Stock Taper 
CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Movado Group, Inc. | MOV | 34.16K | $1.34M |
 Vail Resorts, Inc. | MTN | 34.08K | $4.64M |
 Canadian Natural Resources Limited | CNQ | 31.97K | $1.26M |
 Blue Owl Technology Finance Corp. | OTF | 31.1K | $321.88K |
 Controladora Vuela Compañía de Aviación, S.A.B. de C.V. | VLRS | 30.68K | $287.43K |
 CONMED Corporation | CNMD | 30.05K | $983.68K |
 Devon Energy Corporation | DVN | 28.93K | $1.2M |
 Vista Energy, S.A.B. de C.V. | VIST | 27.27K | $1.74M |
 Occidental Petroleum Corporation | OXY | 26.57K | $1.29M |
 Stewart Information Services Corporation | STC | 23.72K | $1.57M |
 Core Natural Resources, Inc. | CNR | 23.55K | $1.88M |
 EQT Corporation | EQT | 22.74K | $1.21M |
 Agnico Eagle Mines Limited | AEM | 22.73K | $3.53M |
 Elme Communities | ELME | 22.1K | $32.71K |
 Arcos Dorados Holdings Inc. | ARCO | 21.8K | $175.69K |
 Nu Holdings Ltd. | NU | 21.39K | $285.7K |
 ASE Technology Holding Co., Ltd. | ASX | 20.49K | $924.42K |
 Haemonetics Corporation | HAE | 19.45K | $1.46M |
 Jbs N.V. | JBS | 19.33K | $229.01K |
 Spectrum Brands Holdings, Inc. | SPB | 19.16K | $1.64M |