LECAP ASSET MANAGEMENT LTD: 13F holdings
CIK 19908492026Q2
| Positions | 254 |
|---|---|
| Reported value | $233.2m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GDDY GODADDY INC | 29,103 | $2.5m | 1.1% |
| IR INGERSOLL RAND INC | 28,971 | $2.4m | 1.0% |
| KR KROGER CO | 42,334 | $2.4m | 1.0% |
| DHI D R HORTON INC | 14,215 | $2.3m | 1.0% |
| NTNX NUTANIX INC | 45,373 | $2.3m | 1.0% |
| AIG AMERICAN INTL GROUP INC | 30,721 | $2.3m | 1.0% |
| FFIV F5 INC | 5,497 | $2.3m | 1.0% |
| IQV IQVIA HLDGS INC | 11,449 | $2.2m | 0.9% |
| CMCSA COMCAST CORP NEW | 89,686 | $2.2m | 0.9% |
| EQH EQUITABLE HLDGS INC | 49,629 | $2.2m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1990849")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.