Stock Taper

CORNERSTONE INVESTMENT PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cavco Industries, Inc.CVCO360$221.18K
IES Holdings, Inc.IESC730$536.3K
Dave Inc.DAVE908$338.31K
Reliance Steel & Aluminum Co.RS966$360.9K
Chemed CorporationCHE1.21K$561.68K
OSI Systems, Inc.OSIS1.3K$284.97K
Valmont Industries, Inc.VMI1.36K$783.23K
Qualys, Inc.QLYS1.52K$208.85K
Affiliated Managers Group, Inc.AMG1.52K$515.38K
Grand Canyon Education, Inc.LOPE1.54K$220.39K
Assurant, Inc.AIZ1.72K$461.33K
Materion CorporationMTRN1.79K$532.63K
Boot Barn Holdings, Inc.BOOT1.81K$297.66K
Carlisle Companies IncorporatedCSL1.85K$669.64K
M/I Homes, Inc.MHO1.92K$308.23K
Bank First CorporationBFC1.95K$289.73K
Enova International, Inc.ENVA2K$482.66K
Kinsale Capital Group, Inc.KNSL2.03K$669.18K
Ligand Pharmaceuticals IncorporatedLGND2.1K$665.37K
Packaging Corporation of AmericaPKG2.11K$502.29K