JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSX | 3.46M | $142.08M |
 | ARMK | 3.30M | $133.96M |
 | CELH | 1.47M | $52.27M |
 | CFG | 1.27M | $75.87M |
 | ON | 1.22M | $75.50M |
 | CTSH | 1.11M | $67.81M |
 | PFGC | 1.04M | $88.97M |
 | SSNC | 1.02M | $68.99M |
 | TJX | 975K | $155.66M |
 | STEP | 856K | $40.84M |
 | CHWY | 734K | $19.81M |
 | GM | 729K | $54.35M |
 | FTNT | 662K | $54.10M |
 | TSCO | 623K | $28.23M |
 | FWONK | 614K | $52.19M |
 | FITB | 591K | $27.46M |
 | CHDN | 575K | $51.70M |
 | WMT | 568K | $70.53M |
 | MS | 565K | $93.02M |
 | ZM | 533K | $42.84M |
CSX Corporation
CSX
Shares Held
3.46M
Value
$142.08M
Aramark
ARMK
Shares Held
3.30M
Value
$133.96M
Celsius Holdings, Inc.
CELH
Shares Held
1.47M
Value
$52.27M
Citizens Financial Group, Inc.
CFG
Shares Held
1.27M
Value
$75.87M
ON Semiconductor Corporation
ON
Shares Held
1.22M
Value
$75.50M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
1.11M
Value
$67.81M
Performance Food Group Co
PFGC
Shares Held
1.04M
Value
$88.97M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
1.02M
Value
$68.99M
The TJX Companies, Inc.
TJX
Shares Held
975K
Value
$155.66M
StepStone Group Inc.
STEP
Shares Held
856K
Value
$40.84M
Chewy, Inc.
CHWY
Shares Held
734K
Value
$19.81M
General Motors Company
GM
Shares Held
729K
Value
$54.35M
Fortinet, Inc.
FTNT
Shares Held
662K
Value
$54.10M
Tractor Supply Company
TSCO
Shares Held
623K
Value
$28.23M
Liberty Media Corporation
FWONK
Shares Held
614K
Value
$52.19M
Fifth Third Bancorp
FITB
Shares Held
591K
Value
$27.46M
Churchill Downs Incorporated
CHDN
Shares Held
575K
Value
$51.70M
Walmart Inc.
WMT
Shares Held
568K
Value
$70.53M
Morgan Stanley
MS
Shares Held
565K
Value
$93.02M
Zoom Communications, Inc.
ZM
Shares Held
533K
Value
$42.84M