13F-HR filed by Junto Capital Management LP
Junto Capital Management LP filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-14, with 43 holding rows worth $2,119,549,000.
- Accession
- 0001595880-20-000001
- Filer
- CIK 1595880
- Filed
- 2020-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 43 entries on the cover page, a total value of $2,119,549,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,119,547,000 with VALUE read as thousands by filing date, 13F file number 028-16705. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BLACKROCK INC CL A COM | 09247X101 | COM | 327,346 | $164,557,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,756,908 | $138,755,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 964,317 | $134,127,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 591,785 | $108,036,000 | thousands by filing date | |
| KKR & CO INC | 48251W104 | COM | 3,433,523 | $100,156,000 | thousands by filing date | |
| GENPACT LIMITED SHS | G3922B107 | Stock | 2,289,591 | $96,552,000 | thousands by filing date | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 903,667 | $83,363,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 769,760 | $83,265,000 | thousands by filing date | |
| DOLLAR TREE INC COM | 256746108 | Stock | 793,404 | $74,620,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 1,350,242 | $69,024,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,142 | $56,445,000 | thousands by filing date | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 742,158 | $54,504,000 | thousands by filing date | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 430,979 | $53,243,000 | thousands by filing date | |
| Apollo Global Management Inc | 03768E105 | COM CL A | 1,109,575 | $52,938,000 | thousands by filing date | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 857,165 | $52,630,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 566,576 | $49,813,000 | thousands by filing date | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 1,306,674 | $49,118,000 | thousands by filing date | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 281,365 | $47,511,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 1,024,995 | $46,094,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 22,354 | $45,909,000 | thousands by filing date | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 612,434 | $43,771,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 263,849 | $42,912,000 | thousands by filing date | |
| CINTAS CORP COM | 172908105 | Stock | 159,126 | $42,818,000 | thousands by filing date | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 909,287 | $42,145,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229854 | COM SER C FRMLA | 906,478 | $41,666,000 | thousands by filing date | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 422,390 | $41,014,000 | thousands by filing date | |
| E TRADE FINANCIAL CORP | 269246401 | COM NEW | 898,265 | $40,754,000 | thousands by filing date | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 336,968 | $34,677,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 890,670 | $31,369,000 | thousands by filing date | |
| CARMAX INC COM | 143130102 | Stock | 356,065 | $31,216,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 133,288 | $26,339,000 | thousands by filing date | |
| MACYS INC COM | 55616P104 | Stock | 1,482,166 | $25,197,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 148,850 | $24,478,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 90,236 | $14,230,000 | thousands by filing date | |
| SNAP INC | 83304A106 | CL A | 834,910 | $13,634,000 | thousands by filing date | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 367,127 | $13,103,000 | thousands by filing date | |
| L BRANDS INC | 501797104 | COM | 563,745 | $10,215,000 | thousands by filing date | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 100,798 | $9,419,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 27,064 | $8,757,000 | thousands by filing date | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 219,414 | $7,715,000 | thousands by filing date | |
| UNITED PARKS & RESORTS INC | 81282V100 | COM | 203,813 | $6,463,000 | thousands by filing date | |
| OWENS CORNING NEW | 690742101 | COM | 53,951 | $3,513,000 | thousands by filing date | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 54,606 | $3,482,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001595880-20-000001 | this filing | 2020-02-14 | acceptance time not in the bulk data set |