Holdings
Magarian Capital Management, LLC
As of Jun 30, 2026, Magarian Capital Management, LLC reported 11 positions worth US$312M. Largest: Global Payments Inc., Centene Corporation and Celanese Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Global Payments Inc. | 589K | US$46M | first report | Jun 30, 2026 |
| Centene Corporation | 695K | US$44.6M | first report | Jun 30, 2026 |
| Celanese Corporation | 841K | US$38.7M | first report | Jun 30, 2026 |
| Molina Healthcare Inc | 152K | US$34.8M | first report | Jun 30, 2026 |
| Graphic Packaging Holding Company | 3.14M | US$33.2M | first report | Jun 30, 2026 |
| Harley-davidson, Inc. | 1.16M | US$28.5M | first report | Jun 30, 2026 |
| Adt Inc. | 3.73M | US$24.3M | first report | Jun 30, 2026 |
| Fidelity National Information Services, Inc. | 566K | US$22M | first report | Jun 30, 2026 |
| Eqt Corporation | 317K | US$16.8M | first report | Jun 30, 2026 |
| Flowers Foods, Inc. | 1.8M | US$14.2M | first report | Jun 30, 2026 |