ROCKINGSTONE ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSTM | 215K | $3.20M |
 | NMFC | 187K | $1.80M |
 | CNQ | 53K | $1.69M |
 | EQT | 43K | $2.32M |
 | NVDA | 40K | $7.52M |
 | OMC | 39K | $3.18M |
 | CLS | 26K | $6.43M |
 | UBER | 25K | $2.46M |
 | MKC | 25K | $1.65M |
 | AAPL | 19K | $4.94M |
 | GOOGL | 19K | $4.62M |
 | AGRO | 19K | $147.75K |
 | PM | 19K | $3.03M |
 | AMZN | 18K | $4.00M |
 | NTRA | 16K | $2.64M |
 | JPM | 11K | $3.46M |
 | MSFT | 10K | $4.99M |
 | LYV | 9K | $1.51M |
 | CRWD | 8K | $3.92M |
 | PWR | 7K | $2.94M |
Constellium SE
CSTM
Shares Held
215K
Value
$3.20M
New Mountain Finance Corporation
NMFC
Shares Held
187K
Value
$1.80M
Canadian Natural Resources Limited
CNQ
Shares Held
53K
Value
$1.69M
EQT Corporation
EQT
Shares Held
43K
Value
$2.32M
NVIDIA Corporation
NVDA
Shares Held
40K
Value
$7.52M
Omnicom Group Inc.
OMC
Shares Held
39K
Value
$3.18M
Celestica Inc.
CLS
Shares Held
26K
Value
$6.43M
Uber Technologies, Inc.
UBER
Shares Held
25K
Value
$2.46M
McCormick & Company, Incorporated
MKC
Shares Held
25K
Value
$1.65M
Apple Inc.
AAPL
Shares Held
19K
Value
$4.94M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$4.62M
Adecoagro S.A.
AGRO
Shares Held
19K
Value
$147.75K
Philip Morris International Inc.
PM
Shares Held
19K
Value
$3.03M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$4.00M
Natera, Inc.
NTRA
Shares Held
16K
Value
$2.64M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.46M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$4.99M
Live Nation Entertainment, Inc.
LYV
Shares Held
9K
Value
$1.51M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
8K
Value
$3.92M
Quanta Services, Inc.
PWR
Shares Held
7K
Value
$2.94M