OAK THISTLE LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MPW | 452K | $2.29M |
 | WU | 272K | $2.17M |
 | PCG | 254K | $3.83M |
 | HBAN | 249K | $4.30M |
 | UWMC | 220K | $1.34M |
 | M | 186K | $3.33M |
 | WEN | 179K | $1.64M |
 | KDP | 173K | $4.42M |
 | HUN | 169K | $1.52M |
 | ADT | 126K | $1.10M |
 | QS | 124K | $1.53M |
 | PR | 120K | $1.53M |
 | NLY | 112K | $2.27M |
 | KHC | 110K | $2.87M |
 | KEY | 107K | $2.00M |
 | APA | 99K | $2.40M |
 | CPNG | 93K | $2.98M |
 | STWD | 89K | $1.73M |
 | OVV | 88K | $3.53M |
 | UA | 87K | $420.89K |
Medical Properties Trust, Inc.
MPW
Shares Held
452K
Value
$2.29M
The Western Union Company
WU
Shares Held
272K
Value
$2.17M
Pacific Gas & Electric Co.
PCG
Shares Held
254K
Value
$3.83M
Huntington Bancshares Incorporated
HBAN
Shares Held
249K
Value
$4.30M
UWM Holdings Corporation
UWMC
Shares Held
220K
Value
$1.34M
Macy's, Inc.
M
Shares Held
186K
Value
$3.33M
The Wendy's Company
WEN
Shares Held
179K
Value
$1.64M
Keurig Dr Pepper Inc.
KDP
Shares Held
173K
Value
$4.42M
Huntsman Corporation
HUN
Shares Held
169K
Value
$1.52M
ADT Inc.
ADT
Shares Held
126K
Value
$1.10M
QuantumScape Corporation
QS
Shares Held
124K
Value
$1.53M
Permian Resources Corporation
PR
Shares Held
120K
Value
$1.53M
Annaly Capital Management, Inc.
NLY
Shares Held
112K
Value
$2.27M
The Kraft Heinz Company
KHC
Shares Held
110K
Value
$2.87M
KeyCorp
KEY
Shares Held
107K
Value
$2.00M
APA Corporation
APA
Shares Held
99K
Value
$2.40M
Coupang, Inc.
CPNG
Shares Held
93K
Value
$2.98M
Starwood Property Trust, Inc.
STWD
Shares Held
89K
Value
$1.73M
Ovintiv Inc.
OVV
Shares Held
88K
Value
$3.53M
Under Armour, Inc.
UA
Shares Held
87K
Value
$420.89K