Perbak Capital Partners LLP Incresed Positions in Q2 2025

Perbak Capital Partners LLP

  • $442 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DCI
Donaldson CO Inc

Industrials
7.08K
+ 141.91%
$59.18 - $71.02 $419K - $503K
12.1K $837M
MGY
Magnolia Oil & Gas Corp

Energy
23.7K
+ 211.77%
$19.6 - $25.72 $464K - $609K
34.9K $784M
BBY
Best Buy CO Inc

Consumer Cyclical
7.88K
+ 183.35%
$56.17 - $75.73 $442K - $596K
12.2K $817M
QLYS
Qualys, Inc.

Technology
3.28K
+ 175.48%
$115.21 - $142.87 $378K - $468K
5.15K $735M
ALRM
Alarm.Com Holdings, Inc.

Technology
8.73K
+ 144.56%
$49.34 - $60.68 $431K - $530K
14.8K $836M
MHK
Mohawk Industries Inc

Consumer Cyclical
5K
+ 161.72%
$97.99 - $117.15 $490K - $585K
8.09K $848M
EMN
Eastman Chemical CO

Basic Materials
7.31K
+ 191.01%
$72.7 - $88.29 $531K - $645K
11.1K $831M
KHC
Kraft Heinz CO

Consumer Defensive
21K
+ 185.88%
$25.61 - $30.81 $537K - $646K
32.2K $832M
MTG
Mgic Investment Corp

Financial Services
15.9K
+ 111.38%
$22.43 - $28.1 $357K - $448K
30.2K $842M
MBLY
Mobileye Global Inc.
22.3K
+ 93.31%
$11.77 - $18.44 $263K - $412K
46.3K $832M
ESAB
Esab Corp

Industrials
3.9K
+ 134.25%
$104.48 - $130.25 $407K - $508K
6.81K $820M
BKR
Baker Hughes CO

Energy
13.4K
+ 172.93%
$35.0 - $44.92 $468K - $601K
21.1K $809M
SCCO
Southern Copper Corp

Basic Materials
4.32K
+ 113.75%
$75.63 - $104.64 $326K - $452K
8.11K $821M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
54.3K
+ 173.64%
$9.31 - $12.72 $505K - $691K
85.6K $823M
SCI
Service Corp International

Consumer Cyclical
5.55K
+ 135.65%
$73.58 - $81.65 $409K - $453K
9.65K $785M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
30.2K
+ 101.77%
$10.8 - $16.92 $326K - $511K
59.9K $823M
CNX
Cnx Resources Corp

Energy
12.6K
+ 110.42%
$28.13 - $34.85 $355K - $440K
24.1K $810M
EOG
Eog Resources Inc

Energy
3.92K
+ 153.87%
$104.61 - $129.97 $410K - $509K
6.47K $773M
EEFT
Euronet Worldwide, Inc.

Technology
4.57K
+ 133.54%
$87.44 - $112.74 $400K - $515K
7.99K $810M
NSP
Insperity, Inc.

Industrials
9.18K
+ 235.04%
$58.55 - $89.92 $538K - $826K
13.1K $787M
STLD
Steel Dynamics Inc

Basic Materials
3.28K
+ 123.96%
N/A
5.93K $759M
QRVO
Qorvo, Inc.

Technology
4.31K
+ 88.58%
$50.81 - $84.91 $219K - $366K
9.18K $780M
AM
Antero Midstream Corp

Energy
21.5K
+ 106.64%
$15.88 - $18.99 $341K - $408K
41.6K $789M
WSO
Watsco Inc

Industrials
1.06K
+ 169.33%
$421.84 - $520.66 $447K - $552K
1.69K $745M
OMCL
Omnicell, Inc

Healthcare
16.3K
+ 164.6%
$24.63 - $35.46 $402K - $579K
26.3K $772M
FTI
Technip Fmc PLC

Energy
11.2K
+ 96.49%
$23.18 - $35.33 $259K - $395K
22.8K $785M
RHI
Robert Half International Inc.

Industrials
12.3K
+ 188.64%
$40.31 - $54.71 $494K - $671K
18.8K $770M
VLO
Valero Energy Corp

Energy
3.04K
+ 110.8%
$104.69 - $141.77 $318K - $431K
5.78K $777M
WU
Western Union CO

Financial Services
56.9K
+ 173.11%
$8.37 - $10.63 $476K - $605K
89.8K $756M
DHT
Dht Holdings, Inc.

Energy
35.4K
+ 104.91%
$9.45 - $12.15 $335K - $430K
69.2K $748M
CSL
Carlisle Companies Inc

Industrials
952
+ 96.06%
$317.1 - $408.5 $302K - $389K
1.94K $726M
SNA
Snap On Inc

Industrials
1.29K
+ 184.63%
$292.36 - $342.2 $376K - $440K
1.98K $616M
FIX
Comfort Systems Usa Inc

Industrials
386
+ 52.23%
$296.51 - $536.21 $114K - $207K
1.13K $603M
GNW
Genworth Financial Inc

Financial Services
44.4K
+ 332.57%
$6.12 - $7.89 $272K - $350K
57.7K $449M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
4.37K
+ 135.0%
$50.86 - $73.83 $222K - $322K
7.6K $550M
HAL
Halliburton CO

Energy
20.1K
+ 139.69%
$19.26 - $25.7 $388K - $518K
34.6K $704M
FRSH
Freshworks Inc.

Technology
22K
+ 211.21%
$12.07 - $15.98 $266K - $352K
32.5K $484M
YOU
Clear Secure, Inc.

Technology
11.2K
+ 118.43%
$23.96 - $27.76 $269K - $312K
20.7K $576M
NTAP
Net App, Inc.

Technology
2.53K
+ 106.12%
$76.1 - $106.55 $193K - $270K
4.92K $524M
CMCSA
Comcast Corp

Communication Services
8.97K
+ 118.14%
$32.84 - $36.72 $295K - $329K
16.6K $591M
TGT
Target Corp

Consumer Defensive
3.27K
+ 103.49%
$88.76 - $105.77 $290K - $345K
6.42K $634M
COP
Conocophillips

Energy
3.82K
+ 108.1%
$82.66 - $106.1 $316K - $405K
7.35K $659M
FN
Fabrinet

Technology
420
+ 25.85%
$171.03 - $298.93 $71.8K - $126K
2.05K $603M
VZ
Verizon Communications Inc

Communication Services
7.53K
+ 29.1%
$41.67 - $45.62 $314K - $344K
33.4K $1.45B
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.55K
+ 115.26%
$99.97 - $129.69 $255K - $331K
4.77K $496M
OTIS
Otis Worldwide Corp

Industrials
2.69K
+ 123.38%
$90.88 - $104.3 $244K - $280K
4.86K $482M
VMI
Valmont Industries Inc

Industrials
684
+ 88.26%
$263.86 - $333.86 $180K - $228K
1.46K $476M
CVNA
Carvana Co.

Consumer Cyclical
377
+ 38.67%
$162.57 - $345.64 $61.3K - $130K
1.35K $456M
ITW
Illinois Tool Works Inc

Industrials
918
+ 109.03%
$218.41 - $252.43 $201K - $232K
1.76K $435M
Activity Summary
Buys All Purchases 263 New Holdings 149 Increased Positions 114 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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