Stock Taper

CONCENTRIC CAPITAL STRATEGIES, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Clean Harbors, Inc.CLH24.89K$7.43M
Texas Instruments IncorporatedTXN24.45K$7.29M
BWX Technologies, Inc.BWXT24.38K$4.75M
Macy's, Inc.M24.16K$569.01K
Viasat, Inc.VSAT24K$2.15M
Bio-Rad Laboratories, Inc.BIO23.69K$6.96M
Lincoln Educational Services CorporationLINC23.42K$1.17M
Okta, Inc.OKTA22.95K$3.13M
JPMorgan Chase & Co.JPM22.68K$7.43M
Zoom Communications, Inc.ZM21.33K$1.84M
IDEX CorporationIEX21.19K$4.81M
Core Scientific, Inc.CORZ20.97K$536.57K
Waste Management, Inc.WM20.79K$4.63M
Microsoft CorporationMSFT20.64K$7.7M
nVent Electric plcNVT20.58K$3.49M
Danaher CorporationDHR20.48K$3.9M
Westinghouse Air Brake Technologies CorporationWAB20.18K$5.44M
Bitdeer Technologies GroupBTDR19.79K$313.99K
Universal Technical Institute, Inc.UTI19.68K$841.63K
American Express CompanyAXP19.6K$6.63M