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MAGARIAN CAPITAL MANAGEMENT, LLC 13F holdings

Filed 2026-08-12 · MAGARIAN CAPITAL MANAGEMENT, LLC · 13 positions · $323.8M

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TickerCompanySharesValue% of portfolio
GPNGLOBAL PMTS INC589.0K$46.0M14.2%
CNCCENTENE CORP DEL694.5K$44.6M13.8%
CECELANESE CORP DEL840.7K$38.7M11.9%
MOHMOLINA HEALTHCARE INC152.1K$34.8M10.7%
GPKGRAPHIC PACKAGING HLDG CO3.1M$33.2M10.3%
HOGHARLEY DAVIDSON INC1.2M$28.5M8.8%
ADTADT INC DEL3.7M$24.3M7.5%
FISFIDELITY NATL INFORMATION SV566.3K$22.0M6.8%
EQTEQT CORP316.6K$16.8M5.2%
FLOFLOWERS FOODS INC1.8M$14.2M4.4%
MATMATTEL INC657.2K$9.1M2.8%
GPKGRAPHIC PACKAGING HLDG CO700.0K$7.4M2.3%
HOGHARLEY DAVIDSON INC170.0K$4.2M1.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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