Junto Capital Management LP
CIK 1595880 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- KKR4.63%
- BSX4.00%
- JPM3.68%
- STZ3.00%
- AIG2.91%
- UNP2.84%
- WMT2.76%
- LPLA2.70%
- CVS2.56%
- WAB2.53%
Share classes counted separately31.61%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RSPWeight decreased · -2.30 pp4.47% → 2.17%Shares -735.52K (-55.19%)
- WMTWeight decreased · -2.08 pp4.84% → 2.76%Shares -516.38K (-40.45%)
- WABWeight increased · +1.60 pp0.93% → 2.53%Shares +496.10K (+134.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | KKRKKR & CO INC View history and evidence | $201.16M | 4.63% | 2.43M shares | 3.62% → 4.63%+1.01 pp -56.24K (-2.26%) | Reduced | ↗▾ |
| 02 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $173.70M | 4.00% | 3.00M shares | 4.42% → 4.00%-0.42 pp -528.56K (-14.96%) | Reduced | ↗▾ |
| 03 | JPMJPMORGAN CHASE & CO View history and evidence | $159.74M | 3.68% | 939.08K shares | 3.94% → 3.68%-0.26 pp -208.35K (-18.16%) | Reduced | ↗▾ |
| 04 | STZCONSTELLATION BRANDS INC-ACL A View history and evidence | $130.09M | 3.00% | 538.11K shares | 1.62% → 3.00%+1.38 pp +265.59K (+97.46%) | Added | ↗▾ |
| 05 | AIGAMERICAN INTERNATIONAL GROUPCOM NEW View history and evidence | $126.35M | 2.91% | 1.86M shares | 2.07% → 2.91%+0.84 pp +421.00K (+29.16%) | Added | ↗▾ |
| 06 | UNPUNION PACIFIC CORP View history and evidence | $123.30M | 2.84% | 501.98K shares | Prior unavailable +501.98K | New | ↗▾ |
| 07 | WMTWALMART INC View history and evidence | $119.85M | 2.76% | 760.21K shares | 4.84% → 2.76%-2.08 pp -516.38K (-40.45%) | Reduced | ↗▾ |
| 08 | LPLALPL FINANCIAL HOLDINGS INC View history and evidence | $117.07M | 2.70% | 514.32K shares | 2.33% → 2.70%+0.37 pp +100.92K (+24.41%) | Added | ↗▾ |
| 09 | CVSCVS HEALTH CORP View history and evidence | $111.21M | 2.56% | 1.41M shares | Prior unavailable +1.41M | New | ↗▾ |
| 10 | WABWABTEC CORP View history and evidence | $109.87M | 2.53% | 865.83K shares | 0.93% → 2.53%+1.60 pp +496.10K (+134.18%) | Added | ↗▾ |
Options overlay 3
$130.16M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
TFCTRUIST FINANCIAL CORP View history and evidence | Call | 2.35M | $86.91M | +2.35M | ▾ |
STZCONSTELLATION BRANDS INC-ACL A View history and evidence | Call | 110.00K | $26.59M | +110.00K | ▾ |
IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | Put | 83.00K | $16.66M | +83.00K | ▾ |
3 / 3 options · preview only
Exited positions 28
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MCD MCDONALD'S CORP | Non-derivative | -554,508 | -$146.08M | SEC filing ↗ | SEC filing ↗ |
| HUM HUMANA INC | Non-derivative | -195,737 | -$95.23M | SEC filing ↗ | SEC filing ↗ |
| MRSH MARSH & MCLENNAN COS | Non-derivative | -419,252 | -$79.78M | SEC filing ↗ | SEC filing ↗ |
3 / 28 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1595880 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4472271645
}Research all 76 reported holdings.
This page includes 30 of 76 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 76 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1595880","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1595880","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.