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Oak Thistle LLC

All holdings · as of Dec 31, 2025

481 positions

CompanyClassValueShares% of portfolio
Getty Images Holdings, Inc.GETYCommon Stock$15.0K11,2090.0%
Sabre Corp—$27.0K19,8570.0%
Eve Holding, Inc.EVEXCommon Stock$54.3K13,6070.0%
Real Brokerage Inc—$54.5K14,9410.0%
Custom Truck One Source, Inc.CTOSCommon Stock$58.0K10,0650.0%
TRONOX HOLDINGS PLC—$58.9K14,1160.0%
Empire State Realty Trust, Inc.—$92.1K14,1330.0%
Hillman Solutions Corp.—$95.4K11,0200.0%
Aveanna Healthcare Holdings, Inc.AVAHCommon Stock$100.6K12,3150.0%
Coursera, Inc.—$101.7K13,8130.0%
GRID DYNAMICS HOLDINGS, INC.—$103.1K11,4130.0%
Helix Energy Solutions Group Inc—$103.9K16,5770.0%
Apollo Commercial Real Estate Finance, Inc.—$105.1K10,8590.0%
Meta Platforms Inc—$201.3K3050.0%
GAP INC—$213.7K8,3480.0%
UNUM GROUP—$217.8K2,8100.0%
Trump Media & Technology Group Corp—$219.8K16,5990.0%
Snowflake Inc.—$220.0K1,0030.0%
Civitas Resources, Inc.CIVICommon Stock$220.3K8,1330.0%
Trex Co Inc—$224.3K6,3940.0%
Globant S.A.—$224.4K3,4330.0%
CITIGROUP INC—$226.6K1,9420.0%
Liberty Media Corp-Liberty Formula One—$228.6K2,3210.0%
CONFLUENT, INC.—$230.2K7,6110.0%
Saia Inc—$232.8K7130.0%
Reddit, Inc.—$237.2K1,0320.0%
INTERNATIONAL PAPER CO /NEW—$241.5K6,1300.0%
Intuitive Surgical Inc—$267.3K4720.0%
SUMISHO AIR LEASE CORP—$269.8K4,2010.0%
RH—$275.5K1,5380.0%
Lucid Group, Inc.LCIDCommon Stock$277.8K26,2820.0%
MASTEC INC—$281.9K1,2970.0%
SiteOne Landscape Supply, Inc.—$296.7K2,3820.0%
Charter Communications, Inc.—$321.3K1,5390.0%
Celanese Corp—$325.5K7,6980.0%
elf Beauty Inc—$348.6K4,5850.0%
Expedia Group Inc—$363.5K1,2830.1%
Trade Desk, Inc.—$364.6K9,6060.1%
Lyft, Inc.—$374.7K19,3450.1%
Bath & Body Works, Inc.—$379.4K18,8950.1%
NU HLDGS LTD—$395.6K23,6340.1%
Tradeweb Markets Inc.—$398.3K3,7040.1%
DEERE & CO—$400.4K8600.1%
CISCO SYSTEMS, INC.—$404.1K5,2460.1%
Karman Holdings Inc.—$414.0K5,6580.1%
Baker Hughes Co—$418.4K9,1880.1%
Liberty Media Corp-Liberty Formula One—$422.1K4,7230.1%
CAVA GROUP, INC.—$426.6K7,2690.1%
MCKESSON CORP—$432.3K5270.1%
FedEx Corp—$436.2K1,5100.1%
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