Stock Taper 
CHESCAPMANAGER LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BWX Technologies, Inc. | BWXT | 70K | $13.63M |
 Alliance Laundry Holdings Inc. | ALH | 96.71K | $2.56M |
 Amazon.com, Inc. | AMZN | 119.5K | $28.48M |
 Lululemon Athletica Inc. | LULU | 125K | $14.27M |
 NVIDIA Corporation | NVDA | 177.59K | $35.53M |
 Alphabet Inc. | GOOGL | 190.5K | $68.08M |
 Citigroup Inc. | C | 236.08K | $33.04M |
 The Walt Disney Company | DIS | 290K | $27.91M |
 Microsoft Corporation | MSFT | 310.89K | $115.97M |
 Vertiv Holdings Co | VRT | 372K | $124.55M |
 Cameco Corporation | CCJ | 443.66K | $45.19M |
 US Foods Holding Corp. | USFD | 528.46K | $54.03M |
 TechnipFMC plc | FTI | 536.16K | $35.55M |
 KBR, Inc. | KBR | 855.05K | $29.52M |
 WillScot Holdings Corporation | WSC | 896.26K | $25.87M |
 Blue Owl Capital Inc. | OWL | 962.97K | $8.43M |
 Cognition Therapeutics, Inc. | CGTX | 997.03K | $1.15M |
 Six Flags Entertainment Corporation | FUN | 1.12M | $23.88M |
 Mirion Technologies, Inc. | MIR | 1.66M | $29.75M |
 Cronos Group Inc. | CRON | 7.94M | $22.08M |