EdgeMarket › What Scout Investments, Inc. reported owning
What Scout Investments, Inc. reported owning
As filed on Form 13F for the quarter ending 2024-09-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.8BPositions
191Quarter
2024-09-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VNOM Viper Energy, Inc. | 71.2M | 1.9% | 1.4M | 45.27 | +21.6% |
| ADC AGREE REALTY CORP | 69.6M | 1.8% | 946.5K | 73.88 | -0.0% |
| CBOE Cboe Global Markets, Inc. | 62.4M | 1.6% | 303.0K | 300.74 | +19.4% |
| FHN FIRST HORIZON CORP | 62.1M | 1.6% | 3.8M | 24.63 | +12.9% |
| DAL DELTA AIR LINES, INC. | 61.5M | 1.6% | 1.2M | 82.41 | +39.6% |
| PPL PPL Corp | 57.5M | 1.5% | 1.8M | 34.38 | -7.3% |
| CNP CENTERPOINT ENERGY INC | 57.4M | 1.5% | 1.9M | 38.77 | +0.7% |
| FOUR Shift4 Payments, Inc. | 57.1M | 1.5% | 592.2K | 47.93 | -47.0% |
| MAA MID AMERICA APARTMENT COMMUNITIES INC. | 56.4M | 1.5% | 367.4K | 131.31 | -7.8% |
| EHC Encompass Health Corp | 55.3M | 1.5% | 576.3K | 120.31 | -2.6% |
| PWR QUANTA SERVICES, INC. | 54.5M | 1.4% | 176.1K | 639.34 | +70.1% |
| COR Cencora, Inc. | 50.8M | 1.3% | 228.1K | 318.04 | +4.7% |
| STAG STAG Industrial, Inc. | 49.6M | 1.3% | 1.3M | 36.67 | +2.3% |
| CASY CASEYS GENERAL STORES INC | 49.5M | 1.3% | 128.2K | 835.74 | +62.8% |
| EQT EQT Corp | 48.4M | 1.3% | 1.3M | 53.72 | +4.6% |
| CNC CENTENE CORP | 48.1M | 1.3% | 663.6K | 65.02 | +121.2% |
| WEC WEC ENERGY GROUP, INC. | 41.5M | 1.1% | 434.7K | 106.01 | -2.7% |
| APP AppLovin Corp | 41.1M | 1.1% | 279.7K | 305.77 | -25.9% |
| OMC OMNICOM GROUP INC. | 40.3M | 1.1% | 392.2K | 87.54 | +12.6% |
| DHI HORTON D R INC /DE/ | 39.2M | 1.0% | 214.7K | 148.35 | -9.2% |
| AXS AXIS CAPITAL HOLDINGS LTD | 39.2M | 1.0% | 486.7K | 98.73 | +1.1% |
| EVR Evercore Inc. | 38.7M | 1.0% | 145.8K | 291.89 | -4.1% |
| VIK Viking Holdings Ltd | 37.4M | 1.0% | 980.6K | 92.79 | +58.5% |
| EW Edwards Lifesciences Corp | 36.3M | 1.0% | 533.3K | 89.79 | +10.3% |
| SN SharkNinja, Inc. | 35.5M | 0.9% | 331.1K | 180.76 | +51.1% |
| MRVL Marvell Technology, Inc. | 35.5M | 0.9% | 479.4K | 237.04 | +232.8% |
| HUBB HUBBELL INC | 35.1M | 0.9% | 76.8K | 470.03 | +9.3% |
| URI UNITED RENTALS, INC. | 34.2M | 0.9% | 41.8K | 1,098.51 | +21.8% |
| GEHC GE HealthCare Technologies Inc. | 33.7M | 0.9% | 370.5K | 74.82 | +1.3% |
| PH Parker-Hannifin Corp | 33.6M | 0.9% | 52.7K | 1,001.74 | +34.8% |
| MLM MARTIN MARIETTA MATERIALS INC | 33.3M | 0.9% | 61.1K | 534.92 | -10.9% |
| CFG CITIZENS FINANCIAL GROUP INC/RI | 32.6M | 0.9% | 764.3K | 69.86 | +43.1% |
| CIEN CIENA CORP | 32.2M | 0.8% | 469.6K | 395.79 | +356.8% |
| ATO ATMOS ENERGY CORP | 31.9M | 0.8% | 229.0K | 166.85 | +0.5% |
| HBAN HUNTINGTON BANCSHARES INC /MD/ | 31.2M | 0.8% | 2.0M | 17.03 | +1.4% |
| MUSA Murphy USA Inc. | 31.0M | 0.8% | 63.3K | 569.72 | +44.5% |
| ATI ATI INC | 30.2M | 0.8% | 475.4K | 207.01 | +190.2% |
| MCHP MICROCHIP TECHNOLOGY INC | 30.1M | 0.8% | 386.4K | 76.08 | +14.0% |
| RBA RB GLOBAL INC. | 30.0M | 0.8% | 374.1K | 87.02 | -24.4% |
| A AGILENT TECHNOLOGIES, INC. | 29.3M | 0.8% | 203.5K | 159.00 | +33.5% |
| EG EVEREST GROUP, LTD. | 28.8M | 0.8% | 73.1K | 370.06 | +7.7% |
| TXT TEXTRON INC | 28.6M | 0.8% | 325.3K | 82.95 | +4.6% |
| BYD BOYD GAMING CORP | 28.6M | 0.8% | 450.9K | 80.78 | -3.3% |
| PLTR Palantir Technologies Inc. | 27.8M | 0.7% | 638.8K | 179.94 | +15.3% |
| DAR DARLING INGREDIENTS INC. | 27.6M | 0.7% | 745.6K | 65.74 | +113.4% |
| THO THOR INDUSTRIES INC | 27.6M | 0.7% | 250.9K | 79.49 | -24.8% |
| BC BRUNSWICK CORP | 27.6M | 0.7% | 334.1K | 80.83 | +29.0% |
| XYL Xylem Inc. | 27.2M | 0.7% | 198.4K | 113.42 | -20.1% |
| TKO TKO Group Holdings, Inc. | 27.0M | 0.7% | 212.0K | 193.14 | +5.8% |
| MNST Monster Beverage Corp | 26.8M | 0.7% | 521.6K | 47.79 | -25.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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