Alpine Associates Management
$1.6B 13F equity value
99 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Alpine Associates Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 461,655 | $145M | 9.1% |
| GTLS | CHART INDS INC | 493,910 | $103M | 6.5% |
| QRVO | QORVO INC | 798,159 | $74M | 4.7% |
| SLAB | SILICON LABORATORIES INC | 298,739 | $65M | 4.1% |
| UNF | UNIFIRST CORP MASS | 235,364 | $62M | 3.9% |
| PEN | PENUMBRA INC | 188,986 | $60M | 3.7% |
| KVUE | KENVUE INC | 3,051,520 | $58M | 3.7% |
| WBS | WEBSTER FINL CORP | 758,050 | $58M | 3.6% |
| EA | ELECTRONIC ARTS INC | 259,855 | $53M | 3.3% |
| SKYT | SKYWATER TECHNOLOGY INC | 1,356,200 | $47M | 3.0% |
Track Alpine Associates Management's 13F portfolio: $1.6B in reported holdings, 99 positions. Top holdings and quarterly changes on SentiSense.
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