Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 V.F. Corporation | VFC | 27.92K | $465.67K |
 Southwest Airlines Co. | LUV | 27.81K | $1.43M |
 The J. M. Smucker Company | SJM | 27.63K | $3.11M |
 Bunge Global S.A. | BG | 27.5K | $2.94M |
 Builders FirstSource, Inc. | BLDR | 27K | $2.42M |
 Nucor Corporation | NUE | 26.35K | $5.87M |
 Hess Midstream LP | HESM | 26.27K | $987.87K |
 Unity Software Inc. | U | 26.21K | $749.02K |
 Dutch Bros Inc. | BROS | 26.1K | $1.87M |
 FirstEnergy Corp. | FE | 25.91K | $1.23M |
 Roblox Corporation | RBLX | 25.87K | $1.41M |
 Cinemark Holdings, Inc. | CNK | 24.41K | $774.4K |
 Ally Financial Inc. | ALLY | 23.68K | $1.09M |
 Danaher Corporation | DHR | 23.65K | $4.5M |
 Agilent Technologies, Inc. | A | 23.61K | $3.14M |
 Oscar Health, Inc. | OSCR | 23.03K | $656.7K |
 Venture Global, Inc. | VG | 22.75K | $253.26K |
 Xylem Inc. | XYL | 22.62K | $2.67M |
 Ralliant Corp | RAL | 22.53K | $1.66M |
 CenterPoint Energy, Inc. | CNP | 22.45K | $988.74K |