Scout Investments

Scout Investments as of June 30, 2024

Portfolio Holdings for Scout Investments

Scout Investments holds 194 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Inc-a Common Stock (PLTR) 2.1 $76M 3.0M 25.33
Edwards Lifesciences Corp Common Stock (EW) 1.9 $72M 781k 92.37
First Horizon Corp Common Stock (FHN) 1.9 $70M 4.4M 15.77
Viper Energy Common Stock (VNOM) 1.8 $69M 1.8M 37.53
Centerpoint Energy Common Stock (CNP) 1.6 $61M 2.0M 30.98
Casey's General Stores Common Stock (CASY) 1.6 $60M 158k 381.56
Quanta Services Common Stock (PWR) 1.6 $59M 231k 254.09
Cboe Global Markets Common Stock (CBOE) 1.5 $57M 338k 170.06
Agree Realty Corp Reit (ADC) 1.5 $56M 911k 61.94
Evercore Inc - A Common Stock (EVR) 1.5 $55M 262k 208.43
Mid-america Apartment Comm Reit (MAA) 1.4 $51M 358k 142.61
Stag Industrial Reit (STAG) 1.3 $50M 1.4M 36.06
Shift4 Payments Inc-class A Common Stock (FOUR) 1.3 $49M 662k 73.35
Encompass Health Corp Common Stock (EHC) 1.2 $46M 538k 85.79
Cencora Common Stock (COR) 1.2 $45M 200k 225.30
Chart Industries Common Stock (GTLS) 1.2 $44M 303k 144.34
Ppl Corp Common Stock (PPL) 1.2 $43M 1.6M 27.65
Axis Capital Holdings Common Stock (AXS) 1.0 $37M 520k 70.65
Applovin Corp-class A Common Stock (APP) 1.0 $36M 435k 83.22
Murphy Usa Common Stock (MUSA) 1.0 $36M 77k 469.46
Wec Energy Group Common Stock (WEC) 0.9 $34M 439k 78.46
Agilent Technologies Common Stock (A) 0.9 $34M 266k 129.63
Huntington Bancshares Common Stock (HBAN) 0.9 $34M 2.6M 13.18
Omnicom Group Common Stock (OMC) 0.9 $34M 383k 89.70
Hubbell Common Stock (HUBB) 0.9 $34M 94k 365.48
Tko Group Holdings Common Stock (TKO) 0.9 $34M 316k 107.99
Marvell Technology Common Stock (MRVL) 0.9 $33M 478k 69.90
Delta Air Lines Common Stock (DAL) 0.9 $33M 699k 47.44
Ally Financial Common Stock (ALLY) 0.9 $33M 825k 39.67
Centene Corp Common Stock (CNC) 0.9 $33M 492k 66.30
Biomarin Pharmaceutical Common Stock (BMRN) 0.9 $32M 388k 82.33
United Rentals Common Stock (URI) 0.8 $32M 49k 646.73
Dr Horton Common Stock (DHI) 0.8 $31M 220k 140.93
Booz Allen Hamilton Holdings Common Stock (BAH) 0.8 $30M 196k 153.90
Textron Common Stock (TXT) 0.8 $30M 344k 85.86
Take-two Interactive Softwre Common Stock (TTWO) 0.8 $29M 189k 155.49
Parker Hannifin Corp Common Stock (PH) 0.8 $29M 58k 505.81
Xylem Common Stock (XYL) 0.8 $29M 210k 135.63
Rb Global Common Stock (RBA) 0.7 $28M 360k 76.36
White Mountains Insurance Gp Common Stock (WTM) 0.7 $27M 15k 1817.45
Sharkninja Common Stock (SN) 0.7 $27M 354k 75.15
Noble Corp Common Stock (NE) 0.7 $27M 596k 44.65
Dell Technologies -c Common Stock (DELL) 0.7 $26M 190k 137.91
Neurocrine Biosciences Common Stock (NBIX) 0.7 $26M 190k 137.67
Brunswick Corp Common Stock (BC) 0.7 $26M 356k 72.77
Teradyne Common Stock (TER) 0.7 $26M 173k 148.29
Copart Common Stock (CPRT) 0.7 $26M 470k 54.16
Eastgroup Properties Reit (EGP) 0.7 $25M 150k 170.10
Atmos Energy Corp Common Stock (ATO) 0.7 $25M 216k 116.65
Clean Harbors Common Stock (CLH) 0.7 $25M 111k 226.15
Ati Common Stock (ATI) 0.7 $25M 444k 55.45
Texas Roadhouse Common Stock (TXRH) 0.7 $24M 142k 171.71
Boyd Gaming Corp Common Stock (BYD) 0.7 $24M 442k 55.10
Ulta Beauty Common Stock (ULTA) 0.6 $24M 62k 385.87
Owens Corning Common Stock (OC) 0.6 $23M 135k 173.72
Citizens Financial Group Common Stock (CFG) 0.6 $23M 638k 36.03
Ametek Common Stock (AME) 0.6 $23M 137k 166.71
Eqt Corp Common Stock (EQT) 0.6 $23M 610k 36.98
Super Micro Computer Common Stock (SMCI) 0.6 $22M 27k 819.35
Las Vegas Sands Corp Common Stock (LVS) 0.6 $22M 502k 44.25
Cheniere Energy Common Stock (LNG) 0.6 $22M 125k 174.83
Gartner Common Stock (IT) 0.6 $22M 49k 449.06
Hershey Co/the Common Stock (HSY) 0.6 $22M 118k 183.83
Celsius Holdings Common Stock (CELH) 0.6 $21M 372k 57.09
Kirby Corp Common Stock (KEX) 0.6 $21M 177k 119.73
Live Nation Entertainment In Common Stock (LYV) 0.6 $21M 224k 93.74
Monolithic Power Systems Common Stock (MPWR) 0.6 $21M 26k 821.68
O'reilly Automotive Common Stock (ORLY) 0.6 $21M 20k 1056.06
Vertiv Holdings Co-a Common Stock (VRT) 0.6 $21M 241k 86.57
Carrier Global Corp Common Stock (CARR) 0.6 $21M 330k 63.08
Eagle Materials Common Stock (EXP) 0.6 $21M 94k 217.46
Pure Storage Inc - Class A Common Stock (PSTG) 0.5 $20M 312k 64.21
Vulcan Materials Common Stock (VMC) 0.5 $20M 80k 248.68
Robinhood Markets Inc - A Common Stock (HOOD) 0.5 $20M 880k 22.71
Microchip Technology Common Stock (MCHP) 0.5 $20M 218k 91.50
Darling Ingredients Common Stock (DAR) 0.5 $20M 538k 36.75
Arch Capital Group Common Stock (ACGL) 0.5 $20M 194k 100.89
Everest Group Common Stock (EG) 0.5 $20M 51k 381.02
U-haul Holding Co-non Voting Common Stock (UHAL.B) 0.5 $19M 320k 60.02
Ciena Corp Common Stock (CIEN) 0.5 $19M 398k 48.18
Crowdstrike Holdings Inc - A Common Stock (CRWD) 0.5 $19M 50k 383.19
Thor Industries Common Stock (THO) 0.5 $19M 201k 93.45
Interactive Brokers Gro-cl A Common Stock (IBKR) 0.5 $19M 151k 122.60
NVR Common Stock (NVR) 0.5 $18M 2.4k 7588.56
Arista Networks Common Stock (ANET) 0.5 $18M 51k 350.48
Ge Vernova Common Stock (GEV) 0.5 $18M 105k 171.51
Baker Hughes Common Stock (BKR) 0.5 $18M 497k 35.17
Cognex Corp Common Stock (CGNX) 0.5 $17M 371k 46.76
Martin Marietta Materials Common Stock (MLM) 0.5 $17M 32k 541.80
Freeport-mcmoran Common Stock (FCX) 0.5 $17M 350k 48.60
Corebridge Financial Common Stock (CRBG) 0.5 $17M 579k 29.12
Brown & Brown Common Stock (BRO) 0.5 $17M 188k 89.41
Corteva Common Stock (CTVA) 0.4 $17M 308k 53.94
Kinsale Capital Group Common Stock (KNSL) 0.4 $16M 43k 385.28
Nucor Corp Common Stock (NUE) 0.4 $15M 97k 158.08
Henry Schein Common Stock (HSIC) 0.4 $15M 230k 64.10
Alamos Gold Inc-class A Common Stock (AGI) 0.4 $15M 933k 15.68
Applied Industrial Tech Common Stock (AIT) 0.4 $15M 75k 194.00
Brown-forman Corp-class B Common Stock (BF.B) 0.4 $15M 337k 43.19
Dycom Industries Common Stock (DY) 0.4 $14M 84k 168.76
Church & Dwight Common Stock (CHD) 0.4 $14M 137k 103.68
Agnico Eagle Mines Common Stock (AEM) 0.4 $14M 216k 65.40
Ingersoll-rand Common Stock (IR) 0.4 $14M 156k 90.84
Credo Technology Group Holdi Common Stock (CRDO) 0.4 $14M 439k 31.94
Bwx Technologies Common Stock (BWXT) 0.4 $14M 146k 95.00
Westlake Corp Common Stock (WLK) 0.4 $14M 95k 144.82
Lkq Corp Common Stock (LKQ) 0.4 $14M 329k 41.59
Nextracker Inc-cl A Common Stock (NXT) 0.4 $14M 290k 46.88
Jack Henry & Associates Common Stock (JKHY) 0.4 $13M 81k 166.02
Fabrinet Common Stock (FN) 0.4 $13M 54k 244.79
Udr Reit (UDR) 0.4 $13M 321k 41.15
Align Technology Common Stock (ALGN) 0.4 $13M 55k 241.43
Impinj Common Stock (PI) 0.3 $13M 81k 156.77
Lemaitre Vascular Common Stock (LMAT) 0.3 $13M 155k 82.28
Vail Resorts Common Stock (MTN) 0.3 $13M 71k 180.13
Morningstar Common Stock (MORN) 0.3 $13M 43k 295.85
Knight-swift Transportation Common Stock (KNX) 0.3 $13M 252k 49.92
Paycom Software Common Stock (PAYC) 0.3 $12M 86k 143.04
Xpo Common Stock (XPO) 0.3 $12M 114k 106.15
Vericel Corp Common Stock (VCEL) 0.3 $12M 261k 45.88
Vistra Corp Common Stock (VST) 0.3 $12M 139k 85.98
Installed Building Products Common Stock (IBP) 0.3 $12M 58k 205.68
Healthequity Common Stock (HQY) 0.3 $12M 137k 86.20
Host Hotels & Resorts Reit (HST) 0.3 $12M 652k 17.98
Halozyme Therapeutics Common Stock (HALO) 0.3 $12M 219k 52.36
Allegro Microsystems Common Stock (ALGM) 0.3 $11M 389k 28.24
Kratos Defense & Security Common Stock (KTOS) 0.3 $11M 538k 20.01
Integer Holdings Corp Common Stock (ITGR) 0.3 $10M 87k 115.79
Patrick Industries Common Stock (PATK) 0.3 $10M 92k 108.55
Costar Group Common Stock (CSGP) 0.3 $9.8M 133k 74.14
Molina Healthcare Common Stock (MOH) 0.3 $9.8M 33k 297.30
Balchem Corp Common Stock (BCPC) 0.3 $9.6M 63k 153.95
Descartes Systems Grp/the Common Stock (DSGX) 0.3 $9.6M 99k 96.84
Builders Firstsource Common Stock (BLDR) 0.3 $9.5M 69k 138.41
Eplus Common Stock (PLUS) 0.3 $9.3M 127k 73.68
Tractor Supply Company Common Stock (TSCO) 0.2 $9.0M 33k 270.00
Onespaworld Holdings Common Stock (OSW) 0.2 $8.9M 579k 15.37
Pjt Partners Inc - A Common Stock (PJT) 0.2 $8.9M 83k 107.91
Cohen & Steers Common Stock (CNS) 0.2 $8.8M 122k 72.56
Insperity Common Stock (NSP) 0.2 $8.7M 96k 91.21
Krystal Biotech Common Stock (KRYS) 0.2 $8.5M 47k 183.64
Timken Common Stock (TKR) 0.2 $8.3M 104k 80.13
Ross Stores Common Stock (ROST) 0.2 $8.3M 57k 145.32
Texas Pacific Land Corp Common Stock (TPL) 0.2 $8.1M 11k 734.27
Caretrust Reit Reit (CTRE) 0.2 $8.1M 322k 25.10
Aris Water Solutions Inc-a Common Stock (ARIS) 0.2 $7.9M 505k 15.67
Box Inc - Class A Common Stock (BOX) 0.2 $7.9M 299k 26.44
Advanced Energy Industries Common Stock (AEIS) 0.2 $7.7M 71k 108.76
Chefs' Warehouse Inc/the Common Stock (CHEF) 0.2 $7.7M 196k 39.11
Insmed Common Stock (INSM) 0.2 $7.6M 113k 67.00
Qualys Common Stock (QLYS) 0.2 $7.3M 51k 142.60
Axos Financial Common Stock (AX) 0.2 $7.2M 126k 57.15
Lantheus Holdings Common Stock (LNTH) 0.2 $7.2M 90k 80.29
Workday Inc-class A Common Stock (WDAY) 0.2 $7.1M 32k 223.56
Albany Intl Corp-cl A Common Stock (AIN) 0.2 $7.1M 84k 84.45
Plexus Corp Common Stock (PLXS) 0.2 $6.9M 67k 103.18
Materion Corp Common Stock (MTRN) 0.2 $6.9M 64k 108.13
Ultra Clean Holdings Common Stock (UCTT) 0.2 $6.8M 139k 49.00
Icu Medical Common Stock (ICUI) 0.2 $6.6M 56k 118.75
Supernus Pharmaceuticals Common Stock (SUPN) 0.2 $6.5M 242k 26.75
Construction Partners Inc-a Common Stock (ROAD) 0.2 $6.2M 112k 55.21
Addus Homecare Corp Common Stock (ADUS) 0.2 $6.2M 53k 116.11
Mgp Ingredients Common Stock (MGPI) 0.2 $6.0M 81k 74.40
I3 Verticals Inc-class A Common Stock (IIIV) 0.2 $6.0M 273k 22.08
Intapp Common Stock (INTA) 0.2 $5.9M 161k 36.67
Global Industrial Common Stock (GIC) 0.2 $5.7M 183k 31.36
G-iii Apparel Group Common Stock (GIII) 0.2 $5.7M 212k 27.07
Ceco Environmental Corp Common Stock (CECO) 0.2 $5.7M 199k 28.85
Power Integrations Common Stock (POWI) 0.2 $5.7M 81k 70.19
Axsome Therapeutics Common Stock (AXSM) 0.2 $5.6M 70k 80.50
Ufp Technologies Common Stock (UFPT) 0.1 $5.6M 21k 263.87
Cheesecake Factory Inc/the Common Stock (CAKE) 0.1 $5.5M 139k 39.29
Lgi Homes Common Stock (LGIH) 0.1 $5.4M 61k 89.49
Envestnet Common Stock (ENV) 0.1 $5.4M 87k 62.59
Magnite Common Stock (MGNI) 0.1 $5.4M 405k 13.29
Core Laboratories Common Stock (CLB) 0.1 $5.2M 257k 20.29
Hilltop Holdings Common Stock (HTH) 0.1 $5.2M 166k 31.28
Pagerduty Common Stock (PD) 0.1 $5.1M 220k 22.93
U.s. Physical Therapy Common Stock (USPH) 0.1 $5.0M 54k 92.42
Amn Healthcare Services Common Stock (AMN) 0.1 $4.9M 96k 51.23
Ambarella Common Stock (AMBA) 0.1 $4.9M 91k 53.95
Kimbell Royalty Partners Unit (KRP) 0.1 $4.7M 290k 16.36
Ziff Davis Common Stock (ZD) 0.1 $4.7M 86k 55.05
Verint Systems Common Stock (VRNT) 0.1 $4.5M 139k 32.20
Certara Common Stock (CERT) 0.1 $4.4M 316k 13.85
Excelerate Energy Inc-a Common Stock (EE) 0.1 $4.3M 231k 18.44
Enovis Corp Common Stock (ENOV) 0.1 $4.1M 91k 45.20
Vicor Corp Common Stock (VICR) 0.1 $4.1M 124k 33.16
Umh Properties Reit (UMH) 0.1 $3.7M 229k 15.99
Pacira Biosciences Common Stock (PCRX) 0.1 $3.6M 126k 28.61
Stoneridge Common Stock (SRI) 0.1 $3.4M 215k 15.96
Evolent Health Inc - A Common Stock (EVH) 0.1 $3.1M 165k 19.12
Kiniksa Pharmaceuticals Intl Common Stock 0.1 $2.7M 144k 18.67
Lindblad Expeditions Holding Common Stock (LIND) 0.1 $2.6M 266k 9.65