CARTENNA CAPITAL, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 3.40M | $65.82M |
 | CPRI | 2.85M | $69.54M |
 | GLNG | 1.31M | $48.70M |
 | CSX | 1.25M | $45.31M |
 | GVA | 715K | $82.48M |
 | SITE | 635K | $79.10M |
 | DT | 600K | $26.00M |
 | MMM | 450K | $72.05M |
 | GLW | 450K | $39.40M |
 | JCI | 450K | $53.89M |
 | NVDA | 400K | $74.60M |
 | AME | 350K | $71.86M |
 | KEYS | 350K | $71.12M |
 | AMZN | 325K | $75.02M |
 | LECO | 315K | $75.49M |
 | SN | 310K | $34.69M |
 | MTZ | 300K | $65.21M |
 | MCD | 285K | $87.10M |
 | DHR | 265K | $60.66M |
 | ATI | 260K | $29.84M |
Rocket Companies, Inc.
RKT
Shares Held
3.40M
Value
$65.82M
Capri Holdings Limited
CPRI
Shares Held
2.85M
Value
$69.54M
Golar LNG Limited
GLNG
Shares Held
1.31M
Value
$48.70M
CSX Corporation
CSX
Shares Held
1.25M
Value
$45.31M
Granite Construction Incorporated
GVA
Shares Held
715K
Value
$82.48M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
635K
Value
$79.10M
Dynatrace, Inc.
DT
Shares Held
600K
Value
$26.00M
3M Company
MMM
Shares Held
450K
Value
$72.05M
Corning Incorporated
GLW
Shares Held
450K
Value
$39.40M
Johnson Controls International plc
JCI
Shares Held
450K
Value
$53.89M
NVIDIA Corporation
NVDA
Shares Held
400K
Value
$74.60M
AMETEK, Inc.
AME
Shares Held
350K
Value
$71.86M
Keysight Technologies, Inc.
KEYS
Shares Held
350K
Value
$71.12M
Amazon.com, Inc.
AMZN
Shares Held
325K
Value
$75.02M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
315K
Value
$75.49M
SharkNinja, Inc.
SN
Shares Held
310K
Value
$34.69M
MasTec, Inc.
MTZ
Shares Held
300K
Value
$65.21M
McDonald's Corporation
MCD
Shares Held
285K
Value
$87.10M
Danaher Corporation
DHR
Shares Held
265K
Value
$60.66M
ATI Inc.
ATI
Shares Held
260K
Value
$29.84M