Arkolith/Funds/Shapiro Capital Management LLC

Shapiro Capital Management LLC

CIK 1177244Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Shapiro Capital Management LLC holds a diversified book of 50 stocks worth $1.6B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Uber Technologies Inc and trimmed Tenable Holdings Inc. Their largest long position is Tenable Holdings Inc at 6% of the equity book.

Opened
11
bought for the first time
Added to
10
already held, bought more
Trimmed
34
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
44%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
27%
Consumer Discretionary
15%
Financials
13%
Industrials
12%
Health Care
9%
Materials
9%
Communication Services
5%
Consumer Staples
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Shapiro Capital Management LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.60 / 50$301.3B
MORGAN STANLEY60 / 50$103.0B
JPMORGAN CHASE & CO60 / 50$95.5B
FMR LLC60 / 50$75.2B
BANK OF AMERICA CORP /DE/60 / 50$63.0B
GOLDMAN SACHS GROUP INC60 / 50$58.4B
NORTHERN TRUST CORP60 / 50$47.1B
UBS Group AG60 / 50$29.9B

Ranked by the share of each fund's own book sitting in the names it shares with Shapiro Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

50 positions
#SecurityValueShares% PortLast moveHistory
1Tenable Hldgs Inc
COM
$106.3M2.88M
6.4%
−31%
Reduced · −1.3M sh
2NCR Voyix Corporation
COM
$88.5M10.83M
5.4%
+4.9%
Added · +509K sh
3Factset Resh Sys Inc
COM
$80.2M348.4K
4.9%
+5.4%
Added · +18K sh
4Lionsgate Studios Corp
COM
$77.0M5.03M
4.7%
−46%
Reduced · −4.3M sh
5Callaway Golf Co
COM
$70.0M3.72M
4.2%
−28%
Reduced · −1.5M sh
6Albertsons Companies Inc
COMMON STOCK
$67.0M4.95M
4.1%
+116%
Added · +2.7M sh
7Elanco Animal Health Inc
COM
$65.3M2.65M
4.0%
−11%
Reduced · −316K sh
8Genius Sports Limited
SHARES CL A
$59.9M9.89M
3.6%
−6.8%
Reduced · −725K sh
9Maplebear Inc
COM
$59.7M1.26M
3.6%
−2.3%
Reduced · −29K sh
10Truist Finl Corp
COM
$56.1M1.13M
3.4%
−11%
Reduced · −145K sh
11Amrize Ltd
SHS
$55.2M1.04M
3.3%
+8.1%
Added · +77K sh
12Pinterest Inc
CL A
$55.0M2.62M
3.3%
−23%
Reduced · −772K sh
13Bank Of Amer Corp
COM
$54.6M958.3K
3.3%
−12%
Reduced · −127K sh
14Disney Walt Co
COM
$52.8M549.0K
3.2%
−11%
Reduced · −68K sh
15Zimmer Biomet Holdings Inc
COM
$52.1M605.4K
3.2%
−7.1%
Reduced · −47K sh
16Berkshire Hathaway Inc Del
CL B NEW
$49.0M98.0K
3.0%
−12%
Reduced · −13K sh
17Deckers Outdoor Corp
COM
$47.0M473.1K
2.8%
−11%
Reduced · −60K sh
18Alphabet Inc
CAP STK CL C
$41.6M117.8K
2.5%
−11%
Reduced · −15K sh
19Graphic Packaging Hldg Co
COM
$40.9M3.87M
2.5%
−9.3%
Reduced · −398K sh
20Uber Technologies Inc
COM
$34.4M477.3K
2.1%
New
New position
21Devon Energy Corp New
COM
$32.6M788.6K
2.0%
−12%
Reduced · −111K sh
22Micron Technology Inc
COM
$25.8M22.4K
1.6%
−72%
Reduced · −59K sh
23Textron Inc
COM
$24.0M261.4K
1.5%
New
New position
24Gartner Inc
COM
$22.4M173.1K
1.4%
+20%
Added · +29K sh
25Madison Square GRDN SPRT Cor
CL A
$22.2M55.2K
1.3%
−23%
Reduced · −17K sh
26Pinnacle Finl Partners Inc
COM
$21.9M216.7K
1.3%
−12%
Reduced · −29K sh
27Blackbaud Inc
COM
$20.8M703.6K
1.3%
+36%
Added · +187K sh
28Dolby Laboratories Inc
COM CL A
$20.4M387.7K
1.2%
+28%
Added · +84K sh
29Penn Entertainment Inc
COM
$18.9M885.1K
1.1%
−68%
Reduced · −1.9M sh
30Atlanta Braves Hldgs Inc
COM SER C
$18.7M359.7K
1.1%
−15%
Reduced · −62K sh
31L3harris Technologies Inc
COM
$18.5M63.6K
1.1%
−11%
Reduced · −8K sh
32Donnelley Finl Solutions Inc
COM
$17.8M425.4K
1.1%
−5.1%
Reduced · −23K sh
33Ashland Inc
COM
$16.8M254.5K
1.0%
−36%
Reduced · −141K sh
34Avantor Inc
COM
$16.6M1.67M
1.0%
+212%
Added · +1.1M sh
35Matador Res Co
COM
$15.8M318.0K
1.0%
−4.7%
Reduced · −16K sh
36Cooper Cos Inc
COM
$15.1M210.4K
0.9%
New
New position
37Starz Entertainment Corp.
COM
$13.6M472.2K
0.8%
−15%
Reduced · −83K sh
38Ishares TR
RUS 2000 VAL ETF
$12.7M57.2K
0.8%
−8.7%
Reduced · −5K sh
39Chewy Inc
CL A
$11.3M574.3K
0.7%
New
New position
40Bellring Brands Inc
COMMON STOCK
$11.0M849.3K
0.7%
−9.2%
Reduced · −86K sh
41Ameris Bancorp
COM
$10.7M119.0K
0.7%
−11%
Reduced · −15K sh
42MKS Inc.
COM
$10.2M22.9K
0.6%
−44%
Reduced · −18K sh
43Amentum Holdings Inc
COM
$9.8M476.0K
0.6%
New
New position
44BWX Technologies Inc
COM
$7.9M40.6K
0.5%
−9.9%
Reduced · −4K sh
45Lamb Weston Hldgs Inc
COM
$7.3M169.1K
0.4%
+6.9%
Added · +11K sh
46Ge Healthcare Technologies I
COMMON STOCK
$6.2M96.5K
0.4%
New
New position
47Invesco Exchange Traded FD T
S&P500 EQL WGT
$3.6M17.1K
0.2%
−10.0%
Reduced · −2K sh
48State STR SPDR S&P 500 ETF T
TR UNIT
$1.7M2.3K
0.1%
−70%
Reduced · −5K sh
49Ishares TR
RUSSELL 2000 ETF
$1.6M5.3K
0.1%
+114%
Added · +3K sh
50Atlanta Braves Hldgs Inc
COM SER A
$976K17.3K
0.1%
−7.3%
Reduced · −1K sh
Showing all 50 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202650$1.6B13F-HR
Q1 2026Mar 31, 2026May 15, 202650$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648$1.9B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202548$2.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202548$2.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.