Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WesBanco, Inc. | WSBC | 12.74K | $497.2K |
 Perdoceo Education Corporation | PRDO | 13.09K | $418.78K |
 DoorDash, Inc. | DASH | 13.1K | $2.42M |
 Match Group, Inc. | MTCH | 13.41K | $510.1K |
 Interface, Inc. | TILE | 14.74K | $528.42K |
 ConnectOne Bancorp, Inc. | CNOB | 14.9K | $498.32K |
 Collegium Pharmaceutical, Inc. | COLL | 14.97K | $541.91K |
 ManpowerGroup Inc. | MAN | 15.21K | $513.67K |
 RingCentral, Inc. | RNG | 15.3K | $596.28K |
 Consensus Cloud Solutions, Inc. | CCSI | 15.59K | $594.84K |
 Visa Inc. | V | 15.6K | $5.35M |
 Natural Grocers by Vitamin Cottage, Inc. | NGVC | 16.3K | $505.72K |
 CarGurus, Inc. | CARG | 16.69K | $568.83K |
 Sirius XM Holdings Inc. | SIRI | 16.98K | $501.65K |
 Concentra Group Holdings Parent, Inc. | CON | 17.29K | $514.23K |
 Photronics, Inc. | PLAB | 17.32K | $563.42K |
 First Busey Corporation | BUSE | 17.77K | $524.22K |
 Haverty Furniture Companies, Inc. | HVT | 17.78K | $453.85K |
 Vontier Corporation | VNT | 18.02K | $522.58K |
 Zumiez Inc. | ZUMZ | 18.05K | $321.36K |