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NAPATREE CAPITAL LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
LyondellBasell Industries N.V.LYB6.66K$468.64K
Johnson & JohnsonJNJ6.56K$1.09M
Thor Industries, Inc.THO6.47K$490.19K
JPMorgan Chase & Co.JPM6.41K$1.57M
Bank of America CorporationBAC6.41K$267.26K
Verizon Communications Inc.VZ6.31K$286.04K
NextEra Energy, Inc.NEE5.66K$401.52K
Sysco CorporationSYY5.24K$393.36K
The Walt Disney CompanyDIS5.15K$508.4K
Crocs, Inc.CROX5.07K$538.75K
NRG Energy, Inc.NRG4.92K$469.66K
Merck & Co., Inc.MRK4.75K$426.81K
Uber Technologies, Inc.UBER4.58K$333.48K
Global Payments Inc.GPN4.48K$438.98K
Citigroup Inc.C4.39K$311.5K
The Hershey CompanyHSY4.37K$747.74K
PepsiCo, Inc.PEP4.3K$644.89K
Broadcom Inc.AVGO4.29K$718.11K
Gilead Sciences, Inc.GILD4.24K$475.03K
Visa Inc.V3.66K$1.28M