Stock Taper

CARTENNA CAPITAL, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WillScot Holdings CorporationWSC1.8M$51.95M
Somnigroup International IncSGI1.35M$105.84M
TeraWulf Inc.WULF1.25M$30.88M
Garrett Motion Inc.GTX1.23M$44.38M
3M CompanyMMM1.15M$186.2M
AMETEK, Inc.AME650K$157.26M
Amphenol CorporationAPH615K$108.44M
Amazon.com, Inc.AMZN490K$116.79M
Starbucks CorporationSBUX460K$47.01M
Howmet Aerospace Inc.HWM450K$120.99M
Allegion plcALLE400K$56.2M
Analog Devices, Inc.ADI385K$152.91M
O'Reilly Automotive, Inc.ORLY350K$32.23M
Lam Research CorporationLRCX345K$149.5M
J.B. Hunt Transport Services, Inc.JBHT335K$96.96M
Keysight Technologies, Inc.KEYS325K$113.77M
Crane CompanyCR300K$66.92M
Walmart Inc.WMT300K$33.98M
Lincoln Electric Holdings, Inc.LECO295K$78.33M
Motorola Solutions, Inc.MSI290K$120.43M