Stock Taper

1832 ASSET MANAGEMENT L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Humana Inc.HUM444.09K$176.4M
Simon Property Group, Inc.SPG446.55K$99.87M
C.H. Robinson Worldwide, Inc.CHRW447.51K$84.28M
TE Connectivity plcTEL449.02K$90.53M
GE AerospaceGE449.52K$168M
Cadence Design Systems, Inc.CDNS450.56K$169.11M
Fortinet, Inc.FTNT451.64K$69.38M
Astera Labs, Inc. Common StockALAB451.8K$218.23M
ATI Inc.ATI459.48K$90.56M
Bank of America CorporationBAC461.86K$26.32M
Cheniere Energy, Inc.LNG466.79K$111.57M
Linde plcLIN475.41K$246.71M
Lam Research CorporationLRCX486.05K$210.62M
SempraSRE490.93K$45.51M
CubeSmartCUBE493.5K$19.63M
The Southern CompanySO495.64K$47.44M
The PNC Financial Services Group, Inc.PNC496.31K$122.2M
Morgan StanleyMS500.21K$104.56M
Expeditors International of Washington, Inc.EXPD504.72K$82.26M
Coherent, Inc.COHR511.15K$201.63M