Stock Taper 
CONCENTRIC CAPITAL STRATEGIES, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Deckers Outdoor Corporation | DECK | 14.75K | $1.46M |
 Packaging Corporation of America | PKG | 14.74K | $3.51M |
 Boost Run Inc. Class A Common Stock | BRUN | 14.69K | $569.96K |
 Jabil Inc. | JBL | 14.49K | $5.59M |
 Mastercard Incorporated | MA | 14.37K | $7.38M |
 GitLab Inc. | GTLB | 14.31K | $436.88K |
 Karman Holdings Inc. | KRMN | 14.16K | $706.82K |
 PBF Energy Inc. | PBF | 14.08K | $641.1K |
 Aptiv PLC | APTV | 14.06K | $862.94K |
 Zebra Technologies Corporation | ZBRA | 13.96K | $3.68M |
 Affiliated Managers Group, Inc. | AMG | 13.82K | $4.68M |
 Broadcom Inc. | AVGO | 13.63K | $5.15M |
 Vistra Corp. | VST | 13.6K | $2.16M |
 FuelCell Energy, Inc. | FCEL | 13.26K | $477.38K |
 Forgent Power Solutions, Inc. | FPS | 13.22K | $738.58K |
 Regal Rexnord Corporation | RRX | 12.43K | $2.96M |
 Knight-Swift Transportation Holdings Inc. | KNX | 12.3K | $957.57K |
 Bloom Energy Corporation | BE | 12.17K | $3.69M |
 ServiceNow, Inc. | NOW | 11.8K | $1.17M |
 Onto Innovation Inc. | ONTO | 11.68K | $4.42M |