Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Builders FirstSource, Inc. | BLDR | 27K | $2.42M |
 Bunge Global S.A. | BG | 27.5K | $2.94M |
 The J. M. Smucker Company | SJM | 27.63K | $3.11M |
 Southwest Airlines Co. | LUV | 27.81K | $1.43M |
 V.F. Corporation | VFC | 27.92K | $465.67K |
 Upstart Holdings, Inc. | UPST | 28.32K | $1M |
 Core & Main, Inc. | CNM | 28.5K | $1.38M |
 Chipotle Mexican Grill, Inc. | CMG | 28.57K | $971.45K |
 CBRE Group, Inc. | CBRE | 28.97K | $3.9M |
 Navitas Semiconductor Corp | NVTS | 29.31K | $525.22K |
 Vishay Intertechnology, Inc. | VSH | 29.89K | $1.61M |
 Zoetis Inc. | ZTS | 30.21K | $2.17M |
 Nutrien Ltd. | NTR | 30.43K | $1.92M |
 CarMax, Inc. | KMX | 30.65K | $1.62M |
 Lamb Weston Holdings, Inc. | LW | 31.15K | $1.35M |
 BridgeBio Pharma, Inc. | BBIO | 31.63K | $2.36M |
 The Carlyle Group Inc. | CG | 32.14K | $1.35M |
 The Hartford Insurance Group, Inc. | HIG | 32.3K | $4.28M |
 Medtronic plc | MDT | 32.84K | $2.57M |
 Omnicom Group Inc. | OMC | 32.94K | $2.4M |