Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EverQuote, Inc. | EVER | 20.32K | $483.32K |
 Shopify Inc. | SHOP | 20.1K | $2.3M |
 The Marcus Corporation | MCS | 19.63K | $460.45K |
 Blackbaud, Inc. | BLKB | 19.39K | $574.39K |
 Deluxe Corporation | DLX | 19.34K | $461.86K |
 Ingram Micro Holding Corporation | INGM | 18.88K | $517.88K |
 Amazon.com, Inc. | AMZN | 18.8K | $4.48M |
 Repligen Corporation | RGEN | 18.8K | $2.57M |
 News Corporation | NWSA | 18.48K | $458.81K |
 Zumiez Inc. | ZUMZ | 18.05K | $321.36K |
 Vontier Corporation | VNT | 18.02K | $522.58K |
 Haverty Furniture Companies, Inc. | HVT | 17.78K | $453.85K |
 First Busey Corporation | BUSE | 17.77K | $524.22K |
 Photronics, Inc. | PLAB | 17.32K | $563.42K |
 Concentra Group Holdings Parent, Inc. | CON | 17.29K | $514.23K |
 Sirius XM Holdings Inc. | SIRI | 16.98K | $501.65K |
 CarGurus, Inc. | CARG | 16.69K | $568.83K |
 Natural Grocers by Vitamin Cottage, Inc. | NGVC | 16.3K | $505.72K |
 Visa Inc. | V | 15.6K | $5.35M |
 Consensus Cloud Solutions, Inc. | CCSI | 15.59K | $594.84K |