TAPROOT MANAGEMENT LP

PrivateCIK: 2074098
Location

NEW YORK, NY

180
Positions
$529.70M
Total AUM (reported)
7.23M
Total Shares

Allocation by class

TOTAL AUM$529.70M180 positions
COM$398.70M75.3%
CL A$35.97M6.8%
SHS$15.20M2.9%
COM NEW$14.38M2.7%
COM SHS$9.74M1.8%
COM CL A$7.57M1.4%
SHS CLASS A$6.22M1.2%

Portfolio Concentration

Top 35.9%4–1010.5%11–2517.1%Rest66.4%TOP 1016.4%0%100%
Top 3$31.30M5.9%
4–10$55.80M10.5%
11–25$90.82M17.1%
Rest$351.79M66.4%

Top 3 weight

5.9%

Top 10 weight

16.4%

Voting Authority Distribution

Total shares with voting rights: 7.23M

Sole

Full voting authority

7.23M

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)

Sole180
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings180
Rows:

PERFORMANCE FOOD GROUP CO

SOLE
COM
Shares127.84K
TypeSH
Market value$10.95M
2.07%
Sole
127.84K
Shared
0.00
None
0.00

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares43.67K
TypeSH
Market value$10.95M
2.07%
Sole
43.67K
Shared
0.00
None
0.00

ELEVANCE HEALTH INC FORMERLY

SOLE
COM
Shares32.11K
TypeSH
Market value$9.40M
1.77%
Sole
32.11K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares19.06K
TypeSH
Market value$9.37M
1.77%
Sole
19.06K
Shared
0.00
None
0.00

AVALONBAY CMNTYS INC

SOLE
COM
Shares53.16K
TypeSH
Market value$8.68M
1.64%
Sole
53.16K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares36.08K
TypeSH
Market value$7.85M
1.48%
Sole
36.08K
Shared
0.00
None
0.00

COCA COLA CO

SOLE
COM
Shares102.51K
TypeSH
Market value$7.80M
1.47%
Sole
102.51K
Shared
0.00
None
0.00

FASTENAL CO

SOLE
COM
Shares161.70K
TypeSH
Market value$7.50M
1.42%
Sole
161.70K
Shared
0.00
None
0.00

REGAL REXNORD CORPORATION

SOLE
COM
Shares39.36K
TypeSH
Market value$7.37M
1.39%
Sole
39.36K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares70.42K
TypeSH
Market value$7.23M
1.37%
Sole
70.42K
Shared
0.00
None
0.00

ITT INC

SOLE
COM
Shares37.38K
TypeSH
Market value$7.12M
1.34%
Sole
37.38K
Shared
0.00
None
0.00

AMERICAN HOMES 4 RENT

SOLE
CL A
Shares243.20K
TypeSH
Market value$6.79M
1.28%
Sole
243.20K
Shared
0.00
None
0.00

CVS HEALTH CORP

SOLE
COM
Shares93.03K
TypeSH
Market value$6.68M
1.26%
Sole
93.03K
Shared
0.00
None
0.00

CUBESMART

SOLE
COM
Shares177.15K
TypeSH
Market value$6.49M
1.23%
Sole
177.15K
Shared
0.00
None
0.00

CLOROX CO DEL

SOLE
COM
Shares60.01K
TypeSH
Market value$6.22M
1.17%
Sole
60.01K
Shared
0.00
None
0.00

ROYALTY PHARMA PLC

SOLE
SHS CLASS A
Shares129.59K
TypeSH
Market value$6.22M
1.17%
Sole
129.59K
Shared
0.00
None
0.00

OLLIES BARGAIN OUTLET HLDGS

SOLE
COM
Shares67.52K
TypeSH
Market value$6.21M
1.17%
Sole
67.52K
Shared
0.00
None
0.00

FERGUSON ENTERPRISES INC

SOLE
COMMON STOCK NEW
Shares26.11K
TypeSH
Market value$6.09M
1.15%
Sole
26.11K
Shared
0.00
None
0.00

CHURCH & DWIGHT CO INC

SOLE
COM
Shares61.79K
TypeSH
Market value$5.77M
1.09%
Sole
61.79K
Shared
0.00
None
0.00

BRINKER INTL INC

SOLE
COM
Shares39.93K
TypeSH
Market value$5.70M
1.08%
Sole
39.93K
Shared
0.00
None
0.00

METTLER TOLEDO INTERNATIONAL

SOLE
COM
Shares4.49K
TypeSH
Market value$5.66M
1.07%
Sole
4.49K
Shared
0.00
None
0.00

CONSTELLATION BRANDS INC

SOLE
CL A
Shares37.54K
TypeSH
Market value$5.63M
1.06%
Sole
37.54K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares4.12K
TypeSH
Market value$5.44M
1.03%
Sole
4.12K
Shared
0.00
None
0.00

PFIZER INC

SOLE
COM
Shares192.87K
TypeSH
Market value$5.42M
1.02%
Sole
192.87K
Shared
0.00
None
0.00

IDEX CORP

SOLE
COM
Shares28.40K
TypeSH
Market value$5.38M
1.02%
Sole
28.40K
Shared
0.00
None
0.00
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