Titelia

Holdings of SaddleRock Capital Management LLC

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Net assets
-
Positions
13 in 2 countries
Top ten
88.2 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
13M Co 59,6918.7M $
2Coherent Corp 35,7558.5M $
3IQVIA Holdings Inc 49,5368.4M $
4US Foods Holding Corp 82,7927.6M $
5Match Group Inc 239,9127.4M $
6Aramark 178,1357.2M $
7Rayonier Advanced Materials Inc 512,4825.7M $
8Victoria's Secret & Co 115,0235.3M $
9TALEN ENERGY CORP 11,7643.8M $
10API Group Corp 86,3893.5M $
11QuidelOrtho Corp 196,1413.2M $
12Alphabet Inc 9,8842.8M $
13Grifols SA 348,0132.8M $

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Sector breakdown

  • Industrials 11.6 %
  • Technology 11.4 %
  • Health care 11.3 %
  • Consumer staples 10.2 %
  • Communication 3.8 %
  • Unattributed 51.8 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 96.3 %
  • Spain 3.7 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1272.2M $96.28 %
2Spain12.8M $3.72 %
Cite this page

Titelia. "Holdings of SaddleRock Capital Management LLC". https://titelia.com/en/funds/US13F2018754