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Oak Thistle LLC

All holdings · as of Dec 31, 2025

481 positions

CompanyClassValueShares% of portfolio
Block, Inc.—$442.3K6,7950.1%
Circle Internet Group, Inc.CRCLCommon Stock$461.5K5,8200.1%
Kinsale Capital Group, Inc.—$464.7K1,1880.1%
GCI Liberty, Inc.—$464.9K12,4950.1%
CCC Intelligent Solutions Holdings Inc.—$467.0K58,7450.1%
Alcoa Corp—$503.5K9,4750.1%
Core & Main, Inc.—$509.1K9,7970.1%
Albertsons Companies, Inc.—$510.9K29,7570.1%
GoDaddy Inc.—$511.1K4,1190.1%
DOLLAR TREE, INC.—$519.1K4,2200.1%
VEEVA SYSTEMS INC—$521.5K2,3360.1%
ROSS STORES, INC.—$523.3K2,9050.1%
WESTLAKE CORPWLKCommon Stock$530.1K7,1700.1%
Simpson Manufacturing Co., Inc.—$537.4K3,3280.1%
Axon Enterprise Inc—$544.1K9580.1%
Sealed Air Corp—$560.0K13,5170.1%
EASTMAN CHEMICAL CO—$561.9K8,8030.1%
BLUE OWL CAPITAL INC.—$569.1K38,0900.1%
TD SYNNEX Corp—$569.7K3,7920.1%
Molina Healthcare Inc—$577.9K3,3300.1%
Moody's Corp—$579.3K1,1340.1%
COTY INC.COTYCommon Stock$584.2K189,6910.1%
EQUIFAX INC—$586.5K2,7030.1%
Encompass Health Corp—$589.6K5,5550.1%
Liberty Live Holdings, Inc.—$594.2K7,2910.1%
CARVANA CO.—$596.3K1,4130.1%
GXO Logistics, Inc.—$620.0K11,7780.1%
ManpowerGroup Inc.—$620.1K20,8580.1%
Chipotle Mexican Grill Inc—$622.4K16,8220.1%
Kyndryl Holdings, Inc.—$648.1K24,4020.1%
BRUNSWICK CORP—$649.7K8,7510.1%
ON HLDG AG—$652.2K14,0320.1%
SMITHFIELD FOODS INCSFDCommon Stock$662.2K29,6540.1%
Trane Technologies plc—$666.3K1,7120.1%
SLM Corp—$670.0K24,7600.1%
Inspire Medical Systems, Inc.—$672.6K7,2930.1%
VALVOLINE INC—$673.2K23,1650.1%
Coinbase Global, Inc.—$673.4K2,9780.1%
EVERSOURCE ENERGY—$677.8K10,0670.1%
TKO Group Holdings, Inc.—$682.4K3,2650.1%
SKYWORKS SOLUTIONS, INC.—$682.6K10,7650.1%
Gitlab Inc.—$700.9K18,6760.1%
WillScot Holdings Corp—$709.0K37,6530.1%
CONSTELLATION BRANDS, INC.—$710.8K5,1520.1%
PENN Entertainment, Inc.—$711.4K48,2280.1%
GENERAC HOLDINGS INC.—$716.8K5,2560.1%
HERSHEY CO—$718.5K3,9480.1%
Natera, Inc.—$720.9K3,1470.1%
DraftKings Inc.—$724.7K21,0290.1%
Talen Energy Corp—$732.4K1,9540.1%
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