Stock Taper

JUNTO CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amer Sports, Inc.AS3.1M$104.89M
CSX CorporationCSX2.97M$141.19M
Lyft, Inc.LYFT2.53M$36.93M
Ford Motor CompanyF2.4M$33.41M
Valvoline Inc.VVV2.07M$81.69M
TPG Inc.TPG2.04M$82.79M
O'Reilly Automotive, Inc.ORLY1.98M$182.57M
Invitation Homes Inc.INVH1.96M$59.1M
Toast, Inc.TOST1.95M$54.32M
AramarkARMK1.85M$105.14M
Liberty Media CorporationFWONK1.71M$162.43M
Comcast CorporationCMCSA1.67M$40.97M
Walmart Inc.WMT1.49M$168.41M
Citizens Financial Group, Inc.CFG1.31M$91.61M
Bank of America CorporationBAC1.23M$70.22M
WisdomTree, Inc.WT1.17M$19.84M
TransUnionTRU1.09M$78.97M
Fifth Third BancorpFITB1.09M$61.68M
StepStone Group Inc.STEP1.08M$44.61M
The Williams Companies, Inc.WMB1.07M$79.2M