Stock Taper

EMMETT INVESTMENT MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Progressive CorporationPGR1.6K$360.48K
Monarch Casino & Resort, Inc.MCRI8.86K$1.15M
CME Group Inc.CME12.1K$2.79M
Moody's CorporationMCO13.52K$6.33M
Jones Lang LaSalle IncorporatedJLL15.09K$4.8M
Marriott International, Inc.MAR15.11K$5.56M
Taiwan Semiconductor Manufacturing Company LimitedTSM21.41K$9.51M
Lam Research CorporationLRCX26.05K$10.19M
Cass Information Systems, Inc.CASS29.4K$1.54M
IDT CorporationIDT43.77K$2.54M
Liberty Live GroupLLYVK44.32K$4.75M
Republic Services, Inc.RSG44.76K$9.61M
The New York Times CompanyNYT47.95K$3.44M
Somnigroup International IncSGI56.52K$4.36M
Cinemark Holdings, Inc.CNK64.6K$2.05M
CBL & Associates Properties, Inc.CBL66.09K$3.65M
Toast, Inc.TOST68.8K$1.98M
Interactive Brokers Group, Inc.IBKR85.84K$8M
The GEO Group, Inc.GEO89.87K$2.73M
Zillow Group, Inc. Class AZG111.4K$3.64M