SYON CAPITAL LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.2T

Holdings

582

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (582 positions)

StockValue
NRANRG ENERGY INC COM NEW
$321.1M
PODDINSULET CORP COM
$320.1M
PAYCPAYCOM SOFTWARE INC COM
$319.9M
FSLRFIRST SOLAR INC COM
$319.1M
TFCTRUIST FINL CORP COM
$319.0M
MCXMCCORMICK & CO INC COM NON VTG
$317.9M
VRSKVERISK ANALYTICS INC COM
$317.9M
SYFSYNCHRONY FINANCIAL COM
$317.0M
S9QSPIRIT AEROSYSTEMS HLDGS INC COM CL A
$315.9M
NPKNATIONAL PRESTO INDS INC COM
$315.7M
PEOEXELON CORP COM
$314.2M
KHCKRAFT HEINZ CO COM
$314.1M
CCOCAMECO CORP COM
$313.6M
KKRKKR & CO INC COM
$313.2M
FTVFORTIVE CORP COM
$311.7M
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$310.3M
CFGCITIZENS FINL GROUP INC COM
$309.5M
FFORD MTR CO COM
$309.3M
CNRCANADIAN NATL RY CO COM
$308.5M
MOHMOLINA HEALTHCARE INC COM
$308.3M
CINFCINCINNATI FINL CORP COM
$308.0M
OMCOMNICOM GROUP INC COM
$307.8M
SRRKSCHOLAR ROCK HLDG CORP COM
$307.4M
HUBBHUBBELL INC COM
$307.1M
CNCCENTENE CORP DEL COM
$306.4M
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$302.8M
RJFRAYMOND JAMES FINL INC COM
$301.8M
RMERESMED INC COM
$301.8M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$301.6M
GPNGLOBAL PMTS INC COM
$301.2M
XLEENERGY SELECT SECTOR SPDR FUND
$297.9M
INCYINCYTE CORP COM
$296.1M
FIXCOMFORT SYS USA INC COM
$295.3M
EMNEASTMAN CHEM CO COM
$294.8M
GISGENERAL MLS INC COM
$293.2M
WDAYWORKDAY INC CL A
$293.1M
NUENUCOR CORP COM
$293.0M
MFCMANULIFE FINL CORP COM
$292.5M
STZCONSTELLATION BRANDS INC CL A
$292.2M
CPAYCORPAY INC COM SHS
$287.3M
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$286.7M
PBVPRESTIGE CONSMR HEALTHCARE INC COM
$286.1M
QSRRESTAURANT BRANDS INTL INC COM
$283.2M
GILGILDAN ACTIVEWEAR INC COM
$281.5M
NDAQNASDAQ INC COM
$281.3M
GRABGRAB HOLDINGS LIMITED CLASS A ORD
$279.0M
ANNXANNEXON INC COM
$278.9M
PKNREVVITY INC COM
$276.9M
ODFLOLD DOMINION FREIGHT LINE INC COM
$275.0M
LULULULULEMON ATHLETICA INC COM
$274.6M
ETRENTERGY CORP NEW COM
$274.5M
DTEDTE ENERGY CO COM
$273.8M
GNLGLOBAL NET LEASE INC COM NEW
$273.6M
TXTTEXTRON INC COM
$272.2M
JHXJAMES HARDIE INDS PLC SPONSORED ADR
$271.7M
KRYSKRYSTAL BIOTECH INC COM
$271.5M
IPGINTERPUBLIC GROUP COS INC COM
$270.2M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$267.3M
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
$267.1M
APOAPOLLO GLOBAL MGMT INC COM
$266.9M
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$266.8M
RIORIO TINTO PLC SPONSORED ADR
$264.4M
NTRANATERA INC COM
$263.2M
VERVVERVE THERAPEUTICS INC COM
$261.8M
LHLABCORP HOLDINGS INC COM SHS
$260.5M
STESTERIS PLC SHS USD
$260.0M
TAPMOLSON COORS BEVERAGE CO CL B
$259.5M
LOGILOGITECH INTL S A SHS
$259.4M
FQIDIGITAL RLTY TR INC COM
$258.7M
LLOEWS CORP COM
$257.4M
ADMAADMA BIOLOGICS INC COM
$257.0M
DYHTARGET CORP COM
$256.2M
CRLCHARLES RIV LABS INTL INC COM
$254.1M
TTENTOTALENERGIES SE SPONSORED ADS
$253.5M
CUBECUBESMART COM
$252.2M
LDOSLEIDOS HOLDINGS INC COM
$252.2M
VENVENTAS INC COM
$252.2M
FANGDIAMONDBACK ENERGY INC COM
$251.2M
MPWRMONOLITHIC PWR SYS INC COM
$251.2M
PTCPTC INC COM
$249.0M
ROSTROSS STORES INC COM
$248.2M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$245.4M
PPGPPG INDS INC COM
$245.4M
BF/BBROWN FORMAN CORP CL B
$244.4M
LUVSOUTHWEST AIRLS CO COM
$243.4M
GPCGENUINE PARTS CO COM
$241.9M
SPXCSPX TECHNOLOGIES INC COM
$241.1M
SAICSCIENCE APPLICATIONS INTL CORP COM
$240.8M
BRBROADRIDGE FINL SOLUTIONS INC COM
$240.8M
NWSANEWS CORP NEW CL A
$238.7M
EXPDEXPEDITORS INTL WASH INC COM
$238.6M
TRGPTARGA RES CORP COM
$238.4M
WECWEC ENERGY GROUP INC COM
$237.6M
HUMHUMANA INC COM
$237.4M
SLGSL GREEN RLTY CORP COM
$237.3M
AEEAMEREN CORP COM
$236.5M
DGXQUEST DIAGNOSTICS INC COM
$235.4M
ULTAULTA BEAUTY INC COM
$235.0M
GIB/ACGI INC CL A SUB VTG
$233.7M
ELMEELME COMMUNITIES SH BEN INT
$233.0M
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