Stock Taper 
OAK THISTLE LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Affiliated Managers Group, Inc. | AMG | 5.11K | $1.73M |
 Carlisle Companies Incorporated | CSL | 5.17K | $1.88M |
 RBC Bearings Incorporated | RBC | 5.18K | $3.34M |
 Equifax Inc. | EFX | 5.18K | $822.33K |
 Euronet Worldwide, Inc. | EEFT | 5.22K | $382.34K |
 Interactive Brokers Group, Inc. | IBKR | 5.24K | $456.09K |
 Waste Management, Inc. | WM | 5.25K | $1.17M |
 HEICO Corporation | HEI-A | 5.25K | $1.35M |
 Ciena Corporation | CIEN | 5.25K | $2.57M |
 Micron Technology, Inc. | MU | 5.31K | $6.13M |
 Casey's General Stores, Inc. | CASY | 5.36K | $4.26M |
 Constellation Brands, Inc. | STZ | 5.37K | $747.33K |
 Extra Space Storage Inc. | EXR | 5.39K | $783.02K |
 PulteGroup, Inc. | PHM | 5.41K | $742.03K |
 FedEx Freight Holding Company, Inc. | FDXF | 5.46K | $824.01K |
 MSCI Inc. | MSCI | 5.52K | $3.09M |
 Ryder System, Inc. | R | 5.71K | $1.51M |
 SouthState Bank Corp. | SSB | 5.71K | $570.63K |
 Coherent, Inc. | COHR | 5.81K | $2.29M |
 Assurant, Inc. | AIZ | 5.88K | $1.58M |