SG Capital Management
$1.2B 13F equity value
104 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TECH | BIO-TECHNE CORP | 1,218,299 | $64M | 5.2% |
| WSO | WATSCO INC | 161,191 | $59M | 4.8% |
| ONTO | ONTO INNOVATION INC | 229,486 | $47M | 3.9% |
| WEX | WEX INC | 303,280 | $46M | 3.8% |
| JBL | JABIL INC | 173,705 | $46M | 3.8% |
| ARW | ARROW ELECTRS INC | 283,108 | $41M | 3.3% |
| LKQ | LKQ CORP | 1,362,175 | $40M | 3.3% |
| VCEL | VERICEL CORP | 1,209,287 | $39M | 3.2% |
| CHWY | CHEWY INC | 1,408,154 | $38M | 3.1% |
| GPC | GENUINE PARTS CO | 343,459 | $36M | 3.0% |
Track SG Capital Management's 13F portfolio: $1.2B in reported holdings, 104 positions. Top holdings and quarterly changes on SentiSense.