Grand Jean Capital Management INC — Q1 2025 13F Holdings

Name: Grand Jean Capital Management INC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001277158

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Holding changes this quarter

Position changes disclosed by Grand Jean Capital Management INC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
2	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
3	UNP	Union Pacific CORP	—	EXIT	Sold out
4	BX	Blackstone INC	—	EXIT	Sold out
5	AMZN	Amazon.com INC	—	EXIT	Sold out
6	MS	Morgan Stanley	—	EXIT	Sold out
7	AAPL	Apple INC	—	EXIT	Sold out
8	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
9	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
10	V	Visa Inc-class A Shares	—	EXIT	Sold out
11	PYPL	Paypal Holdings INC	—	EXIT	Sold out
12	AVTR	Avantor INC	—	EXIT	Sold out
13	META	Meta Platforms Inc-class A	—	EXIT	Sold out
14	NVDA	Nvidia CORP	—	EXIT	Sold out
15	MSFT	Microsoft CORP	—	EXIT	Sold out
16	CHTR	Charter Communications Inc-a	—	EXIT	Sold out
17	CCK	Crown Holdings INC	—	EXIT	Sold out
18	AAP	Advance Auto Parts INC	—	EXIT	Sold out
19	AMT	American Tower CORP	—	EXIT	Sold out
20	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
21	CVX	Chevron CORP	—	EXIT	Sold out
22	KO	Coca-cola Co/the	—	EXIT	Sold out
23	ADBE	Adobe INC	—	EXIT	Sold out
24	PEP	Pepsico INC	—	EXIT	Sold out
25	SHOP	Shopify INC - Class A	—	EXIT	Sold out
26	KKR	Kkr & Co INC	—	EXIT	Sold out
27	TRUP	Trupanion INC	—	EXIT	Sold out
28	DISH	Dish Network Corp-a	—	EXIT	Sold out
29	GS	Goldman Sachs Group INC	—	EXIT	Sold out
30	EPD	Enterprise Products Partners	—	EXIT	Sold out
31	PG	Procter & Gamble Co/the	—	EXIT	Sold out
32	BKNG	Booking Holdings INC	—	EXIT	Sold out
33	ACN	Accenture plc	—	EXIT	Sold out
34	HCA	Hca Healthcare INC	—	EXIT	Sold out
35	FAST	Fastenal Co	—	EXIT	Sold out
36	EMR	Emerson Electric Co	—	EXIT	Sold out
37	CODI	Compass Diversified Holdings	—	EXIT	Sold out
38	ORCL	Oracle CORP	—	EXIT	Sold out
39	JNJ	Johnson & Johnson	—	EXIT	Sold out
40	SBUX	Starbucks CORP	—	EXIT	Sold out
41	CCI	Crown Castle INC	—	EXIT	Sold out
42	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
43	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
44	NKE	Nike INC -cl B	—	EXIT	Sold out
45	NFLX	Netflix INC	—	EXIT	Sold out
46	LXPUSD	Lxp Industrial Trust	—	EXIT	Sold out
47	CPT	Camden Property Trust	—	EXIT	Sold out
48	✓	Ikena Oncology INC	—	—	Unchanged