JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNAP | 4.47M | $36.09M |
 | F | 4.27M | $56.03M |
 | CSX | 4.05M | $146.88M |
 | HBAN | 1.53M | $26.57M |
 | BAC | 1.52M | $83.79M |
 | AS | 1.31M | $49.10M |
 | FLEX | 1.30M | $78.84M |
 | JHX | 1.27M | $26.32M |
 | CMG | 1.07M | $39.42M |
 | OMC | 1.01M | $81.60M |
 | MS | 994K | $176.43M |
 | RKT | 962K | $18.63M |
 | QTWO | 918K | $66.24M |
 | SSNC | 884K | $77.25M |
 | ROST | 850K | $153.11M |
 | ONON | 832K | $38.65M |
 | ICE | 712K | $115.28M |
 | CPRI | 711K | $17.35M |
 | CFG | 668K | $39.00M |
 | EFX | 646K | $140.07M |
Snap Inc.
SNAP
Shares Held
4.47M
Value
$36.09M
Ford Motor Company
F
Shares Held
4.27M
Value
$56.03M
CSX Corporation
CSX
Shares Held
4.05M
Value
$146.88M
Huntington Bancshares Incorporated
HBAN
Shares Held
1.53M
Value
$26.57M
Bank of America Corporation
BAC
Shares Held
1.52M
Value
$83.79M
Amer Sports, Inc.
AS
Shares Held
1.31M
Value
$49.10M
Flex Ltd.
FLEX
Shares Held
1.30M
Value
$78.84M
James Hardie Industries plc
JHX
Shares Held
1.27M
Value
$26.32M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
1.07M
Value
$39.42M
Omnicom Group Inc.
OMC
Shares Held
1.01M
Value
$81.60M
Morgan Stanley
MS
Shares Held
994K
Value
$176.43M
Rocket Companies, Inc.
RKT
Shares Held
962K
Value
$18.63M
Q2 Holdings, Inc.
QTWO
Shares Held
918K
Value
$66.24M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
884K
Value
$77.25M
Ross Stores, Inc.
ROST
Shares Held
850K
Value
$153.11M
On Holding AG
ONON
Shares Held
832K
Value
$38.65M
Intercontinental Exchange, Inc.
ICE
Shares Held
712K
Value
$115.28M
Capri Holdings Limited
CPRI
Shares Held
711K
Value
$17.35M
Citizens Financial Group, Inc.
CFG
Shares Held
668K
Value
$39.00M
Equifax Inc.
EFX
Shares Held
646K
Value
$140.07M