Stock Taper 
JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Carpenter Technology Corporation | CRS | 33.04K | $20.38M |
 Onto Innovation Inc. | ONTO | 58.52K | $22.15M |
 CACI International Inc | CACI | 59.84K | $27.72M |
 Ferrari N.V. | RACE | 68.9K | $25.65M |
 W.W. Grainger, Inc. | GWW | 85.04K | $115.69M |
 Lockheed Martin Corporation | LMT | 88.12K | $44.89M |
 Toll Brothers, Inc. | TOL | 93.71K | $15.44M |
 Alphabet Inc. | GOOGL | 100.69K | $35.99M |
 Waste Connections, Inc. | WCN | 108.86K | $18.15M |
 Meta Platforms, Inc. | META | 110.84K | $62.44M |
 Celestica Inc. | CLS | 119.14K | $43.46M |
 Martin Marietta Materials, Inc. | MLM | 123.55K | $71.25M |
 General Dynamics Corporation | GD | 138.05K | $48.9M |
 BlackRock, Inc. | BLK | 141.89K | $136.43M |
 F5, Inc. | FFIV | 145.18K | $60.39M |
 Constellation Brands, Inc. | STZ | 155.89K | $21.68M |
 Armstrong World Industries, Inc. | AWI | 170.83K | $27.41M |
 Brinker International, Inc. | EAT | 177.04K | $29.74M |
 The Boeing Company | BA | 199.29K | $43.14M |
 MSCI Inc. | MSCI | 214.13K | $119.92M |