SYON CAPITAL LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.5T

Holdings

724

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (724 positions)

StockValue
EBAEBAY INC. COM
$652.3M
LHXL3HARRIS TECHNOLOGIES INC COM
$647.0M
IDIINTERDIGITAL INC COM
$641.2M
FTNTFORTINET INC COM
$635.3M
RHCRH PLC ORD
$634.9M
POWLPOWELL INDS INC COM
$634.3M
PCARPACCAR INC COM
$633.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$626.8M
DHID R HORTON INC COM
$619.6M
ALSALLSTATE CORP COM
$618.6M
EDCONSOLIDATED EDISON INC COM
$617.1M
UPSUNITED PARCEL SERVICE INC CL B
$616.3M
SWTXSPRINGWORKS THERAPEUTICS INC COM
$609.9M
EMNEASTMAN CHEM CO COM
$609.5M
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$609.5M
WDCWESTERN DIGITAL CORP COM
$608.2M
NRANRG ENERGY INC COM NEW
$607.5M
ONON SEMICONDUCTOR CORP COM
$605.1M
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$605.0M
DALDELTA AIR LINES INC DEL COM NEW
$598.3M
UBSUBS GROUP AG SHS
$595.3M
CCKCROWN HLDGS INC COM
$592.9M
HIGHARTFORD INSURANCE GROUP INC COM
$589.1M
LIESUN LIFE FINANCIAL INC. COM
$585.2M
EQIXEQUINIX INC COM
$582.4M
CCLCARNIVAL CORP PAIRED CTF
$581.4M
ULTAULTA BEAUTY INC COM
$579.2M
BMYBRISTOL-MYERS SQUIBB CO COM
$574.1M
TFCTRUIST FINL CORP COM
$571.5M
NWSANEWS CORP NEW CL A
$571.2M
NKENIKE INC CL B
$570.3M
AEPAMERICAN ELEC PWR CO INC COM
$568.6M
BBIOBRIDGEBIO PHARMA INC COM
$568.5M
CARRCARRIER GLOBAL CORPORATION COM
$566.2M
FITBFIFTH THIRD BANCORP COM
$565.2M
RLRALPH LAUREN CORP CL A
$563.9M
MLMMARTIN MARIETTA MATLS INC COM
$563.8M
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
$562.1M
DVNDEVON ENERGY CORP NEW COM
$561.7M
PAYXPAYCHEX INC COM
$560.7M
MSCIMSCI INC COM
$556.0M
DOVDOVER CORP COM
$552.3M
LDOSLEIDOS HOLDINGS INC COM
$551.7M
FASTFASTENAL CO COM
$551.4M
PG4PRINCIPAL FINANCIAL GROUP INC COM
$550.8M
TSNTYSON FOODS INC CL A
$549.9M
INGING GROEP N.V. SPONSORED ADR
$545.2M
PNCPNC FINL SVCS GROUP INC COM
$544.8M
HTDCORCEPT THERAPEUTICS INC COM
$543.6M
IWBISHARES RUSSELL 1000 ETF
$543.3M
FOXAFOX CORP CL A COM
$543.0M
HUBBHUBBELL INC COM
$539.5M
AWMSKYWORKS SOLUTIONS INC COM
$538.1M
FCXFREEPORT-MCMORAN INC CL B
$538.0M
BXBLACKSTONE INC COM
$537.7M
EPREPR PPTYS COM SH BEN INT
$537.0M
TECK/BTECK RESOURCES LTD CL B
$534.6M
ALCALCON AG ORD SHS
$533.0M
VRSKVERISK ANALYTICS INC COM
$530.5M
TTCTORO CO COM
$529.4M
WCCWESCO INTL INC COM
$527.6M
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$525.3M
SNNSMITH & NEPHEW PLC SPDN ADR NEW
$524.0M
PRUPRUDENTIAL FINL INC COM
$523.5M
DTDYNATRACE INC COM NEW
$519.7M
CCOCAMECO CORP COM
$519.4M
ADSKAUTODESK INC COM
$516.7M
DRIDARDEN RESTAURANTS INC COM
$516.2M
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$514.8M
WSMWILLIAMS SONOMA INC COM
$513.5M
BBARRICK MNG CORP COM SHS
$511.3M
ENBENBRIDGE INC COM
$501.0M
MSAMSA SAFETY INC COM
$500.9M
RMERESMED INC COM
$500.8M
WPMWHEATON PRECIOUS METALS CORP COM
$500.6M
HIWHIGHWOODS PPTYS INC COM
$499.6M
USBUS BANCORP DEL COM NEW
$495.5M
KKRKKR & CO INC COM
$495.1M
ESSESSEX PPTY TR INC COM
$494.3M
PNWPINNACLE WEST CAP CORP COM
$493.6M
PANWPALO ALTO NETWORKS INC COM
$491.8M
CFGCITIZENS FINL GROUP INC COM
$491.5M
AZTAAZENTA INC COM
$490.6M
IDXXIDEXX LABS INC COM
$489.7M
BCSBARCLAYS PLC ADR
$488.2M
UALUNITED AIRLS HLDGS INC COM
$488.1M
ARGXARGENX SE SPONSORED ADR
$485.6M
AERAERCAP HOLDINGS NV SHS
$484.4M
WABWABTEC COM
$480.7M
SYYSYSCO CORP COM
$480.2M
AVYAVERY DENNISON CORP COM
$475.0M
FIXCOMFORT SYS USA INC COM
$472.9M
ZMZOOM COMMUNICATIONS INC CL A
$470.5M
JHGJANUS HENDERSON GROUP PLC ORD SHS
$469.8M
SNASNAP ON INC COM
$469.6M
PAHUSDELEMENT SOLUTIONS INC COM
$467.2M
FFIVF5 INC COM
$465.9M
CRWDCROWDSTRIKE HLDGS INC CL A
$465.0M
SLBSCHLUMBERGER LTD COM STK
$464.3M
EWEDWARDS LIFESCIENCES CORP COM
$461.3M
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