Institutional Fund
Sone Capital Management, LLC
New York, NYCIK 20262155 filings on record
Portfolio Value
$1.19B
Q1 2026
Holdings
101
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-3.4%
from $1.23B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Lennox Intl Inc3.3%
- Allegion PLC3.2%
- Union Pac Corp3.2%
- Idex Corp3.2%
- Fox Corp2.8%
- Pool Corp2.7%
- Other81.4%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lennox Intl Inc | 83.9K | $38.92M | 3.3% | +44.5K | Added |
| 2 | Allegion PLC | 266.0K | $38.65M | 3.2% | +67.8K | Added |
| 3 | Union Pac Corp | 159.3K | $38.64M | 3.2% | +5.1K | Added |
| 4 | Idex Corp | 203.8K | $38.63M | 3.2% | +203.8K | New |
| 5 | Fox Corp | 632.0K | $33.56M | 2.8% | −60.6K | Reduced |
| 6 | Pool Corp | 160.9K | $32.55M | 2.7% | +37.5K | Added |
| 7 | American Wtr Wks Co Inc New | 221.3K | $30.11M | 2.5% | +9.1K | Added |
| 8 | Descartes Sys Group Inc | 391.8K | $28.06M | 2.4% | +194.3K | Added |
| 9 | Veralto Corp | 314.5K | $27.81M | 2.3% | +197.2K | Added |
| 10 | Home Depot Inc | 84.0K | $27.61M | 2.3% | +62.7K | Added |
91 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio