Magarian Capital Management, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $328.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GPN | Global Pmts Inc | 589.0K | $46.0M | $51.9M | 15.80% | -- | 2026-06-30 |
| 2 | CNC | Centene Corp Del | 694.5K | $44.6M | $47.2M | 14.39% | -- | 2026-06-30 |
| 3 | GPK | Graphic Packaging Hldg Co | 3.84M | $40.6M | $33.6M | 10.25% | -- | 2026-06-30 |
| 4 | CE | Celanese Corp Del | 840.7K | $38.7M | $40.4M | 12.31% | -- | 2026-06-30 |
| 5 | MOH | Molina Healthcare Inc | 152.1K | $34.8M | $31.1M | 9.49% | -- | 2026-06-30 |
| 6 | HOG | Harley Davidson Inc | 1.33M | $32.6M | $38.5M | 11.72% | -- | 2026-06-30 |
| 7 | ADT | Adt Inc Del | 3.73M | $24.3M | $25.7M | 7.84% | -- | 2026-06-30 |
| 8 | FIS | Fidelity Natl Information SV | 566.3K | $22.0M | $20.9M | 6.36% | -- | 2026-06-30 |
| 9 | EQT | Eqt Corp | 316.6K | $16.8M | $17.4M | 5.29% | -- | 2026-06-30 |
| 10 | FLO | Flowers Foods Inc | 1.80M | $14.2M | $11.1M | 3.37% | -- | 2026-06-30 |
| 11 | MAT | Mattel Inc | 657.2K | $9.1M | $10.4M | 3.17% | -- | 2026-06-30 |
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