LECAP ASSET MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PATH | 156K | $1.73M |
 | FRMI | 151K | $884.30K |
 | UAA | 134K | $792.13K |
 | HST | 131K | $2.51M |
 | BBWI | 105K | $1.96M |
 | VTRS | 88K | $1.19M |
 | CPRT | 77K | $2.54M |
 | VICI | 68K | $1.86M |
 | FNB | 68K | $1.13M |
 | U | 67K | $1.47M |
 | CNC | 67K | $2.19M |
 | TPG | 63K | $2.57M |
 | RYN | 61K | $1.25M |
 | DV | 58K | $548.71K |
 | AMH | 55K | $1.54M |
 | DOCU | 53K | $2.50M |
 | BF-B | 51K | $1.34M |
 | BRX | 45K | $1.31M |
 | AGNC | 43K | $433.70K |
 | NVST | 43K | $1.08M |
UiPath Inc.
PATH
Shares Held
156K
Value
$1.73M
Fermi Inc. Common Stock
FRMI
Shares Held
151K
Value
$884.30K
Under Armour, Inc.
UAA
Shares Held
134K
Value
$792.13K
Host Hotels & Resorts, Inc.
HST
Shares Held
131K
Value
$2.51M
Bath & Body Works, Inc.
BBWI
Shares Held
105K
Value
$1.96M
Viatris Inc.
VTRS
Shares Held
88K
Value
$1.19M
Copart, Inc.
CPRT
Shares Held
77K
Value
$2.54M
VICI Properties Inc.
VICI
Shares Held
68K
Value
$1.86M
F.N.B. Corporation
FNB
Shares Held
68K
Value
$1.13M
Unity Software Inc.
U
Shares Held
67K
Value
$1.47M
Centene Corp.
CNC
Shares Held
67K
Value
$2.19M
TPG Inc.
TPG
Shares Held
63K
Value
$2.57M
Rayonier Inc.
RYN
Shares Held
61K
Value
$1.25M
DoubleVerify Holdings, Inc.
DV
Shares Held
58K
Value
$548.71K
American Homes 4 Rent
AMH
Shares Held
55K
Value
$1.54M
DocuSign, Inc.
DOCU
Shares Held
53K
Value
$2.50M
Brown-Forman Corporation
BF-B
Shares Held
51K
Value
$1.34M
Brixmor Property Group Inc.
BRX
Shares Held
45K
Value
$1.31M
AGNC Investment Corp.
AGNC
Shares Held
43K
Value
$433.70K
Envista Holdings Corp
NVST
Shares Held
43K
Value
$1.08M