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Name: |
Junto Capital Management LP |
City: |
NEW YORK |
State: |
NY |
Zip: |
10022 |
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Holdings
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24 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
ANTM |
Anthem Inc |
1 |
New |
$534.81 |
$155,245,000 |
299,388 |
3.44% |
155,245,000 |
299,388 |
0.119 |
N/A |
|
RTX |
RTX Corp |
14 |
New |
$101.02 |
$91,675,000 |
939,966 |
2.03% |
91,675,000 |
939,966 |
0.065 |
Conglomerates |
|
SO |
Southern Co |
17 |
New |
$78.65 |
$86,924,000 |
1,211,647 |
1.92% |
86,924,000 |
1,211,647 |
0.114 |
Electric Utilities |
|
BAC |
Bank of America Corp |
20 |
New |
$39.24 |
$84,996,000 |
2,241,444 |
1.88% |
84,996,000 |
2,241,444 |
0.026 |
Domestic Money Center... |
|
GS |
Goldman Sachs Group Inc |
22 |
New |
$446.46 |
$75,554,000 |
180,886 |
1.67% |
75,554,000 |
180,886 |
0.053 |
Investment Brokerage ... |
|
DXCM |
DexCom Inc |
25 |
New |
$115.95 |
$69,825,000 |
503,428 |
1.55% |
69,825,000 |
503,428 |
0.129 |
Medical Instruments &... |
|
PYPL |
Paypal Holdings, Inc. |
26 |
New |
$60.64 |
$69,669,000 |
1,039,997 |
1.54% |
69,669,000 |
1,039,997 |
0.089 |
N/A |
|
ICLR |
ICON plc (ADR) |
28 |
New |
$313.33 |
$68,939,000 |
205,206 |
1.53% |
68,939,000 |
205,206 |
0.258 |
Research Services |
|
AME |
Ametek Inc |
29 |
New |
$167.02 |
$65,648,000 |
358,927 |
1.45% |
65,648,000 |
358,927 |
0.156 |
Industrial Electrical... |
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NDAQ |
Nasdaq OMX Group Inc |
31 |
New |
$58.60 |
$62,996,000 |
998,356 |
1.39% |
62,996,000 |
998,356 |
0.203 |
Business Services |
|
GPC |
Genuine Parts Co |
41 |
New |
$136.70 |
$48,770,000 |
314,787 |
1.08% |
48,770,000 |
314,787 |
0.218 |
Auto Parts Wholesale |
|
TSM |
Taiwan Semiconductor Mfg. C... |
42 |
New |
$172.51 |
$48,467,000 |
356,247 |
1.07% |
48,467,000 |
356,247 |
0.007 |
Semiconductor - Integ... |
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SYY |
SYSCO Corp |
44 |
New |
$70.69 |
$46,427,000 |
571,900 |
1.03% |
46,427,000 |
571,900 |
0.112 |
Food Wholesale |
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SAP |
SAP AG (ADR) |
46 |
New |
$187.82 |
$44,267,000 |
226,976 |
0.98% |
44,267,000 |
226,976 |
0.191 |
Application Software |
|
PNFP |
Pinnacle Financial Partners... |
48 |
New |
$74.99 |
$43,673,000 |
508,540 |
0.97% |
43,673,000 |
508,540 |
0.67 |
Domestic Regional Banks |
|
BLL |
Ball Corp |
49 |
New |
$66.01 |
$43,400,000 |
644,299 |
0.96% |
43,400,000 |
644,299 |
0.197 |
Packaging & Containers |
|
WRB |
WR Berkley Corporation |
51 |
New |
$78.15 |
$41,472,000 |
468,923 |
0.92% |
41,472,000 |
468,923 |
0.177 |
Property & Casualty I... |
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ADSK |
Autodesk Inc |
54 |
New |
$225.87 |
$39,644,000 |
152,231 |
0.88% |
39,644,000 |
152,231 |
0.069 |
Technical & System So... |
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SHW |
Sherwin Williams Co |
57 |
New |
$296.99 |
$36,893,000 |
106,218 |
0.82% |
36,893,000 |
106,218 |
0.04 |
General Building Mate... |
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ARMK |
Aramark Holdings Corp |
58 |
New |
$33.01 |
$35,777,000 |
1,100,165 |
0.79% |
35,777,000 |
1,100,165 |
0.356 |
Food Wholesale |
|
EMR |
Emerson Electric Co |
61 |
New |
$106.46 |
$33,133,000 |
292,129 |
0.73% |
33,133,000 |
292,129 |
0.049 |
Industrial Electrical... |
|
AAPL |
Apple Inc |
64 |
New |
$212.49 |
$30,334,000 |
176,898 |
0.67% |
30,334,000 |
176,898 |
0.001 |
Personal Computers |
|
SPOT |
Spotify Technology SA |
66 |
New |
$313.02 |
$28,759,000 |
108,976 |
0.64% |
28,759,000 |
108,976 |
0.058 |
N/A |
|
SEAS |
Seaworld Entertainment, Inc. |
69 |
New |
$49.24 |
$23,415,000 |
416,563 |
0.52% |
23,415,000 |
416,563 |
0.51 |
Sporting and Park Ent... |
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