News + Filings Holdings
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Junto Capital Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 1,114,268 | 1,114,268 | 166,739,064,000 | 166,739,064,000 | 4.23 | |
Hist
| 06/30/2023 |
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CONSTELLATION BRANDS, INC.
| STZ | CL A | 348,374 | 348,374 | 85,745,293,000 | 85,745,293,000 | 2.18 | |
Hist
| 06/30/2023 |
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HONEYWELL INTERNATIONAL INC
| HON | Common | 390,725 | 390,725 | 81,075,438,000 | 81,075,438,000 | 2.06 | 0.06 |
Hist
| 06/30/2023 |
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MOODYS CORP /DE/
| MCO | Common | 229,500 | 229,500 | 79,801,740,000 | 79,801,740,000 | 2.02 | |
Hist
| 06/30/2023 |
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GARTNER INC
| IT | Common | 211,918 | 211,918 | 74,236,995,000 | 74,236,995,000 | 1.88 | 0.27 |
Hist
| 06/30/2023 |
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Texas Roadhouse, Inc.
| TXRH | CL A | 575,087 | 575,087 | 64,570,768,000 | 64,570,768,000 | 1.64 | 0.86 |
Hist
| 06/30/2023 |
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CIGNA CORP
| CI | Com | 227,276 | 227,276 | 63,773,646,000 | 63,773,646,000 | 1.62 | |
Hist
| 06/30/2023 |
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Burlington Stores, Inc.
| BURL | COM | 337,865 | 337,865 | 53,176,572,000 | 53,176,572,000 | 1.35 | 0.52 |
Hist
| 06/30/2023 |
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WYNDHAM HOTELS & RESORTS, INC.
| WH | COM | 708,449 | 708,449 | 48,578,348,000 | 48,578,348,000 | 1.23 | 0.84 |
Hist
| 06/30/2023 |
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Encompass Health Corp
| EHC | Common Stock | 698,497 | 698,497 | 47,295,232,000 | 47,295,232,000 | 1.20 | 0.70 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 332,745 | 332,745 | 43,376,638,000 | 43,376,638,000 | 1.10 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 126,674 | 126,674 | 43,137,564,000 | 43,137,564,000 | 1.09 | 0.00 |
Hist
| 06/30/2023 |
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TENET HEALTHCARE CORP
| THC | Common | 430,577 | 430,577 | 35,040,356,000 | 35,040,356,000 | 0.89 | |
Hist
| 06/30/2023 |
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UNIVERSAL HEALTH SERVICES INC
| UHS | Common | 201,452 | 201,452 | 31,783,082,000 | 31,783,082,000 | 0.81 | |
Hist
| 06/30/2023 |
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Activision Blizzard, Inc.
| ATVI | STOCK | 367,632 | 367,632 | 30,991,378,000 | 30,991,378,000 | 0.79 | 0.05 |
Hist
| 06/30/2023 |
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WORLD WRESTLING ENTERTAINMENTINC
| WWE | CLA | 282,383 | 282,383 | 30,630,084,000 | 30,630,084,000 | 0.78 | |
Hist
| 06/30/2023 |
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Coupang, Inc.
| CPNG | Common Stock | 1,520,629 | 1,520,629 | 26,458,945,000 | 26,458,945,000 | 0.67 | |
Hist
| 06/30/2023 |
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RENAISSANCERE HOLDINGS LTD
| RNR | Common | 138,609 | 138,609 | 25,853,351,000 | 25,853,351,000 | 0.66 | 0.32 |
Hist
| 06/30/2023 |
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Macy's, Inc.
| M | Common | 1,605,383 | 1,605,383 | 25,766,397,000 | 25,766,397,000 | 0.65 | 0.59 |
Hist
| 06/30/2023 |
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BRINKER INTERNATIONAL, INC
| EAT | Common | 667,367 | 667,367 | 24,425,632,000 | 24,425,632,000 | 0.62 | |
Hist
| 06/30/2023 |
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Warner Music Group Corp.
| WMG | Common | 813,413 | 813,413 | 21,221,945,000 | 21,221,945,000 | 0.54 | |
Hist
| 06/30/2023 |
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DICK'S SPORTING GOODS, INC.
| DKS | Common | 150,272 | 150,272 | 19,864,456,000 | 19,864,456,000 | 0.50 | 0.17 |
Hist
| 06/30/2023 |
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CHECK POINT SOFTWARE TECHNOLOGIES LTD
| CHKP | Common | 134,941 | 134,941 | 16,951,288,000 | 16,951,288,000 | 0.43 | |
Hist
| 06/30/2023 |
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Ollie's Bargain Outlet Holdings, Inc.
| OLLI | COM | 264,252 | 264,252 | 15,308,118,000 | 15,308,118,000 | 0.39 | 0.43 |
Hist
| 06/30/2023 |
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GLOBAL MED TECHNOLOGIES INC
| GLOB | COM | 65,187 | 65,187 | 11,715,408,000 | 11,715,408,000 | 0.30 | |
Hist
| 06/30/2023 |
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