Stock Taper

QSEMBLE CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AramarkARMK4.9K$278.81K
Vistra Corp.VST4.86K$770.31K
Hasbro, Inc.HAS4.85K$400.64K
Lennar CorporationLEN4.54K$410.82K
WEC Energy Group, Inc.WEC4.5K$525.35K
Ollie's Bargain Outlet Holdings, Inc.OLLI4.49K$344.81K
W. R. Berkley CorporationWRB4.38K$309.27K
Vertiv Holdings CoVRT4.23K$1.42M
Jackson Financial Inc.JXN4.14K$423.79K
Solstice Advanced Materials Inc.SOLS4.12K$365.39K
Workiva Inc.WK4.12K$200.01K
NXP Semiconductors N.V.NXPI4.04K$1.14M
SempraSRE4.02K$373.06K
ON Semiconductor CorporationON3.92K$371.07K
DaVita Inc.DVA3.92K$872.34K
Dollar Tree, Inc.DLTR3.9K$471.58K
Ionis Pharmaceuticals, Inc.IONS3.89K$308.2K
Hexcel CorporationHXL3.88K$388.13K
Western Digital CorporationWDC3.83K$2.45M
The Boeing CompanyBA3.8K$823.02K