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Epacria Capital Partners, LLC
Epacria Capital Partners, LLC is a Boulder, Colorado-based family office managing a range of both public and private investments. Founded in the late 2010s by Thomas M. Clay, the firm employs a generalist value investment philosophy and typically serves the investment interests of its principals and related parties. They are a small organization, focused on patient capital and close partnership with portfolio companies, and operate with a lean staff structure.
Investment Strategy
Epacria Capital Partners employs a generalist value investment philosophy, aiming to achieve attractive long-term after-tax returns while minimizing the risk of permanent capital impairment. The firm focuses on investing in niche businesses, complicated situations, and out-of-favor sectors that require patient capital and significant engagement from a capital partner. Epacria can invest across any level of the capital structure, any industry, and any geography, provided they fully understand the relevant risks. The firm strives to add value beyond providing capital, working closely with portfolio companies.
Latest 13F Filing Activity
Epacria Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 32 equity positions with a total 13F market value of $120M. The fund increased holdings in Philip Morris Intl Inc., British Amern Tob PLC, Vanguard Tax-managed FDS among other positions. Epacria Capital Partners, LLC reduced exposure to SPDR S&P 500 Etf TR, Jefferies Finl Group Inc., Black Stone Minerals L P among others.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PM | PHILIP MORRIS INTL INC | 16.22% | $19.4M | 106,667 | $99.04 | $182.13 | +$2.5M |
B BTI | BRITISH AMERN TOB PLC | 12.47% | $14.9M | 315,531 | $38.80 | $47.33 | +$1.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.14% | $13.3M | 234,089 | $42.01 | $57.01 | +$1.4M |
| BERKSHIRE HATHAWAY INC DEL | 8.58% | $10.3M | 21,160 | $308.91 | $485.77 | -$990.5K | |
B BSM | BLACK STONE MINERALS L P | 6.32% | $7.6M | 578,422 | $16.75 | $13.08 | -$1.3M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Executive Vice President | Birmingham, AL , United States |
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