Junto Capital Management LP Purchases in Q4 2024

Junto Capital Management LP

  • $4.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
4.32M
New
$55.21 - $63.3 $239M - $273M
4.32M $264M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.38M
New
$174.22 - $187.62 $240M - $258M
1.38M $241M
BAC
Bank Of America Corp

Financial Services
3.87M
New
$39.22 - $47.77 $152M - $185M
3.87M $170M
JPM
Jpmorgan Chase & CO

Financial Services
502K
New
$205.18 - $250.29 $103M - $126M
502K $120M
AJG
Arthur J. Gallagher & Co.

Financial Services
345K
New
$278.49 - $315.16 $96.2M - $109M
345K $98M
PFGC
Performance Food Group CO

Consumer Defensive
1.14M
+ 419.93%
$78.03 - $90.57 $88.6M - $103M
1.41M $119M
GPC
Genuine Parts CO

Consumer Cyclical
813K
New
$113.11 - $143.63 $91.9M - $117M
813K $94.9M
CAH
Cardinal Health Inc

Healthcare
785K
New
$107.89 - $125.33 $84.7M - $98.4M
785K $92.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
390K
New
$193.7 - $235.05 $75.6M - $91.8M
390K $89.4M
CCL
Carnival Corp

Consumer Cyclical
2.33M
+ 49.52%
$17.34 - $26.8 $40.5M - $62.5M
7.04M $176M
T
At&T Inc.

Communication Services
3.65M
New
$21.22 - $23.88 $77.4M - $87.2M
3.65M $83.1M
WFC
Wells Fargo & Company

Financial Services
943K
New
$54.98 - $77.35 $51.9M - $73M
943K $66.2M
INTU
Intuit Inc

Technology
102K
+ 203.59%
$602.01 - $706.25 $61.3M - $71.9M
152K $95.4M
STX
Seagate Technology Holdings PLC

Technology
699K
New
$86.31 - $112.64 $60.3M - $78.7M
699K $60.3M
BURL
Burlington Stores, Inc.

Consumer Cyclical
176K
+ 41.24%
$242.7 - $295.49 $42.8M - $52.1M
604K $172M
AMZN
Amazon Com Inc

Consumer Cyclical
247K
+ 194.39%
$180.88 - $232.93 $44.8M - $57.6M
375K $82.2M
TRV
Travelers Companies, Inc.

Financial Services
238K
New
$225.97 - $266.66 $53.7M - $63.3M
238K $57.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
436K
New
$123.8 - $167.8 $54M - $73.2M
436K $54.9M
MSFT
Microsoft Corp

Technology
127K
New
$406.35 - $454.46 $51.5M - $57.7M
127K $53.5M
TGT
Target Corp

Consumer Defensive
369K
New
$121.59 - $160.69 $44.9M - $59.4M
369K $49.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
262K
New
$155.96 - $188.66 $40.9M - $49.4M
262K $48.9M
M
Macy'S, Inc.

Consumer Cyclical
2.88M
New
$14.56 - $18.1 $41.9M - $52.1M
2.88M $48.8M
MCO
Moodys Corp

Financial Services
98.8K
New
$454.04 - $500.88 $44.9M - $49.5M
98.8K $46.8M
STT
State Street Corp

Financial Services
449K
New
$85.96 - $100.78 $38.6M - $45.2M
449K $44.1M
DECK
Deckers Outdoor Corp

Consumer Cyclical
135K
+ 36.57%
$152.04 - $211.12 $20.5M - $28.5M
504K $102M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
204K
New
$172.07 - $207.36 $35.1M - $42.3M
204K $40.3M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
2.51M
New
$13.9 - $21.25 $34.8M - $53.3M
2.51M $39.1M
UBER
Uber Technologies, Inc

Technology
644K
New
$59.93 - $86.34 $38.6M - $55.6M
644K $38.8M
GM
General Motors CO

Consumer Cyclical
698K
New
$44.82 - $60.2 $31.3M - $42M
698K $37.2M
ROL
Rollins Inc

Consumer Cyclical
800K
New
$46.35 - $51.59 $37.1M - $41.3M
800K $37.1M
WDAY
Workday, Inc.

Technology
143K
New
$233.85 - $279.91 $33.5M - $40.1M
143K $37M
ZM
Zoom Video Communications, Inc.

Technology
448K
New
$67.21 - $89.03 $30.1M - $39.9M
448K $36.6M
ADBE
Adobe Inc.

Technology
80.3K
New
$437.39 - $552.96 $35.1M - $44.4M
80.3K $35.7M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
648K
New
$49.84 - $59.6 $32.3M - $38.6M
648K $34.4M
IT
Gartner Inc

Technology
70.1K
New
$481.22 - $551.8 $33.8M - $38.7M
70.1K $34M
CHTR
Charter Communications, Inc.

Communication Services
98.1K
New
$315.38 - $408.02 $31M - $40M
98.1K $33.6M
V
Visa Inc.

Financial Services
94.4K
+ 187.84%
$273.87 - $320.91 $25.9M - $30.3M
145K $45.7M
PINS
Pinterest, Inc.

Communication Services
1.09M
New
$28.24 - $34.15 $30.8M - $37.2M
1.09M $31.6M
CNC
Centene Corp

Healthcare
518K
New
$56.71 - $73.94 $29.4M - $38.3M
518K $31.4M
ROST
Ross Stores, Inc.

Consumer Cyclical
204K
+ 34.02%
$138.59 - $156.61 $28.2M - $31.9M
802K $121M
TRU
Trans Union

Industrials
324K
New
$92.71 - $108.67 $30M - $35.2M
324K $30M
GOOGL
Alphabet Inc.

Communication Services
156K
New
$161.86 - $196.66 $25.2M - $30.6M
156K $29.5M
ADP
Automatic Data Processing Inc

Industrials
98.2K
New
$280.08 - $307.97 $27.5M - $30.3M
98.2K $28.8M
SNPS
Synopsys Inc

Technology
54.5K
New
$485.36 - $588.0 $26.5M - $32.1M
54.5K $26.5M
CPRI
Capri Holdings LTD

Consumer Cyclical
1.24M
New
$19.39 - $43.18 $24M - $53.5M
1.24M $26.1M
COF
Capital One Financial Corp

Financial Services
22.4K
+ 2.91%
$145.19 - $192.01 $3.26M - $4.31M
795K $142M
URBN
Urban Outfitters Inc

Consumer Cyclical
13.8K
+ 0.94%
$34.96 - $55.81 $483K - $771K
1.48M $81.4M
A
Agilent Technologies, Inc.

Healthcare
185K
New
$125.69 - $146.56 $23.2M - $27.1M
185K $24.8M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
460K
New
$38.7 - $51.36 $17.8M - $23.6M
460K $21.8M
Activity Summary
Buys All Purchases 57 New Holdings 42 Increased Positions 15 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Junto Capital Management LP Portfolio

Follow Junto Capital Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Junto Capital Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Junto Capital Management LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email