ALUA CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VVV | 4.11M | $119.35M |
 | IBN | 4.11M | $122.35M |
 | TV | 1.78M | $5.19M |
 | CCL | 1.74M | $53.12M |
 | SN | 1.18M | $131.80M |
 | PCOR | 893K | $64.98M |
 | CHDN | 716K | $81.42M |
 | COF | 677K | $164.10M |
 | WOLF | 639K | $11.13M |
 | FWONK | 595K | $58.65M |
 | AMZN | 590K | $136.21M |
 | LPX | 571K | $46.10M |
 | FLUT | 400K | $85.98M |
 | BURL | 219K | $63.32M |
 | MSFT | 133K | $64.32M |
 | AZO | 27K | $91.75M |
 | FCNCA | 23K | $49.70M |
Valvoline Inc.
VVV
Shares Held
4.11M
Value
$119.35M
ICICI Bank Limited
IBN
Shares Held
4.11M
Value
$122.35M
Grupo Televisa, S.A.B.
TV
Shares Held
1.78M
Value
$5.19M
Carnival Corporation & plc
CCL
Shares Held
1.74M
Value
$53.12M
SharkNinja, Inc.
SN
Shares Held
1.18M
Value
$131.80M
Procore Technologies, Inc.
PCOR
Shares Held
893K
Value
$64.98M
Churchill Downs Incorporated
CHDN
Shares Held
716K
Value
$81.42M
Capital One Financial Corporation
COF
Shares Held
677K
Value
$164.10M
Wolfspeed, Inc.
WOLF
Shares Held
639K
Value
$11.13M
Formula One Group
FWONK
Shares Held
595K
Value
$58.65M
Amazon.com, Inc.
AMZN
Shares Held
590K
Value
$136.21M
Louisiana-Pacific Corporation
LPX
Shares Held
571K
Value
$46.10M
Flutter Entertainment plc
FLUT
Shares Held
400K
Value
$85.98M
Burlington Stores, Inc.
BURL
Shares Held
219K
Value
$63.32M
Microsoft Corporation
MSFT
Shares Held
133K
Value
$64.32M
AutoZone, Inc.
AZO
Shares Held
27K
Value
$91.75M
First Citizens BancShares, Inc.
FCNCA
Shares Held
23K
Value
$49.70M