Cercano Management LLC - Q12026 Holdings

Cercano Management LLC holds 140 stocks with a total portfolio value of $ 2.32B as of Q12026. In Q12026, Cercano Management LLC added 10 new positions, increased stakes in 16 stocks, reduced 37 holdings, and fully exited 15 positions. The largest holding is Union Pac Corp (UNP), representing 11.01% of the total portfolio.