Stock Taper 
LINGOHR & PARTNER ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chevron Corporation | CVX | 1.7K | $264K |
 Oracle Corporation | ORCL | 1.85K | $521K |
 UnitedHealth Group Incorporated | UNH | 1.9K | $656K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.4K | $669K |
 Boyd Gaming Corporation | BYD | 2.48K | $215K |
 Berkshire Hathaway Inc. | BRK-B | 2.59K | $1.3M |
 AbbVie Inc. | ABBV | 2.8K | $644K |
 Halozyme Therapeutics, Inc. | HALO | 2.88K | $211K |
 Fortinet, Inc. | FTNT | 2.9K | $244K |
 Steel Dynamics, Inc. | STLD | 2.92K | $407K |
 Target Corporation | TGT | 2.95K | $265K |
 Tutor Perini Corporation | TPC | 3.19K | $209K |
 Green Brick Partners, Inc. | GRBK | 3.21K | $237K |
 Commvault Systems, Inc. | CVLT | 3.3K | $623K |
 Valero Energy Corporation | VLO | 3.43K | $585K |
 Qorvo, Inc. | QRVO | 3.6K | $328K |
 EnerSys | ENS | 3.92K | $443K |
 DocuSign, Inc. | DOCU | 3.96K | $285K |
 NetApp, Inc. | NTAP | 4.17K | $492K |
 VEON Ltd. | VEON | 4.31K | $235K |