Stock Taper

QSEMBLE CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Boston Scientific CorporationBSX123.18K$5.26M
Pfizer Inc.PFE122.64K$2.95M
James Hardie Industries plcJHX120.37K$3.15M
Mondelez International, Inc.MDLZ116.21K$6.72M
Hormel Foods CorporationHRL116.2K$2.88M
Copart, Inc.CPRT114.67K$3.23M
Sensata Technologies Holding plcST113.69K$5.43M
NuScale Power CorporationSMR110.04K$1.1M
Bank of America CorporationBAC107.78K$6.14M
American International Group, Inc.AIG107.04K$7.98M
Barrick Mining CorporationB104.21K$3.83M
Archer Aviation Inc.ACHR104.12K$492.48K
Bath & Body Works, Inc.BBWI103.47K$2.39M
H&R Block, Inc.HRB97.27K$3.7M
Invesco Ltd.IVZ95.84K$2.53M
Trimble Inc.TRMB92.89K$4.75M
Carnival Corporation & plcCCL90.45K$2.58M
Primo Brands CorporationPRMB89.95K$2.2M
Valvoline Inc.VVV89.7K$3.55M
LKQ CorporationLKQ85.74K$2.26M