Sustainable Insight Capital Management, LLC Q2 2026 Filing
Filed August 19, 2026
Portfolio Value
$12.6B
Holdings
78
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (78 positions)
| Stock | Value |
|---|---|
HPEHEWLETT PACKARD ENTERPRISE C | $2.7B |
LIESUN LIFE FINANCIAL INC. | $2.5B |
WYNNWYNN RESORTS LTD | $1.2B |
CSXCSX CORP | $1.2B |
CPRTCOPART INC | $1.1B |
MNSTMONSTER BEVERAGE CORP NEW | $680.7M |
8CWCROWN CASTLE INC | $392.4M |
CPCANADIAN PACIFIC KANSAS CITY | $381.4M |
CHDCHURCH & DWIGHT CO INC | $377.8M |
KRKROGER CO | $377.7M |
HSTHOST HOTELS & RESORTS INC | $374.6M |
CRCCANADIAN NAT RES LTD MED TER | $329.8M |
SUSUNCOR ENERGY INC NEW | $328.7M |
NOWSERVICENOW INC | $323.2M |
EWEDWARDS LIFESCIENCES CORP | $220.0M |
PLUNPLUG PWR INC | $36.6M |
AAPLAPPLE INC | $24.5M |
AVGOBROADCOM INC | $18.3M |
NVDANVIDIA CORPORATION | $14.5M |
AMDADVANCED MICRO DEVICES INC | $14.0M |
GOOGLALPHABET INC | $13.9M |
LLYELI LILLY & CO | $11.5M |
GOOGALPHABET INC | $11.2M |
PANWPALO ALTO NETWORKS INC | $9.8M |
PLTRPALANTIR TECHNOLOGIES INC | $9.6M |
TSLATESLA INC | $7.6M |
T7DTRANSDIGM GROUP INC | $6.8M |
UNPUNION PAC CORP | $6.8M |
AMZNAMAZON COM INC | $5.5M |
MSFTMICROSOFT CORP | $5.4M |
BXBLACKSTONE INC | $4.5M |
MSCIMSCI INC | $4.0M |
MUMICRON TECHNOLOGY INC | $4.0M |
RACEFERRARI N V | $3.8M |
UNHUNITEDHEALTH GROUP INC | $2.9M |
TMUST-MOBILE US INC | $2.6M |
TDTORONTO DOMINION BK ONT | $2.6M |
TKOTKO GROUP HOLDINGS INC | $2.4M |
JPMJPMORGAN CHASE & CO | $2.3M |
BKNGBOOKING HOLDINGS INC | $2.0M |
COSTCOSTCO WHOLESALE CORPORATION | $1.9M |
AMATAPPLIED MATLS INC | $1.6M |
LRCXLAM RESEARCH CORP | $1.5M |
WMTWALMART INC | $1.4M |
EXPEEXPEDIA GROUP INC | $1.3M |
AZOAUTOZONE INC | $1.3M |
PHPARKER-HANNIFIN CORP | $1.3M |
STLDSTEEL DYNAMICS INC | $1.2M |
MRSHMARSH & MCLENNAN COS INC | $1.2M |
FDXFEDEX CORP | $1.1M |
KLACKLA CORP | $1.1M |
ALSALLSTATE CORP | $1.1M |
HIGHARTFORD INSURANCE GROUP INC | $1.1M |
WTWWILLIS TOWERS WATSON PLC LTD | $1.0M |
GLGLOBE LIFE INC | $1.0M |
JJACOBS SOLUTIONS INC | $995K |
ECLECOLAB INC | $973K |
TXNTEXAS INSTRS INC | $881K |
APHAMPHENOL CORP | $662K |
VLOVALERO ENERGY CORP | $625K |
CASYCASEYS GEN STORES INC | $604K |
CRWDCROWDSTRIKE HLDGS INC | $585K |
CBRECBRE GROUP INC | $552K |
SHOPSHOPIFY INC | $549K |
ANETARISTA NETWORKS INC | $544K |
EQIXEQUINIX INC | $509K |
MAAMID-AMER APT CMNTYS INC | $389K |
GEVGE VERNOVA INC | $389K |
SBACSBA COMMUNICATIONS CORP | $382K |
CNRCANADIAN NATL RY CO | $362K |
DGDOLLAR GEN CORP | $361K |
APPAPPLOVIN CORP | $361K |
CSCOCISCO SYS INC | $338K |
DDOGDATADOG INC | $298K |
ABBVABBVIE INC | $280K |
METAMETA PLATFORMS INC | $268K |
TERTERADYNE INC | $223K |
MPWRMONOLITHIC PWR SYS INC | $210K |