Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CDW Corporation | CDW | 4.16K | $585.06K |
 Post Holdings, Inc. | POST | 4.21K | $371.84K |
 Teradyne, Inc. | TER | 4.35K | $2.1M |
 Qualys, Inc. | QLYS | 4.37K | $600.28K |
 Belden Inc. | BDC | 4.56K | $546.67K |
 National Fuel Gas Company | NFG | 4.67K | $360.73K |
 Insight Enterprises, Inc. | NSIT | 4.9K | $596.7K |
 Eversource Energy | ES | 4.91K | $354.63K |
 Boyd Gaming Corporation | BYD | 5.01K | $442.18K |
 PHINIA Inc. | PHIN | 5.31K | $437.38K |
 SkyWest, Inc. | SKYW | 5.49K | $545.52K |
 Ingles Markets, Incorporated | IMKTA | 5.75K | $508.89K |
 Avnet, Inc. | AVT | 5.99K | $532.39K |
 Analog Devices, Inc. | ADI | 6K | $2.38M |
 Zoom Communications, Inc. | ZM | 6.21K | $535.55K |
 ANI Pharmaceuticals, Inc. | ANIP | 6.28K | $519.45K |
 Meta Platforms, Inc. | META | 6.39K | $3.6M |
 Weis Markets, Inc. | WMK | 6.52K | $510.82K |
 Diebold Nixdorf, Incorporated | DBD | 6.57K | $558.75K |
 Prosperity Bancshares, Inc. | PB | 6.64K | $485.21K |