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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Oak Thistle LLC

Quarter ended Q2 2024 · Filed August 6, 2024 · Accession 0001755987-24-000005

Total Value
$134.7M
Positions
286
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1HCA HEALTHCARE INCHCA4,750$1.5M1.13%
2AUTOMATIC DATA PROCESSING INADP4,934$1.2M0.87%
3SMARTSHEET INC83200N10325,246$1.1M0.83%
4DYNATRACE INCDT24,404$1.1M0.81%
5MSCI INCMSCI2,189$1.1M0.78%
6LAUDER ESTEE COS INC5184391049,771$1.0M0.77%
7SONOCO PRODS CO83549510220,321$1.0M0.77%
8AMERICAN INTL GROUP INC02687478413,627$1.0M0.75%
9HEXCEL CORP NEW42829110816,195$1.0M0.75%
10AIR PRODS & CHEMS INCAIIR3,915$1.0M0.75%
11STARBUCKS CORPSBUX12,868$1.0M0.74%
12PVH CORPORATIONPVH9,368$991,7910.74%
13AMERICAN FINL GROUP INC OHIO0259321048,026$987,3580.73%
14ALLSTATE CORPALL-PJ6,177$986,2200.73%
15YUM BRANDS INCYUM7,437$985,1060.73%
16ESSEX PPTY TR INC2971781053,551$966,5820.72%
17WEYERHAEUSER CO MTN BEWY33,631$954,7840.71%
18OTIS WORLDWIDE CORPOTIS9,888$951,8190.71%
19COOPER COS INC21664850110,808$943,5390.70%
20BROADCOM INCAVGO587$942,4470.70%
21QUALCOMM INCQCOM4,498$895,9120.67%
22COMCAST CORP NEWCCZ22,770$891,6730.66%
23PAYPAL HLDGS INCPYPL15,287$887,1050.66%
24AMERIPRISE FINL INC03076C1062,076$886,8460.66%
25HALLIBURTON COHAL26,000$878,2800.65%
26TRANSDIGM GROUP INCTDG685$875,1620.65%
27WYNN RESORTS LTDWYNN9,703$868,4180.64%
28DISNEY WALT CO2546871068,588$852,7020.63%
29QIAGEN NVQGEN20,663$849,0430.63%
30TWILIO INCTWLO14,893$846,0720.63%
31WOODWARD INCWWD4,831$842,4290.63%
32TRAVELERS COMPANIES INCTRV4,089$831,4580.62%
33INVESCO LTDIVZ55,078$823,9670.61%
34VERISIGN INCVRSN4,612$820,0140.61%
35FLOWERS FOODS INCFLO36,856$818,2030.61%
36PHILIP MORRIS INTL INC7181721097,905$801,0130.59%
37ALTRIA GROUP INCMO17,532$798,5830.59%
38QUANTA SVCS INC74762E1023,101$787,9330.58%
39CROWN HLDGS INCCCK10,498$780,9460.58%
40REALTY INCOME CORPO14,694$776,1370.58%
41AMERICOLD REALTY TRUST INCCOLD29,819$761,5770.57%
42MCDONALDS CORPMCD2,948$751,2690.56%
43CLEAN HARBORS INCCLH3,300$746,2950.55%
44HUBSPOT INCHUBS1,258$741,9560.55%
45AFFILIATED MANAGERS GROUP INMGRE4,746$741,4670.55%
46WELLTOWER INCWELL7,097$739,8620.55%
47CROWDSTRIKE HLDGS INCCRWD1,844$706,6020.52%
48LAMAR ADVERTISING CO NEWLAMR5,890$704,0320.52%
49ENTERGY CORP NEWENO6,511$696,6770.52%
50AVANTOR INCAVTR32,503$689,0640.51%
51CHURCH & DWIGHT CO INCCHD6,640$688,4360.51%
52MOLINA HEALTHCARE INCMOH2,288$680,2230.50%
53CADENCE DESIGN SYSTEM INCCDNS2,206$678,8960.50%
54SEI INVTS CO78411710310,431$674,7810.50%
55CONOCOPHILLIPSCOP5,854$669,5800.50%
56ADVANCED DRAIN SYS INC DEL00790R1044,135$663,2130.49%
57NVIDIA CORPORATIONNVDA5,300$654,3900.49%
58RLI CORPRLI4,604$647,7370.48%
59MONDELEZ INTL INC6092071059,855$644,9110.48%
60FEDERAL RLTY INVT TR NEW3137451016,327$638,8380.47%
61PPG INDS INC6935061075,057$636,6260.47%
62COTERRA ENERGY INCCTRA23,820$635,2790.47%
63BATH & BODY WORKS INCBBWI16,228$633,7030.47%
64FIRST CTZNS BANCSHARES INC N31946M103371$624,6200.46%
65ACCENTURE PLC IRELANDACN2,040$618,9560.46%
66CCC INTELLIGENT SOLUTIONS HLCCC55,561$617,2830.46%
67VISA INCV2,346$615,7550.46%
68REINSURANCE GRP OF AMERICA I7593516042,999$615,6040.46%
69SNOWFLAKE INCSNOW4,519$610,4710.45%
70COINBASE GLOBAL INCCOIN2,746$610,2430.45%
71VERALTO CORPVLTO6,371$608,2390.45%
72WABTEC9297401083,832$605,6470.45%
73EDISON INTL2810201078,432$605,5020.45%
74US BANCORP DELUSB-PS15,239$604,9890.45%
75PG&E CORPPCG-PX33,983$593,3430.44%
76REGAL REXNORD CORPORATIONRRX4,373$591,3170.44%
77MARATHON OIL CORPMARA20,460$586,5890.44%
78DOMINOS PIZZA INCDPZ1,132$584,4860.43%
79HUNTINGTON BANCSHARES INCHBANP44,221$582,8330.43%
80EXELON CORPEXC16,701$578,0220.43%
81HP INCHPQ16,503$577,9350.43%
82EMCOR GROUP INCEME1,582$577,5560.43%
83PEPSICO INCPEP3,478$573,6270.43%
84SILGAN HLDGS INCSLGN13,535$572,9370.43%
85EXXON MOBIL CORPXOM4,968$571,9160.42%
86BOEING COBA-PA3,111$566,2330.42%
87EPAM SYS INCEPAM3,009$566,0230.42%
88TORO COTORO5,854$547,4070.41%
89IDEX CORP45167R1042,708$544,8500.40%
90STANLEY BLACK & DECKER INCSWK6,789$542,3730.40%
91ADVANCED MICRO DEVICES INCAMD3,340$541,7810.40%
92ARES MANAGEMENT CORPORATIONARES-PB4,056$540,5840.40%
93PERFORMANCE FOOD GROUP COPFGC8,093$535,0280.40%
94WEC ENERGY GROUP INCWEC6,811$534,3910.40%
95ARROW ELECTRS INC0427351004,383$529,2910.39%
96AMERICAN WTR WKS CO INC NEW0304201034,096$529,0390.39%
97FASTENAL COFAST8,414$528,7360.39%
98RIVIAN AUTOMOTIVE INCRIVN39,368$528,3190.39%
99AON PLCAON1,767$518,7560.39%
100INTERPUBLIC GROUP COS INCINTR17,781$517,2500.38%
101EXTRA SPACE STORAGE INCEXR3,298$512,5420.38%
102ASSURANT INCAIZN3,061$508,8910.38%
103IQVIA HLDGS INCIQV2,404$508,3020.38%
104AFFIRM HLDGS INCAFRM16,813$507,9210.38%
105AMPHENOL CORP NEW0320951017,530$507,2960.38%
106CHEMED CORP NEWCHE931$505,1420.37%
107THE CIGNA GROUP1255231001,523$503,4580.37%
108EQUITABLE HLDGS INCEQH-PC12,259$500,9030.37%
109XP INCXP28,164$495,4050.37%
110EQUINIX INCEQIX651$492,5470.37%
111APTARGROUP INCATR3,494$491,9900.37%
112CHENIERE ENERGY INCLNG2,812$491,6210.36%
113EASTMAN CHEM COEMN5,018$491,6130.36%
114SIMON PPTY GROUP INC NEW8288061093,190$484,2420.36%
115AVERY DENNISON CORPAVY2,214$484,0910.36%
116PAYCOM SOFTWARE INCPAYC3,372$482,3310.36%
117ZOOM VIDEO COMMUNICATIONS INZM8,084$478,4920.36%
118KKR & CO INCKKRT4,538$477,5800.35%
119LIBERTY MEDIA CORP DELFWONB6,577$472,4910.35%
120TOLL BROTHERS INCTOL4,048$466,2490.35%
121PARKER-HANNIFIN CORPPH919$464,8400.35%
122MEDTRONIC PLCMDT5,898$464,2310.34%
123WHITE MTNS INS GROUP LTDG9618E107255$463,4500.34%
124LEAR CORPLEA4,057$463,3500.34%
125NORFOLK SOUTHN CORP6558441082,144$460,2950.34%
126METTLER TOLEDO INTERNATIONALMTD326$455,6140.34%
127PRINCIPAL FINANCIAL GROUP INPFG5,792$454,3830.34%
128BLOCK INCBSQKZ7,039$453,9460.34%
129DONALDSON INCDCI6,295$450,4700.33%
130VIRTU FINL INC92825410120,032$449,7180.33%
131ANALOG DEVICES INCADI1,953$445,7910.33%
132TEXAS PACIFIC LAND CORPORATITPL602$442,0310.33%
133LOUISIANA PAC CORPLPX5,355$440,8780.33%
134AZEK CO INC05478C10510,462$440,7640.33%
135FIRST INDL RLTY TR INC32054K1039,245$439,2300.33%
136BOOZ ALLEN HAMILTON HLDG CORBAH2,853$439,0770.33%
137STERICYCLE INC8589121087,359$427,7790.32%
138IDEXX LABS INC45168D104869$423,3770.31%
139NORWEGIAN CRUISE LINE HLDG LNCLH22,475$422,3050.31%
140BOSTON BEER INCSAM1,381$421,2750.31%
141PENN ENTERTAINMENT INCPENN21,746$420,8940.31%
142LEGGETT & PLATT INCLEG36,491$418,1870.31%
143SKECHERS U S A INC8305661055,974$412,9220.31%
144RITHM CAPITAL CORPRITM-PF37,534$409,4960.30%
145GENERAL DYNAMICS CORPGD1,403$407,0670.30%
146CDW CORPCDW1,792$401,1210.30%
147CIENA CORPCIEN8,310$400,3760.30%
148OLIN CORPOLN8,476$399,6430.30%
149LULULEMON ATHLETICA INCLULU1,332$397,8690.30%
150SPIRIT AEROSYSTEMS HLDGS INC84857410912,020$395,0970.29%
151XCEL ENERGY INCXELLL7,371$393,6850.29%
152STATE STR CORPSTT-PG5,310$392,9400.29%
153BERKSHIRE HATHAWAY INC DELBRK-A963$391,7480.29%
154DRAFTKINGS INC NEWDKNG10,242$390,9370.29%
155LPL FINL HLDGS INC50212V1001,391$388,5070.29%
156AMC ENTMT HLDGS INC00165C30276,106$379,0080.28%
157ROBINHOOD MKTS INC77070010216,612$377,2580.28%
158KRAFT HEINZ COKHC11,663$375,7820.28%
159INTEL CORPINTC12,085$374,2730.28%
160SEALED AIR CORP NEWSE10,696$372,1140.28%
161AGILENT TECHNOLOGIES INCA2,860$370,7420.28%
162CASEYS GEN STORES INC147528103951$362,8630.27%
163DANAHER CORPORATION2358511021,451$362,5320.27%
164LINCOLN NATL CORP IND53418710911,656$362,5020.27%
165AXALTA COATING SYS LTDAXTA10,595$362,0310.27%
166QUEST DIAGNOSTICS INCDGX2,637$360,9530.27%
167EXPEDITORS INTL WASH INC3021301092,879$359,2700.27%
168TECHNIPFMC PLCFTI13,705$358,3860.27%
169GRAND CANYON ED INCLOPE2,549$356,6300.26%
170AGCO CORPAGCO3,643$356,5770.26%
171GUIDEWIRE SOFTWARE INCGWRE2,515$346,7940.26%
172MARRIOTT INTL INC NEW5719032021,428$345,2480.26%
173UNITED AIRLS HLDGS INCUNTCW7,068$343,9290.26%
174TAKE-TWO INTERACTIVE SOFTWARTTWO2,121$329,7940.24%
175ATLASSIAN CORPORATIONTEAM1,858$328,6430.24%
176CMS ENERGY CORPCMS-PC5,517$328,4270.24%
177WORKDAY INCWDAY1,466$327,7390.24%
178BRIGHTHOUSE FINL INC10922N1037,551$327,2610.24%
179FACTSET RESH SYS INC303075105800$326,6160.24%
180MOTOROLA SOLUTIONS INCMSI845$326,2120.24%
181HASBRO INCHAS5,575$326,1370.24%
182THERMO FISHER SCIENTIFIC INCTMO588$325,1640.24%
183TEXAS ROADHOUSE INCTXRH1,877$322,4870.24%
184MADISON SQUARE GRDN SPRT COR55825T1031,703$320,3850.24%
185HARTFORD FINL SVCS GROUP INCHIG-PG3,181$319,8180.24%
186AUTONATION INCAN2,001$318,9200.24%
187MANPOWERGROUP INC WISMAN4,568$318,8460.24%
188COHERENT CORPCOHR4,395$318,4610.24%
189SYNOPSYS INCSNPS532$316,5710.23%
190AES CORPAES17,936$315,1360.23%
191ALLY FINL INC02005N1007,918$314,1070.23%
192PINNACLE FINL PARTNERS INC72346Q1043,918$313,5960.23%
193BIO RAD LABS INC0905722071,147$313,2580.23%
194ZILLOW GROUP INCZ6,672$309,5140.23%
195FORTUNE BRANDS INNOVATIONS IFBIN4,763$309,3090.23%
196PURE STORAGE INC74624M1024,794$307,8230.23%
197BALL CORPBALL5,125$307,6030.23%
198SHIFT4 PMTS INC82452J1094,182$306,7500.23%
199METLIFE INCMET-PF4,351$305,3970.23%
200ITT INCITT2,363$305,2520.23%
201CLEARWAY ENERGY INCCWEN-A12,356$305,0690.23%
202BLUE OWL CAPITAL INCOWL17,135$304,1470.23%
203ROCKET COS INC77311W10121,807$298,7560.22%
204HERSHEY COHSY1,601$294,3120.22%
205WHIRLPOOL CORPWHR-PA2,861$292,3940.22%
206HEALTHCARE RLTY TR42226K10517,735$292,2730.22%
207JUNIPER NETWORKS INC48203R1048,015$292,2270.22%
208CURTISS WRIGHT CORPCW1,074$291,0330.22%
209BUILDERS FIRSTSOURCE INCBLDR2,102$290,9380.22%
210HUNTINGTON INGALLS INDS INC4464131061,181$290,9160.22%
211BECTON DICKINSON & COBDX1,241$290,0340.22%
212INVITATION HOMES INCINVH8,059$289,2370.21%
213VOYA FINANCIAL INCVOYA-PB4,065$289,2250.21%
214SCHWAB CHARLES CORPSCHW-PJ3,900$287,3910.21%
215HILTON WORLDWIDE HLDGS INCHLT1,309$285,6240.21%
216DOORDASH INCDASH2,619$284,8950.21%
217INTERNATIONAL FLAVORS&FRAGRA4595061012,985$284,2020.21%
218HUNTSMAN CORPHUN12,369$281,6420.21%
219AGILON HEALTH INCAGL42,967$281,0050.21%
220KYNDRYL HLDGS INCKD10,651$280,2280.21%
221CENCORA INCCOR1,240$279,3720.21%
222MASTERCARD INCORPORATEDMA629$277,4890.21%
223COUSINS PPTYS INC22279550211,983$277,4070.21%
224SOFI TECHNOLOGIES INCSOFI41,894$276,9190.21%
225LINCOLN ELEC HLDGS INC5339001061,466$276,5460.21%
226EURONET WORLDWIDE INCEEFT2,664$275,7240.20%
227CHUBB LIMITEDCB1,077$274,7210.20%
228HANOVER INS GROUP INC4108671052,165$271,5780.20%
229ZSCALER INCZS1,411$271,1800.20%
230PULTE GROUP INC7458671012,458$270,6260.20%
231RB GLOBAL INCRBA3,537$270,0850.20%
232ASHLAND INCASH2,840$268,3520.20%
233INTERNATIONAL PAPER CO4601461036,215$268,1770.20%
234CONCENTRIX CORPCNXC4,221$267,1050.20%
235APPLE INCAAPL1,259$265,1700.20%
236WASTE MGMT INC DEL94106L1091,242$264,9690.20%
237KINDER MORGAN INC DELEP-PC13,249$263,2570.20%
238BORGWARNER INCBWA8,151$262,7890.20%
239MASIMO CORPMASI2,079$261,8290.19%
240UNIVERSAL HLTH SVCS INC9139031001,411$260,9360.19%
241AUTOZONE INCAZO88$260,8410.19%
242SITEONE LANDSCAPE SUPPLY INCSITE2,148$260,7890.19%
243SYSCO CORPSYY3,653$260,7870.19%
244BEST BUY INCBBY3,088$260,2880.19%
245CUBESMARTCUBE5,691$257,0620.19%
246NVENT ELECTRIC PLCNVT3,348$256,4900.19%
247TKO GROUP HOLDINGS INCTKO2,370$255,9360.19%
248AGNC INVT CORP00123Q10426,815$255,8150.19%
249HUBBELL INCHUBB699$255,4710.19%
250SPECTRUM BRANDS HLDGS INC NESPB2,973$255,4700.19%
251PINTEREST INCPINS5,795$255,3860.19%
252PELOTON INTERACTIVE INCPTON74,910$253,1960.19%
253TELEDYNE TECHNOLOGIES INCTDY641$248,6950.18%
254EVERSOURCE ENERGYES4,373$247,9930.18%
255VESTIS CORPORATIONVSTS19,692$240,8330.18%
256INSPIRE MED SYS INC4577301091,790$239,5560.18%
257FIRST AMERN FINL CORP31847R1024,433$239,1610.18%
258GAP INCGAP9,921$237,0120.18%
259NEW YORK TIMES CONYT4,603$235,7190.17%
260MCCORMICK & CO INCMKC-V3,293$233,6060.17%
261SSR MINING INSSRGF49,355$222,5910.17%
262TRACTOR SUPPLY COTSCO820$221,4000.16%
263ARDAGH METAL PACKAGING S AAMPWF64,847$220,4800.16%
264U HAUL HOLDING COMPANYUHAL-B3,673$220,4530.16%
265RALPH LAUREN CORPRL1,236$216,3740.16%
266NORTHROP GRUMMAN CORPNOC495$215,7950.16%
267SAIA INCSAIA433$205,3680.15%
268GENUINE PARTS COGPC1,482$204,9900.15%
269DELTA AIR LINES INC DELDAL4,317$204,7980.15%
270SCHLUMBERGER LTDSLB4,337$204,6190.15%
271DICKS SPORTING GOODS INC253393102938$201,5290.15%
272GENPACT LIMITEDG6,247$201,0910.15%
273NEW YORK CMNTY BANCORP INC64944510356,621$182,3200.14%
274PARAMOUNT GLOBAL92556H20616,586$172,3290.13%
275WARNER BROS DISCOVERY INCWBD22,818$169,7660.13%
276OLAPLEX HLDGS INCOLPX104,592$161,0720.12%
277NEWELL BRANDS INCNWL24,719$158,4490.12%
278KEYCORP49326710810,340$146,9320.11%
279AMCOR PLCAMCCF10,537$103,0520.08%
280GRANITE PT MTG TR INC38741L10726,256$77,9800.06%
281BRIGHTSPIRE CAPITAL INCBRSP11,960$68,1720.05%
282UNISYS CORPUIS12,687$52,3970.04%
283COMTECH TELECOMMUNICATIONS C20582620916,794$50,8860.04%
284OPENDOOR TECHNOLOGIES INCOPENZ19,698$36,2440.03%
285GOPRO INCGPRO22,392$31,7960.02%
286OPKO HEALTH INCOPK12,737$15,9210.01%