Stock Taper 
CASTLEKNIGHT MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Atkore Inc. | ATKR | 7.5K | $570.3K |
 Papa John's International, Inc. | PZZA | 7.6K | $279.45K |
 Lennar Corporation | LEN | 8.1K | $732.97K |
 CF Industries Holdings, Inc. | CF | 8.15K | $882.1K |
 AppLovin Corporation | APP | 8.35K | $4.3M |
 Lamb Weston Holdings, Inc. | LW | 8.4K | $362.71K |
 PVH Corp. | PVH | 9.7K | $720.32K |
 M/I Homes, Inc. | MHO | 9.7K | $1.56M |
 Commvault Systems, Inc. | CVLT | 9.7K | $1.37M |
 Meritage Homes Corporation | MTH | 10.3K | $863.65K |
 Select Water Solutions, Inc. | WTTR | 11K | $219.78K |
 Vertiv Holdings Co | VRT | 11.6K | $3.88M |
 Pool Corporation | POOL | 11.8K | $2.54M |
 Paycom Software, Inc. | PAYC | 11.8K | $1.48M |
 Jazz Pharmaceuticals plc | JAZZ | 11.9K | $2.87M |
 GDS Holdings Limited | GDS | 12.4K | $372.37K |
 Atlassian Corporation | TEAM | 12.5K | $972.38K |
 Voyager Technologies, Inc. | VOYG | 12.7K | $409.57K |
 FactSet Research Systems Inc. | FDS | 12.7K | $2.92M |
 Trex Company, Inc. | TREX | 12.84K | $642.26K |