WESTEND CAPITAL MANAGEMENT, LLC

PrivateCIK: 1331997
Location

SAUSALITO, CA

254
Positions
$333.15M
Total AUM (reported)
4.23M
Total Shares

Allocation by class

TOTAL AUM$333.15M254 positions
STOCK$307.09M92.2%
ADR$18.87M5.7%
ETF$4.78M1.4%
REIT$1.84M0.6%
CEF$571.1K0.2%

Portfolio Concentration

Top 320.6%4–1033.0%11–2541.7%Rest4.8%TOP 1053.5%0%100%
Top 3$68.51M20.6%
4–10$109.86M33.0%
11–25$138.79M41.7%
Rest$15.99M4.8%

Top 3 weight

20.6%

Top 10 weight

53.5%

Voting Authority Distribution

Total shares with voting rights: 4.23M

Sole

Full voting authority

4.23M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole254
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings254
Rows:

CAMECO CORP COM

SOLE
Stock
Shares228.07K
TypeSH
Market value$24.77M
7.44%
Sole
228.07K
Shared
0.00
None
0.00

CENTURY ALUM CO COM

SOLE
Stock
Shares378.07K
TypeSH
Market value$22.19M
6.66%
Sole
378.07K
Shared
0.00
None
0.00

KODIAK GAS SVCS INC COM

SOLE
Stock
Shares369.54K
TypeSH
Market value$21.55M
6.47%
Sole
369.54K
Shared
0.00
None
0.00

QUANTA SVCS INC COM

SOLE
Stock
Shares35.51K
TypeSH
Market value$19.50M
5.85%
Sole
35.51K
Shared
0.00
None
0.00

FREEPORT MCMORAN COPPER

SOLE
Stock
Shares306.23K
TypeSH
Market value$18.00M
5.40%
Sole
306.23K
Shared
0.00
None
0.00

BOEING CO COM

SOLE
Stock
Shares80.99K
TypeSH
Market value$16.12M
4.84%
Sole
80.99K
Shared
0.00
None
0.00

ENERGY TRANSFER L P COM UT LTD PTN

SOLE
Stock
Shares810.23K
TypeSH
Market value$15.64M
4.69%
Sole
810.23K
Shared
0.00
None
0.00

CATERPILLAR INC COM

SOLE
Stock
Shares19.68K
TypeSH
Market value$13.95M
4.19%
Sole
19.68K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
Stock
Shares112.37K
TypeSH
Market value$13.52M
4.06%
Sole
112.37K
Shared
0.00
None
0.00

APPLE INC

SOLE
Stock
Shares51.80K
TypeSH
Market value$13.15M
3.95%
Sole
51.80K
Shared
0.00
None
0.00

HOWMET AEROSPACE INC COM

SOLE
Stock
Shares51.66K
TypeSH
Market value$11.91M
3.57%
Sole
51.66K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Stock
Shares55.70K
TypeSH
Market value$11.60M
3.48%
Sole
55.70K
Shared
0.00
None
0.00

GOOGLE INC

SOLE
Stock
Shares39.73K
TypeSH
Market value$11.42M
3.43%
Sole
39.73K
Shared
0.00
None
0.00

CHARLES SCHWAB CORP

SOLE
Stock
Shares120.33K
TypeSH
Market value$11.31M
3.39%
Sole
120.33K
Shared
0.00
None
0.00

DEUTSCHE BK AG NAMEN AKT

SOLE
Stock
Shares371.02K
TypeSH
Market value$11.05M
3.32%
Sole
371.02K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO COM

SOLE
Stock
Shares35.57K
TypeSH
Market value$10.76M
3.23%
Sole
35.57K
Shared
0.00
None
0.00

VIKING HOLDINGS LTD ORD SHS

SOLE
Stock
Shares141.38K
TypeSH
Market value$10.39M
3.12%
Sole
141.38K
Shared
0.00
None
0.00

ASML HLDG NV N Y REGISTRY SHS

SOLE
ADR
Shares7.60K
TypeSH
Market value$10.04M
3.01%
Sole
7.60K
Shared
0.00
None
0.00

ROCKWELL AUTOMATION INC COM

SOLE
Stock
Shares26.92K
TypeSH
Market value$9.66M
2.90%
Sole
26.92K
Shared
0.00
None
0.00

GE AEROSPACE COM NEW

SOLE
Stock
Shares33.49K
TypeSH
Market value$9.50M
2.85%
Sole
33.49K
Shared
0.00
None
0.00

EQT CORP COM

SOLE
Stock
Shares146.41K
TypeSH
Market value$9.32M
2.80%
Sole
146.41K
Shared
0.00
None
0.00

ARM HOLDINGS PLC SPONSORED ADS

SOLE
ADR
Shares53.70K
TypeSH
Market value$8.12M
2.44%
Sole
53.70K
Shared
0.00
None
0.00

ELI LILLY & CO COM

SOLE
Stock
Shares8.29K
TypeSH
Market value$7.62M
2.29%
Sole
8.29K
Shared
0.00
None
0.00

FLUOR CORP

SOLE
Stock
Shares90.28K
TypeSH
Market value$4.21M
1.26%
Sole
90.28K
Shared
0.00
None
0.00

EXXON MOBIL CORP COM

SOLE
Stock
Shares11.01K
TypeSH
Market value$1.87M
0.56%
Sole
11.01K
Shared
0.00
None
0.00
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