Junto Capital Management LP
CIK 1595880
13F filing for Q2 2026・No. 827
- Holdings
- US$5.7B
- Quarter change
- +US$952.74M
- Entries
- 81
- Net bought (estimate)
- +US$350.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 41
- Sold out 47
- Cut 18
- Added 21
- Corporate actions 0
- Unchanged 0
Largest holdings
80 stocks worth US$5.41B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ORLYOREILLY AUTOMOTIVE INCCOM | New | 1,982,469 | US$182.57M | 3.38% |
| WMTWALMART INCCOM | Added | 1,486,891 | US$168.41M | 3.12% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Added | 1,707,281 | US$162.43M | 3.01% |
| VVISA INCCOM CL A | New | 461,921 | US$158.48M | 2.93% |
| TJXTJX COS INC NEWCOM | Added | 1,006,356 | US$152.46M | 2.82% |
| WABWABTECCOM | New | 526,732 | US$142.01M | 2.63% |
| AMZNAmazonCOM | Added | 594,790 | US$141.76M | 2.62% |
| CSXCSX CORPCOM | Cut | 2,970,518 | US$141.19M | 2.61% |
| BLKBLACKROCK INCCOM | Cut | 141,886 | US$136.43M | 2.52% |
| JBHTHUNT J B TRANS SVCS INCCOM | Added | 426,492 | US$123.44M | 2.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.