Junto Capital Management LP [Rocket]

Holdings

Junto Capital Management LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
PROGRESSIVE CORP/OH/	PGR	Common	0	-659,930	0	-94,409,586,000	0.00	0.00	Hist	06/30/2023
Bank of New York Mellon Corp	BK	Common	0	-1,931,704	0	-87,776,630,000	0.00	0.00	Hist	06/30/2023
BJS WHOLESALE CLUB INC	BJ	Common	0	-1,090,653	0	-82,965,974,000	0.00	0.00	Hist	06/30/2023
Tradeweb Markets Inc.	TW	Common	0	-988,253	0	-78,091,752,000	0.00	0.00	Hist	06/30/2023
Verisk Analytics, Inc.	VRSK	Common	0	-367,175	0	-70,446,196,000	0.00	0.00	Hist	06/30/2023
TYLER TECHNOLOGIES INC	TYL	Common	0	-152,351	0	-54,029,759,000	0.00	0.00	Hist	06/30/2023
STARBUCKS CORP	SBUX	Common	0	-513,273	0	-53,447,117,000	0.00	0.00	Hist	06/30/2023
HUBBELL INC	HUBB	Common	0	-184,589	0	-44,912,350,000	0.00	0.00	Hist	06/30/2023
TELEDYNE TECHNOLOGIES INC	TDY	Common	0	-99,726	0	-44,613,423,000	0.00	0.00	Hist	06/30/2023
EQUINIX INC	EQIX	COM PAR $0.001	0	-61,222	0	-44,143,511,000	0.00	0.00	Hist	06/30/2023
HUMANA INC	HUM	Common	0	-88,696	0	-43,058,360,000	0.00	0.00	Hist	06/30/2023
GOLDMAN SACHS GROUP INC	GS	Common	0	-127,476	0	-41,698,674,000	0.00	0.00	Hist	06/30/2023
PROLIANCE INTERNATIONAL, INC.	TPR	COM	0	-930,328	0	-40,106,440,000	0.00	0.00	Hist	06/30/2023
HCA Healthcare, Inc.	HCA	COM	0	-151,893	0	-40,051,146,000	0.00	0.00	Hist	06/30/2023
PEPSICO INC	PEP	Common	0	-209,934	0	-38,270,968,000	0.00	0.00	Hist	06/30/2023
O REILLY AUTOMOTIVE INC	ORLY	COM	0	-43,691	0	-37,092,785,000	0.00	0.00	Hist	06/30/2023
Gildan Activewear Inc.	GIL	COM	0	-1,064,247	0	-35,322,358,000	0.00	0.00	Hist	06/30/2023
THOMSON REUTERS CORP /CAN/	TRI	COM NEW	0	-268,335	0	-34,915,750,000	0.00	0.00	Hist	06/30/2023
Topgolf Callaway Brands Corp.	ELY	Common	0	-1,605,727	0	-34,715,818,000	0.00	0.00	Hist	06/30/2023
WELLS FARGO & COMPANY/MN	WFC	Common	0	-927,298	0	-34,662,399,000	0.00	0.00	Hist	06/30/2023
GILLETTE CO	G	Common	0	-741,356	0	-34,265,474,000	0.00	0.00	Hist	06/30/2023
AT&T CORP	T	Common	0	-1,700,015	0	-32,725,289,000	0.00	0.00	Hist	06/30/2023
CHARTER COMMUNICATIONS, INC. /MO/	CHTR	COM	0	-86,613	0	-30,973,675,000	0.00	0.00	Hist	06/30/2023
DOLLAR TREE, INC.	DLTR	COM	0	-210,060	0	-30,154,113,000	0.00	0.00	Hist	06/30/2023
AUTOMATIC DATA PROCESSING INC	ADP	Common	0	-125,661	0	-27,975,908,000	0.00	0.00	Hist	06/30/2023
EQUIFAX INC	EFX	Common	0	-130,954	0	-26,562,709,000	0.00	0.00	Hist	06/30/2023
Bath & Body Works, Inc.	BBWI	COM	0	-707,917	0	-25,895,604,000	0.00	0.00	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	0	-224,405	0	-23,277,531,000	0.00	0.00	Hist	06/30/2023
UNION PACIFIC CORP	UNP	Common	0	-109,625	0	-22,063,128,000	0.00	0.00	Hist	06/30/2023
MARTIN MARIETTA MATERIALS INC	MLM	Common	0	-61,664	0	-21,894,420,000	0.00	0.00	Hist	06/30/2023
CHIPOTLE MEXICAN GRILL INC	CMG	Cl A	0	-12,152	0	-20,759,140,000	0.00	0.00	Hist	06/30/2023
Monster Beverage Corp	MNST	Common	0	-314,106	0	-16,964,865,000	0.00	0.00	Hist	06/30/2023
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	0	-150,224	0	-15,349,888,000	0.00	0.00	Hist	06/30/2023
Five9, Inc.	FIVN	COM	0	-167,899	0	-12,137,419,000	0.00	0.00	Hist	06/30/2023
Black Knight, Inc.	BKI	COM	0	-210,496	0	-12,116,150,000	0.00	0.00	Hist	06/30/2023
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