Stock Taper

EXODUSPOINT CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Liberty Live GroupLLYVA31$3.14K
MercadoLibre, Inc.MELI254$431.14K
Apogee Therapeutics, Inc.APGE348$46.19K
Murphy USA Inc.MUSA443$238.72K
Preformed Line Products CompanyPLPC555$227.86K
Markel CorporationMKL772$1.51M
The Sherwin-Williams CompanySHW846$291.3K
NVR, Inc.NVR1.05K$7.17M
Cavco Industries, Inc.CVCO1.21K$740.94K
Formula One GroupFWONA1.21K$105.66K
Linde plcLIN1.26K$655.94K
United Therapeutics CorporationUTHR1.38K$745.02K
Spotify Technology S.A.SPOT1.42K$651.97K
White Mountains Insurance Group, Ltd.WTM1.44K$2.99M
Bank of MontrealBMO1.52K$268.58K
Alpha Metallurgical Resources, Inc.AMR1.56K$257.97K
Ulta Beauty, Inc.ULTA1.72K$776.14K
S&P Global Inc.SPGI1.86K$715.78K
First Citizens BancShares, Inc.FCNCA1.97K$4.1M
FirstService CorporationFSV2K$284.22K