Stock Taper 
BROYHILL ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sotera Health Company | SHC | 291.13K | $5.17M |
 Valvoline Inc. | VVV | 137.53K | $5.44M |
 Smurfit Westrock plc | SW | 45.11K | $2.09M |
 Coca-Cola FEMSA, S.A.B. de C.V. | KOF | 41.13K | $4.37M |
 Masco Corporation | MAS | 34.19K | $2.78M |
 IQVIA Holdings Inc. | IQV | 30.21K | $5.84M |
 Dollar Tree, Inc. | DLTR | 30.15K | $3.65M |
 Philip Morris International Inc. | PM | 24.52K | $4.44M |
 Uber Technologies, Inc. | UBER | 17.44K | $1.26M |
 The Middleby Corporation | MIDD | 16.93K | $2.91M |
 Floor & Decor Holdings, Inc. | FND | 16.05K | $952.85K |
 ServiceNow, Inc. | NOW | 13.37K | $1.33M |
 Noble Corporation Plc | NE | 11.3K | $421.49K |
 Enbridge Inc. | ENB | 10.18K | $551.8K |
 Microsoft Corporation | MSFT | 9.45K | $3.53M |
 Pfizer Inc. | PFE | 8.5K | $204.68K |
 Thermo Fisher Scientific Inc. | TMO | 8.43K | $4.23M |
 NVIDIA Corporation | NVDA | 7.6K | $1.52M |
 Honeywell International Inc. | HON | 6.86K | $1.53M |
 NextEra Energy, Inc. | NEE | 6.84K | $600.08K |