
- Portfolio value
- $447.7M
- +$71.3M (+18.9%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 334 | $150.5M | 33.6% | 00.0% | Unchanged | History |
| BLDRBuilders FirstSource, Inc. | Stock | 700,000 | $60.0M | 13.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 76,221 | $25.6M | 5.7% | +4,048+5.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 47,882 | $24.0M | 5.4% | +2,410+5.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 7,169 | $20.7M | 4.6% | +111+1.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 154,974 | $18.6M | 4.2% | −3,485−2.2% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 133,179 | $18.2M | 4.1% | +4,253+3.3% | Added | History |
| STLAStellantis N.V. | SHS | 901,900 | $16.9M | 3.8% | 00.0% | Unchanged | History |
| CACCCredit Acceptance Corp | COM | 19,493 | $13.4M | 3.0% | −9,841−33.5% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 28,554 | $13.2M | 3.0% | +1,861+7.0% | Added | History |
| SHCSotera Health Co | COM | 529,548 | $12.5M | 2.8% | +529,548 | New | History |
| OPENOpendoor Technologies Inc. | COM | 470,543 | $6.88M | 1.5% | +23,416+5.2% | Added | History |
| ANETArista Networks, Inc. | COM | 46,845 | $6.73M | 1.5% | −6,763−12.6% | ReducedConverted for a 4-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 2,266 | $6.57M | 1.5% | 00.0% | Unchanged | History |
| EQHEquitable Holdings, Inc. | COM | 200,000 | $6.56M | 1.5% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 9,782 | $5.89M | 1.3% | +341+3.6% | Added | History |
| AEOAmerican Eagle Outfitters Inc | COM | 153,000 | $3.87M | 0.9% | +153,000 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 12,896 | $3.86M | 0.9% | 00.0% | Unchanged | History |
| URBNUrban Outfitters Inc | COM | 120,000 | $3.52M | 0.8% | +65,000+118.2% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 29,250 | $2.99M | 0.7% | 00.0% | Unchanged | History |
| KMXCarMax Inc | COM | 20,021 | $2.61M | 0.6% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 33,004 | $2.51M | 0.6% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 32,000 | $2.25M | 0.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 6,051 | $2.17M | 0.5% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 190,000 | $1.60M | 0.4% | +50,000+35.7% | Added | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 17,115 | $1.08M | 0.2% | +963+6.0% | Added | History |
| THOThor Industries Inc | COM | 10,180 | $1.06M | 0.2% | 00.0% | Unchanged | History |
| WSTWest Pharmaceutical Services Inc | COM | 2,249 | $1.05M | 0.2% | −92−3.9% | Reduced | History |
| AAPLApple Inc. | Stock | 5,792 | $1.03M | 0.2% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 2,758 | $1.03M | 0.2% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,754 | $1.02M | 0.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 10,899 | $917.0K | 0.2% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 2,200 | $842.0K | 0.2% | 00.0% | Unchanged | History |
| ASAIYSendas Distributor S.A. | SPON ADS | 70,000 | $830.0K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 232 | $774.0K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,304 | $619.0K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 3,128 | $535.0K | 0.1% | 00.0% | Unchanged | History |
| SBACSba Communications Corp | CL A | 1,303 | $507.0K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 1,934 | $491.0K | 0.1% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 3,594 | $470.0K | 0.1% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 192 | $461.0K | 0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,007 | $339.0K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,300 | $336.0K | 0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | SHS | 863 | $299.0K | 0.1% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 5,000 | $281.0K | 0.1% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 2,203 | $256.0K | 0.1% | 00.0% | Unchanged | History |
| KROSKeros Therapeutics, Inc. | COM | 4,042 | $236.0K | 0.1% | +4,042 | New | History |
| UNPUnion Pacific Corp | Stock | 900 | $227.0K | 0.1% | +900 | New | History |
| SSNCSS&C Technologies Holdings Inc | COM | 2,672 | $219.0K | <0.1% | +2,672 | New | History |
| WWayfair Inc. | CL A | 1,087 | $206.0K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,708 | $203.0K | <0.1% | +92+5.7% | Added | History |
| YTRAYatra Online, Inc. | ORD SHS | 100,000 | $173.0K | <0.1% | 00.0% | Unchanged | History |
| AFYAAfya Ltd | CL A COM | 10,190 | $160.0K | <0.1% | +10,190 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 10,861 | $158.0K | <0.1% | +10,861 | New | History |
| LOGCContextLogic Inc. | COM CL A | 27,771 | $86.0K | <0.1% | 00.0% | Unchanged | History |