Stock Taper 
TWIN LAKES CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Generac Holdings Inc. | GNRC | 243 | $71.15K |
 Northrop Grumman Corporation | NOC | 222 | $112.93K |
 Waste Management, Inc. | WM | 207 | $46.15K |
 Celanese Corporation | CE | 196 | $9.02K |
 Ross Stores, Inc. | ROST | 193 | $41.17K |
 Regeneron Pharmaceuticals, Inc. | REGN | 158 | $98.63K |
 CRH plc | CRH | 152 | $16.24K |
 Shopify Inc. | SHOP | 150 | $17.13K |
 GE Vernova Inc. | GEV | 135 | $158.61K |
 Lennar Corporation | LEN | 116 | $10.54K |
 Ryanair Holdings plc | RYAAY | 114 | $7.38K |
 Lear Corporation | LEA | 113 | $15.1K |
 The Coca-Cola Company | KO | 100 | $8.13K |
 NetEase, Inc. | NTES | 83 | $10.67K |
 Comcast Corporation | CMCSA | 71 | $1.74K |
 Deere & Company | DE | 68 | $43.13K |
 United Rentals, Inc. | URI | 68 | $77.56K |
 Ferrari N.V. | RACE | 65 | $24.16K |
 MasterBrand, Inc. | MBC | 63 | $649 |
 Millrose Properties, Inc. | MRP | 56 | $1.68K |