0001571075-24-000004.txt : 20240513 0001571075-24-000004.hdr.sgml : 20240513 20240513120028 ACCESSION NUMBER: 0001571075-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cunning Capital Partners, LP CENTRAL INDEX KEY: 0001571075 ORGANIZATION NAME: IRS NUMBER: 800883269 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20293 FILM NUMBER: 24937749 BUSINESS ADDRESS: STREET 1: 1204 VILLAGE MARKET PLACE #272 CITY: MORRISVILLE STATE: NC ZIP: 27560 BUSINESS PHONE: (919) 607-2640 MAIL ADDRESS: STREET 1: 1204 VILLAGE MARKET PLACE #272 CITY: MORRISVILLE STATE: NC ZIP: 27560 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001571075 XXXXXXXX 03-31-2024 03-31-2024 Cunning Capital Partners, LP

1204 VILLAGE MARKET PLACE #272 MORRISVILLE NC 27560

13F HOLDINGS REPORT 028-20293 000310482 801-119751 N Elizabeth Foreman (919) 355-6330 Elizabeth L. Foreman Cary NC 05-13-2024 0 82 180760 false INFORMATION TABLE 2 13F_CCP_2024-Q1.xml CUNNING CAPITAL 13F Q1 2024 APPLE INC COM 037833100 1490 8690 SH SOLE 0 0 8690 ADVANCE MICRO DEVICES COM 007903107 5037 27910 SH SOLE 0 0 27910 AMGEN INC COM 031162100 1551 5455 SH SOLE 0 0 5455 AMAZON COM INC COM 023135106 2620 14523 SH SOLE 0 0 14523 AUTONATION INC COM 05329W102 2128 12850 SH SOLE 0 0 12850 APPLOVIN CORP COM CL A 03831W108 2619 37835 SH SOLE 0 0 37835 BROADCOM INC COM 11135F101 3219 2429 SH SOLE 0 0 2429 AMERICAN EXPRESS CO COM 025816109 2293 10070 SH SOLE 0 0 10070 BEST BUY CO INC COM 086516101 1641 20000 SH SOLE 0 0 20000 BUILDERS FIRSTSOURCE INC COM 12008R107 2930 14050 SH SOLE 0 0 14050 CARDINAL HEALTH INC COM 14149Y108 2142 19140 SH SOLE 0 0 19140 CARRIER GLOBAL CORP COM 14448C104 1848 31795 SH SOLE 0 0 31795 CHUBB LIMITED COM H1467J104 1623 6265 SH SOLE 0 0 6265 CONSTELLATION ENERGY CORP COM 21037T109 2024 10950 SH SOLE 0 0 10950 CIGNA CORP NEW COM 125523100 1696 4670 SH SOLE 0 0 4670 CELESTICA INC COM 15102K100 2358 52465 SH SOLE 0 0 52465 COMCAST CORP NEW CL A 20030N101 1570 36225 SH SOLE 0 0 36225 CORPAY INC COM SHS 219948106 1675 5430 SH SOLE 0 0 5430 SALESFORCE INC COM 79466L302 2251 7475 SH SOLE 0 0 7475 COTERRA ENERGY INC COM 127097103 1710 61350 SH SOLE 0 0 61350 CHEVRON CORP COM 166764100 1655 10495 SH SOLE 0 0 10495 DRAFTKINGS INC NEW COM CL A 26142V105 1760 38760 SH SOLE 0 0 38760 DUKE ENERGY CORP NEW COM NEW 26441C204 1493 15435 SH SOLE 0 0 15435 ELEVANCE HEALTH INC COM 036752103 1493 2880 SH SOLE 0 0 2880 FEDEX CORP COM 31428X106 1850 6385 SH SOLE 0 0 6385 ALPHABET INC CAP STK CL C 02079K107 4257 27960 SH SOLE 0 0 27960 HALLIBURTON CO COM 406216101 2057 52175 SH SOLE 0 0 52175 HCA HEALTHCARE INC COM 40412C101 3512 10530 SH SOLE 0 0 10530 HARTFORD FINL SVCS GROUP INC COM 416515104 1834 17800 SH SOLE 0 0 17800 HUNTINGTON INGALLS INDUSTRIES INC CIN 446413106 2136 7330 SH SOLE 0 0 7330 H&R BLOCK INC COM 093671105 1845 37575 SH SOLE 0 0 37575 HOST HOTELS & RESORTS INC COM 41107P104 1685 81475 SH SOLE 0 0 81475 INTL BUSINESS MACHINES CORP COM 459200101 4387 22975 SH SOLE 0 0 22975 INTERPUBLIC GROUP OF COS INC COM 460690100 1279 39212 SH SOLE 0 0 39212 IQVIA HOLDINGS INC COM 46266C105 1871 7400 SH SOLE 0 0 7400 GARTNER INC COM 366651107 2352 4935 SH SOLE 0 0 4935 JABIL INC COM 466313103 1306 9750 SH SOLE 0 0 9750 JUNIPER NETWORDS INC COM 48203R104 1855 50050 SH SOLE 0 0 50050 KIMCO REALTY CORP COM 49446R109 1531 78050 SH SOLE 0 0 78050 KLA CORP COM NEW 482480100 5554 7950 SH SOLE 0 0 7950 ELI LILLY & CO COM 532457108 1832 2355 SH SOLE 0 0 2355 LOCKHEED MARTIN CORP COM 539830109 1481 3255 SH SOLE 0 0 3255 LOWE'S COS INC COM 548661107 2074 8140 SH SOLE 0 0 8140 MCKESSON CORP COM 58155Q103 1694 3155 SH SOLE 0 0 3155 METLIFE INC COM 59156R108 1752 23640 SH SOLE 0 0 23640 META PLATFORMS INC-CLASS A CL A 30303M102 5878 12105 SH SOLE 0 0 12105 MARATHON OIL CORP COM 565849106 1730 61050 SH SOLE 0 0 61050 MARVELL TECHNOLOGY INC COM 573874104 1761 24850 SH SOLE 0 0 24850 MORGAN STANLEY COM NEW 617446448 5544 58878 SH SOLE 0 0 58878 MICROSOFT CORP COM 594918104 2057 4890 SH SOLE 0 0 4890 MATCH GROUP INC NEW COM 57667L107 1610 44370 SH SOLE 0 0 44370 NETFLIX INC COM 64110L106 2441 4020 SH SOLE 0 0 4020 SERVICENOW INC COM 91762P102 2611 3425 SH SOLE 0 0 3425 NRG ENERGY INC COM NEW 629377508 1813 26785 SH SOLE 0 0 26785 NUCOR CORP COM 670346105 2324 11745 SH SOLE 0 0 11745 NVIDIA CORPORATION COM 67066G104 9040 10005 SH SOLE 0 0 10005 ORACLE CORP CIN 68389X105 1963 15630 SH SOLE 0 0 15630 PROGRESSIVE CORP OHIO COM 743315103 1937 9365 SH SOLE 0 0 9365 PNC FINANCIAL SERVICES GROUP COM 693475105 692 4280 SH SOLE 0 0 4280 QUANTA SERVICES INC COM 74762E102 2310 8890 SH SOLE 0 0 8890 SAP SE SPON ADR 803054204 1649 8455 SH SOLE 0 0 8455 SUPER MICRO COMPUTER INC COM 86800U104 1555 1540 SH SOLE 0 0 1540 SIMON PROPERTY GRP INC NEW COM 828806109 2076 13265 SH SOLE 0 0 13265 STATE STR CORP COM 857477103 1682 21750 SH SOLE 0 0 21750 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2353 25285 SH SOLE 0 0 25285 SYSCO CORP COM 871829107 1668 20550 SH SOLE 0 0 20550 TRUIST FINL CORP COM 89832Q109 682 17500 SH SOLE 0 0 17500 TARGET CORP COM 87612E106 1988 11220 SH SOLE 0 0 11220 T-MOBILE US INC COM 872590104 1742 10670 SH SOLE 0 0 10670 TAPESTRY INC COM 876030107 2400 50550 SH SOLE 0 0 50550 UNIVERSAL HEALTH SERVICES INC CL B 913903100 2299 12600 SH SOLE 0 0 12600 UNITEDHEALTH GROUP INC COM 91324P102 2859 5780 SH SOLE 0 0 5780 UNITED RENTAL INC COM 911363109 3184 4415 SH SOLE 0 0 4415 US BANCORP DEL COM NEW 902973304 732 16380 SH SOLE 0 0 16380 VEEVA SYS INC CL A COM 922475108 1787 7715 SH SOLE 0 0 7715 WELLS FARGO CO NEW COM 949746101 2242 38675 SH SOLE 0 0 38675 WILLIAMS-SONOMA INC COM 969904101 3810 12000 SH SOLE 0 0 12000 ZSCALER INC COM 98980G102 1330 6907 SH SOLE 0 0 6907 ISHARES TR FLTG RATE NT ETF 46429B655 817 16000 SH SOLE 0 0 16000 ISHARES TR SHORT TREAS BD 464288679 459 4150 SH SOLE 0 0 4150 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 378 4700 SH SOLE 0 0 4700 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 387 5000 SH SOLE 0 0 5000