Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Accenture plc | ACN | 49.75K | $6.19M |
 Albertsons Companies, Inc. | ACI | 49.49K | $669.6K |
 Johnson Controls International plc | JCI | 49.06K | $7.17M |
 Unum Group | UNM | 49.04K | $4.38M |
 CRH plc | CRH | 48.31K | $5.17M |
 News Corporation | NWSA | 48.28K | $1.2M |
 The TJX Companies, Inc. | TJX | 48.13K | $7.29M |
 Viking Therapeutics, Inc. | VKTX | 47.97K | $1.87M |
 Zeta Global Holdings Corp. | ZETA | 46.95K | $923.88K |
 On Holding AG | ONON | 46.18K | $1.64M |
 Rollins, Inc. | ROL | 44.8K | $1.87M |
 McCormick & Company, Incorporated | MKC | 44.79K | $2.26M |
 Fidelity National Financial, Inc. | FNF | 43.62K | $2.06M |
 AerCap Holdings N.V. | AER | 43.54K | $6.35M |
 Xcel Energy Inc. | XEL | 43.49K | $3.49M |
 Klaviyo, Inc. | KVYO | 43.43K | $655.75K |
 nVent Electric plc | NVT | 43.27K | $7.34M |
 General Mills, Inc. | GIS | 43.18K | $1.5M |
 Yum China Holdings, Inc. | YUMC | 43.04K | $1.76M |
 Macy's, Inc. | M | 42.91K | $1.01M |