Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DaVita Inc. | DVA | 2.59K | $576.22K |
 OSI Systems, Inc. | OSIS | 2.48K | $543.47K |
 Arrow Electronics, Inc. | ARW | 2.38K | $507.92K |
 Ryder System, Inc. | R | 2K | $527.28K |
 TD Synnex Corp | SNX | 1.94K | $519.44K |
 First Solar, Inc. | FSLR | 1.85K | $436.53K |
 Cigna Corporation | CI | 1.82K | $502.56K |
 Corpay, Inc. | CPAY | 1.66K | $553.23K |
 Jabil Inc. | JBL | 1.46K | $564.34K |