LECAP ASSET MANAGEMENT LTD — 13F holdings

LECAP ASSET MANAGEMENT LTD reported 254 holdings worth $233M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. GDDY GODADDY INC — $2.47M (1.1%)
2. IR INGERSOLL RAND INC — $2.38M (1.0%)
3. KR KROGER CO — $2.35M (1.0%)
4. DHI D R HORTON INC — $2.32M (1.0%)
5. NTNX NUTANIX INC — $2.31M (1.0%)
6. AIG AMERICAN INTL GROUP INC — $2.29M (1.0%)
7. FFIV F5 INC — $2.29M (1.0%)
8. IQV IQVIA HLDGS INC — $2.21M (0.9%)
9. CMCSA COMCAST CORP NEW — $2.20M (0.9%)
10. EQH EQUITABLE HLDGS INC — $2.18M (0.9%)