Stock Taper 
SOVIERO ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 International Business Machines Corporation | IBM | 25K | $7.03M |
 Amazon.com, Inc. | AMZN | 33K | $7.87M |
 Herc Holdings Inc. | HRI | 38K | $5.45M |
 On Holding AG | ONON | 40K | $1.42M |
 The Clorox Company | CLX | 40K | $3.82M |
 Rocket Lab USA, Inc. | RKLB | 46K | $4.68M |
 Citigroup Inc. | C | 46K | $6.44M |
 Valaris Limited | VAL | 51K | $3.7M |
 Cracker Barrel Old Country Store | CBRL | 55K | $2.93M |
 Flex Ltd. | FLEX | 59K | $9.56M |
 Carrier Global Corporation | CARR | 76K | $5.57M |
 Lamb Weston Holdings, Inc. | LW | 82K | $3.54M |
 Devon Energy Corporation | DVN | 97K | $4.01M |
 Emergent BioSolutions Inc. | EBS | 100K | $838K |
 Coupang, Inc. | CPNG | 100K | $1.74M |
 MarineMax, Inc. | HZO | 109.44K | $4.01M |
 Wolfspeed Inc. | WOLF | 110K | $5.31M |
 Oscar Health, Inc. | OSCR | 110K | $3.14M |
 Cinemark Holdings, Inc. | CNK | 110K | $3.49M |
 GitLab Inc. | GTLB | 110K | $3.36M |