LECAP ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HST | 108K | $1.91M |
 | DOC | 105K | $1.69M |
 | VICI | 90K | $2.54M |
 | PATH | 90K | $1.47M |
 | INVH | 88K | $2.45M |
 | LYFT | 86K | $1.67M |
 | CHWY | 65K | $2.16M |
 | TOST | 59K | $2.10M |
 | BBWI | 55K | $1.11M |
 | CART | 52K | $2.34M |
 | CNC | 51K | $2.12M |
 | CPRT | 48K | $1.88M |
 | IVZ | 46K | $1.22M |
 | ONON | 41K | $1.92M |
 | BRX | 41K | $1.08M |
 | ARE | 41K | $2.01M |
 | DV | 38K | $430.25K |
 | KIM | 37K | $755.18K |
 | SHC | 36K | $638.89K |
 | BF-B | 35K | $912.62K |
Host Hotels & Resorts, Inc.
HST
Shares Held
108K
Value
$1.91M
Healthpeak Properties, Inc.
DOC
Shares Held
105K
Value
$1.69M
VICI Properties Inc.
VICI
Shares Held
90K
Value
$2.54M
UiPath Inc.
PATH
Shares Held
90K
Value
$1.47M
Invitation Homes Inc.
INVH
Shares Held
88K
Value
$2.45M
Lyft, Inc.
LYFT
Shares Held
86K
Value
$1.67M
Chewy, Inc.
CHWY
Shares Held
65K
Value
$2.16M
Toast, Inc.
TOST
Shares Held
59K
Value
$2.10M
Bath & Body Works, Inc.
BBWI
Shares Held
55K
Value
$1.11M
Instacart (Maplebear Inc.)
CART
Shares Held
52K
Value
$2.34M
Centene Corporation
CNC
Shares Held
51K
Value
$2.12M
Copart, Inc.
CPRT
Shares Held
48K
Value
$1.88M
Invesco Ltd.
IVZ
Shares Held
46K
Value
$1.22M
On Holding AG
ONON
Shares Held
41K
Value
$1.92M
Brixmor Property Group Inc.
BRX
Shares Held
41K
Value
$1.08M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
41K
Value
$2.01M
DoubleVerify Holdings, Inc.
DV
Shares Held
38K
Value
$430.25K
Kimco Realty Corporation
KIM
Shares Held
37K
Value
$755.18K
Sotera Health Company
SHC
Shares Held
36K
Value
$638.89K
Brown-Forman Corporation
BF-B
Shares Held
35K
Value
$912.62K