NORTH GROWTH MANAGEMENT LTD.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARHS | 702K | $7.87M |
 | WBD | 503K | $14.50M |
 | MBC | 218K | $2.40M |
 | JBL | 204K | $46.57M |
 | JCI | 153K | $18.38M |
 | TPR | 147K | $18.72M |
 | EAT | 140K | $20.04M |
 | AMAT | 133K | $34.15M |
 | ITGR | 129K | $10.15M |
 | NKE | 116K | $7.40M |
 | AMTM | 98K | $2.83M |
 | ATKR | 94K | $5.93M |
 | NVDA | 83K | $15.41M |
 | TXN | 73K | $12.65M |
 | QCOM | 57K | $9.81M |
 | IQV | 51K | $11.40M |
 | WTS | 40K | $11.13M |
 | AAPL | 34K | $9.27M |
 | FDX | 29K | $8.31M |
 | ULTA | 23K | $14.01M |
Arhaus, Inc.
ARHS
Shares Held
702K
Value
$7.87M
Warner Bros. Discovery, Inc.
WBD
Shares Held
503K
Value
$14.50M
MasterBrand, Inc.
MBC
Shares Held
218K
Value
$2.40M
Jabil Inc.
JBL
Shares Held
204K
Value
$46.57M
Johnson Controls International plc
JCI
Shares Held
153K
Value
$18.38M
Tapestry, Inc.
TPR
Shares Held
147K
Value
$18.72M
Brinker International, Inc.
EAT
Shares Held
140K
Value
$20.04M
Applied Materials, Inc.
AMAT
Shares Held
133K
Value
$34.15M
Integer Holdings Corporation
ITGR
Shares Held
129K
Value
$10.15M
NIKE, Inc.
NKE
Shares Held
116K
Value
$7.40M
Amentum Holdings, Inc.
AMTM
Shares Held
98K
Value
$2.83M
Atkore Inc.
ATKR
Shares Held
94K
Value
$5.93M
NVIDIA Corporation
NVDA
Shares Held
83K
Value
$15.41M
Texas Instruments Incorporated
TXN
Shares Held
73K
Value
$12.65M
QUALCOMM Incorporated
QCOM
Shares Held
57K
Value
$9.81M
IQVIA Holdings Inc.
IQV
Shares Held
51K
Value
$11.40M
Watts Water Technologies, Inc.
WTS
Shares Held
40K
Value
$11.13M
Apple Inc.
AAPL
Shares Held
34K
Value
$9.27M
FedEx Corporation
FDX
Shares Held
29K
Value
$8.31M
Ulta Beauty, Inc.
ULTA
Shares Held
23K
Value
$14.01M