ROCKINGSTONE ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSTM | 192K | $4.72M |
 | TEVA | 93K | $2.81M |
 | CNQ | 62K | $3.04M |
 | BKR | 58K | $3.56M |
 | EQT | 45K | $2.87M |
 | OMC | 42K | $3.13M |
 | TSEM | 33K | $5.84M |
 | NVDA | 33K | $5.71M |
 | MKC | 29K | $1.47M |
 | UBER | 26K | $1.84M |
 | PM | 20K | $3.34M |
 | AAPL | 19K | $4.95M |
 | GOOGL | 19K | $5.58M |
 | AMZN | 19K | $3.92M |
 | AGRO | 17K | $258.04K |
 | NTRA | 17K | $3.40M |
 | LYV | 13K | $1.99M |
 | CLS | 13K | $3.54M |
 | JPM | 11K | $3.35M |
 | MSFT | 10K | $3.62M |
Constellium SE
CSTM
Shares Held
192K
Value
$4.72M
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
93K
Value
$2.81M
Canadian Natural Resources Limited
CNQ
Shares Held
62K
Value
$3.04M
Baker Hughes Company
BKR
Shares Held
58K
Value
$3.56M
EQT Corporation
EQT
Shares Held
45K
Value
$2.87M
Omnicom Group Inc.
OMC
Shares Held
42K
Value
$3.13M
Tower Semiconductor Ltd.
TSEM
Shares Held
33K
Value
$5.84M
NVIDIA Corporation
NVDA
Shares Held
33K
Value
$5.71M
McCormick & Company, Incorporated
MKC
Shares Held
29K
Value
$1.47M
Uber Technologies, Inc.
UBER
Shares Held
26K
Value
$1.84M
Philip Morris International Inc.
PM
Shares Held
20K
Value
$3.34M
Apple Inc.
AAPL
Shares Held
19K
Value
$4.95M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$5.58M
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$3.92M
Adecoagro S.A.
AGRO
Shares Held
17K
Value
$258.04K
Natera, Inc.
NTRA
Shares Held
17K
Value
$3.40M
Live Nation Entertainment, Inc.
LYV
Shares Held
13K
Value
$1.99M
Celestica Inc.
CLS
Shares Held
13K
Value
$3.54M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.35M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$3.62M