Stock Taper 
PERBAK CAPITAL PARTNERS LLP
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 1.37K | $1.19M |
 Cavco Industries, Inc. | CVCO | 1.37K | $662.99K |
 Expedia Group, Inc. | EXPE | 1.37K | $316.32K |
 Medpace Holdings, Inc. | MEDP | 1.4K | $670.35K |
 United Therapeutics Corporation | UTHR | 1.44K | $852.71K |
 Woodward, Inc. | WWD | 1.5K | $536.88K |
 F5, Inc. | FFIV | 1.51K | $437.18K |
 WD-40 Company | WDFC | 1.54K | $313.46K |
 Cadence Design Systems, Inc. | CDNS | 1.56K | $432.37K |
 NewMarket Corporation | NEU | 1.56K | $998.6K |
 Cummins Inc. | CMI | 1.6K | $858.68K |
 Advanced Micro Devices, Inc. | AMD | 1.6K | $326.1K |
 Valero Energy Corporation | VLO | 1.64K | $404.22K |
 Dillard's, Inc. | DDS | 1.65K | $944.55K |
 Badger Meter, Inc. | BMI | 1.71K | $260.52K |
 WESCO International, Inc. | WCC | 1.71K | $468.71K |
 Trane Technologies plc | TT | 1.73K | $720.13K |
 Carvana Co. | CVNA | 1.79K | $563.68K |
 RBC Bearings Incorporated | RBC | 1.81K | $981.42K |
 Alpha Metallurgical Resources, Inc. | AMR | 2K | $410.54K |