StockDriftsStockDriftsTop 50 Cygnus Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NWL | Newell Brands Inc | 5.66% | 1.36M | $8.3M | +142.71%(+797.90K) | $4.29(+36.28%) | 2026-06-30 | |
| AAP | Advance Auto Parts Inc | 4.89% | 115.7K | $7.2M | -8.31%(-10.49K) | $50.03(-10.69%) | 2026-06-30 | |
| ADBE | Adobe Inc | 4.41% | 31.7K | $6.5M | +129.51%(+17.87K) | $255.08(-1.12%) | 2026-06-30 | |
| WW | Ww International Inc | 4.22% | 388.7K | $6.2M | +96.08%(+190.44K) | $19.94(-25.87%) | 2026-06-30 | |
| UPS | United Parcel Service Inc | 4.03% | 55.2K | $5.9M | -6.15%(-3.61K) | $97.42(+2.93%) | 2026-06-30 | |
| CBZ | CBIZ Inc | 3.56% | 163.2K | $5.2M | new | $29.55(+84.60%) | 2026-06-30 | |
| MNRO | Monro Muffler Brake Inc | 3.54% | 304.5K | $5.2M | +826.08%(+271.62K) | $16.55(-22.74%) | 2026-06-30 | |
| TRIP | TripAdvisor Inc | 3.41% | 365.7K | $5.0M | +28.71%(+81.57K) | $13.70(-33.65%) | 2026-06-30 | |
| KD | Kyndryl Holdings Inc | 3.24% | 421.8K | $4.8M | +9.26%(+35.75K) | $19.17(-31.40%) | 2026-06-30 | |
| INTU | Intuit Inc | 3.2% | 18.0K | $4.7M | new | $345.01(-6.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.64% |
Cygnus Capital Advisors LLC reports $147.24M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are NWL (5.7%), AAP (4.9%) and ADBE (4.4%). The top 20 holdings account for 63.92% of reported assets. Its disclosed equity book has returned +17.65% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cygnus Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2114319). View Cygnus Capital Advisors LLC’s 13F filings on SEC