Junto Capital Management LP Closed Holding Positions

Junto Capital Management LP

  • $4.33 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
173,673
$89.08 - $177.02 $15.5M - $30.7M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
425,735
$16.92 - $37.19 $7.2M - $15.8M
LII
Lennox International Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
140,044
$186.27 - $262.23 $26.1M - $36.7M
NTRS
Northern Trust Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
654,916
$91.46 - $115.55 $59.9M - $75.7M
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
444,921
$50.37 - $56.78 $22.4M - $25.3M
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Aug 15, 2022
517,615
$141.45 - $185.43 $73.2M - $96M
GWW
W.W. Grainger, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
64,091
$442.09 - $527.11 $28.3M - $33.8M
PCOR
Procore Technologies, Inc.

Technology
Q1 2022 Filed on May 16, 2022
190,643
$49.8 - $79.37 $9.49M - $15.1M
SCHW
Schwab Charles Corp

Financial Services
Q1 2022 Filed on May 16, 2022
1,265,744
$75.69 - $95.53 $95.8M - $121M
RH
Rh

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
16,705
$325.08 - $538.32 $5.43M - $8.99M
DV
Double Verify Holdings, Inc.

Technology
Q1 2022 Filed on May 16, 2022
553,180
$20.56 - $32.78 $11.4M - $18.1M
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2022 Filed on May 16, 2022
26,443
$330.12 - $396.83 $8.73M - $10.5M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
641,341
$20.65 - $30.07 $13.2M - $19.3M
NOW
Service Now, Inc.

Technology
Q1 2022 Filed on May 16, 2022
36,276
$484.42 - $630.14 $17.6M - $22.9M
Anaplan Inc
Q1 2022 Filed on May 16, 2022
296,348
N/A
MAS
Masco Corp

Industrials
Q1 2022 Filed on May 16, 2022
948,870
$51.0 - $70.21 $48.4M - $66.6M
SMAR
Smartsheet Inc

Technology
Q1 2022 Filed on May 16, 2022
242,764
$43.2 - $76.43 $10.5M - $18.6M
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 16, 2022
92,565
$74.35 - $138.65 $6.88M - $12.8M
CPRI
Capri Holdings LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
211,557
$48.46 - $66.69 $10.3M - $14.1M
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
86,137
$120.23 - $145.44 $10.4M - $12.5M
EPAM
Epam Systems, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
83,754
$564.07 - $717.49 $47.2M - $60.1M
PVH
Pvh Corp.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
389,641
$94.49 - $123.26 $36.8M - $48M
CRI
Carters Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
137,314
$91.39 - $109.69 $12.5M - $15.1M
SBNY
Signature Bank Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
206,748
$286.09 - $339.63 $59.1M - $70.2M
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
184,866
$44.42 - $77.34 $8.21M - $14.3M
BMBL
Bumble Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
657,527
$31.74 - $56.6 $20.9M - $37.2M
NTES
Net Ease, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
259,921
$78.92 - $114.41 $20.5M - $29.7M
L Brands Inc
Q3 2021 Filed on Nov 15, 2021
471,952
N/A
Zynga Inc
Q3 2021 Filed on Nov 15, 2021
7,094,942
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
168,710
$177.4 - $209.8 $29.9M - $35.4M
FOUR
Shift4 Payments, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
412,808
$77.51 - $97.57 $32M - $40.3M
Ihs Markit LTD
Q3 2021 Filed on Nov 15, 2021
1,205,253
N/A
CROX
Crocs, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
630,735
$75.07 - $116.52 $47.3M - $73.5M
Cit Group Inc
Q2 2021 Filed on Aug 16, 2021
892,052
N/A
WEX
Wex Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
269,606
$187.76 - $229.02 $50.6M - $61.7M
WU
Western Union CO

Financial Services
Q2 2021 Filed on Aug 16, 2021
1,236,618
$22.91 - $26.39 $28.3M - $32.6M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q2 2021 Filed on Aug 16, 2021
553,905
$95.76 - $111.96 $53M - $62M
TEAM
Atlassian Corp PLC

Technology
Q2 2021 Filed on Aug 16, 2021
102,548
$212.3 - $267.96 $21.8M - $27.5M
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
1,447,860
$12.34 - $21.87 $17.9M - $31.7M
BX
Blackstone Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
340,548
$61.66 - $76.09 $21M - $25.9M
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
52,627
$169.35 - $202.07 $8.91M - $10.6M
Yandex N V
Q1 2021 Filed on May 17, 2021
110,000
N/A
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2021 Filed on May 17, 2021
274,200
$110.26 - $156.58 $30.2M - $42.9M
AZO
Autozone Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
51,283
$1118.37 - $1432.28 $57.4M - $73.5M
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
103,638
$51.5 - $63.84 $5.34M - $6.62M
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
807,100
$75.92 - $88.28 $61.3M - $71.3M
OC
Owens Corning

Industrials
Q1 2021 Filed on May 17, 2021
113,955
$73.94 - $92.66 $8.43M - $10.6M
TWTR
Twitter, Inc.

Communication Services
Q1 2021 Filed on May 17, 2021
258,591
$45.18 - $77.63 $11.7M - $20.1M
ZEN
Zendesk, Inc.

Technology
Q1 2021 Filed on May 17, 2021
105,676
$125.49 - $158.0 $13.3M - $16.7M
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