CAMELOT PORTFOLIOS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LW | 12K | $691.15K |
 | CMP | 12K | $226.60K |
 | BROS | 12K | $612.38K |
 | ZBH | 12K | $1.14M |
 | FTV | 11K | $528.24K |
 | COF | 11K | $2.29M |
 | YELP | 11K | $335.08K |
 | PLTR | 10K | $1.89M |
 | SOHU | 10K | $160.21K |
 | AAPL | 10K | $2.61M |
 | ARCC | 10K | $207.08K |
 | NVDA | 10K | $1.87M |
 | GHG | 10K | $22.00K |
 | ORI | 9K | $401.41K |
 | BKR | 9K | $445.03K |
 | NKE | 9K | $635.79K |
 | UHAL-B | 9K | $463.66K |
 | D | 9K | $536.72K |
 | ABM | 9K | $404.61K |
 | VSAT | 8K | $235.01K |
Lamb Weston Holdings, Inc.
LW
Shares Held
12K
Value
$691.15K
Compass Minerals International, Inc.
CMP
Shares Held
12K
Value
$226.60K
Dutch Bros Inc.
BROS
Shares Held
12K
Value
$612.38K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
12K
Value
$1.14M
Fortive Corporation
FTV
Shares Held
11K
Value
$528.24K
Capital One Financial Corporation
COF
Shares Held
11K
Value
$2.29M
Yelp Inc.
YELP
Shares Held
11K
Value
$335.08K
Palantir Technologies Inc.
PLTR
Shares Held
10K
Value
$1.89M
Sohu.com Limited
SOHU
Shares Held
10K
Value
$160.21K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.61M
Ares Capital Corporation
ARCC
Shares Held
10K
Value
$207.08K
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.87M
GreenTree Hospitality Group Ltd.
GHG
Shares Held
10K
Value
$22.00K
Old Republic International Corporation
ORI
Shares Held
9K
Value
$401.41K
Baker Hughes Company
BKR
Shares Held
9K
Value
$445.03K
NIKE, Inc.
NKE
Shares Held
9K
Value
$635.79K
U-Haul Holding Company
UHAL-B
Shares Held
9K
Value
$463.66K
Dominion Energy, Inc.
D
Shares Held
9K
Value
$536.72K
ABM Industries Incorporated
ABM
Shares Held
9K
Value
$404.61K
Viasat, Inc.
VSAT
Shares Held
8K
Value
$235.01K