Stock Taper 
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MKS Inc. | MKSI | 88 | $39K |
 Modine Manufacturing Company | MOD | 99 | $26K |
 Valmont Industries, Inc. | VMI | 105 | $61K |
 Dycom Industries, Inc. | DY | 122 | $62K |
 Herc Holdings Inc. | HRI | 167 | $24K |
 Guardant Health, Inc. | GH | 170 | $26K |
 NVR, Inc. | NVR | 191 | $1.3M |
 Popular, Inc. | BPOP | 207 | $34K |
 Semtech Corporation | SMTC | 229 | $37K |
 DigitalOcean Holdings, Inc. | DOCN | 246 | $39K |
 Canadian National Railway Company | CNI | 248 | $30K |
 Kirby Corporation | KEX | 251 | $34K |
 FormFactor, Inc. | FORM | 263 | $42K |
 Texas Pacific Land Corporation | TPL | 282 | $123K |
 Matson, Inc. | MATX | 306 | $59K |
 Terex Corporation | TEX | 353 | $26K |
 TTM Technologies, Inc. | TTMI | 358 | $67K |
 Nexstar Media Group, Inc. | NXST | 363 | $65K |
 The Brink's Company | BCO | 365 | $34K |
 HealthEquity, Inc. | HQY | 388 | $35K |