Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 News Corporation | NWSA | 18.48K | $458.81K |
 Repligen Corporation | RGEN | 18.8K | $2.57M |
 Amazon.com, Inc. | AMZN | 18.8K | $4.48M |
 Ingram Micro Holding Corporation | INGM | 18.88K | $517.88K |
 Deluxe Corporation | DLX | 19.34K | $461.86K |
 Blackbaud, Inc. | BLKB | 19.39K | $574.39K |
 The Marcus Corporation | MCS | 19.63K | $460.45K |
 Shopify Inc. | SHOP | 20.1K | $2.3M |
 EverQuote, Inc. | EVER | 20.32K | $483.32K |
 Innoviva, Inc. | INVA | 20.37K | $462.51K |
 Gen Digital Inc. | GEN | 21.42K | $533.09K |
 HP Inc. | HPQ | 21.7K | $476.16K |
 Banc of California, Inc. | BANC | 24.36K | $497.57K |
 F.N.B. Corporation | FNB | 24.89K | $474.86K |
 Ennis, Inc. | EBF | 25.02K | $531.67K |
 PG&E Corporation | PCG | 26.12K | $439.29K |
 Five9, Inc. | FIVN | 27.17K | $579.29K |
 Sea Limited | SE | 28.3K | $2.71M |
 El Pollo Loco Holdings, Inc. | LOCO | 28.6K | $485.02K |
 Pagaya Technologies Ltd. | PGY | 32.8K | $598.6K |