Sone Capital Management, LLC: 13F holdings
CIK 20262152026Q2
| Positions | 108 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 108 (+7 vs prior quarter) |
|---|
| Reported value | $1.3bn (+10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HEI.A HEICO CORP NEW | 143,977 | $37.1m | 2.8% |
| VLTO VERALTO CORP | 417,311 | $37.0m | 2.8% |
| QIAGEN NV | 851,611 | $33.3m | 2.5% |
| AMT AMERICAN TOWER CORP | 198,247 | $32.4m | 2.5% |
| FOX FOX CORP | 678,165 | $31.8m | 2.4% |
| POOL POOL CORP | 146,366 | $31.5m | 2.4% |
| MSFT MICROSOFT CORP | 81,854 | $30.5m | 2.3% |
| FERG FERGUSON ENTERPRISES INC | 119,297 | $28.3m | 2.2% |
| COO COOPER COS INC | 387,030 | $27.8m | 2.1% |
| HSY HERSHEY CO | 156,927 | $27.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2026215")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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