Stock Taper

OAK THISTLE LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Hartford Insurance Group, Inc.HIG28.87K$3.83M
First Hawaiian, Inc.FHB29.24K$856.82K
AMC Entertainment Holdings, Inc.AMC29.59K$56.23K
Huntsman CorporationHUN29.87K$317.21K
Floor & Decor Holdings, Inc.FND30.15K$1.79M
CarMax, Inc.KMX30.27K$1.6M
EPAM Systems, Inc.EPAM30.74K$2.44M
Atlassian CorporationTEAM31.11K$2.42M
Planet Fitness, Inc.PLNT31.22K$1.63M
Expand Energy CorporationEXE31.53K$2.88M
Shift4 Payments, Inc.FOUR31.58K$1.54M
Core & Main, Inc.CNM32.02K$1.54M
Arrow Electronics, Inc.ARW32.17K$6.86M
Axalta Coating Systems Ltd.AXTA32.3K$1.11M
3M CompanyMMM32.51K$5.26M
ESAB CorporationESAB32.77K$3.23M
CAVA Group, Inc.CAVA32.83K$2.58M
Agree Realty CorporationADC32.98K$2.5M
Omega Healthcare Investors, Inc.OHI33.38K$1.59M
Chord Energy CorporationCHRD33.42K$3.82M