Stock Taper 
BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Newmont Corporation | NEM | 2.99K | $279.44K |
 Cameco Corporation | CCJ | 3.03K | $308.84K |
 Tapestry, Inc. | TPR | 3.09K | $451.88K |
 Rio Tinto Group | RIO | 3.18K | $301.48K |
 Loews Corporation | L | 3.22K | $364.54K |
 Chubb Limited | CB | 3.24K | $1.11M |
 Martin Marietta Materials, Inc. | MLM | 3.25K | $1.87M |
 Cencora, Inc. | COR | 3.3K | $934.22K |
 Arch Capital Group Ltd. | ACGL | 3.33K | $323.4K |
 Duke Energy Corporation | DUK | 3.35K | $423.85K |
 Colgate-Palmolive Company | CL | 3.35K | $307.52K |
 AST SpaceMobile, Inc. | ASTS | 3.36K | $298.81K |
 Target Corporation | TGT | 3.37K | $439.84K |
 Eli Lilly and Company | LLY | 3.41K | $4.09M |
 Merit Medical Systems, Inc. | MMSI | 3.44K | $238.88K |
 Global Payments Inc. | GPN | 3.5K | $254.34K |
 Stryker Corporation | SYK | 3.53K | $1.11M |
 Southern Copper Corporation | SCCO | 3.57K | $622.46K |
 Eaton Corporation plc | ETN | 3.6K | $1.53M |
 Quanta Services, Inc. | PWR | 3.72K | $2.68M |