TOMS CAPITAL INVESTMENT MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 17.40M | $282.40M |
 | CORZ | 5.66M | $101.59M |
 | TONX | 2.32M | $16.32M |
 | BILL | 1.35M | $71.73M |
 | UNP | 907K | $214.31M |
 | UAL | 760K | $73.34M |
 | CRS | 462K | $113.44M |
 | GOOG | 366K | $88.97M |
 | TSM | 190K | $53.07M |
 | MSGS | 181K | $40.97M |
 | FICO | 48K | $71.09M |
Kenvue Inc.
KVUE
Shares Held
17.40M
Value
$282.40M
Core Scientific, Inc.
CORZ
Shares Held
5.66M
Value
$101.59M
TON Strategy Co.
TONX
Shares Held
2.32M
Value
$16.32M
Bill.com Holdings, Inc.
BILL
Shares Held
1.35M
Value
$71.73M
Union Pacific Corporation
UNP
Shares Held
907K
Value
$214.31M
United Airlines Holdings, Inc.
UAL
Shares Held
760K
Value
$73.34M
Carpenter Technology Corporation
CRS
Shares Held
462K
Value
$113.44M
Alphabet Inc.
GOOG
Shares Held
366K
Value
$88.97M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
190K
Value
$53.07M
Madison Square Garden Sports Corp.
MSGS
Shares Held
181K
Value
$40.97M
Fair Isaac Corporation
FICO
Shares Held
48K
Value
$71.09M