Stock Taper

LECAP ASSET MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amphenol CorporationAPH11.72K$2.07M
Cousins Properties IncorporatedCUZ12.06K$361.53K
ON Semiconductor CorporationON12.1K$1.14M
W. R. Berkley CorporationWRB12.34K$870.62K
General Motors CompanyGM12.4K$955.56K
Synchrony FinancialSYF12.41K$944.16K
Centene Corp.CNC13K$834.34K
Perrigo Company plcPRGO13.02K$135.24K
First Horizon CorporationFHN13.05K$334.65K
GE HealthCare Technologies Inc.GEHC13.22K$846.28K
Salesforce, Inc.CRM13.24K$2.07M
TPG Inc.TPG13.45K$545.48K
MGIC Investment CorporationMTG13.62K$384.08K
D.R. Horton, Inc.DHI14.21K$2.32M
Medtronic plcMDT14.45K$1.13M
Wayfair Inc.W14.5K$1.34M
Etsy, Inc.ETSY14.59K$1.1M
Citizens Financial Group, Inc.CFG14.68K$1.03M
Uber Technologies, Inc.UBER14.7K$1.06M
Zoetis Inc.ZTS14.87K$1.07M