JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBAN | 4.96M | $85.69M |
 | CSX | 4.23M | $150.33M |
 | SNAP | 3.77M | $29.07M |
 | ARMK | 3.44M | $132.16M |
 | CCL | 2.80M | $81.03M |
 | AS | 2.43M | $84.47M |
 | KNX | 2.26M | $89.38M |
 | BAC | 1.37M | $70.44M |
 | PFGC | 1.10M | $114.93M |
 | CPRI | 1.08M | $21.46M |
 | MS | 1.07M | $170.04M |
 | SSNC | 1.01M | $89.28M |
 | FLEX | 971K | $56.27M |
 | ROST | 968K | $147.56M |
 | CNK | 910K | $25.51M |
 | YUM | 877K | $133.25M |
 | CHWY | 855K | $34.57M |
 | CFG | 762K | $40.51M |
 | ORLY | 732K | $78.92M |
 | ASO | 731K | $36.57M |
Huntington Bancshares Incorporated
HBAN
Shares Held
4.96M
Value
$85.69M
CSX Corporation
CSX
Shares Held
4.23M
Value
$150.33M
Snap Inc.
SNAP
Shares Held
3.77M
Value
$29.07M
Aramark
ARMK
Shares Held
3.44M
Value
$132.16M
Carnival Corporation & plc
CCL
Shares Held
2.80M
Value
$81.03M
Amer Sports, Inc.
AS
Shares Held
2.43M
Value
$84.47M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
2.26M
Value
$89.38M
Bank of America Corporation
BAC
Shares Held
1.37M
Value
$70.44M
Performance Food Group Company
PFGC
Shares Held
1.10M
Value
$114.93M
Capri Holdings Limited
CPRI
Shares Held
1.08M
Value
$21.46M
Morgan Stanley
MS
Shares Held
1.07M
Value
$170.04M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
1.01M
Value
$89.28M
Flex Ltd.
FLEX
Shares Held
971K
Value
$56.27M
Ross Stores, Inc.
ROST
Shares Held
968K
Value
$147.56M
Cinemark Holdings, Inc.
CNK
Shares Held
910K
Value
$25.51M
Yum! Brands, Inc.
YUM
Shares Held
877K
Value
$133.25M
Chewy, Inc.
CHWY
Shares Held
855K
Value
$34.57M
Citizens Financial Group, Inc.
CFG
Shares Held
762K
Value
$40.51M
O'Reilly Automotive, Inc.
ORLY
Shares Held
732K
Value
$78.92M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
731K
Value
$36.57M