OAK THISTLE LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOC | 245K | $3.94M |
 | WU | 201K | $1.87M |
 | COTY | 190K | $584.25K |
 | HBAN | 189K | $3.28M |
 | KEY | 168K | $3.46M |
 | UAA | 153K | $760.13K |
 | WEN | 140K | $1.17M |
 | PCG | 139K | $2.23M |
 | COLD | 134K | $1.72M |
 | FNB | 131K | $2.25M |
 | INVH | 130K | $3.62M |
 | FYBR | 119K | $4.53M |
 | AGNC | 116K | $1.24M |
 | UDR | 113K | $4.15M |
 | F | 112K | $1.47M |
 | NLY | 110K | $2.47M |
 | CAG | 109K | $1.89M |
 | RF | 109K | $2.94M |
 | PLTR | 108K | $19.27M |
 | VICI | 106K | $2.99M |
Healthpeak Properties, Inc.
DOC
Shares Held
245K
Value
$3.94M
The Western Union Company
WU
Shares Held
201K
Value
$1.87M
Coty Inc.
COTY
Shares Held
190K
Value
$584.25K
Huntington Bancshares Incorporated
HBAN
Shares Held
189K
Value
$3.28M
KeyCorp
KEY
Shares Held
168K
Value
$3.46M
Under Armour, Inc.
UAA
Shares Held
153K
Value
$760.13K
The Wendy's Company
WEN
Shares Held
140K
Value
$1.17M
Pacific Gas & Electric Co.
PCG
Shares Held
139K
Value
$2.23M
Americold Realty Trust, Inc.
COLD
Shares Held
134K
Value
$1.72M
F.N.B. Corporation
FNB
Shares Held
131K
Value
$2.25M
Invitation Homes Inc.
INVH
Shares Held
130K
Value
$3.62M
Frontier Communications Parent, Inc.
FYBR
Shares Held
119K
Value
$4.53M
AGNC Investment Corp.
AGNC
Shares Held
116K
Value
$1.24M
UDR, Inc.
UDR
Shares Held
113K
Value
$4.15M
Ford Motor Company
F
Shares Held
112K
Value
$1.47M
Annaly Capital Management, Inc.
NLY
Shares Held
110K
Value
$2.47M
Conagra Brands, Inc.
CAG
Shares Held
109K
Value
$1.89M
Regions Financial Corporation
RF
Shares Held
109K
Value
$2.94M
Palantir Technologies Inc.
PLTR
Shares Held
108K
Value
$19.27M
VICI Properties Inc.
VICI
Shares Held
106K
Value
$2.99M