Stock Taper 
JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The TJX Companies, Inc. | TJX | 1.01M | $152.46M |
 Performance Food Group Co | PFGC | 998.15K | $111.58M |
 General Motors Company | GM | 976.8K | $75.29M |
 Mondelez International, Inc. | MDLZ | 925.81K | $53.55M |
 Crown Castle Inc. | CCI | 906.2K | $68.63M |
 US Foods Holding Corp. | USFD | 693.6K | $70.92M |
 Fox Corporation | FOXA | 666.65K | $34.77M |
 INNIO N.V. Ordinary Shares | INIO | 662.27K | $26.19M |
 Amazon.com, Inc. | AMZN | 594.79K | $141.76M |
 Post Holdings, Inc. | POST | 589.46K | $52.03M |
 Check Point Software Technologies Ltd. | CHKP | 551.21K | $72.45M |
 Vistra Corp. | VST | 535.96K | $85.02M |
 Westinghouse Air Brake Technologies Corporation | WAB | 526.73K | $142.01M |
 Viking Holdings Ltd | VIK | 509.38K | $53.32M |
 ON Semiconductor Corporation | ON | 483.26K | $45.69M |
 Moelis & Company | MC | 481.95K | $31.53M |
 Visa Inc. | V | 461.92K | $158.48M |
 Tradeweb Markets Inc. | TW | 449.62K | $44.81M |
 Kilroy Realty Corporation | KRC | 443.35K | $16.61M |
 J.B. Hunt Transport Services, Inc. | JBHT | 426.49K | $123.44M |