News + Filings Holdings
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Junto Capital Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SS&C TECHNOLOGIES INC
| SSNC | COM | 84,316 | -1,571,306 | 5,109,550,000 | -88,383,424,000 | 0.13 | |
Hist
| 06/30/2023 |
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CINTAS CORP
| CTAS | Common | 12,644 | -137,964 | 6,285,080,000 | -63,398,229,000 | 0.16 | 0.01 |
Hist
| 06/30/2023 |
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ECOLAB INC.
| ECL | Common | 328,509 | -201,605 | 61,329,345,000 | -26,420,425,000 | 1.56 | 0.12 |
Hist
| 06/30/2023 |
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AMERICAN EXPRESS CO
| AXP | Common | 528,329 | -184,765 | 92,034,912,000 | -25,589,943,000 | 2.33 | |
Hist
| 06/30/2023 |
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Guidewire Software, Inc.
| GWRE | COM | 153,845 | -281,421 | 11,704,528,000 | -24,009,047,000 | 0.30 | 0.19 |
Hist
| 06/30/2023 |
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AMERICAN TOWER CORP /MA/
| AMT | COM | 116,863 | -96,506 | 22,664,410,000 | -20,935,411,000 | 0.57 | 0.03 |
Hist
| 06/30/2023 |
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OMNICOM GROUP INC.
| OMC | Common | 247,247 | -166,683 | 23,525,552,000 | -15,524,604,000 | 0.60 | 0.12 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 186,342 | -76,539 | 44,252,498,000 | -15,016,652,000 | 1.12 | |
Hist
| 06/30/2023 |
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Booking Holdings Inc.
| BKNG | COMMON STOCK | 8,024 | -1,864 | 21,667,448,000 | -4,559,582,000 | 0.55 | 0.02 |
Hist
| 06/30/2023 |
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Ares Management Corp
| ARES | Common | 544,018 | -133,348 | 52,416,134,000 | -4,103,285,000 | 1.33 | |
Hist
| 06/30/2023 |
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SeaWorld Entertainment, Inc.
| SEAS | COM | 208,379 | -44,446 | 11,671,308,000 | -3,829,393,000 | 0.30 | 0.33 |
Hist
| 06/30/2023 |
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Aramark
| ARMK | COM | 1,036,662 | -33,332 | 44,628,299,000 | 6,322,514,000 | 1.13 | 0.40 |
Hist
| 06/30/2023 |
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DECKERS OUTDOOR CORP
| DECK | Common | 173,644 | -9,405 | 91,624,993,000 | 9,335,315,000 | 2.32 | 0.66 |
Hist
| 06/30/2023 |
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