Stock Taper 
WATERLOO CAPITAL, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 1.29K | $1.51M |
 Honeywell International Inc. | HON | 1.28K | $287.04K |
 Hilton Worldwide Holdings Inc. | HLT | 1.25K | $414.4K |
 Roper Technologies, Inc. | ROP | 1.23K | $416.59K |
 Illinois Tool Works Inc. | ITW | 1.23K | $331.88K |
 F5, Inc. | FFIV | 1.23K | $509.97K |
 Datadog, Inc. | DDOG | 1.21K | $315.56K |
 Motorola Solutions, Inc. | MSI | 1.18K | $491.44K |
 Coherent, Inc. | COHR | 1.17K | $462.32K |
 Snap-on Incorporated | SNA | 1.16K | $465.98K |
 Keysight Technologies, Inc. | KEYS | 1.15K | $402.23K |
 L3Harris Technologies, Inc. | LHX | 1.11K | $322.69K |
 DoorDash, Inc. | DASH | 1.09K | $200.77K |
 AMETEK, Inc. | AME | 1.08K | $261.94K |
 Carpenter Technology Corporation | CRS | 1.05K | $646.51K |
 Parker-Hannifin Corporation | PH | 999 | $977.59K |
 United Rentals, Inc. | URI | 990 | $1.12M |
 Expedia Group, Inc. | EXPE | 946 | $241.98K |
 Nebius Group N.V. | NBIS | 937 | $258.77K |
 The Travelers Companies, Inc. | TRV | 922 | $304.3K |