account_balance
Investment manager · 13F filer · SEC CIK 1595880
Junto Capital Management LP
Reported value$5.41Bas of Jun 30, 2026
Positions80 41 new, 47 sold out
Top 10 weight27.9%ORLY alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ORLYOreilly Automotive Inc
3.4%New
WMTWalmart Inc
3.1%Added +162%
FWONKLiberty Media Corp
3.0%Added +178%
VVisa Inc
2.9%New
TJXTJX Cos Inc New
2.8%Added +3%
WABWabtec
2.6%New
AMZNAmazon Com Inc
2.6%Added +79%
CSXCSX Corp
2.6%Trimmed −14%
BLKBlackRock Inc
2.5%Trimmed −12%
JBHTHunt J B Trans SVCS Inc
2.3%Added +9%
MSCIMSCI Inc
2.2%Added +129%
MCOMoodys Corp
2.2%Added +195%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ORLY Oreilly Automotive Inc 3.4% NewWMT Walmart Inc 3.1% Added +162%FWONK Liberty Media Corp 3.0% Added +178%V Visa Inc 2.9% NewTJX TJX Cos Inc New 2.8% Added +3%WAB Wabtec 2.6% NewAMZN Amazon Com Inc 2.6% Added +79%CSX CSX Corp 2.6% Trimmed −14%BLK BlackRock Inc 2.5% Trimmed −12%JBHT Hunt J B Trans SVCS Inc 2.3% Added +9%MSCI MSCI Inc 2.2% Added +129%MCO Moodys Corp 2.2% Added +195%
What changed