Junto Capital Management LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Salesforce Inc | $36.64M | 0.8% |
| Snap Inc | $36.09M | 0.8% |
| General Motors Co | $35.52M | 0.8% |
| Wintrust Financial Corp | $35.44M | 0.8% |
| M/I HOMES, INC. | $34.85M | 0.8% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $34.33M | 0.8% |
| Zoom Communications, Inc. | $34.30M | 0.8% |
| Ares Management Corporation | $33.35M | 0.7% |
| INTUIT INC. | $33.29M | 0.7% |
| Northrop Grumman Corp | $30.85M | 0.7% |
| Broadcom Inc. | $30.76M | 0.7% |
| Lululemon Athletica Inc | $27.59M | 0.6% |
| HUNTINGTON BANCSHARES INC /MD | $26.57M | 0.6% |
| CITIGROUP INC | $26.52M | 0.6% |
| JAMES HARDIE INDUSTRIES PLC | $26.32M | 0.6% |
| Abercrombie & Fitch Co | $20.10M | 0.5% |
| Rocket Companies, Inc. | $18.63M | 0.4% |
| Capri Holdings Ltd | $17.35M | 0.4% |
| Dick's Sporting Goods Inc | $11.24M | 0.3% |