Jackson Hole Capital Partners, LLC
Jackson Hole Capital Partners, founded in 2017, is an independently owned, SEC-registered investment management firm headquartered in Tulsa, Oklahoma, with additional offices in New York. The firm specializes in both traditional and alternative investment strategies, and serves a range of clients as investment partners rather than customers. Its leadership team consists of seasoned investment executives from major institutional asset management backgrounds. The firm typically focuses on forming long-term relationships with its clients and is known for a tailored, partnership-oriented approach to investment management. Employee count is not clearly specified but appears to be in the small-to-mid double digits.
Investment Strategy
Jackson Hole Capital Partners focuses on both traditional (such as equities and fixed income) and alternative investment strategies. The firm builds customized investment portfolios for its clients, leveraging institutional-level controls and expertise, and prioritizes preservation of capital, transparency, and aligned interests. For alternatives, they use their partners' global network to source proprietary and unique deal flow opportunities, seeking value in both public and private markets. The firm emphasizes an entrepreneurial spirit with a focus on integrity, communication, and tailored strategies for each client.
Latest 13F Filing Activity
Jackson Hole Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 283 equity positions with a total 13F market value of $545M. The fund increased holdings in Microsoft Corp., Target Corp., Meta Platforms Inc. among other positions. Jackson Hole Capital Partners, LLC reduced exposure to CVS Health Corp., Alliance Resource Partners L, Riley Exploration Permian in among others.
Top Holdings
Equity Positions (283)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARLP | ALLIANCE RESOURCE PARTNERS L | 10.06% | $54.9M | 2,099,789 | $16.66 | $26.14 | -$2.4M |
M MSFT | MICROSOFT CORP | 3.77% | $20.5M | 41,306 | $243.99 | $497.41 | +$5.4M |
G GOOG | ALPHABET INC | 3.06% | $16.7M | 93,944 | $105.55 | $177.39 | +$2.2M |
A AAPL | APPLE INC | 3.03% | $16.5M | 80,526 | $97.59 | $205.17 | +$184.9K |
I IVV | ISHARES TR | 2.57% | $14.0M | 22,617 | $313.70 | $620.90 | +$1.3M |