Stock Taper 
ISLAY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AT&T Inc. | T | 67.33K | $1.39M |
 Omega Healthcare Investors, Inc. | OHI | 42.09K | $2.01M |
 Bath & Body Works, Inc. | BBWI | 37.58K | $869.32K |
 Slb N.V. | SLB | 34.14K | $1.59M |
 Wells Fargo & Company | WFC | 33.13K | $2.74M |
 HP Inc. | HPQ | 30.59K | $671.19K |
 National Bank Holdings Corporation | NBHC | 26.95K | $1.2M |
 Constellium SE | CSTM | 24.27K | $773.45K |
 Dana Incorporated | DAN | 23.36K | $635.65K |
 PROG Holdings, Inc. | PRG | 22.5K | $1.05M |
 Cohen & Steers, Inc. | CNS | 18.52K | $1.41M |
 Apple Inc. | AAPL | 18.48K | $5.35M |
 Allison Transmission Holdings, Inc. | ALSN | 18.44K | $2.08M |
 Plains All American Pipeline, L.P. | PAA | 18.3K | $407.36K |
 Prologis, Inc. | PLD | 16.6K | $2.25M |
 Palantir Technologies Inc. | PLTR | 14.97K | $1.75M |
 Amazon.com, Inc. | AMZN | 14.78K | $3.52M |
 Par Pacific Holdings, Inc. | PARR | 14.73K | $825.95K |
 KKR & Co. Inc. | KKR | 12.88K | $1.18M |
 The Charles Schwab Corporation | SCHW | 12.54K | $1.16M |