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SCIENCAST MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ingersoll Rand Inc.IR10.59K$867.95K
Illinois Tool Works Inc.ITW10.53K$2.85M
Ondas Holdings Inc.ONDS10.35K$85.29K
Smurfit Westrock plcSW10.32K$477.36K
Loews CorporationL10.3K$1.17M
Fidelity National Information Services, Inc.FIS10.14K$394.09K
ExlService Holdings, Inc.EXLS9.8K$253.48K
Lam Research CorporationLRCX9.77K$4.23M
Cincinnati Financial CorporationCINF9.65K$1.79M
Arch Capital Group Ltd.ACGL9.6K$931.78K
Nucor CorporationNUE9.52K$2.12M
Celsius Holdings, Inc.CELH9.26K$271.02K
Remitly Global, Inc.RELY9.21K$206.35K
CME Group Inc.CME9.03K$1.99M
Intuitive Surgical, Inc.ISRG8.95K$3.56M
Berkshire Hathaway Inc.BRK-B8.58K$4.29M
Dynatrace, Inc.DT7.6K$333.72K
Bank OZKOZK7.45K$387.97K
Guardant Health, Inc.GH7.12K$1.07M
Southwest Airlines Co.LUV7.03K$361.28K