Carmel Capital Management L.L.C.
Carmel Capital Management L.L.C., managed by West Whittaker, reported 28 positions worth $456.36M in its 2026 Q2 13F filing: 4 new and 1 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +91.8% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +20.9% | +11.4% |
| 2025 Q3 | +10.8% | +7.6% |
| 2025 Q4 | +2.3% | +3.1% |
| 2026 Q1 | +4.6% | -5.8% |
| 2026 Q2 | +33.7% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $57.30M | 12.60% | -10.8% |
| AVGO | BROADCOM INC | $53.40M | 11.70% | -0.1% |
| VST | VISTRA CORP | $40.66M | 8.90% | +0.5% |
| ASML | ASML HLDG NV | $27.71M | 6.10% | -0.2% |
| KLAC | KLA CORP | $26.25M | 5.80% | -27.4% |
| C | CITIGROUP INC | $24.81M | 5.40% | +0.1% |
| JPM | JPMORGAN CHASE & CO | $20.34M | 4.50% | +0.1% |
| TER | TERADYNE INC | $20.30M | 4.40% | -16.2% |
| NXPI | NXP SEMICONDUCTORS N V | $18.52M | 4.10% | +0.1% |
| GTX | GARRETT MOTION INC | $17.45M | 3.80% | +53% |
| ENS | ENERSYS | $17.25M | 3.80% | +0.1% |
| VLO | VALERO ENERGY CORP | $17.17M | 3.80% | +25.4% |
| EWBC | EAST WEST BANCORP INC | $16.25M | 3.60% | -0.2% |
| RBC | RBC BEARINGS INC | $15.86M | 3.50% | -0.3% |
| RTX | RTX CORPORATION | $15.28M | 3.30% | +0.4% |
| AAPL | APPLE INC | $14.36M | 3.10% | -0.1% |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | $12.58M | 2.80% | +0.8% |
| RSPN | INVESCO EXCHANGE TRADED FD T | $11.10M | 2.40% | +0.7% |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $8.61M | 1.90% | +1.6% |
| AZO | AUTOZONE INC | $7.99M | 1.80% | NO CHANGE |
| IBN | ICICI BANK LIMITED | $7.85M | 1.70% | +28.2% |
| SMH | VANECK ETF TRUST | $3.24M | 0.71% | NO CHANGE |
| MSFT | MICROSOFT CORP | $760.59K | 0.17% | -19.7% |
| GLD | SPDR GOLD TR | $412.59K | 0.09% | NO CHANGE |
| TXN | TEXAS INSTRS INC | $247.70K | 0.05% | NEW |
| SCHA | SCHWAB STRATEGIC TR | $233.25K | 0.05% | NEW |
| EMR | EMERSON ELEC CO | $214.72K | 0.05% | NEW |
| SCHX | SCHWAB STRATEGIC TR | $211.90K | 0.05% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.