Junto Capital Management LP Purchases in Q3 2025

Junto Capital Management LP

  • $4.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
1.07M
New
$139.09 - $161.16 $149M - $172M
1.07M $170M
CSX
Csx Corp

Industrials
4.23M
New
$32.05 - $36.52 $136M - $155M
4.23M $150M
YUM
Yum Brands Inc

Consumer Cyclical
877K
New
$139.5 - $153.94 $122M - $135M
877K $133M
ARMK
Aramark

Industrials
3.44M
New
$37.46 - $44.15 $129M - $152M
3.44M $132M
V
Visa Inc.

Financial Services
322K
New
$332.09 - $358.86 $107M - $116M
322K $110M
ROST
Ross Stores, Inc.

Consumer Cyclical
628K
+ 184.58%
$127.59 - $152.81 $80.1M - $96M
968K $148M
TMUS
T Mobile Us, Inc.

Communication Services
398K
New
$226.02 - $259.01 $90M - $103M
398K $95.3M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.01M
New
$81.85 - $90.2 $82.3M - $90.7M
1.01M $89.3M
SPOT
Spotify Technology S.A.

Communication Services
123K
New
$620.01 - $738.53 $76.4M - $91M
123K $86M
HBAN
Huntington Bancshares Inc

Financial Services
4.96M
New
$15.87 - $17.88 $78.7M - $88.7M
4.96M $85.7M
BURL
Burlington Stores, Inc.

Consumer Cyclical
316K
+ 168.43%
$237.02 - $301.35 $74.8M - $95.1M
503K $128M
CME
Cme Group Inc.

Financial Services
308K
New
$258.83 - $287.1 $79.8M - $88.5M
308K $83.3M
DIS
Walt Disney CO

Communication Services
715K
New
$112.25 - $124.0 $80.3M - $88.7M
715K $81.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
400K
New
$185.65 - $214.38 $74.2M - $85.7M
400K $80.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
732K
New
$89.32 - $107.82 $65.4M - $78.9M
732K $78.9M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
709K
New
$98.64 - $113.55 $69.9M - $80.5M
709K $73.6M
TT
Trane Technologies PLC

Industrials
163K
New
$398.96 - $472.54 $64.9M - $76.9M
163K $68.7M
GPC
Genuine Parts CO

Consumer Cyclical
473K
New
$122.23 - $142.77 $57.8M - $67.5M
473K $65.6M
BR
Broadridge Financial Solutions, Inc.

Technology
272K
New
$233.75 - $266.89 $63.6M - $72.6M
272K $64.8M
SPGI
S&P Global Inc.

Financial Services
146K
+ 79.22%
$484.94 - $564.15 $70.8M - $82.3M
330K $161M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.62M
+ 252.4%
$39.13 - $48.22 $63.4M - $78.1M
2.26M $89.4M
LMT
Lockheed Martin Corp

Industrials
120K
New
$410.74 - $499.21 $49.2M - $59.8M
120K $59.8M
FLEX
Flex Ltd.

Technology
971K
New
$48.49 - $59.33 $47.1M - $57.6M
971K $56.3M
SATS
Echo Star Corp

Technology
723K
New
$26.33 - $83.57 $19M - $60.4M
723K $55.2M
AMAT
Applied Materials Inc

Technology
252K
New
$156.25 - $204.95 $39.4M - $51.6M
252K $51.6M
AAPL
Apple Inc.

Technology
187K
New
$202.38 - $256.87 $37.9M - $48.1M
187K $47.7M
KR
Kroger CO

Consumer Defensive
705K
New
$64.52 - $74.35 $45.5M - $52.4M
705K $47.5M
BX
Blackstone Inc.

Financial Services
274K
New
$152.77 - $188.68 $41.8M - $51.7M
274K $46.8M
CFG
Citizens Financial Group Inc

Financial Services
762K
New
$46.1 - $53.65 $35.1M - $40.9M
762K $40.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
243K
New
$158.24 - $191.13 $38.4M - $46.4M
243K $40.3M
ONTO
Onto Innovation Inc.

Technology
308K
New
$90.0 - $136.73 $27.8M - $42.2M
308K $39.9M
MSFT
Microsoft Corp

Technology
73.1K
+ 92.15%
$491.09 - $535.64 $35.9M - $39.2M
153K $79M
AMZN
Amazon Com Inc

Consumer Cyclical
169K
New
$211.65 - $238.24 $35.8M - $40.3M
169K $37.2M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
731K
New
$46.25 - $56.87 $33.8M - $41.6M
731K $36.6M
NVDA
Nvidia Corp

Technology
195K
New
$153.3 - $186.58 $29.8M - $36.3M
195K $36.3M
MHO
M/I Homes, Inc.

Consumer Cyclical
248K
New
$111.91 - $157.22 $27.8M - $39M
248K $35.9M
CHWY
Chewy, Inc.

Consumer Cyclical
855K
New
$34.27 - $42.33 $29.3M - $36.2M
855K $34.6M
LPLA
Lpl Financial Holdings Inc.

Financial Services
118K
+ 50.83%
$332.69 - $399.0 $39.4M - $47.2M
351K $117M
SNAP
Snap Inc

Communication Services
3.77M
New
$6.99 - $10.35 $26.4M - $39M
3.77M $29.1M
CNK
Cinemark Holdings, Inc.

Communication Services
910K
New
$24.81 - $30.71 $22.6M - $28M
910K $25.5M
META
Meta Platforms, Inc.

Communication Services
34.4K
New
$695.21 - $791.73 $23.9M - $27.3M
34.4K $25.3M
HUBS
Hubspot Inc

Technology
49.5K
New
$420.79 - $560.9 $20.8M - $27.8M
49.5K $23.1M
OC
Owens Corning

Industrials
132K
New
$136.56 - $157.69 $18M - $20.8M
132K $18.7M
EAT
Brinker International, Inc

Consumer Cyclical
78.9K
New
$126.68 - $184.02 $10M - $14.5M
78.9K $10M
TTMI
Ttm Technologies Inc

Technology
51.2K
+ 15.77%
$40.06 - $57.75 $2.05M - $2.96M
376K $21.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.4K
+ 10.38%
$5364.25 - $5815.92 $7.5M - $8.14M
14.9K $80.4M
Blackrock Inc
65K
+ 70.79%
N/A
157K $0
CRM
Salesforce, Inc.

Technology
10.8K
+ 4.67%
$231.66 - $273.65 $2.5M - $2.95M
242K $57.3M
Activity Summary
Buys All Purchases 49 New Holdings 39 Increased Positions 10 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 1 Puts 0
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