Stock Taper 
PALLAS CAPITAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 AutoZone, Inc. | AZO | 74 | $236.5K |
 Markel Corporation | MKL | 123 | $240.22K |
 NVR, Inc. | NVR | 126 | $858.49K |
 United Rentals, Inc. | URI | 188 | $212.98K |
 Monolithic Power Systems, Inc. | MPWR | 193 | $266.93K |
 ASML Holding N.V. | ASML | 245 | $487.26K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 435 | $207.6K |
 NewMarket Corporation | NEU | 486 | $384.62K |
 RBC Bearings Incorporated | RBC | 497 | $320.1K |
 Lumentum Holdings Inc. | LITE | 507 | $435.04K |
 F5, Inc. | FFIV | 509 | $211.72K |
 Coherent, Inc. | COHR | 567 | $223.66K |
 Watts Water Technologies, Inc. | WTS | 572 | $223.91K |
 Humana Inc. | HUM | 600 | $238.33K |
 Texas Pacific Land Corporation | TPL | 609 | $266.52K |
 Dycom Industries, Inc. | DY | 628 | $317.51K |
 MYR Group Inc. | MYRG | 639 | $319.76K |
 Snap-on Incorporated | SNA | 652 | $262.37K |
 Fabrinet | FN | 653 | $367.04K |