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| Name: |
Junto Capital Management LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
Found :
18 |
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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 |
|
STZ |
Constellation Brands Inc |
4 |
- |
$258.36 |
$130,089,000 |
538,112 |
3% |
61,596,000 |
265,590 |
0.317 |
Beverage - Wineries &... |
|
|
AIG |
American International Grou... |
5 |
- |
$79.89 |
$126,348,000 |
1,864,914 |
2.91% |
38,847,000 |
421,003 |
0.216 |
Property & Casualty I... |
|
|
LPLA |
LPL Investment Holdings Inc |
8 |
- |
$267.03 |
$117,068,000 |
514,315 |
2.7% |
18,824,000 |
100,918 |
0.645 |
Investment Brokerage ... |
|
|
WAB |
Westinghouse Air Brake Tech... |
10 |
- |
$163.38 |
$109,873,000 |
865,825 |
2.53% |
70,583,000 |
496,104 |
0.455 |
Auto Parts |
|
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ICE |
Intercontinental Exchange Inc |
11 |
- |
$133.39 |
$106,308,000 |
827,754 |
2.45% |
106,308,000 |
827,754 |
0.147 |
Business Services |
|
|
COF |
Capital One Financial Corp |
12 |
- |
$142.83 |
$96,422,000 |
735,375 |
2.22% |
40,638,000 |
160,577 |
0.161 |
Credit Services |
|
|
VVV |
Valvoline Inc |
14 |
- |
$42.19 |
$93,515,000 |
2,488,435 |
2.15% |
36,661,000 |
724,967 |
1.345 |
N/A |
|
|
SSNC |
Ss&c Technologies Holdings Inc |
16 |
- |
$63.00 |
$89,904,000 |
1,471,190 |
2.07% |
62,587,000 |
951,269 |
0.571 |
N/A |
|
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BBT |
Truist Financial Corp |
20 |
- |
$35.64 |
$75,744,000 |
2,051,568 |
1.74% |
23,797,000 |
235,889 |
0.152 |
Domestic Regional Banks |
|
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HLS |
Encompass Health Corp |
27 |
- |
$85.88 |
$63,060,000 |
945,150 |
1.45% |
17,816,000 |
271,477 |
0.962 |
Hospitals |
|
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AMZN |
Amazon.com Inc |
30 |
- |
$188.00 |
$57,323,000 |
377,276 |
1.32% |
38,877,000 |
232,168 |
0.004 |
Internet Software & S... |
|
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PLNT |
Planet Fitness, Inc. |
31 |
- |
$61.85 |
$55,256,000 |
756,934 |
1.27% |
44,781,000 |
543,942 |
0.839 |
N/A |
|
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CCI |
Crown Castle International ... |
39 |
- |
$97.31 |
$45,252,000 |
392,850 |
1.04% |
34,363,000 |
274,535 |
0.091 |
Integrated Telecommun... |
|
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OMC |
Omnicom Group Inc |
44 |
- |
$95.07 |
$43,502,000 |
502,851 |
1% |
43,502,000 |
502,851 |
0.234 |
Advertising Agencies |
|
|
WMG |
Warner Music Group Corp |
45 |
- |
$35.65 |
$42,831,000 |
1,196,731 |
0.99% |
6,231,000 |
31,138 |
0.978 |
Sporting and Park Ent... |
|
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BKNG |
Booking Holdings Inc |
46 |
- |
$3,660.00 |
$42,364,000 |
11,943 |
0.98% |
42,364,000 |
11,943 |
0.024 |
Internet Software & S... |
|
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OLLI |
Ollies Bargain Outlet Holdi... |
48 |
- |
$78.60 |
$41,906,000 |
552,199 |
0.97% |
9,893,000 |
137,412 |
0.792 |
N/A |
|
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PPG |
PPG Industries Inc |
58 |
- |
$133.43 |
$30,318,000 |
202,729 |
0.7% |
6,743,000 |
21,103 |
0.086 |
Conglomerates |
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