Junto Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $5.7B in reported equity holdings across 81 positions. The largest holdings are ECNS.SN (5.1%), ORLY (3.2%), WMT (3.0%), FWONA (2.9%), V (2.8%). The portfolio is concentrated in Other (79.0%), Industrials (4.9%), Consumer Cyclical (4.7%). Data sourced from SEC EDGAR 13F filings (CIK 1595880).

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