$165 Million is the total value of STAMINA CAPITAL MANAGEMENT LP's 32 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TRANSDIGM GROUP INC | 14 | Q1 2023 | 22.7% |
| AERCAP HOLDINGS NV | 12 | Q4 2022 | 38.4% |
| THE CHARLES SCHWAB CORPORATI | 12 | Q3 2022 | 9.2% |
| PLANET FITNESS INC | 11 | Q3 2022 | 7.2% |
| RINGCENTRAL INC | 11 | Q2 2022 | 11.9% |
| UBER TECHNOLOGIES INC | 11 | Q3 2022 | 5.6% |
| PAPA JOHNS INTL INC | 10 | Q1 2022 | 10.5% |
| ENPHASE ENERGY INC | 10 | Q3 2022 | 6.2% |
| ON SEMICONDUCTOR CORP | 8 | Q3 2022 | 9.6% |
| FIDELITY NATL INFORMATION SV | 8 | Q2 2022 | 11.3% |
View STAMINA CAPITAL MANAGEMENT LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-02-16 |
View STAMINA CAPITAL MANAGEMENT LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.