Stock Taper

QSEMBLE CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hormel Foods CorporationHRL116.2K$2.88M
Mondelez International, Inc.MDLZ116.21K$6.72M
James Hardie Industries plcJHX120.37K$3.15M
Pfizer Inc.PFE122.64K$2.95M
Boston Scientific CorporationBSX123.18K$5.26M
The Mosaic CompanyMOS125.53K$2.66M
QuantumScape CorporationQS125.68K$950.17K
Permian Resources CorporationPR126.52K$2.33M
XP Inc.XP126.56K$2.06M
Lyft, Inc.LYFT130.54K$1.91M
Graphic Packaging Holding CompanyGPK132.29K$1.4M
CSX CorporationCSX138.65K$6.59M
Brookfield CorporationBN140.32K$5.98M
CoStar Group, Inc.CSGP143.68K$4.07M
PG&E CorporationPCG149.15K$2.51M
First Horizon CorporationFHN151.22K$3.88M
Pinterest, Inc.PINS165.79K$3.49M
Norwegian Cruise Line Holdings Ltd.NCLH166.54K$3.52M
PPL CorporationPPL189.12K$6.87M
Coupang, Inc.CPNG189.23K$3.29M