Filed: 5/15/2026ACC: 0001595880-26-000002
📋 What this filing means
JUNTO CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $4.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$4.74B
Total AUM (reported)
39.67M
Total Shares
Allocation by class
COM$3.54B74.6%
CL A$441.77M9.3%
COM NEW$180.78M3.8%
S&P500 EQL WGT$97.79M2.1%
COM CL A$78.93M1.7%
COM SHS$61.80M1.3%
SHS$61.18M1.3%
Portfolio Concentration
Top 3$459.18M9.7%
4–10$793.07M16.7%
11–25$1.08B22.9%
Rest$2.41B50.7%
Top 3 weight
9.7%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 39.67M
Sole
Full voting authority
39.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings87
Rows:
TJX COS INC NEW
SOLEShares974.72K
TypeSH
Market value$155.66M
3.28%
Sole
974.72K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares161.07K
TypeSH
Market value$154.91M
3.27%
Sole
161.07K
Shared
0.00
None
0.00
WW GRAINGER INC
SOLEShares136.24K
TypeSH
Market value$148.61M
3.13%
Sole
136.24K
Shared
0.00
None
0.00
CSX CORP
SOLEShares3.46M
TypeSH
Market value$142.08M
2.99%
Sole
3.46M
Shared
0.00
None
0.00
ARAMARK
SOLEShares3.30M
TypeSH
Market value$133.96M
2.82%
Sole
3.30M
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares388.32K
TypeSH
Market value$127.01M
2.68%
Sole
388.32K
Shared
0.00
None
0.00
F5 INC
SOLEShares354.18K
TypeSH
Market value$102.47M
2.16%
Sole
354.18K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares509.56K
TypeSH
Market value$97.79M
2.06%
Sole
509.56K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares464.85K
TypeSH
Market value$96.73M
2.04%
Sole
464.85K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares565.25K
TypeSH
Market value$93.02M
1.96%
Sole
565.25K
Shared
0.00
None
0.00
PERFORMANCE FOOD GROUP CO
SOLEShares1.04M
TypeSH
Market value$88.97M
1.88%
Sole
1.04M
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares390.34K
TypeSH
Market value$82.71M
1.74%
Sole
390.34K
Shared
0.00
None
0.00
YUM BRANDS INC
SOLEShares511.72K
TypeSH
Market value$79.56M
1.68%
Sole
511.72K
Shared
0.00
None
0.00
CITIZENS FINL GROUP INC
SOLEShares1.27M
TypeSH
Market value$75.87M
1.60%
Sole
1.27M
Shared
0.00
None
0.00
ON SEMICONDUCTOR CORP
SOLEShares1.22M
TypeSH
Market value$75.50M
1.59%
Sole
1.22M
Shared
0.00
None
0.00
APPLE INC
SOLEShares285.81K
TypeSH
Market value$72.54M
1.53%
Sole
285.81K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares238.51K
TypeSH
Market value$71.75M
1.51%
Sole
238.51K
Shared
0.00
None
0.00
WALMART INC
SOLEShares567.54K
TypeSH
Market value$70.53M
1.49%
Sole
567.54K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares219.26K
TypeSH
Market value$70.28M
1.48%
Sole
219.26K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares332.56K
TypeSH
Market value$69.26M
1.46%
Sole
332.56K
Shared
0.00
None
0.00
SS&C TECH HLDGS
SOLEShares1.02M
TypeSH
Market value$68.99M
1.45%
Sole
1.02M
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares192.71K
TypeSH
Market value$68.64M
1.45%
Sole
192.71K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares1.11M
TypeSH
Market value$67.81M
1.43%
Sole
1.11M
Shared
0.00
None
0.00
BOEING CO
SOLEShares316.53K
TypeSH
Market value$63.00M
1.33%
Sole
316.53K
Shared
0.00
None
0.00
BOOT BARN HLDGS INC
SOLEShares404.81K
TypeSH
Market value$59.25M
1.25%
Sole
404.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX COS INC NEWSOLE | COM | 974.72K | SH | $155.66M 3.28% | 974.72K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 161.07K | SH | $154.91M 3.27% | 161.07K | 0.00 | 0.00 |
WW GRAINGER INCSOLE | COM | 136.24K | SH | $148.61M 3.13% | 136.24K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 3.46M | SH | $142.08M 2.99% | 3.46M | 0.00 | 0.00 |
ARAMARKSOLE | COM | 3.30M | SH | $133.96M 2.82% | 3.30M | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | CL A | 388.32K | SH | $127.01M 2.68% | 388.32K | 0.00 | 0.00 |
F5 INCSOLE | COM | 354.18K | SH | $102.47M 2.16% | 354.18K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 509.56K | SH | $97.79M 2.06% | 509.56K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 464.85K | SH | $96.73M 2.04% | 464.85K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 565.25K | SH | $93.02M 1.96% | 565.25K | 0.00 | 0.00 |
PERFORMANCE FOOD GROUP COSOLE | COM | 1.04M | SH | $88.97M 1.88% | 1.04M | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 390.34K | SH | $82.71M 1.74% | 390.34K | 0.00 | 0.00 |
YUM BRANDS INCSOLE | COM | 511.72K | SH | $79.56M 1.68% | 511.72K | 0.00 | 0.00 |
CITIZENS FINL GROUP INCSOLE | COM | 1.27M | SH | $75.87M 1.60% | 1.27M | 0.00 | 0.00 |
ON SEMICONDUCTOR CORPSOLE | COM | 1.22M | SH | $75.50M 1.59% | 1.22M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 285.81K | SH | $72.54M 1.53% | 285.81K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 238.51K | SH | $71.75M 1.51% | 238.51K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 567.54K | SH | $70.53M 1.49% | 567.54K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 219.26K | SH | $70.28M 1.48% | 219.26K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 332.56K | SH | $69.26M 1.46% | 332.56K | 0.00 | 0.00 |
SS&C TECH HLDGSSOLE | COM | 1.02M | SH | $68.99M 1.45% | 1.02M | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 192.71K | SH | $68.64M 1.45% | 192.71K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 1.11M | SH | $67.81M 1.43% | 1.11M | 0.00 | 0.00 |
BOEING COSOLE | COM | 316.53K | SH | $63.00M 1.33% | 316.53K | 0.00 | 0.00 |
BOOT BARN HLDGS INCSOLE | COM | 404.81K | SH | $59.25M 1.25% | 404.81K | 0.00 | 0.00 |
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