Stock Taper 
OAK THISTLE LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Western Alliance Bancorporation | WAL | 33.55K | $2.76M |
 CRH plc | CRH | 33.84K | $3.62M |
 LyondellBasell Industries N.V. | LYB | 34.24K | $1.8M |
 O'Reilly Automotive, Inc. | ORLY | 34.73K | $3.2M |
 Antero Resources Corporation | AR | 34.78K | $1.22M |
 Wynn Resorts, Limited | WYNN | 35.36K | $3.43M |
 Roku, Inc. | ROKU | 35.7K | $4.93M |
 Affirm Holdings, Inc. | AFRM | 35.99K | $2.93M |
 Bunge Global S.A. | BG | 36.18K | $3.86M |
 Celanese Corporation | CE | 36.35K | $1.67M |
 Snowflake Inc. | SNOW | 36.92K | $9.4M |
 GameStop Corp. | GME | 37.42K | $826.21K |
 Bank OZK | OZK | 38.61K | $2.01M |
 Aflac Incorporated | AFL | 39.19K | $4.59M |
 Harley-Davidson, Inc. | HOG | 39.4K | $963.77K |
 Toast, Inc. | TOST | 39.48K | $1.1M |
 Baker Hughes Company | BKR | 39.76K | $2.21M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 39.82K | $3.47M |
 The Mosaic Company | MOS | 40.19K | $851.65K |
 Alaska Air Group, Inc. | ALK | 40.3K | $2.1M |