Junto Capital Management LP: 13F holdings
CIK 15958802026Q2
| Positions | 81 |
|---|
| Reported value | $5.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 81 (-6 vs prior quarter) |
|---|
| Reported value | $5.7bn (+20.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ORLY OREILLY AUTOMOTIVE INC | 1,982,469 | $182.6m | 3.2% |
| WMT WALMART INC | 1,486,891 | $168.4m | 3.0% |
| FWONK LIBERTY MEDIA CORP DEL | 1,707,281 | $162.4m | 2.9% |
| V VISA INC | 461,921 | $158.5m | 2.8% |
| TJX TJX COS INC NEW | 1,006,356 | $152.5m | 2.7% |
| WAB WABTEC | 526,732 | $142.0m | 2.5% |
| AMZN AMAZON COM INC | 594,790 | $141.8m | 2.5% |
| CSX CSX CORP | 2,970,518 | $141.2m | 2.5% |
| BLK BLACKROCK INC | 141,886 | $136.4m | 2.4% |
| JBHT HUNT J B TRANS SVCS INC | 426,492 | $123.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1595880")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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