CARTENNA CAPITAL, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRI | 3.12M | $54.89M |
 | RKT | 2.25M | $32.06M |
 | CSX | 1.65M | $67.73M |
 | CL | 850K | $72.45M |
 | ENPH | 800K | $30.25M |
 | GM | 800K | $59.60M |
 | GVA | 680K | $81.52M |
 | AME | 535K | $114.68M |
 | AKAM | 375K | $43.07M |
 | LRCX | 365K | $77.99M |
 | GE | 365K | $103.58M |
 | TXRH | 300K | $49.54M |
 | AMZN | 300K | $62.48M |
 | ADI | 290K | $92.26M |
 | TPR | 290K | $40.92M |
 | NVDA | 275K | $47.96M |
 | TT | 270K | $112.52M |
 | LECO | 270K | $67.25M |
 | UAL | 250K | $23.02M |
 | FLS | 250K | $18.38M |
Capri Holdings Limited
CPRI
Shares Held
3.12M
Value
$54.89M
Rocket Companies, Inc.
RKT
Shares Held
2.25M
Value
$32.06M
CSX Corporation
CSX
Shares Held
1.65M
Value
$67.73M
Colgate-Palmolive Company
CL
Shares Held
850K
Value
$72.45M
Enphase Energy, Inc.
ENPH
Shares Held
800K
Value
$30.25M
General Motors Company
GM
Shares Held
800K
Value
$59.60M
Granite Construction Incorporated
GVA
Shares Held
680K
Value
$81.52M
AMETEK, Inc.
AME
Shares Held
535K
Value
$114.68M
Akamai Technologies, Inc.
AKAM
Shares Held
375K
Value
$43.07M
Lam Research Corporation
LRCX
Shares Held
365K
Value
$77.99M
GE Aerospace
GE
Shares Held
365K
Value
$103.58M
Texas Roadhouse, Inc.
TXRH
Shares Held
300K
Value
$49.54M
Amazon.com, Inc.
AMZN
Shares Held
300K
Value
$62.48M
Analog Devices, Inc.
ADI
Shares Held
290K
Value
$92.26M
Tapestry, Inc.
TPR
Shares Held
290K
Value
$40.92M
NVIDIA Corporation
NVDA
Shares Held
275K
Value
$47.96M
Trane Technologies plc
TT
Shares Held
270K
Value
$112.52M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
270K
Value
$67.25M
United Airlines Holdings, Inc.
UAL
Shares Held
250K
Value
$23.02M
Flowserve Corporation
FLS
Shares Held
250K
Value
$18.38M