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| Name: |
Cartenna Capital LP |
| City: |
Stamford |
| State: |
CT |
| Zip: |
06901 |
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data |
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| Holdings
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15 |
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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 |
|
LOW |
Lowes Companies Inc |
5 |
New |
$232.07 |
$48,961,000 |
220,000 |
5.13% |
48,961,000 |
220,000 |
0.029 |
Home Improvement Stores |
|
|
WSO |
Watsco Inc |
6 |
New |
$468.69 |
$45,546,000 |
106,300 |
4.77% |
45,546,000 |
106,300 |
0.296 |
Building Materials Wh... |
|
|
JCI |
Johnson Controls Internatio... |
12 |
New |
$65.24 |
$34,584,000 |
600,000 |
3.62% |
34,584,000 |
600,000 |
0.081 |
Conglomerates |
|
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BLDR |
Builders Firstsource Inc |
15 |
New |
$163.46 |
$30,049,000 |
180,000 |
3.15% |
30,049,000 |
180,000 |
0.087 |
Home Improvement Stores |
|
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DE |
Deere & Co |
17 |
New |
$405.42 |
$23,992,000 |
60,000 |
2.51% |
23,992,000 |
60,000 |
0.019 |
Farm & Construction M... |
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PEP |
Pepsico Inc |
18 |
New |
$177.41 |
$23,778,000 |
140,000 |
2.49% |
23,778,000 |
140,000 |
0.01 |
Beverage Soft Drinks... |
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LSTR |
Landstar System Inc |
19 |
New |
$179.70 |
$23,238,000 |
120,000 |
2.43% |
23,238,000 |
120,000 |
0.288 |
Trucking |
|
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NSC |
Norfolk Southern Corp |
20 |
New |
$249.65 |
$22,456,000 |
95,000 |
2.35% |
22,456,000 |
95,000 |
0.037 |
Railroads |
|
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DAL |
Delta Air Lines Inc |
21 |
New |
$46.55 |
$22,127,000 |
550,000 |
2.32% |
22,127,000 |
550,000 |
0.086 |
Major Airlines |
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WDC |
Western Digital Corp |
24 |
New |
$72.04 |
$18,853,000 |
360,000 |
1.97% |
18,853,000 |
360,000 |
0.118 |
Data Storage Devices |
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LHX |
L3harris Technologies Inc |
25 |
New |
$215.81 |
$16,850,000 |
80,000 |
1.76% |
16,850,000 |
80,000 |
0.037 |
Communication Equipment |
|
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RH |
Restoration Hardware Holdin... |
27 |
New |
$278.76 |
$14,574,000 |
50,000 |
1.53% |
14,574,000 |
50,000 |
0.209 |
Home Furnishing Stores |
|
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ASO |
Academy Sports & Outdoors, ... |
28 |
New |
$0.00 |
$14,190,000 |
215,000 |
1.49% |
14,190,000 |
215,000 |
0.233 |
N/A |
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CYBR |
Cyber-Ark Software Ltd |
30 |
New |
$234.88 |
$7,992,000 |
36,485 |
0.84% |
7,992,000 |
36,485 |
0.094 |
N/A |
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ENPH |
Enphase Energy, Inc. |
32 |
New |
$112.36 |
$3,304,000 |
25,000 |
0.35% |
3,304,000 |
25,000 |
0.02 |
Semiconductor Equipme... |
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