JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SATS | 723K | $55.20M |
 | DIS | 715K | $81.90M |
 | PLNT | 709K | $73.60M |
 | KR | 705K | $47.53M |
 | GM | 515K | $31.38M |
 | PHM | 503K | $66.48M |
 | BURL | 503K | $128.03M |
 | GPC | 473K | $65.55M |
 | PSN | 407K | $33.78M |
 | WAB | 400K | $80.16M |
 | TMUS | 398K | $95.35M |
 | C | 391K | $39.71M |
 | TTMI | 376K | $21.66M |
 | CSCO | 371K | $25.38M |
 | KKR | 354K | $46.01M |
 | ZM | 352K | $29.08M |
 | XYZ | 351K | $25.39M |
 | LPLA | 351K | $116.84M |
 | COF | 333K | $70.74M |
 | SPGI | 330K | $160.72M |
EchoStar Corporation
SATS
Shares Held
723K
Value
$55.20M
The Walt Disney Company
DIS
Shares Held
715K
Value
$81.90M
Planet Fitness, Inc.
PLNT
Shares Held
709K
Value
$73.60M
The Kroger Co.
KR
Shares Held
705K
Value
$47.53M
General Motors Company
GM
Shares Held
515K
Value
$31.38M
PulteGroup, Inc.
PHM
Shares Held
503K
Value
$66.48M
Burlington Stores, Inc.
BURL
Shares Held
503K
Value
$128.03M
Genuine Parts Company
GPC
Shares Held
473K
Value
$65.55M
Parsons Corporation
PSN
Shares Held
407K
Value
$33.78M
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
400K
Value
$80.16M
T-Mobile US, Inc.
TMUS
Shares Held
398K
Value
$95.35M
Citigroup Inc.
C
Shares Held
391K
Value
$39.71M
TTM Technologies, Inc.
TTMI
Shares Held
376K
Value
$21.66M
Cisco Systems, Inc.
CSCO
Shares Held
371K
Value
$25.38M
KKR & Co. Inc.
KKR
Shares Held
354K
Value
$46.01M
Zoom Communications, Inc.
ZM
Shares Held
352K
Value
$29.08M
Block, Inc.
XYZ
Shares Held
351K
Value
$25.39M
LPL Financial Holdings Inc.
LPLA
Shares Held
351K
Value
$116.84M
Capital One Financial Corporation
COF
Shares Held
333K
Value
$70.74M
S&P Global Inc.
SPGI
Shares Held
330K
Value
$160.72M