Stock Taper 
LECAP ASSET MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RBC Bearings Incorporated | RBC | 339 | $218.34K |
 Parker-Hannifin Corporation | PH | 428 | $418.63K |
 Markel Corporation | MKL | 520 | $1.02M |
 Cummins Inc. | CMI | 522 | $372.3K |
 Murphy USA Inc. | MUSA | 612 | $329.79K |
 The Home Depot, Inc. | HD | 677 | $238.76K |
 Ciena Corporation | CIEN | 690 | $338.49K |
 McKesson Corporation | MCK | 721 | $544.79K |
 Microsoft Corporation | MSFT | 848 | $316.32K |
 WESCO International, Inc. | WCC | 858 | $296.38K |
 Quanta Services, Inc. | PWR | 859 | $618.51K |
 Western Digital Corporation | WDC | 918 | $586.35K |
 Lam Research Corporation | LRCX | 984 | $426.4K |
 KLA Corporation | KLAC | 1.01K | $304.12K |
 Elevance Health Inc. | ELV | 1.01K | $392.14K |
 United Therapeutics Corporation | UTHR | 1.1K | $595.47K |
 NVIDIA Corporation | NVDA | 1.13K | $226.7K |
 Chemed Corporation | CHE | 1.34K | $622.69K |
 The Timken Company | TKR | 1.42K | $206.35K |
 Hilton Worldwide Holdings Inc. | HLT | 1.42K | $469.91K |