Holdings
Sone Capital Management, LLC
As of Jun 30, 2026, Sone Capital Management, LLC reported 98 positions worth US$1.19B. Largest: Heico Corporation, Veralto Corp and American Tower Corporation (reit). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Heico Corporation | 144K | US$37.1M | +17,551 | Jun 30, 2026 |
| Veralto Corp | 417K | US$37M | +103K | Jun 30, 2026 |
| American Tower Corporation (reit) | 198K | US$32.4M | +156K | Jun 30, 2026 |
| Fox Corporation | 609K | US$31.8M | +34,330 | Jun 30, 2026 |
| Pool Corporation | 146K | US$31.5M | −14,516 | Jun 30, 2026 |
| Microsoft Corp. | 81,854 | US$30.5M | +35,934 | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 119K | US$28.3M | +18,965 | Jun 30, 2026 |
| The Cooper Companies, Inc. | 387K | US$27.8M | +274K | Jun 30, 2026 |
| The Hershey Company | 157K | US$27.5M | +63,807 | Jun 30, 2026 |
| Amazon.com, Inc. | 114K | US$27.1M | −10,110 | Jun 30, 2026 |