NORTH GROWTH MANAGEMENT LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARHS | 694K | $7.38M |
 | INMD | 654K | $9.75M |
 | WBD | 499K | $9.74M |
 | HPQ | 470K | $12.81M |
 | CIEN | 325K | $47.35M |
 | MBC | 215K | $2.83M |
 | JBL | 202K | $43.83M |
 | COHR | 200K | $21.52M |
 | LITE | 152K | $24.79M |
 | JCI | 152K | $16.68M |
 | TPR | 145K | $16.39M |
 | AMAT | 144K | $29.56M |
 | GPN | 134K | $11.10M |
 | EAT | 127K | $16.10M |
 | ANF | 119K | $10.14M |
 | ITGR | 103K | $10.59M |
 | AMTM | 97K | $2.31M |
 | ATKR | 93K | $5.82M |
 | CROX | 85K | $7.09M |
 | J | 85K | $12.69M |
Arhaus, Inc.
ARHS
Shares Held
694K
Value
$7.38M
InMode Ltd.
INMD
Shares Held
654K
Value
$9.75M
Warner Bros. Discovery, Inc.
WBD
Shares Held
499K
Value
$9.74M
HP Inc.
HPQ
Shares Held
470K
Value
$12.81M
Ciena Corporation
CIEN
Shares Held
325K
Value
$47.35M
MasterBrand, Inc.
MBC
Shares Held
215K
Value
$2.83M
Jabil Inc.
JBL
Shares Held
202K
Value
$43.83M
Coherent, Inc.
COHR
Shares Held
200K
Value
$21.52M
Lumentum Holdings Inc.
LITE
Shares Held
152K
Value
$24.79M
Johnson Controls International plc
JCI
Shares Held
152K
Value
$16.68M
Tapestry, Inc.
TPR
Shares Held
145K
Value
$16.39M
Applied Materials, Inc.
AMAT
Shares Held
144K
Value
$29.56M
Global Payments Inc.
GPN
Shares Held
134K
Value
$11.10M
Brinker International, Inc.
EAT
Shares Held
127K
Value
$16.10M
Abercrombie & Fitch Co.
ANF
Shares Held
119K
Value
$10.14M
Integer Holdings Corporation
ITGR
Shares Held
103K
Value
$10.59M
Amentum Holdings, Inc.
AMTM
Shares Held
97K
Value
$2.31M
Atkore Inc.
ATKR
Shares Held
93K
Value
$5.82M
Crocs, Inc.
CROX
Shares Held
85K
Value
$7.09M
Jacobs Solutions Inc.
J
Shares Held
85K
Value
$12.69M