SaddleRock Capital Management LLC — 13F holdings

SaddleRock Capital Management LLC reported 16 holdings worth $104M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. JCI JOHNSON CTLS INTL PLC — $11.4M (11.0%)
2. MMM 3M CO — $10.4M (10.0%)
3. MTCH MATCH GROUP INC NEW — $9.81M (9.5%)
4. IQV IQVIA HLDGS INC — $9.55M (9.2%)
5. ARMK ARAMARK — $9.01M (8.7%)
6. UNH UNITEDHEALTH GROUP INC — $7.14M (6.9%)
7. USFD US FOODS HLDG CORP — $7.06M (6.8%)
8. GIL GILDAN ACTIVEWEAR INC — $5.65M (5.5%)
9. VSXY VICTORIAS SECRET AND CO — $5.46M (5.3%)
10. SHC SOTERA HEALTH CO — $5.44M (5.3%)