Holdings
Junto Capital Management LP
As of Jun 30, 2026, Junto Capital Management LP reported 74 positions worth US$5.03B. Largest: O'reilly Automotive, Inc., Walmart Inc. and Liberty Media Corporation - Series A Liberty Formula One. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| O'reilly Automotive, Inc. | 1.98M | US$183M | new | Jun 30, 2026 |
| Walmart Inc. | 1.49M | US$168M | +919K | Jun 30, 2026 |
| Liberty Media Corporation - Series A Liberty Formula One | 1.71M | US$162M | +1.09M | Jun 30, 2026 |
| Visa Inc. | 462K | US$158M | new | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 1.01M | US$152M | +31,638 | Jun 30, 2026 |
| Westinghouse Air Brake Technologies Corporation | 527K | US$142M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 595K | US$142M | +262K | Jun 30, 2026 |
| Csx Corporation | 2.97M | US$141M | −491K | Jun 30, 2026 |
| Blackrock, Inc. | 142K | US$136M | −19,187 | Jun 30, 2026 |
| J.b. Hunt Transport Services, Inc. | 426K | US$123M | +36,149 | Jun 30, 2026 |