Stock Taper

DISTILLATE CAPITAL PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AecomACM2$140
Skyworks Solutions, Inc.SWKS3$203
Core & Main, Inc.CNM4$193
PVH Corp.PVH4$297
Vontier CorporationVNT5$145
KBR, Inc.KBR5$173
Masco CorporationMAS5$407
Genpact LimitedG8$220
HF Sinclair CorporationDINO8$557
Match Group, Inc.MTCH9$342
Versant Media Group, Inc. Class AVSNT10$360
Bath & Body Works, Inc.BBWI10$231
Smithfield Foods, Inc.SFD10$243
Hormel Foods CorporationHRL13$323
Antero Resources CorporationAR17$597
APA CorporationAPA22$717
DXC Technology CompanyDXC34$301
NVR, Inc.NVR1.84K$12.54M
McKesson CorporationMCK25.29K$19.11M
United Therapeutics CorporationUTHR26.97K$14.61M