Stock Taper 
FULCRUM ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BWX Technologies, Inc. | BWXT | 10.33K | $1.96M |
 TPG Inc. | TPG | 10.16K | $397.15K |
 XPO Logistics, Inc. | XPO | 10.07K | $2.08M |
 Pitney Bowes Inc. | PBI | 10.01K | $179.45K |
 Take-Two Interactive Software, Inc. | TTWO | 9.91K | $2.45M |
 Telus Corp | TU | 9.87K | $105.66K |
 Bristol-Myers Squibb Company | BMY | 9.87K | $577.69K |
 MasterBrand, Inc. | MBC | 9.86K | $99.19K |
 Five9, Inc. | FIVN | 9.69K | $206.48K |
 Lennar Corporation | LEN | 9.69K | $880.15K |
 HP Inc. | HPQ | 9.68K | $219.13K |
 The Simply Good Foods Company | SMPL | 9.45K | $124.15K |
 Global Net Lease, Inc. | GNL | 9.45K | $84.45K |
 Mastercard Incorporated | MA | 9.42K | $4.8M |
 KLA Corporation | KLAC | 9.36K | $2.61M |
 Camping World Holdings, Inc. | CWH | 9.32K | $74.67K |
 Novanta Inc. | NOVT | 9.29K | $1.46M |
 ERock, Inc. | EROC | 9.26K | $128.41K |
 eBay Inc. | EBAY | 9.25K | $1.02M |
 Ryder System, Inc. | R | 9.01K | $2.38M |