$290 Million is the total value of Cartenna Capital, LP's 35 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KBR INC | 11 | Q3 2023 | 6.9% |
| PURECYCLE TECHNOLOGIES INC | 9 | Q3 2023 | 3.3% |
| MARTIN MARIETTA MATLS INC | 7 | Q4 2022 | 8.0% |
| TRANSDIGM GROUP INC | 6 | Q2 2023 | 6.7% |
| WILLSCOT MOBIL MINI HLDNG CO | 6 | Q1 2023 | 5.7% |
| AUTOZONE INC | 6 | Q3 2023 | 6.7% |
| FEDEX CORP | 6 | Q3 2023 | 5.1% |
| SHERWIN WILLIAMS CO | 6 | Q2 2023 | 6.2% |
| UNITED RENTALS INC | 6 | Q2 2023 | 3.6% |
| SAIA INC | 6 | Q1 2023 | 4.0% |
View Cartenna Capital, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Cartenna Capital, 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.