Stock Taper 
1832 ASSET MANAGEMENT L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Valero Energy Corporation | VLO | 340.95K | $88.8M |
 McCormick & Company, Incorporated | MKC | 344.7K | $17.38M |
 Axos Financial, Inc. | AX | 347.07K | $33.8M |
 Devon Energy Corporation | DVN | 348.37K | $14.39M |
 Colgate-Palmolive Company | CL | 356.73K | $32.71M |
 The Travelers Companies, Inc. | TRV | 366.57K | $121.01M |
 Howmet Aerospace Inc. | HWM | 367.74K | $98.87M |
 American Financial Group, Inc. | AFG | 367.81K | $51.47M |
 Guardant Health, Inc. | GH | 369K | $55.36M |
 Canadian Imperial Bank of Commerce | CM | 373.03K | $42.9M |
 Capital One Financial Corporation | COF | 390.89K | $78.42M |
 Eli Lilly and Company | LLY | 396.98K | $476.15M |
 Nebius Group N.V. | NBIS | 410.9K | $113.48M |
 Barrick Mining Corporation | B | 412.77K | $15.16M |
 Costco Wholesale Corporation | COST | 414.34K | $387.6M |
 Dell Technologies Inc. | DELL | 417.62K | $180.18M |
 Knight-Swift Transportation Holdings Inc. | KNX | 423.26K | $32.96M |
 ServisFirst Bancshares, Inc. | SFBS | 430.24K | $37.32M |
 HSBC Holdings plc | HSBC | 433.58K | $41.23M |
 Toast, Inc. | TOST | 438.3K | $12.19M |