Stock Taper 
LINGOHR & PARTNER ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Synchrony Financial | SYF | 5.14K | $365K |
 Mueller Industries, Inc. | MLI | 4.95K | $501K |
 Amdocs Limited | DOX | 4.81K | $395K |
 Microsoft Corporation | MSFT | 4.69K | $2.43M |
 Carrier Global Corporation | CARR | 4.4K | $262K |
 NRG Energy, Inc. | NRG | 4.34K | $701K |
 VEON Ltd. | VEON | 4.31K | $235K |
 NetApp, Inc. | NTAP | 4.17K | $492K |
 DocuSign, Inc. | DOCU | 3.96K | $285K |
 EnerSys | ENS | 3.92K | $443K |
 Qorvo, Inc. | QRVO | 3.6K | $328K |
 Valero Energy Corporation | VLO | 3.43K | $585K |
 Commvault Systems, Inc. | CVLT | 3.3K | $623K |
 Green Brick Partners, Inc. | GRBK | 3.21K | $237K |
 Tutor Perini Corporation | TPC | 3.19K | $209K |
 Target Corporation | TGT | 2.95K | $265K |
 Steel Dynamics, Inc. | STLD | 2.92K | $407K |
 Fortinet, Inc. | FTNT | 2.9K | $244K |
 Halozyme Therapeutics, Inc. | HALO | 2.88K | $211K |
 AbbVie Inc. | ABBV | 2.8K | $644K |