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JUNTO CAPITAL MANAGEMENT LP
JUNTO CAPITAL MANAGEMENT LP
Latest filing: 2026-06-30
JUNTO CAPITAL MANAGEMENT LP runs JUNTO CAPITAL MANAGEMENT LP and currently holds 81 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $5.70B. Their top holdings are ORLY, WMT, FWONK, V, TJX. The top five represent 14.5% of reported portfolio weight. JUNTO CAPITAL MANAGEMENT LP ranks #497 out of 1000 investors tracked by Alpha Score. In the most recent quarter, JUNTO CAPITAL MANAGEMENT LP initiated 35 new positions. They added to 26 existing positions. They trimmed 19 positions. Their current best-performing preview position is ONTO with returns of +84.55%.
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81 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ORLY OREILLY AUTOMOTIVE INC | 3.20% | $92.09 | $89.11 | -3.24% | New Buy |
 WMT WALMART INC | 2.96% | $117.47 | $103.70 | -11.72% | Added +161.99% |
 FWONK LIBERTY MEDIA CORP DEL | 2.85% | $91.50 | $104.94 | +14.69% | Added +178.10% |
 V VISA INC | 2.78% | $343.09 | $371.13 | +8.17% | Added +100.00% |
 TJX TJX COS INC NEW | 2.68% | $156.46 | $140.50 | -10.20% | Added +3.25% |
 WAB WABTEC | 2.49% | $269.60 | $297.61 | +10.39% | Added +100.00% |
 AMZN AMAZON COM INC | 2.49% | $221.53 | $258.63 | +16.75% | Added +78.85% |
 CSX CSX CORP | 2.48% | $35.51 | $51.59 | +45.28% | Trimmed -14.18% |
 BLK BLACKROCK INC | 2.39% | $1,082.58 | $1,156.18 | +6.80% | Trimmed -11.91% |
 JBHT HUNT J B TRANS SVCS INC | 2.17% | $218.47 | $275.45 | +26.08% | Added +9.26% |
Showing 1-10 of 81