OAK THISTLE LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 311K | $5.46M |
 | F | 287K | $3.31M |
 | WU | 258K | $2.26M |
 | GEN | 257K | $4.85M |
 | PRMB | 257K | $4.84M |
 | HBAN | 247K | $3.87M |
 | COLD | 245K | $2.80M |
 | AES | 219K | $3.09M |
 | STWD | 212K | $3.66M |
 | HUN | 211K | $2.81M |
 | KD | 205K | $2.69M |
 | SMCI | 203K | $4.63M |
 | EQH | 180K | $6.69M |
 | TPG | 155K | $6.29M |
 | MRP | 150K | $4.19M |
 | AVTR | 144K | $1.13M |
 | HAL | 144K | $5.61M |
 | ARE | 142K | $6.61M |
 | PATH | 141K | $1.57M |
 | KVUE | 141K | $2.43M |
PG&E Corporation
PCG
Shares Held
311K
Value
$5.46M
Ford Motor Company
F
Shares Held
287K
Value
$3.31M
The Western Union Company
WU
Shares Held
258K
Value
$2.26M
Gen Digital Inc.
GEN
Shares Held
257K
Value
$4.85M
Primo Brands Corporation
PRMB
Shares Held
257K
Value
$4.84M
Huntington Bancshares Incorporated
HBAN
Shares Held
247K
Value
$3.87M
Americold Realty Trust, Inc.
COLD
Shares Held
245K
Value
$2.80M
The AES Corporation
AES
Shares Held
219K
Value
$3.09M
Starwood Property Trust, Inc.
STWD
Shares Held
212K
Value
$3.66M
Huntsman Corporation
HUN
Shares Held
211K
Value
$2.81M
Kyndryl Holdings, Inc.
KD
Shares Held
205K
Value
$2.69M
Super Micro Computer, Inc.
SMCI
Shares Held
203K
Value
$4.63M
Equitable Holdings, Inc.
EQH
Shares Held
180K
Value
$6.69M
TPG Inc.
TPG
Shares Held
155K
Value
$6.29M
Millrose Properties, Inc.
MRP
Shares Held
150K
Value
$4.19M
Avantor, Inc.
AVTR
Shares Held
144K
Value
$1.13M
Halliburton Company
HAL
Shares Held
144K
Value
$5.61M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
142K
Value
$6.61M
UiPath Inc.
PATH
Shares Held
141K
Value
$1.57M
Kenvue Inc.
KVUE
Shares Held
141K
Value
$2.43M