Stock Taper

NEO IVY CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comstock Resources, Inc.CRK52.89K$789.13K
Freeport-McMoRan Inc.FCX52.61K$3.31M
QXO, Inc.QXO52.31K$903.99K
Tutor Perini CorporationTPC49.72K$4.12M
Vera Therapeutics, Inc.VERA48.94K$2.1M
GE HealthCare Technologies Inc.GEHC47.31K$3.03M
Bank OZKOZK47.19K$2.46M
Brookfield Renewable CorporationBEPC46.98K$1.74M
DHT Holdings, Inc.DHT45.95K$759.59K
AXT, Inc.AXTI45.5K$3.28M
Boyd Gaming CorporationBYD44.61K$3.94M
Knight-Swift Transportation Holdings Inc.KNX44.07K$3.43M
Palantir Technologies Inc.PLTR42.49K$4.96M
Carnival Corporation & plcCCL41.66K$1.19M
Alcoa CorporationAA40.96K$2.14M
Invesco Ltd.IVZ40.33K$1.06M
Fastenal CompanyFAST40.32K$1.94M
John Wiley & Sons, Inc.WLY39.18K$1.9M
The Coca-Cola CompanyKO37.79K$3.07M
Bright Horizons Family Solutions Inc.BFAM37.24K$2.64M