Stock Taper 
1832 ASSET MANAGEMENT L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TFI International Inc. | TFII | 2.2M | $315.48M |
 Johnson & Johnson | JNJ | 2.16M | $549.09M |
 Concentrix Corporation | CNXC | 2.15M | $48.09M |
 Emerson Electric Co. | EMR | 2.12M | $304.18M |
 Dutch Bros Inc. | BROS | 2.01M | $144.47M |
 Rush Street Interactive, Inc. | RSI | 2M | $59.36M |
 KLA Corporation | KLAC | 1.97M | $595.24M |
 Cameco Corporation | CCJ | 1.94M | $198.11M |
 Danaher Corporation | DHR | 1.91M | $364.58M |
 Booz Allen Hamilton Holding Corporation | BAH | 1.87M | $113.23M |
 Delta Air Lines, Inc. | DAL | 1.83M | $171.47M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.77M | $846.42M |
 Mondelez International, Inc. | MDLZ | 1.76M | $101.57M |
 Broadcom Inc. | AVGO | 1.74M | $656.95M |
 Mid-America Apartment Communities, Inc. | MAA | 1.73M | $241M |
 Sunbelt Rentals Holdings Inc | SUNB | 1.73M | $129.24M |
 Thermo Fisher Scientific Inc. | TMO | 1.72M | $863.06M |
 UBS Group AG | UBS | 1.7M | $84.1M |
 FirstService Corporation | FSV | 1.68M | $239.38M |
 Medtronic plc | MDT | 1.68M | $131.7M |