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Oak Thistle LLC

All holdings · as of Dec 31, 2025

481 positions

CompanyClassValueShares% of portfolio
Etsy Inc—$733.1K13,2240.1%
Centene Corp—$739.8K17,9770.1%
WESCO INTERNATIONAL INC—$742.5K3,0350.1%
SONOCO PRODUCTS CO—$743.8K17,0430.1%
CARLISLE COMPANIES INC—$745.6K2,3310.1%
DOW INC.—$748.6K32,0190.1%
LITHIA MOTORS INC—$748.7K2,2530.1%
Under Armour Inc—$760.1K152,9430.1%
Mosaic Co/The—$764.2K31,7230.1%
Morningstar, Inc.—$768.2K3,5350.1%
ASHLAND INC.—$781.7K13,3240.1%
Watsco, Inc.—$781.7K2,3200.1%
Workday Inc—$782.9K3,6450.1%
SOUTHWEST AIRLINES CO—$783.5K18,9580.1%
CHEMED CORP—$784.7K1,8340.1%
W. R. Berkley Corporation—$785.8K11,2060.1%
IDEXX LABORATORIES INC /DE—$790.2K1,1680.1%
SHARKNINJA INC—$796.3K7,1160.1%
Element Solutions Inc—$796.9K31,8880.1%
PVH CORP. /DE—$801.8K11,9640.1%
THERMO FISHER SCIENTIFIC INC.—$806.0K1,3910.1%
HEICO CORP—$812.9K2,5120.1%
CACI INTERNATIONAL INC /DE—$824.8K1,5480.1%
Quanta Services Inc—$825.5K1,9560.1%
PINTEREST, INC.—$828.0K31,9820.1%
JABIL INC—$831.6K3,6470.1%
Huntsman Corp—$837.8K83,7750.1%
DARLING INGREDIENTS INC.—$850.4K23,6210.1%
Ralliant Corp—$853.8K16,7700.1%
Flutter Entertainment plc—$853.9K3,9710.1%
Toast, Inc.—$854.5K24,0650.1%
Warner Bros. Discovery, Inc.—$857.0K29,7360.1%
LENNAR CORP /NEW—$857.8K8,3440.1%
INTERNATIONAL BUSINESS MACHINES CORP—$858.1K2,8970.1%
Genpact Ltd—$861.4K18,4140.1%
Axalta Coating Systems Ltd—$862.8K26,7050.1%
Strategy Inc—$863.1K5,6800.1%
Primo Brands Corp—$867.3K53,0450.1%
Amkor Technology Inc—$873.9K22,1340.1%
OSHKOSH CORP—$879.4K7,0000.1%
UiPath, Inc.—$882.8K53,8650.1%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC—$893.6K5,9970.1%
Rivian Automotive, Inc. / DE—$898.6K45,5900.1%
Cheniere Energy, Inc.—$899.6K4,6280.1%
RYDER SYSTEM INC—$902.8K4,7170.1%
Zscaler, Inc.—$903.1K4,0150.1%
Paylocity Holding Corp—$908.7K5,9590.1%
TELEFLEX INC—$910.5K7,4610.1%
BJ's Wholesale Club Holdings, Inc.—$933.6K10,3700.1%
Toll Brothers Incorporated—$946.3K6,9980.1%
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