Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Warby Parker Inc. | WRBY | 70.5K | $2.14M |
 Capitol Federal Financial, Inc. | CFFN | 58.97K | $501.79K |
 Kearny Financial Corp. | KRNY | 58.92K | $557.35K |
 Viemed Healthcare, Inc. | VMD | 49.49K | $564.15K |
 Cars.com Inc. | CARS | 48.98K | $535.88K |
 DoubleVerify Holdings, Inc. | DV | 45.05K | $488.38K |
 Accel Entertainment, Inc. | ACEL | 38.05K | $479.76K |
 Hope Bancorp, Inc. | HOPE | 36.65K | $501.43K |
 Valley National Bancorp | VLY | 33.33K | $488.34K |
 Pagaya Technologies Ltd. | PGY | 32.8K | $598.6K |
 El Pollo Loco Holdings, Inc. | LOCO | 28.6K | $485.02K |
 Sea Limited | SE | 28.3K | $2.71M |
 Five9, Inc. | FIVN | 27.17K | $579.29K |
 PG&E Corporation | PCG | 26.12K | $439.29K |
 Ennis, Inc. | EBF | 25.02K | $531.67K |
 F.N.B. Corporation | FNB | 24.89K | $474.86K |
 Banc of California, Inc. | BANC | 24.36K | $497.57K |
 HP Inc. | HPQ | 21.7K | $476.16K |
 Gen Digital Inc. | GEN | 21.42K | $533.09K |
 Innoviva, Inc. | INVA | 20.37K | $462.51K |