CIK 1755987
Oak Thistle LLC
Institutional 13F holdings & portfolio
Holdings
481
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 401–450 of 481
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BC | BRUNSWICK CORP | 9K | $500K+ | SH |
| KD | KYNDRYL HLDGS INC | 24K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 17K | $500K+ | SH |
| MAN | MANPOWERGROUP INC WIS | 21K | $500K+ | SH |
| GXO | GXO LOGISTICS INCORPORATED | 12K | $500K+ | SH |
| CVNA | CARVANA CO | 1K | $500K+ | SH |
| LLYVA | LIBERTY LIVE HOLDINGS INC | 7K | $500K+ | SH |
| EHC | ENCOMPASS HEALTH CORP | 6K | $500K+ | SH |
| EFX | EQUIFAX INC | 3K | $500K+ | SH |
| COTY | COTY INC | 190K | $500K+ | SH |
| MCO | MOODYS CORP | 1K | $500K+ | SH |
| MOH | MOLINA HEALTHCARE INC | 3K | $500K+ | SH |
| SNX | TD SYNNEX CORPORATION | 4K | $500K+ | SH |
| OWL | BLUE OWL CAPITAL INC | 38K | $500K+ | SH |
| EMN | EASTMAN CHEM CO | 9K | $500K+ | SH |
| SEE | SEALED AIR CORP NEW | 14K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 958 | $500K+ | SH |
| SSD | SIMPSON MFG INC | 3K | $500K+ | SH |
| WLK | WESTLAKE CORPORATION | 7K | $500K+ | SH |
| ROST | ROSS STORES INC | 3K | $500K+ | SH |
| VEEV | VEEVA SYS INC | 2K | $500K+ | SH |
| DLTR | DOLLAR TREE INC | 4K | $500K+ | SH |
| GDDY | GODADDY INC | 4K | $500K+ | SH |
| ACI | ALBERTSONS COS INC | 30K | $500K+ | SH |
| CNM | CORE & MAIN INC | 10K | $500K+ | SH |
| AA | ALCOA CORP | 9K | $500K+ | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 59K | $100K–$500K | SH |
| GLIBK | GCI LIBERTY INC | 12K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 1K | $100K–$500K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 6K | $100K–$500K | SH |
| XYZ | BLOCK INC | 7K | $100K–$500K | SH |
| FDX | FEDEX CORP | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 527 | $100K–$500K | SH |
| CAVA | CAVA GROUP INC | 7K | $100K–$500K | SH |
| FWONA | LIBERTY MEDIA CORP DEL | 5K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 9K | $100K–$500K | SH |
| KRMN | KARMAN HLDGS INC | 6K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| DE | DEERE & CO | 860 | $100K–$500K | SH |
| TW | TRADEWEB MKTS INC | 4K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 24K | $100K–$500K | SH |
| BBWI | BATH & BODY WORKS INC | 19K | $100K–$500K | SH |
| LYFT | LYFT INC | 19K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 10K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 1K | $100K–$500K | SH |
| ELF | E L F BEAUTY INC | 5K | $100K–$500K | SH |
| CE | CELANESE CORP DEL | 8K | $100K–$500K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 2K | $100K–$500K | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 2K | $100K–$500K | SH |
| MTZ | MASTEC INC | 1K | $100K–$500K | SH |