Universe · entity
Cartenna Capital, LP
Institutional manager (13F) · CIK 1808928
13F holdings · as of 2026-03-31 · top 41 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PARKER-HANNIFIN CORP | $128M | 142,500 |
| 2 | AMETEK INC | $115M | 535,000 |
| 3 | TRANE TECHNOLOGIES PLC | $113M | 270,000 |
| 4 | GE AEROSPACE | $104M | 365,000 |
| 5 | ASML HLDG NV | $96M | 72,500 |
| 6 | ANALOG DEVICES INC | $92M | 290,000 |
| 7 | ULTA BEAUTY INC | $85M | 162,500 |
| 8 | GRANITE CONSTR INC | $82M | 680,000 |
| 9 | LAM RESEARCH CORP | $78M | 365,000 |
| 10 | COLGATE PALMOLIVE CO | $72M | 850,000 |
| 11 | WATTS WATER TECHNOLOGIES INC | $70M | 240,000 |
| 12 | MCDONALDS CORP | $68M | 220,000 |
| 13 | RBC BEARINGS INC | $68M | 125,000 |
| 14 | CSX CORP | $68M | 1,650,000 |
| 15 | LINCOLN ELEC HLDGS INC | $67M | 270,000 |
| 16 | AMAZON COM INC | $62M | 300,000 |
| 17 | SPDR SERIES TRUST | $60M | 750,000 |
| 18 | GENERAL MTRS CO | $60M | 800,000 |
| 19 | EATON CORP PLC | $59M | 165,000 |
| 20 | FEDEX CORP | $57M | 160,000 |
| 21 | CAPRI HOLDINGS LIMITED | $55M | 3,115,000 |
| 22 | KEYSIGHT TECHNOLOGIES INC | $54M | 190,000 |
| 23 | MOTOROLA SOLUTIONS INC | $50M | 115,000 |
| 24 | TEXAS ROADHOUSE INC | $50M | 300,000 |
| 25 | NVIDIA CORPORATION | $48M | 275,000 |
| 26 | AKAMAI TECHNOLOGIES INC | $43M | 375,000 |
| 27 | TAPESTRY INC | $41M | 290,000 |
| 28 | LOCKHEED MARTIN CORP | $39M | 65,000 |
| 29 | COHERENT CORP | $36M | 150,000 |
| 30 | FIVE BELOW INC | $34M | 150,000 |
| 31 | ROCKET COS INC | $32M | 2,250,000 |
| 32 | ENPHASE ENERGY INC | $30M | 800,000 |
| 33 | AMPHENOL CORP | $30M | 235,000 |
| 34 | ISHARES TR | $28M | 350,000 |
| 35 | LINDE PLC | $25M | 50,000 |
| 36 | PLEXUS CORP | $23M | 115,000 |
| 37 | UNITED AIRLS HLDGS INC | $23M | 250,000 |
| 38 | FLOWSERVE CORP | $18M | 250,000 |
| 39 | TIMKEN CO | $15M | 150,000 |
| 40 | FREEPORT MCMORAN INC | $10M | 175,000 |
| 41 | SOMNIGROUP INTERNATIONAL INC | $6M | 75,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.