NBW CAPITAL LLC

PrivateCIK: 1512901
Location

BOSTON, MA

111
Positions
$463.55M
Total AUM (reported)
6.78M
Total Shares

Allocation by class

TOTAL AUM$463.55M111 positions
COM$282.07M60.9%
COM NEW$18.76M4.0%
CAP STK CL A$16.79M3.6%
CAL LKD 44$15.86M3.4%
COM UT LTD PTN$15.59M3.4%
COM UNIT REP LTD$12.87M2.8%
COM UNIT LP INT$12.04M2.6%

Portfolio Concentration

Top 311.4%4–1020.7%11–2527.3%Rest40.5%TOP 1032.1%0%100%
Top 3$52.81M11.4%
4–10$96.04M20.7%
11–25$126.77M27.3%
Rest$187.93M40.5%

Top 3 weight

11.4%

Top 10 weight

32.1%

Voting Authority Distribution

Total shares with voting rights: 6.78M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.78M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole111
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings111
Rows:

MICROSOFT CORP

SOLE
COM
Shares36.73K
TypeSH
Market value$18.27M
3.94%
Sole
0.00
Shared
0.00
None
36.73K

CHENIERE ENERGY INC

SOLE
COM NEW
Shares72.86K
TypeSH
Market value$17.74M
3.83%
Sole
0.00
Shared
0.00
None
72.86K

ALPHABET INC

SOLE
CAP STK CL A
Shares95.29K
TypeSH
Market value$16.79M
3.62%
Sole
0.00
Shared
0.00
None
95.29K

JPMORGAN CHASE FINL CO LLC

SOLE
CAL LKD 44
Shares524.15K
TypeSH
Market value$15.86M
3.42%
Sole
0.00
Shared
0.00
None
524.15K

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares860.09K
TypeSH
Market value$15.59M
3.36%
Sole
0.00
Shared
0.00
None
860.09K

APPLE INC

SOLE
COM
Shares68.19K
TypeSH
Market value$13.99M
3.02%
Sole
0.00
Shared
0.00
None
68.19K

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares432.10K
TypeSH
Market value$13.40M
2.89%
Sole
0.00
Shared
0.00
None
432.10K

MPLX LP

SOLE
COM UNIT REP LTD
Shares249.84K
TypeSH
Market value$12.87M
2.78%
Sole
0.00
Shared
0.00
None
249.84K

MCDONALDS CORP

SOLE
COM
Shares42.05K
TypeSH
Market value$12.29M
2.65%
Sole
0.00
Shared
0.00
None
42.05K

WESTERN MIDSTREAM PARTNERS L

SOLE
COM UNIT LP INT
Shares311.12K
TypeSH
Market value$12.04M
2.60%
Sole
0.00
Shared
0.00
None
311.12K

JPMORGAN CHASE & CO.

SOLE
COM
Shares39.88K
TypeSH
Market value$11.56M
2.49%
Sole
0.00
Shared
0.00
None
39.88K

PLAINS ALL AMERN PIPELINE L

SOLE
UNIT LTD PARTN
Shares624.09K
TypeSH
Market value$11.43M
2.47%
Sole
0.00
Shared
0.00
None
624.09K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares17.99K
TypeSH
Market value$11.11M
2.40%
Sole
0.00
Shared
0.00
None
17.99K

PALOMAR HLDGS INC

SOLE
COM
Shares68.66K
TypeSH
Market value$10.59M
2.28%
Sole
0.00
Shared
0.00
None
68.66K

PALO ALTO NETWORKS INC

SOLE
COM
Shares42.78K
TypeSH
Market value$8.75M
1.89%
Sole
0.00
Shared
0.00
None
42.78K

ANALOG DEVICES INC

SOLE
COM
Shares36.05K
TypeSH
Market value$8.58M
1.85%
Sole
0.00
Shared
0.00
None
36.05K

BROADCOM INC

SOLE
COM
Shares30.78K
TypeSH
Market value$8.48M
1.83%
Sole
0.00
Shared
0.00
None
30.78K

PATRICK INDS INC

SOLE
COM
Shares82.17K
TypeSH
Market value$7.58M
1.64%
Sole
0.00
Shared
0.00
None
82.17K

TYLER TECHNOLOGIES INC

SOLE
COM
Shares12.54K
TypeSH
Market value$7.43M
1.60%
Sole
0.00
Shared
0.00
None
12.54K

ROPER TECHNOLOGIES INC

SOLE
COM
Shares12.74K
TypeSH
Market value$7.22M
1.56%
Sole
0.00
Shared
0.00
None
12.74K

MARVELL TECHNOLOGY INC

SOLE
COM
Shares92.29K
TypeSH
Market value$7.14M
1.54%
Sole
0.00
Shared
0.00
None
92.29K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares15.94K
TypeSH
Market value$7.10M
1.53%
Sole
0.00
Shared
0.00
None
15.94K

ILLINOIS TOOL WKS INC

SOLE
COM
Shares27.69K
TypeSH
Market value$6.85M
1.48%
Sole
0.00
Shared
0.00
None
27.69K

CHART INDS INC

SOLE
COM
Shares39.92K
TypeSH
Market value$6.57M
1.42%
Sole
0.00
Shared
0.00
None
39.92K

WELLS FARGO CO NEW

SOLE
COM
Shares79.33K
TypeSH
Market value$6.36M
1.37%
Sole
0.00
Shared
0.00
None
79.33K
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