Managers / Q2 2025 · view latest →
Cavalier Investments, LLC
CIK 0001655543 · 12600 DEERFIELD PARKWAY, SUITE #100, ALPHARETTA, GA, 30004 · 770-777-8277
Reported Value
$330M
Q2 2025
Positions
71
Filings on Record
30
2019–present window
Filed
Jul 30, 2025
original filing
Summary
Cavalier Investments, Llc reported $330M in U.S.-listed holdings across 71 positions for Q2 2025.
Its largest position, HWM, represents 15.6% of the portfolio.
Compared with Q1 2025, the fund opened 12 new positions and exited 16.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $3.7B | 112 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.9B | 87 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 107 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $330M | 71 | Jul 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $294M | 75 | Apr 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $299M | 74 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $326M | 84 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $325M | 79 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $274M | 81 | Apr 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $272M | 90 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $256M | 93 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $275M | 94 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $245M | 62 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $278.6B | 98 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $277M | 95 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $286M | 97 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $383M | 100 | May 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $385M | 112 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $317M | 98 | Nov 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $277M | 94 | Aug 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $230M | 103 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $219M | 98 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $147M | 68 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $173M | 69 | Aug 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $169M | 113 | May 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $231M | 141 | Feb 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $232M | 128 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $239M | 123 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $243M | 123 | May 3, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $310M | 182 | Feb 1, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.