Stock Taper

WATERLOO CAPITAL, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Helmerich & Payne, Inc.HP6.24K$204.42K
Third Coast Bancshares, Inc.TCBX6.23K$251.85K
Quanta Services, Inc.PWR6.19K$4.46M
Howard Hughes Holdings Inc.HHH6.15K$439.88K
Mueller Industries, Inc.MLI5.93K$729.48K
Nutrien Ltd.NTR5.86K$368.63K
GE AerospaceGE5.83K$2.18M
CBRE Group, Inc.CBRE5.83K$784.97K
KLA CorporationKLAC5.64K$1.7M
ConocoPhillipsCOP5.54K$575.9K
Cheniere Energy, Inc.LNG5.46K$1.31M
IREN LimitedIREN5.44K$248.91K
Slb N.V.SLB5.32K$247.43K
Devon Energy CorporationDVN5.23K$216.03K
Southwest Airlines Co.LUV5.21K$268K
Xcel Energy Inc.XEL5.06K$406.6K
The J. M. Smucker CompanySJM5.03K$565.86K
Chemed CorporationCHE4.8K$2.23M
Texas Instruments IncorporatedTXN4.77K$1.42M
Centene Corp.CNC4.74K$304.07K