18 is the total number of securities VeriStar Capital Management LP has owned. The longest VeriStar Capital Management LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| BKNG | BOOKING HOLDINGS INC | 8 | 8 | 6.74% | 11.92% | 14.09% | Q4 2021 | Q3 2023 | 8 |
| CNC | CENTENE CORP DEL | 8 | 8 | 8.72% | 10.50% | 14.32% | Q4 2021 | Q3 2023 | 8 |
| LW | LAMB WESTON HLDGS INC | 8 | 8 | 5.40% | 9.00% | 12.01% | Q4 2021 | Q3 2023 | 8 |
| USFD | US FOODS HLDG CORP | 8 | 8 | 5.55% | 8.25% | 11.69% | Q4 2021 | Q3 2023 | 8 |
| EIX | EDISON INTL | 8 | 8 | 6.19% | 8.03% | 12.54% | Q4 2021 | Q3 2023 | 8 |
| PWR | QUANTA SVCS INC | 5 | 2 | 2.47% | 5.75% | 7.99% | Q4 2021 | Q3 2023 | 7 |
| ARNC | ARCONIC CORPORATION | 6 | 6 | 11.39% | 13.19% | 15.78% | Q4 2021 | Q1 2023 | 6 |
| UNVR | UNIVAR SOLUTIONS INC | 6 | 6 | 7.01% | 10.30% | 12.83% | Q4 2021 | Q1 2023 | 6 |
| DOOR | MASONITE INTL CORP | 5 | 5 | 10.51% | 11.57% | 12.44% | Q2 2022 | Q2 2023 | 5 |
| FBHS | FORTUNE BRANDS INNOVAT... | 5 | 5 | 4.44% | 5.79% | 6.97% | Q3 2022 | Q3 2023 | 5 |
| WWW | WOLVERINE WORLD WIDE INC | 4 | 4 | 5.46% | 7.79% | 9.35% | Q4 2021 | Q3 2022 | 4 |
| GDDY | GODADDY INC | 3 | 3 | 7.21% | 9.57% | 11.24% | Q1 2023 | Q3 2023 | 3 |
| MOH | MOLINA HEALTHCARE INC | 2 | 2 | 11.84% | 13.04% | 14.24% | Q2 2023 | Q3 2023 | 2 |
| ST | SENSATA TECHNOLOGIES H... | 2 | 2 | 11.31% | 11.44% | 11.57% | Q2 2023 | Q3 2023 | 2 |
| FTDR | FRONTDOOR INC | 2 | 2 | 9.60% | 10.28% | 10.96% | Q1 2022 | Q2 2022 | 2 |
| DNB | DUN & BRADSTREET HLDGS... | 1 | 1 | 11.52% | 11.52% | 11.52% | Q4 2021 | Q4 2021 | 1 |
| IART | INTEGRA LIFESCIENCES H... | 1 | 1 | 8.72% | 8.72% | 8.72% | Q3 2023 | Q3 2023 | 1 |
| MASTERBRAND INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2022 | Q4 2022 | 1 | |
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The securities at the top of the list , including BOOKING HOLDINGS INC, CENTENE CORP DEL, and LAMB WESTON HLDGS INC, are the highest-conviction holdings of VeriStar Capital Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by VeriStar Capital Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that VeriStar Capital Management LP owns currently or has owned in the past.