Stock Taper 
BALLAST ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eagle Materials Inc. | EXP | 21.78K | $4.9M |
 Royal Gold, Inc. | RGLD | 19.05K | $3.8M |
 Cavco Industries, Inc. | CVCO | 11.99K | $7.37M |
 Alpha Metallurgical Resources, Inc. | AMR | 7.74K | $1.28M |