Stock Taper 
OAK THISTLE LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MasTec, Inc. | MTZ | 1.54K | $641.15K |
 Molina Healthcare, Inc. | MOH | 1.64K | $374.61K |
 Texas Pacific Land Corporation | TPL | 1.65K | $722.11K |
 Datadog, Inc. | DDOG | 1.69K | $441.05K |
 Markel Corporation | MKL | 1.71K | $3.34M |
 TransDigm Group Incorporated | TDG | 1.74K | $2.32M |
 The Sherwin-Williams Company | SHW | 1.77K | $610.48K |
 Royal Gold, Inc. | RGLD | 1.82K | $364.09K |
 Sandisk Corporation | SNDK | 1.93K | $4.39M |
 Equinix, Inc. | EQIX | 1.98K | $2.06M |
 Lennox International Inc. | LII | 2.06K | $1.18M |
 Morningstar, Inc. | MORN | 2.1K | $327.49K |
 Keysight Technologies, Inc. | KEYS | 2.13K | $746K |
 Primerica, Inc. | PRI | 2.28K | $647.98K |
 AptarGroup, Inc. | ATR | 2.28K | $285.96K |
 Zebra Technologies Corporation | ZBRA | 2.31K | $608.39K |
 Corpay, Inc. | CPAY | 2.33K | $775.85K |
 Southern Copper Corporation | SCCO | 2.37K | $412.3K |
 American Express Company | AXP | 2.45K | $828.04K |
 Curtiss-Wright Corporation | CW | 2.67K | $2.03M |