Stock Taper 
SIH PARTNERS, LLLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Martin Marietta Materials, Inc. | MLM | 17.07K | $9.84M |
 Veeva Systems Inc. | VEEV | 16.49K | $2.93M |
 Uranium Royalty Corp. | UROY | 16.24K | $45.16K |
 Caterpillar Inc. | CAT | 16.1K | $17.14M |
 Oklo Inc. | OKLO | 16K | $837.28K |
 Abivax S.A. | ABVX | 15.56K | $2.07M |
 AST SpaceMobile, Inc. | ASTS | 15.56K | $1.38M |
 Coca-Cola Europacific Partners PLC | CCEP | 15.05K | $1.51M |
 Camtek Ltd. | CAMT | 14.81K | $2.42M |
 MongoDB, Inc. | MDB | 14.8K | $4.97M |
 Primoris Services Corporation | PRIM | 14.7K | $1.46M |
 Rubrik, Inc. | RBRK | 14.25K | $1.14M |
 PVH Corp. | PVH | 14.18K | $1.05M |
 Gold Fields Limited | GFI | 14.02K | $470.9K |
 Accenture plc | ACN | 13.8K | $1.72M |
 Endava plc | DAVA | 13.51K | $38.22K |
 Microsoft Corporation | MSFT | 13.34K | $4.98M |
 STMicroelectronics N.V. | STM | 13.32K | $997.24K |
 Resideo Technologies, Inc. | REZI | 12.94K | $402.46K |
 Alaska Air Group, Inc. | ALK | 12.88K | $672.18K |