
STANSBERRY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AES | 969K | $13.65M |
![]() | KVUE | 866K | $14.93M |
![]() | RITM | 535K | $5.07M |
![]() | ZETA | 503K | $8.00M |
![]() | CGAU | 471K | $8.35M |
![]() | COCO | 397K | $19.03M |
![]() | VRRM | 340K | $4.86M |
![]() | KO | 315K | $23.93M |
![]() | HCSG | 303K | $5.62M |
![]() | AXS | 283K | $28.70M |
![]() | VNOM | 229K | $10.74M |
![]() | UGI | 223K | $8.12M |
![]() | SHEL | 212K | $19.68M |
![]() | MKC | 196K | $9.87M |
![]() | WRB | 193K | $12.81M |
![]() | TKR | 186K | $18.69M |
![]() | AIR | 171K | $18.72M |
![]() | VZ | 161K | $8.09M |
![]() | GLPI | 157K | $6.95M |
![]() | CRH | 154K | $16.19M |

The AES Corporation
AES
Shares Held
969K
Value
$13.65M

Kenvue Inc.
KVUE
Shares Held
866K
Value
$14.93M

Rithm Capital Corp.
RITM
Shares Held
535K
Value
$5.07M

Zeta Global Holdings Corp.
ZETA
Shares Held
503K
Value
$8.00M

Centerra Gold Inc.
CGAU
Shares Held
471K
Value
$8.35M

The Vita Coco Company, Inc.
COCO
Shares Held
397K
Value
$19.03M

Verra Mobility Corporation
VRRM
Shares Held
340K
Value
$4.86M

The Coca-Cola Company
KO
Shares Held
315K
Value
$23.93M

Healthcare Services Group, Inc.
HCSG
Shares Held
303K
Value
$5.62M

AXIS Capital Holdings Limited
AXS
Shares Held
283K
Value
$28.70M

Viper Energy, Inc.
VNOM
Shares Held
229K
Value
$10.74M

UGI Corporation
UGI
Shares Held
223K
Value
$8.12M

Shell plc
SHEL
Shares Held
212K
Value
$19.68M

McCormick & Company, Incorporated
MKC
Shares Held
196K
Value
$9.87M

W. R. Berkley Corporation
WRB
Shares Held
193K
Value
$12.81M

The Timken Company
TKR
Shares Held
186K
Value
$18.69M

AAR Corp.
AIR
Shares Held
171K
Value
$18.72M

Verizon Communications Inc.
VZ
Shares Held
161K
Value
$8.09M

Gaming and Leisure Properties, Inc.
GLPI
Shares Held
157K
Value
$6.95M

CRH plc
CRH
Shares Held
154K
Value
$16.19M
