Stock Taper 
JUNTO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microchip Technology Incorporated | MCHP | 422.55K | $38.54M |
 Signet Jewelers Limited | SIG | 417.02K | $35.95M |
 UMB Financial Corporation | UMBF | 412.75K | $58.92M |
 Trex Company, Inc. | TREX | 401.16K | $20.07M |
 The PNC Financial Services Group, Inc. | PNC | 389.98K | $96.02M |
 Workday, Inc. | WDAY | 367.59K | $45M |
 Ares Management Corporation | ARES | 360.11K | $40.08M |
 M/I Homes, Inc. | MHO | 338.3K | $54.39M |
 Okta, Inc. | OKTA | 333.35K | $45.49M |
 Textron Inc. | TXT | 312.25K | $28.64M |
 American Express Company | AXP | 307.86K | $104.13M |
 Capital One Financial Corporation | COF | 294.79K | $59.14M |
 Wintrust Financial Corporation | WTFC | 292.59K | $47.03M |
 Verisk Analytics, Inc. | VRSK | 277.66K | $49.85M |
 United Airlines Holdings, Inc. | UAL | 275.46K | $37.46M |
 Royal Caribbean Cruises Ltd. | RCL | 267.98K | $85.09M |
 Moody's Corporation | MCO | 260.3K | $117.89M |
 Trane Technologies plc | TT | 231.69K | $113.8M |
 Delta Air Lines, Inc. | DAL | 226.93K | $21.25M |
 MSCI Inc. | MSCI | 214.13K | $119.92M |