Junto Capital Management LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $4.7B in reported equity holdings across 87 positions. The largest holdings are TXN (3.3%), BLK (3.3%), GWW (3.1%), CSX (3.0%), ARMK (2.8%). The portfolio is concentrated in Other (77.5%), Industrials (6.7%), Consumer Cyclical (5.5%). Data sourced from SEC EDGAR 13F filings (CIK 1595880).