CAMPBELL CAPITAL MANAGEMENT INC: 13F holdings
CIK 8267942026Q2
| Positions | 37 |
|---|
| Reported value | $278.8m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 37 (+6 vs prior quarter) |
|---|
| Reported value | $278.8m (+33.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 158,639 | $56.1m | 20.1% |
| AAPL APPLE INC | 148,051 | $42.8m | 15.4% |
| MU MICRON TECHNOLOGY INC | 26,199 | $30.2m | 10.8% |
| MSFT MICROSOFT CORP | 50,085 | $18.7m | 6.7% |
| AVGO BROADCOM INC | 34,396 | $13.0m | 4.7% |
| META META PLATFORMS INC | 20,800 | $11.7m | 4.2% |
| VST VISTRA CORP | 63,785 | $10.1m | 3.6% |
| XLI SELECT SECTOR SPDR TR | 41,979 | $7.8m | 2.8% |
| TOST TOAST INC | 274,436 | $7.6m | 2.7% |
| DKS DICKS SPORTING GOODS INC | 31,007 | $7.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="826794")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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