Scout Investments

Scout Investments as of Sept. 30, 2023

Portfolio Holdings for Scout Investments

Scout Investments holds 214 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Inc-a Common Stock (PLTR) 4.2 $181M 11M 15.88
Quanta Services Common Stock (PWR) 3.7 $163M 921k 176.64
Cboe Global Markets Common Stock (CBOE) 2.3 $99M 628k 156.80
Chart Industries Common Stock (GTLS) 2.1 $93M 556k 166.67
Centerpoint Energy Common Stock (CNP) 1.8 $81M 3.1M 25.75
Biomarin Pharmaceutical Common Stock (BMRN) 1.8 $79M 903k 87.08
Hubbell Common Stock (HUBB) 1.4 $62M 200k 309.26
Noble Corp Common Stock (NE) 1.3 $59M 1.2M 49.94
Stag Industrial Reit (STAG) 1.3 $59M 1.7M 33.91
Pioneer Natural Resources Common Stock 1.3 $58M 256k 224.46
Arista Networks Common Stock 1.2 $54M 289k 187.81
First Horizon Corp Common Stock (FHN) 1.2 $51M 4.7M 10.64
Arch Capital Group Common Stock (ACGL) 1.2 $50M 634k 79.37
Teradata Corp Common Stock (TDC) 1.1 $50M 1.1M 45.24
Cencora Common Stock (COR) 1.1 $47M 264k 179.08
Evercore Inc - A Common Stock (EVR) 1.0 $46M 341k 134.24
Crowdstrike Holdings Inc - A Common Stock (CRWD) 1.0 $43M 255k 169.54
Hess Corp Common Stock (HES) 1.0 $43M 285k 149.12
Edwards Lifesciences Corp Common Stock 1.0 $42M 611k 69.18
Lululemon Athletica Common Stock (LULU) 1.0 $42M 109k 382.86
Neurocrine Biosciences Common Stock (NBIX) 0.9 $41M 366k 111.79
Ppl Corp Common Stock (PPL) 0.9 $41M 1.8M 22.55
Brown & Brown Common Stock (BRO) 0.9 $40M 578k 69.52
Splunk Common Stock 0.9 $40M 272k 146.20
Centene Corp Common Stock (CNC) 0.9 $39M 565k 69.30
Kinsale Capital Group Common Stock (KNSL) 0.9 $39M 95k 409.38
Applovin Corp-class A Common Stock (APP) 0.9 $38M 923k 40.82
Agilent Technologies Common Stock (A) 0.8 $37M 331k 110.90
Marvell Technology Common Stock (MRVL) 0.8 $37M 670k 54.59
Eastgroup Properties Reit (EGP) 0.8 $36M 220k 164.33
Textron Common Stock (TXT) 0.8 $36M 464k 77.29
Rb Global Common Stock (RBA) 0.8 $36M 571k 62.51
Delta Air Lines Common Stock (DAL) 0.8 $35M 969k 36.45
Darling Ingredients Common Stock (DAR) 0.8 $35M 690k 50.76
Teradyne Common Stock (TER) 0.8 $34M 340k 100.67
Agree Realty Corp Reit (ADC) 0.8 $34M 630k 53.86
Casey's General Stores Common Stock (CASY) 0.8 $34M 124k 271.80
White Mountains Insurance Gp Common Stock (WTM) 0.8 $33M 22k 1509.45
Eagle Materials Common Stock (EXP) 0.8 $33M 203k 164.97
Gartner Common Stock (IT) 0.8 $33M 96k 346.00
United Rentals Common Stock (URI) 0.8 $33M 76k 437.37
Atmos Energy Corp Common Stock 0.7 $32M 311k 102.76
Everest Group Common Stock (EG) 0.7 $32M 84k 375.62
Transocean Common Stock (RIG) 0.7 $31M 4.0M 7.88
Baker Hughes Common Stock (BKR) 0.7 $31M 907k 34.56
Las Vegas Sands Corp Common Stock (LVS) 0.7 $30M 664k 45.70
Murphy Usa Common Stock (MUSA) 0.7 $30M 87k 347.63
Citizens Financial Group Common Stock (CFG) 0.7 $30M 1.2M 25.91
O'reilly Automotive Common Stock (ORLY) 0.7 $30M 33k 898.62
Clean Harbors Common Stock (CLH) 0.7 $30M 181k 163.83
NVR Common Stock (NVR) 0.7 $29M 4.9k 5960.95
On Semiconductor Common Stock (ON) 0.7 $29M 310k 93.37
Chipotle Mexican Grill Common Stock (CMG) 0.7 $29M 15k 1867.13
Dell Technologies -c Common Stock (DELL) 0.7 $29M 422k 67.70
Pure Storage Inc - Class A Common Stock (PSTG) 0.7 $28M 799k 35.54
Monster Beverage Corp Common Stock (MNST) 0.6 $28M 531k 52.54
Molina Healthcare Common Stock (MOH) 0.6 $28M 83k 332.46
Tractor Supply Company Common Stock (TSCO) 0.6 $27M 131k 203.50
Owens Corning Common Stock (OC) 0.6 $27M 197k 134.57
Evergy Common Stock (EVRG) 0.6 $26M 548k 48.10
Timken Common Stock (TKR) 0.6 $26M 359k 72.77
Booz Allen Hamilton Holdings Common Stock (BAH) 0.6 $26M 229k 113.57
Hershey Co/the Common Stock (HSY) 0.6 $26M 130k 199.01
Take-two Interactive Softwre Common Stock (TTWO) 0.6 $26M 186k 139.00
Carrier Global Corp Common Stock (CARR) 0.6 $25M 465k 54.56
Ametek Common Stock (AME) 0.6 $25M 171k 147.42
Workday Inc-class A Common Stock (WDAY) 0.6 $25M 115k 213.66
Albertsons Cos Inc - Class A Common Stock (ACI) 0.6 $24M 1.1M 22.63
Axis Capital Holdings Common Stock (AXS) 0.5 $24M 422k 55.80
Mid-america Apartment Comm Reit (MAA) 0.5 $23M 184k 127.30
Live Nation Entertainment In Common Stock (LYV) 0.5 $23M 277k 84.41
Valero Energy Corp Common Stock (VLO) 0.5 $23M 168k 138.09
Vulcan Materials Common Stock (VMC) 0.5 $23M 113k 200.93
Keysight Technologies In Common Stock (KEYS) 0.5 $22M 170k 131.70
Vail Resorts Common Stock (MTN) 0.5 $22M 101k 212.32
Tko Group Holdings Common Stock (TKO) 0.5 $20M 240k 85.00
Texas Roadhouse Common Stock (TXRH) 0.5 $20M 211k 96.47
Wec Energy Group Common Stock (WEC) 0.5 $20M 260k 77.03
Henry Schein Common Stock (HSIC) 0.5 $20M 274k 73.30
Parker Hannifin Corp Common Stock (PH) 0.5 $20M 52k 385.24
Nucor Corp Common Stock (NUE) 0.5 $20M 128k 154.78
Cameco Corp Common Stock (CCJ) 0.5 $20M 524k 37.57
Cadence Design Sys Common Stock (CDNS) 0.4 $19M 82k 236.49
Cheniere Energy Common Stock (LNG) 0.4 $19M 118k 162.53
Martin Marietta Materials Common Stock (MLM) 0.4 $19M 46k 405.70
Tyson Foods Inc-cl A Common Stock (TSN) 0.4 $18M 367k 49.24
Agnico Eagle Mines Common Stock (AEM) 0.4 $18M 408k 43.79
Skyworks Solutions Common Stock (SWKS) 0.4 $18M 179k 98.25
Flex Common Stock (FLEX) 0.4 $17M 641k 26.69
Brunswick Corp Common Stock (BC) 0.4 $17M 210k 78.87
Ww Grainger Common Stock (GWW) 0.4 $16M 23k 694.62
Costar Group Common Stock (CSGP) 0.4 $16M 211k 75.97
Monolithic Power Systems Common Stock (MPWR) 0.4 $16M 34k 459.34
Bwx Technologies Common Stock (BWXT) 0.4 $16M 214k 72.72
Corteva Common Stock (CTVA) 0.4 $15M 309k 50.05
Copart Common Stock (CPRT) 0.4 $15M 353k 43.62
Omnicell Common Stock (OMCL) 0.3 $15M 338k 45.16
Westlake Corp Common Stock (WLK) 0.3 $15M 124k 122.86
First American Financial Common Stock (FAF) 0.3 $15M 276k 54.38
Alamos Gold Inc-class A Common Stock (AGI) 0.3 $15M 1.3M 10.92
Ross Stores Common Stock (ROST) 0.3 $15M 129k 114.47
Ulta Beauty Common Stock (ULTA) 0.3 $14M 36k 402.95
U-haul Holding Co-non Voting Common Stock 0.3 $14M 278k 51.44
Applied Industrial Tech Common Stock (AIT) 0.3 $14M 92k 154.58
Dr Horton Common Stock (DHI) 0.3 $14M 133k 106.18
Fabrinet Common Stock (FN) 0.3 $13M 79k 168.36
Medpace Holdings Common Stock (MEDP) 0.3 $13M 53k 242.56
Agco Corp Common Stock (AGCO) 0.3 $13M 108k 117.51
Healthequity Common Stock (HQY) 0.3 $12M 167k 73.80
Thor Industries Common Stock (THO) 0.3 $12M 126k 95.44
Polaris Common Stock (PII) 0.3 $12M 117k 102.64
Huntington Ingalls Industrie Common Stock (HII) 0.3 $12M 58k 202.01
Performance Food Group Common Stock (PFGC) 0.3 $12M 197k 58.73
Lear Corp Common Stock (LEA) 0.3 $11M 85k 132.74
Installed Building Products Common Stock (IBP) 0.3 $11M 92k 122.94
Jack Henry & Associates Common Stock (JKHY) 0.3 $11M 75k 149.87
Insperity Common Stock (NSP) 0.3 $11M 113k 96.90
Lumentum Holdings Common Stock (LITE) 0.2 $11M 234k 45.68
Vericel Corp Common Stock (VCEL) 0.2 $11M 318k 33.19
Lemaitre Vascular Common Stock (LMAT) 0.2 $10M 188k 55.16
Universal Display Corp Common Stock (OLED) 0.2 $10M 66k 156.05
Knight-swift Transportation Common Stock (KNX) 0.2 $10M 208k 49.08
Halozyme Therapeutics Common Stock (HALO) 0.2 $10M 266k 37.69
Insulet Corp Common Stock (PODD) 0.2 $9.9M 60k 165.04
Darden Restaurants Common Stock (DRI) 0.2 $9.9M 69k 142.41
Qualys Common Stock (QLYS) 0.2 $9.8M 64k 152.95
Eplus Common Stock (PLUS) 0.2 $9.7M 150k 64.64
Amn Healthcare Services Common Stock 0.2 $9.6M 114k 84.61
Kratos Defense & Security Common Stock (KTOS) 0.2 $9.6M 636k 15.07
Exelixis Common Stock (EXEL) 0.2 $9.5M 427k 22.22
Kla Corp Common Stock (KLAC) 0.2 $9.2M 20k 460.63
Balchem Corp Common Stock (BCPC) 0.2 $9.1M 74k 123.08
Cohen & Steers Common Stock (CNS) 0.2 $8.9M 144k 62.00
Lamb Weston Holdings Common Stock (LW) 0.2 $8.8M 95k 92.23
Box Inc - Class A Common Stock (BOX) 0.2 $8.8M 354k 24.73
Descartes Systems Grp/the Common Stock (DSGX) 0.2 $8.7M 120k 72.74
Credo Technology Group Holdi Common Stock (CRDO) 0.2 $8.7M 548k 15.94
Dycom Industries Common Stock (DY) 0.2 $8.6M 100k 86.63
Advanced Energy Industries Common Stock (AEIS) 0.2 $8.6M 84k 102.23
Vicor Corp Common Stock (VICR) 0.2 $8.5M 147k 58.18
Albany Intl Corp-cl A Common Stock (AIN) 0.2 $8.4M 99k 85.25
Host Hotels & Resorts Reit (HST) 0.2 $8.3M 523k 15.92
Dxc Technology Common Stock (DXC) 0.2 $8.3M 393k 21.15
Morningstar Common Stock (MORN) 0.2 $8.2M 36k 229.53
Patrick Industries Common Stock (PATK) 0.2 $8.2M 109k 75.04
Pjt Partners Inc - A Common Stock (PJT) 0.2 $8.1M 103k 79.01
Integer Holdings Corp Common Stock (ITGR) 0.2 $8.0M 102k 78.04
Lkq Corp Common Stock (LKQ) 0.2 $7.8M 159k 49.13
Supernus Pharmaceuticals Common Stock (SUPN) 0.2 $7.8M 287k 27.12
Onespaworld Holdings Common Stock (OSW) 0.2 $7.8M 702k 11.08
Halliburton Common Stock (HAL) 0.2 $7.7M 195k 39.77
Caretrust Reit Reit (CTRE) 0.2 $7.7M 381k 20.13
Ingersoll-rand Common Stock (IR) 0.2 $7.6M 119k 63.60
Insmed Common Stock (INSM) 0.2 $7.6M 298k 25.37
Materion Corp Common Stock (MTRN) 0.2 $7.6M 76k 100.04
Plexus Corp Common Stock (PLXS) 0.2 $7.4M 79k 93.31
Paycom Software Common Stock (PAYC) 0.2 $7.4M 28k 260.04
Huntsman Corp Common Stock (HUN) 0.2 $7.4M 308k 23.90
Power Integrations Common Stock (POWI) 0.2 $7.3M 96k 76.76
Global Industrial Common Stock (GIC) 0.2 $7.3M 217k 33.76
Lgi Homes Common Stock (LGIH) 0.2 $7.2M 72k 99.79
Freeport-mcmoran Common Stock (FCX) 0.2 $7.2M 196k 36.64
Lantheus Holdings Common Stock (LNTH) 0.2 $7.2M 106k 67.65
Generac Holdings Common Stock (GNRC) 0.2 $6.9M 65k 106.10
Builders Firstsource Common Stock (BLDR) 0.2 $6.9M 56k 123.00
Southwest Airlines Common Stock (LUV) 0.2 $6.8M 250k 27.19
Core Laboratories Common Stock (CLB) 0.2 $6.7M 286k 23.33
I3 Verticals Inc-class A Common Stock (IIIV) 0.2 $6.6M 323k 20.39
Forward Air Corp Common Stock (FWRD) 0.2 $6.6M 96k 68.07
Fti Consulting Common Stock (FCN) 0.1 $6.4M 36k 177.78
Ziff Davis Common Stock (ZD) 0.1 $6.4M 101k 63.06
Floor & Decor Holdings Inc-a Common Stock (FND) 0.1 $6.3M 69k 91.35
G-iii Apparel Group Common Stock (GIII) 0.1 $6.2M 251k 24.80
Kirby Corp Common Stock (KEX) 0.1 $6.2M 76k 81.34
U.s. Physical Therapy Common Stock (USPH) 0.1 $5.9M 64k 92.16
Commerce Bancshares Common Stock (CBSH) 0.1 $5.9M 127k 46.64
Ambarella Common Stock (AMBA) 0.1 $5.9M 112k 52.63
Coherent Corp Common Stock (COHR) 0.1 $5.7M 175k 32.33
Axos Financial Common Stock (AX) 0.1 $5.4M 143k 37.44
Pagerduty Common Stock (PD) 0.1 $5.3M 238k 22.50
Hilltop Holdings Common Stock (HTH) 0.1 $5.3M 188k 28.31
Garmin Common Stock (GRMN) 0.1 $5.3M 51k 103.51
Intapp Common Stock (INTA) 0.1 $5.1M 155k 33.30
Cf Industries Holdings Common Stock (CF) 0.1 $5.1M 61k 83.71
Kimbell Royalty Partners Unit (KRP) 0.1 $5.1M 323k 15.73
Aris Water Solutions Inc-a Common Stock (ARIS) 0.1 $5.0M 521k 9.69
Impinj Common Stock (PI) 0.1 $5.0M 96k 52.43
Icu Medical Common Stock (ICUI) 0.1 $5.0M 43k 118.18
Stoneridge Common Stock (SRI) 0.1 $4.9M 254k 19.33
Cheesecake Factory Inc/the Common Stock (CAKE) 0.1 $4.9M 165k 29.60
Ultra Clean Holdings Common Stock (UCTT) 0.1 $4.8M 164k 29.50
Certara Common Stock (CERT) 0.1 $4.5M 310k 14.40
Pacira Biosciences Common Stock (PCRX) 0.1 $4.4M 149k 29.86
Envestnet Common Stock (ENV) 0.1 $4.3M 103k 42.45
Mosaic Co/the Common Stock (MOS) 0.1 $4.2M 120k 35.02
L3harris Technologies Common Stock (LHX) 0.1 $3.9M 23k 171.56
Excelerate Energy Inc-a Common Stock (EE) 0.1 $3.9M 234k 16.54
Yeti Holdings Common Stock (YETI) 0.1 $3.9M 84k 46.21
Verint Systems Common Stock (VRNT) 0.1 $3.7M 164k 22.75
Umh Properties Reit (UMH) 0.1 $3.7M 270k 13.75
Magnite Common Stock (MGNI) 0.1 $3.6M 480k 7.42
Rockwell Automation Common Stock (ROK) 0.1 $3.6M 13k 283.95
Ttec Holdings Common Stock (TTEC) 0.1 $3.4M 128k 26.92
Microchip Technology Common Stock (MCHP) 0.1 $3.4M 43k 78.37
Fox Corp - Class A Common Stock (FOXA) 0.1 $3.2M 104k 30.85
Zillow Group Inc - A Common Stock (ZG) 0.1 $3.0M 68k 44.37
Zebra Technologies Corp-cl A Common Stock (ZBRA) 0.1 $2.8M 12k 233.63
Lindblad Expeditions Holding Common Stock (LIND) 0.1 $2.2M 315k 7.15
Coherus Biosciences Common Stock (CHRS) 0.1 $2.2M 614k 3.60
Align Technology Common Stock (ALGN) 0.1 $2.2M 7.3k 299.76
Eagle Pharmaceuticals Common Stock (EGRX) 0.0 $2.0M 131k 15.21
Enphase Energy Common Stock (ENPH) 0.0 $1.9M 17k 116.84
Hecla Mining Common Stock (HL) 0.0 $1.9M 527k 3.62
Modivcare Common Stock (MODV) 0.0 $1.7M 58k 30.21