EdgeMarket › What Sone Capital Management, Llc reported owning
What Sone Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, 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
1.2BPositions
101Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LII LENNOX INTERNATIONAL INC | 38.9M | 3.3% | 83.9K | 402.87 | -31.6% |
| ALLE Allegion plc | 38.7M | 3.2% | 266.0K | 162.31 | -3.7% |
| UNP UNION PACIFIC CORP | 38.6M | 3.2% | 159.3K | 308.05 | +36.5% |
| IEX IDEX CORP /DE/ | 38.6M | 3.2% | 203.8K | 234.39 | +42.5% |
| FOX Fox Corp | 33.6M | 2.8% | 632.0K | 61.05 | +13.0% |
| POOL POOL CORP | 32.6M | 2.7% | 160.9K | 187.98 | -40.3% |
| AWK American Water Works Company, Inc. | 30.1M | 2.5% | 221.3K | 135.39 | -7.0% |
| DSGX DESCARTES SYSTEMS GROUP INC | 28.1M | 2.4% | 391.8K | 78.21 | -20.2% |
| VLTO Veralto Corp | 27.8M | 2.3% | 314.5K | 98.77 | -9.3% |
| HD HOME DEPOT, INC. | 27.6M | 2.3% | 84.0K | 335.61 | -16.5% |
| ADSK Autodesk, Inc. | 26.9M | 2.3% | 112.5K | 253.82 | -12.1% |
| unmapped CUSIP 422806208 | 26.7M | 2.2% | 126.4K | — | — |
| MKTX MARKETAXESS HOLDINGS INC | 26.4M | 2.2% | 160.0K | 162.11 | -14.3% |
| AMZN AMAZON COM INC | 25.8M | 2.2% | 123.9K | 258.63 | +15.6% |
| FERG Ferguson Enterprises Inc. /DE/ | 23.4M | 2.0% | 100.3K | 242.24 | +5.1% |
| FTV Fortive Corp | 23.1M | 1.9% | 418.7K | 60.08 | +25.1% |
| TT Trane Technologies plc | 22.5M | 1.9% | 53.9K | 453.43 | +6.4% |
| APPF APPFOLIO INC | 21.1M | 1.8% | 133.7K | 224.40 | -16.1% |
| ICE Intercontinental Exchange, Inc. | 21.0M | 1.8% | 133.2K | 161.25 | -11.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 19.7M | 1.7% | 40.2K | 629.27 | +27.2% |
| HSY HERSHEY CO | 19.4M | 1.6% | 93.1K | 186.46 | +2.7% |
| PEP PEPSICO INC | 19.2M | 1.6% | 123.8K | 143.48 | -4.8% |
| ADP AUTOMATIC DATA PROCESSING INC | 18.1M | 1.5% | 89.3K | 280.81 | -9.1% |
| V VISA INC. | 18.0M | 1.5% | 59.6K | 371.04 | +7.9% |
| MSFT MICROSOFT CORP | 17.0M | 1.4% | 45.9K | 483.24 | -4.4% |
| ZTS Zoetis Inc. | 15.5M | 1.3% | 130.9K | 77.73 | -50.4% |
| MA Mastercard Inc | 15.4M | 1.3% | 30.9K | 580.63 | -2.0% |
| MTH Meritage Homes CORP | 15.4M | 1.3% | 249.6K | 71.68 | -4.4% |
| INTU INTUIT INC. | 15.4M | 1.3% | 35.6K | 367.00 | -47.5% |
| FDS FACTSET RESEARCH SYSTEMS INC | 14.5M | 1.2% | 66.7K | 299.91 | -22.6% |
| ATR APTARGROUP, INC. | 14.3M | 1.2% | 113.8K | 134.80 | -4.5% |
| EW Edwards Lifesciences Corp | 14.1M | 1.2% | 176.0K | 89.79 | +10.3% |
| XEL XCEL ENERGY INC | 13.7M | 1.2% | 172.9K | 76.30 | +4.3% |
| NVDA NVIDIA CORP | 13.4M | 1.1% | 77.0K | 214.72 | +22.4% |
| BSY BENTLEY SYSTEMS INC | 13.2M | 1.1% | 374.5K | 37.08 | -30.8% |
| KKR KKR & Co. Inc. | 12.3M | 1.0% | 133.0K | 108.48 | -21.4% |
| TW Tradeweb Markets Inc. | 12.0M | 1.0% | 102.3K | 107.04 | -17.9% |
| ALC ALCON INC | 11.7M | 1.0% | 155.8K | 73.63 | -9.1% |
| BSX BOSTON SCIENTIFIC CORP | 11.7M | 1.0% | 186.1K | 50.37 | -52.5% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 10.9M | 0.9% | 8.7K | 1,395.25 | +6.0% |
| AON Aon plc | 10.2M | 0.9% | 31.5K | 355.11 | -5.1% |
| NOW ServiceNow, Inc. | 10.2M | 0.9% | 97.2K | 128.48 | -27.8% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 10.0M | 0.8% | 127.0K | 96.69 | +30.2% |
| APH AMPHENOL CORP /DE/ | 9.9M | 0.8% | 78.2K | 157.01 | +44.5% |
| OTIS Otis Worldwide Corp | 9.7M | 0.8% | 126.3K | 71.49 | -19.8% |
| GOOGL Alphabet Inc. | 9.7M | 0.8% | 33.7K | 344.82 | +73.0% |
| RBA RB GLOBAL INC. | 9.6M | 0.8% | 100.5K | 87.02 | -24.4% |
| STE STERIS plc | 9.6M | 0.8% | 43.5K | 237.93 | -4.7% |
| MANH MANHATTAN ASSOCIATES INC | 9.6M | 0.8% | 71.9K | 214.56 | +1.2% |
| PAYX PAYCHEX INC | 9.5M | 0.8% | 103.4K | 124.47 | -10.4% |
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 →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →