Concentric Capital Strategies Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$9.09M1.5121,627-28.97%-$3.71M0.59
Louisiana-Pacific Corporation
LPX
$30.48M0.51363,211+493.6%+$25.34M1.96
TD SYNNEX Corporation
SNX
$23.28M0.24205,836New+$23.28M1.5
Element Solutions Inc
ESI
$10.94M0.18437,954+113.96%+$5.83M0.7
Beacon Roofing Supply, Inc.
BECN
$8.85M0.1490,265New+$8.85M0.57
AptarGroup, Inc.
ATR
$10.79M0.1174,995New+$10.79M0.69
Eagle Materials Inc.
EXP
$9.23M0.133,968+152.57%+$5.58M0.59
Packaging Corporation of America
PKG
$12M0.0763,247-15.51%-$2.2M0.77
CF Industries Holdings, Inc.
CF
$9.56M0.06114,908-7.32%-$755,047.560.62
Western Digital Corporation
WDC
$13.42M0.06196,695+1,385.16%+$12.52M0.86
Domino's Pizza, Inc.
DPZ
$10.06M0.0620,243New+$10.06M0.65
Ecolab Inc.
ECL
$37.66M0.06163,096+79.25%+$16.65M2.42
Reliance Steel & Aluminum Co.
RS
$10.62M0.0631,786-49.78%-$10.53M0.68
DuPont de Nemours, Inc.
DD
$17.17M0.05223,882+899.74%+$15.45M1.11
Pinterest, Inc.
PINS
$12.7M0.05366,415+446.24%+$10.38M0.82
International Flavors & Fragrances Inc.
IFF
$11.33M0.05131,754New+$11.33M0.73
Vulcan Materials Company
VMC
$16.84M0.0561,708New+$16.84M1.08
Martin Marietta Materials, Inc.
MLM
$14.94M0.0424,332+334.65%+$11.5M0.96
Parker-Hannifin Corporation
PH
$26.79M0.0448,202+721.44%+$23.53M1.72
L3Harris Technologies, Inc.
LHX
$9.5M0.0244,568+27.49%+$2.05M0.61
Waste Connections, Inc.
WCN
$9.44M0.0254,896+96.11%+$4.63M0.61
Dell Technologies Inc.
DELL
$17.03M0.02149,247-23.82%-$5.32M1.1
Spotify Technology S.A.
SPOT
$11.17M0.0242,325+102.15%+$5.64M0.72
General Motors Company
GM
$9.47M0.02208,879New+$9.47M0.61
Waste Management, Inc.
WM
$15.56M0.0273,019New+$15.56M1
The Sherwin-Williams Company
SHW
$14.77M0.0242,520-15%-$2.61M0.95
Republic Services, Inc.
RSG
$10.01M0.0252,267+211.21%+$6.79M0.64
TransDigm Group Incorporated
TDG
$11.96M0.029,711+767.05%+$10.58M0.77
Linde plc
LIN
$34.87M0.0275,092+85.27%+$16.05M2.24
CSX Corporation
CSX
$8.68M0.01234,025+417.67%+$7M0.56
Target Corporation
TGT
$9.17M0.0151,735New+$9.17M0.59
Uber Technologies, Inc.
UBER
$16.87M0.01219,069+71.14%+$7.01M1.09
Raytheon Technologies Corporation
RTX
$11.02M0.01113,041New+$11.02M0.71
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$10.96M0.01844,917+94.72%+$5.33M0.71
The Walt Disney Company
DIS
$9.39M<0.0176,746+64.94%+$3.7M0.6
Salesforce, Inc.
CRM
$12.99M<0.0143,142-22.08%-$3.68M0.84
Walmart Inc.
WMT
$15.66M<0.01260,324New+$15.66M1.01
Merck & Co., Inc.
MRK
$8.79M<0.0166,638New+$8.79M0.57
Mastercard Incorporated
MA
$10.91M<0.0122,657+1.94%+$208,038.230.7
Broadcom Inc.
AVGO
$13.94M<0.0110,516-5.24%-$771,388.640.9
Meta Platforms, Inc.
META
$11.67M<0.0124,031-16.46%-$2.3M0.75
Amazon.com, Inc.
AMZN
$22.74M<0.01126,051+46.59%+$7.23M1.46
Taiwan Semiconductor Manufacturing Company Limited
TSM
$9.33M<0.0168,551New+$9.33M0.6
Alphabet Inc.
GOOGL
$18.47M<0.01122,343+150.62%+$11.1M1.19
NVIDIA Corporation
NVDA
$16.49M<0.0118,252+18.38%+$2.56M1.06
Microsoft Corporation
MSFT
$24.78M<0.0158,909+16.36%+$3.48M1.6
Utilities Select Sector SPDR Fund
XLU
$12.65M<0.01192,711New+$12.65M0.81
Invesco S&P 500 Top 50 ETF
XLG
$16.28M<0.01386,475New+$16.28M1.05
Energy Select Sector SPDR Fund
XLE
$8.87M<0.0193,947+2,612.1%+$8.54M0.57
SPDR S&P 500 ETF Trust
SPY
$259.16M<0.01716,000+129.49%+$146.23M16.68