Sandler Capital Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Clean Harbors, Inc.
CLH
$43.88M0.4217,956+18.44%+$6.83M5.35
Forestar Group Inc.
FOR
$8M0.39198,940New+$8M0.98
CAE Inc.
CAE
$25.65M0.391.24M+35.35%+$6.7M3.13
Tetra Tech, Inc.
TTEK
$12.48M0.1367,589+0.27%+$33,247.801.52
Live Nation Entertainment, Inc.
LYV
$29.73M0.12281,110New+$29.73M3.62
FTAI Aviation Ltd.
FTAI
$8.13M0.12120,740New+$8.13M0.99
Nextracker Inc.
NXT
$9.5M0.12168,780New+$9.5M1.16
Charles River Laboratories International, Inc.
CRL
$15.8M0.1158,331+85.18%+$7.27M1.93
TKO Group Holdings, Inc.
TKO
$16.4M0.11189,810+7,492.4%+$16.19M2
The AZEK Company Inc.
AZEK
$8M0.11159,220New+$8M0.98
CAVA Group, Inc.
CAVA
$8.51M0.11121,433New+$8.51M1.04
Xylem Inc.
XYL
$32.62M0.1252,421+9.35%+$2.79M3.98
Endeavor Group Holdings, Inc.
EDR
$10.39M0.09403,780+2,591.87%+$10M1.27
Toll Brothers, Inc.
TOL
$10.66M0.0882,385+42.04%+$3.15M1.3
Trimble Inc.
TRMB
$12.08M0.08187,675New+$12.08M1.47
Nutanix, Inc.
NTNX
$11.51M0.08186,420New+$11.51M1.4
Steel Dynamics, Inc.
STLD
$17.41M0.08117,433-21.68%-$4.82M2.12
Booz Allen Hamilton Holding Corporation
BAH
$12.86M0.0786,660+99.22%+$6.41M1.57
Martin Marietta Materials, Inc.
MLM
$24.8M0.0740,400-5.05%-$1.32M3.02
CyberArk Software Ltd.
CYBR
$7.03M0.0626,480New+$7.03M0.86
Western Digital Corporation
WDC
$13.53M0.06198,331New+$13.53M1.65
Axon Enterprise, Inc.
AXON
$13.32M0.0642,575-57.03%-$17.68M1.62
Cboe Global Markets, Inc.
CBOE
$10.41M0.0556,656New+$10.41M1.27
Hubbell Incorporated
HUBB
$10.49M0.0525,263-50.03%-$10.5M1.28
Zoom Video Communications, Inc.
ZM
$9.32M0.05142,547-41.34%-$6.57M1.14
Royal Caribbean Cruises Ltd.
RCL
$15.66M0.04112,680New+$15.66M1.91
Vistra Corp.
VST
$8.41M0.04120,740New+$8.41M1.03
Vulcan Materials Company
VMC
$12.23M0.0344,803-55.02%-$14.95M1.49
STERIS plc
STE
$7.3M0.0332,474New+$7.3M0.89
Deckers Outdoor Corporation
DECK
$7.58M0.038,050New+$7.58M0.92
Formula One Group
FWONK
$12.36M0.03188,416New+$12.36M1.51
Nucor Corporation
NUE
$7.84M0.0239,622-31.29%-$3.57M0.96
The TJX Companies, Inc.
TJX
$16.4M0.01161,679-5.59%-$971,603.592
The Sherwin-Williams Company
SHW
$10.33M0.0129,734-57.75%-$14.12M1.26
Shopify Inc.
SHOP
$10.97M0.01142,188+119.71%+$5.98M1.34
Dell Technologies Inc.
DELL
$8.27M0.0172,440New+$8.27M1.01
CME Group Inc.
CME
$7.66M0.0135,580New+$7.66M0.93
Chubb Limited
CB
$9.66M0.0137,262New+$9.66M1.18
Analog Devices, Inc.
ADI
$7.96M0.0140,250New+$7.96M0.97
Lam Research Corporation
LRCX
$8.58M0.018,830New+$8.58M1.05
Eaton Corporation plc
ETN
$7.93M0.0125,375New+$7.93M0.97
Raytheon Technologies Corporation
RTX
$8.32M0.0185,355-35.61%-$4.6M1.02
Intuitive Surgical, Inc.
ISRG
$8.54M0.0121,406-23.1%-$2.57M1.04
Applied Materials, Inc.
AMAT
$7.69M0.0137,290-59.85%-$11.46M0.94
Netflix, Inc.
NFLX
$13.64M0.0122,461New+$13.64M1.66
The Procter & Gamble Company
PG
$14.42M<0.0188,864+278.89%+$10.61M1.76
Meta Platforms, Inc.
META
$14.01M<0.0128,842-13.74%-$2.23M1.71
Amazon.com, Inc.
AMZN
$11.72M<0.0164,977-29.8%-$4.97M1.43
Eli Lilly and Company
LLY
$8.04M<0.0110,341-53.92%-$9.41M0.98
Microsoft Corporation
MSFT
$10.89M<0.0125,891-27.27%-$4.08M1.33