# HF Capital, LLC: Form 13F holdings

An institutional investment manager in KNOXVILLE, TN. SEC CIK 2063476.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $296.7m
- Positions: 5 (5 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2063476/000206347626000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ISHARES TR | MSCI ACWI ETF | $136.3m | 45.9% | 868,367 |  | Reduced −34,708 |
| [WESTROCK COFFEE CO (WEST)](/companies/west.md) | COM | $103.4m | 34.8% | 12,749,755 |  | Unchanged |
| [KAYNE ANDERSON BDC INC (KBDC)](/companies/kbdc.md) | COM SHS | $30.0m | 10.1% | 2,216,905 |  | Reduced −128,160 |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $18.5m | 6.2% | 63,149 |  | Unchanged |
| [DIAMONDBACK ENERGY INC (FANG)](/companies/fang.md) | COM | $8.5m | 2.9% | 48,276 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0002063476-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.