Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Jabil Inc. | JBL | 1.46K | $564.34K |
 Corpay, Inc. | CPAY | 1.66K | $553.23K |
 Cigna Corporation | CI | 1.82K | $502.56K |
 First Solar, Inc. | FSLR | 1.85K | $436.53K |
 TD Synnex Corp | SNX | 1.94K | $519.44K |
 Ryder System, Inc. | R | 2K | $527.28K |
 Arrow Electronics, Inc. | ARW | 2.38K | $507.92K |
 OSI Systems, Inc. | OSIS | 2.48K | $543.47K |
 DaVita Inc. | DVA | 2.59K | $576.22K |
 Tenet Healthcare Corporation | THC | 2.75K | $514.1K |
 Adobe Inc. | ADBE | 2.76K | $565.65K |
 Lear Corporation | LEA | 3.12K | $418.13K |
 NetApp, Inc. | NTAP | 3.42K | $530.05K |
 Universal Health Services, Inc. | UHS | 3.45K | $512.68K |
 Salesforce, Inc. | CRM | 3.49K | $546.43K |
 Cirrus Logic, Inc. | CRUS | 3.6K | $534.41K |
 Mohawk Industries, Inc. | MHK | 3.7K | $448.56K |
 Applied Materials, Inc. | AMAT | 3.75K | $2.71M |
 WEX Inc. | WEX | 4.04K | $570.43K |
 Paycom Software, Inc. | PAYC | 4.07K | $511.14K |