Sone Capital Management, LLC — 13F holdings

Sone Capital Management, LLC reported 108 holdings worth $1.31B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. HEI.A HEICO CORP NEW — $37.1M (2.8%)
  2. VLTO VERALTO CORP — $37.0M (2.8%)
  3. QGEN QIAGEN NV — $33.3M (2.5%)
  4. AMT AMERICAN TOWER CORP NEW — $32.4M (2.5%)
  5. FOX Fox Corp — $31.8M (2.4%)
  6. POOL POOL CORP — $31.5M (2.4%)
  7. MSFT MICROSOFT CORP — $30.5M (2.3%)
  8. FERG FERGUSON ENTERPRISES INC — $28.3M (2.2%)
  9. COO COOPER COS INC — $27.8M (2.1%)
  10. HSY HERSHEY CO — $27.5M (2.1%)