Scout Investments, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Scout Investments, Inc. reported 194 stock positions worth $3.7 billion. Its top holding was Palantir Technologies Class A (PLTR) at 2.1% of the portfolio, followed by Edwards Lifesciences (EW, 1.9%) and First Horizon (FHN, 1.9%). Compared with Q1 2024, it opened 18 new positions, sold out of 17, added to 30 and reduced 146. The biggest buy was a new position in Edwards Lifesciences (EW) and the biggest sale an exit from Edwards Lifesciences.

Most Recent 13F
Q3 2024
Location
KANSAS CITY, MO
CIK
0001161927
Portfolio Value
$3.7B (Q2 2024)
SEC Filing
0001062993-24-014833 ↗ filed Aug 12, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B$5.0B Q1 2024: $4.1B Q1 2024 Q2 2024: $3.7B $3.7B Q2 2024 Q3 2024: $3.8B Q3 2024

Holdings 194 stocks · $3.7B
PLTR Palantir Technologies Inc. Class A 2.05% 3,018,021 $76.4M Reduce -52.7%
EW Edwards Lifesciences Corp. 1.94% 780,657 $72.1M New
FHN First Horizon Corp. 1.87% 4,412,072 $69.6M Reduce -13.6%
VNOM Viper Energy Inc. 1.85% 1,833,876 $68.8M Reduce -5.2%
CNP Centerpoint Energy Inc. 1.63% 1,955,765 $60.6M Reduce -5.7%
CASY Casey's General Stores Inc. 1.62% 158,059 $60.3M Reduce -11.7%
PWR Quanta Services Inc. 1.58% 231,346 $58.8M Reduce -9.0%
CBOE Cboe Global Markets Inc. 1.54% 337,712 $57.4M Reduce -14.1%
ADC Agree Realty Corp. 1.51% 910,887 $56.4M Reduce -6.0%
EVR Evercore Inc. Class A 1.47% 262,147 $54.6M Reduce -4.5%
MAA Mid-America Apartment Comm 1.37% 357,961 $51.0M Add +28.9%
STAG Stag Industrial Inc. 1.34% 1,386,186 $50.0M Reduce -4.6%
FOUR SHIFT4 Payments Inc. Class A 1.30% 661,980 $48.6M Add +25.9%
EHC Encompass Health Corp. 1.24% 537,954 $46.2M Add +52.5%
COR Cencora Inc. 1.21% 200,228 $45.1M Reduce -2.4%
GTLS Chart Industries Inc. 1.17% 302,834 $43.7M Reduce -5.9%
PPL PPL Corp. 1.16% 1,563,063 $43.2M Add +18.9%
AXS Axis Capital Holdings Ltd. 0.99% 520,035 $36.7M Reduce -5.5%
APP AppLovin Corp. Class A 0.97% 435,206 $36.2M Reduce -22.5%
MUSA Murphy USA Inc. 0.97% 76,585 $36.0M Reduce -5.3%
WEC WEC Energy Group Inc. 0.92% 438,781 $34.4M Add +122.1%
A Agilent Technologies Inc. 0.92% 265,530 $34.4M Reduce -5.0%
HBAN Huntington Bancshares Inc. 0.92% 2,610,009 $34.4M Add +1.1%
OMC Omnicom Group 0.92% 383,071 $34.4M Add +0.8%
HUBB Hubbell Inc. 0.92% 94,005 $34.4M Reduce -12.7%
TKO Tko Group Holdings Inc. 0.92% 315,708 $34.1M Reduce -8.1%
MRVL Marvell Technology Inc. 0.90% 477,935 $33.4M Reduce -3.4%
DAL Delta Air Lines Inc. 0.89% 699,243 $33.2M Reduce -5.2%
ALLY Ally Financial Inc. 0.88% 824,844 $32.7M Reduce -8.1%
CNC Centene Corp. 0.88% 491,820 $32.6M Add +4.1%
BMRN Biomarin Pharmaceutical Inc. 0.86% 388,205 $32.0M Reduce -42.6%
URI United Rentals Inc. 0.85% 48,893 $31.6M Reduce -11.6%
DHI D.R. Horton Inc. 0.83% 219,543 $30.9M Reduce -5.5%
BAH Booz Allen Hamilton Holdings 0.81% 195,827 $30.1M Reduce -8.6%
TXT Textron Inc. 0.79% 343,619 $29.5M Reduce -5.7%
TTWO Take-Two Interactive Softwre 0.79% 189,228 $29.4M Add +27.6%
PH Parker Hannifin Corp. 0.79% 58,133 $29.4M Reduce -20.6%
XYL Xylem Inc. 0.76% 209,980 $28.5M Reduce -6.0%
RBA RB Global Inc. 0.74% 360,295 $27.5M Reduce -9.3%
WTM White Mountains Insurance GP 0.73% 14,972 $27.2M Reduce -9.4%
SN Sharkninja Inc. 0.71% 353,887 $26.6M New
NE Noble Corp. PLC 0.71% 595,499 $26.6M Reduce -4.4%
DELL Dell Technologies -C 0.70% 190,057 $26.2M Reduce -31.5%
NBIX Neurocrine Biosciences Inc. 0.70% 189,870 $26.1M Add +78.2%
BC Brunswick Corp. 0.69% 355,647 $25.9M Add +1.9%
TER Teradyne Inc. 0.69% 173,250 $25.7M Reduce -19.3%
CPRT Copart Inc. 0.68% 469,912 $25.5M Reduce -19.3%
EGP Eastgroup Properties Inc. 0.68% 149,550 $25.4M Reduce -6.4%
ATO Atmos Energy Corp. 0.68% 215,895 $25.2M Reduce -6.3%
CLH Clean Harbors Inc. 0.67% 110,955 $25.1M Reduce -12.3%
ATI Ati Inc. 0.66% 444,305 $24.6M New
TXRH Texas Roadhouse Inc. 0.66% 142,109 $24.4M Reduce -16.1%
BYD Boyd Gaming Corp. 0.65% 441,582 $24.3M Reduce -9.4%
ULTA Ulta Beauty Inc. 0.64% 61,884 $23.9M Add +6.5%
OC Owens Corning 0.63% 134,799 $23.4M Reduce -6.8%
CFG Citizens Financial Group 0.62% 637,896 $23.0M Reduce -6.6%
AME Ametek Inc. 0.61% 136,985 $22.8M Reduce -6.5%
EQT Eqt Corp. 0.61% 609,910 $22.6M New
SMCI Super Micro Computer Inc. 0.60% 27,377 $22.4M Reduce -47.9%
LVS Las Vegas Sands Corp. 0.60% 501,680 $22.2M Reduce -6.5%
LNG Cheniere Energy Inc. 0.59% 125,116 $21.9M Add +20.2%
IT Gartner Inc. 0.59% 48,546 $21.8M Reduce -2.6%
HSY The Hershey Co. 0.58% 118,316 $21.8M Add +110.4%
CELH Celsius Holdings Inc. 0.57% 371,988 $21.2M New
KEX Kirby Corp. 0.57% 176,679 $21.2M Add +62.4%
LYV Live Nation Entertainment Inc. 0.56% 224,237 $21.0M Add +9.7%
MPWR Monolithic Power Systems Inc. 0.56% 25,540 $21.0M Reduce -35.5%
ORLY O'reilly Automotive Inc. 0.56% 19,834 $20.9M Add +43.5%
VRT Vertiv Holdings Co. Class A 0.56% 241,039 $20.9M Add +2.9%
CARR Carrier Global Corp. 0.56% 330,383 $20.8M Reduce -2.7%
EXP Eagle Materials Inc. 0.55% 94,286 $20.5M Reduce -35.1%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.54% 312,318 $20.1M Reduce -46.3%
VMC Vulcan Materials Co. 0.54% 80,371 $20.0M Reduce -2.6%
HOOD Robinhood Markets Inc. Class A 0.54% 879,912 $20.0M Reduce -8.0%
MCHP Microchip Technology Inc. 0.53% 217,673 $19.9M Add +9.8%
DAR Darling Ingredients Inc. 0.53% 537,514 $19.8M Add +69.3%
ACGL Arch Capital Group Ltd. 0.52% 193,797 $19.6M Reduce -18.1%
EG Everest Group Ltd. 0.52% 51,151 $19.5M Reduce -7.4%
UHAL.B U-Haul Holding Co.-Non Voting 0.52% 319,759 $19.2M New
CIEN Ciena Corp. 0.51% 398,022 $19.2M Add +11.3%
CRWD CrowdStrike Holdings Inc. Class A 0.51% 49,823 $19.1M Reduce -59.6%
THO Thor Industries Inc. 0.50% 201,055 $18.8M Reduce -8.9%
IBKR Interactive Brokers Gro Class A 0.50% 151,146 $18.5M Reduce -7.6%
NVR NVR Inc. 0.48% 2,372 $18.0M Reduce -43.6%
ANET Arista Networks Inc. 0.48% 51,341 $18.0M Reduce -57.6%
GEV GE Vernova Inc. 0.48% 104,635 $17.9M New
BKR Baker Hughes Co. 0.47% 497,132 $17.5M Add +13.0%
CGNX Cognex Corp. 0.47% 370,607 $17.3M New
MLM Martin Marietta Materials 0.46% 31,698 $17.2M Reduce -2.5%
FCX Freeport-McMoran Inc. 0.46% 349,681 $17.0M Reduce -7.7%
CRBG Corebridge Financial Inc. 0.45% 578,636 $16.8M New
BRO Brown & Brown Inc. 0.45% 187,831 $16.8M Reduce -8.4%
CTVA Corteva Inc. 0.45% 307,817 $16.6M Add +20.5%
KNSL Kinsale Capital Group Inc. 0.44% 42,592 $16.4M Reduce -2.7%
NUE Nucor Corp. 0.41% 97,289 $15.4M Reduce -7.5%
HSIC Henry Schein Inc. 0.40% 229,891 $14.7M Add +63.0%
AGI Alamos Gold Inc. Class A 0.39% 932,608 $14.6M Reduce -8.4%
AIT Applied Industrial Tech Inc. 0.39% 75,296 $14.6M Reduce -8.7%
BF.B Brown-Forman Corp. Class B 0.39% 337,134 $14.6M Add +162.9%
DY Dycom Industries Inc. 0.38% 84,171 $14.2M Reduce -8.7%

Show all 194 holdings

Portfolio Sells Q1 2024 → Q2 2024
EDWARDS LIFESCIENCES CORP Sold out 0.00% −1.94
PLTR Palantir Technologies Inc. Class A Reduce -52.7% 2.05% −1.53
SMCI Super Micro Computer Inc. Reduce -47.9% 0.60% −0.74
PODD Insulet Corp. Sold out 0.00% −0.60
BMRN Biomarin Pharmaceutical Inc. Reduce -42.6% 0.86% −0.59
U-Haul Holding Company Class B Sold out 0.00% −0.57
CHX Championx Corp. Sold out 0.00% −0.47
CRWD CrowdStrike Holdings Inc. Class A Reduce -59.6% 0.51% −0.46
GWW WW Grainger Inc. Sold out 0.00% −0.43
EXP Eagle Materials Inc. Reduce -35.1% 0.55% −0.41
ANET Arista Networks Inc. Reduce -57.6% 0.48% −0.41
LULU Lululemon Athletica Inc. Sold out 0.00% −0.38
BLDR Builders Firstsource Inc. Reduce -44.9% 0.26% −0.38
MNST Monster Beverage Corp. Sold out 0.00% −0.36
NVR NVR Inc. Reduce -43.6% 0.48% −0.35
EVRG Evergy Inc. Sold out 0.00% −0.33
MOS The Mosaic Co. Sold out 0.00% −0.32
TSCO Tractor Supply Company Reduce -60.2% 0.24% −0.29
TDC Teradata Corp. Sold out 0.00% −0.25
LEA Lear Corp. Sold out 0.00% −0.25
COHR Coherent Corp. Sold out 0.00% −0.24
ROST Ross Stores Inc. Reduce -55.4% 0.22% −0.23
CBOE Cboe Global Markets Inc. Reduce -14.1% 1.54% −0.21
P Everpure Inc. Class A Reduce -46.3% 0.54% −0.21
PH Parker Hannifin Corp. Reduce -20.6% 0.79% −0.20
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.18
HUBB Hubbell Inc. Reduce -12.7% 0.92% −0.18
BYD Boyd Gaming Corp. Reduce -9.4% 0.65% −0.16
CPRT Copart Inc. Reduce -19.3% 0.68% −0.15
FOXA Fox Corp. Class A Sold out 0.00% −0.14
THO Thor Industries Inc. Reduce -8.9% 0.50% −0.13
TKR Timken Co. Reduce -35.6% 0.22% −0.12
URI United Rentals Inc. Reduce -11.6% 0.85% −0.12
TPL Texas Pacific Land Corp. Reduce -53.5% 0.22% −0.12
ALGN Align Technology Inc. Reduce -8.3% 0.35% −0.11
DELL Dell Technologies -C Reduce -31.5% 0.70% −0.11
KNSL Kinsale Capital Group Inc. Reduce -2.7% 0.44% −0.11
AXONICS INC Sold out 0.00% −0.11
LVS Las Vegas Sands Corp. Reduce -6.5% 0.60% −0.11
NUE Nucor Corp. Reduce -7.5% 0.41% −0.10
PAYC Paycom Software Inc. Reduce -2.7% 0.33% −0.10
LKQ LKQ Corp. Reduce -7.9% 0.37% −0.10
DHI D.R. Horton Inc. Reduce -5.5% 0.83% −0.09
GTLS Chart Industries Inc. Reduce -5.9% 1.17% −0.09
IBP Installed Building Products Reduce -10.3% 0.32% −0.09
MPWR Monolithic Power Systems Inc. Reduce -35.5% 0.56% −0.09
CSGP Costar Group Inc. Reduce -10.3% 0.26% −0.08
A Agilent Technologies Inc. Reduce -5.0% 0.92% −0.08
MOH Molina Healthcare Inc. Reduce -2.7% 0.26% −0.07
GIC Global Industrial Co. Reduce -8.7% 0.15% −0.06

Portfolio Buys Q1 2024 → Q2 2024
EW Edwards Lifesciences Corp. New 1.94% +1.94
SN Sharkninja Inc. New 0.71% +0.71
ATI Ati Inc. New 0.66% +0.66
EQT Eqt Corp. New 0.61% +0.61
CELH Celsius Holdings Inc. New 0.57% +0.57
WEC WEC Energy Group Inc. Add +122.1% 0.92% +0.53
EHC Encompass Health Corp. Add +52.5% 1.24% +0.52
UHAL.B U-Haul Holding Co.-Non Voting New 0.52% +0.52
MAA Mid-America Apartment Comm Add +28.9% 1.37% +0.49
GEV GE Vernova Inc. New 0.48% +0.48
FOUR SHIFT4 Payments Inc. Class A Add +25.9% 1.30% +0.47
CGNX Cognex Corp. New 0.47% +0.47
CRBG Corebridge Financial Inc. New 0.45% +0.45
CHD Church & Dwight Co. Inc. New 0.38% +0.38
UDR Udr Inc. New 0.35% +0.35
NBIX Neurocrine Biosciences Inc. Add +78.2% 0.70% +0.33
VST Vistra Corp. New 0.32% +0.32
KEX Kirby Corp. Add +62.4% 0.57% +0.31
HSY The Hershey Co. Add +110.4% 0.58% +0.31
ALGM Allegro Microsystems Inc. New 0.30% +0.30
PPL PPL Corp. Add +18.9% 1.16% +0.27
TTWO Take-Two Interactive Softwre Add +27.6% 0.79% +0.24
BF.B Brown-Forman Corp. Class B Add +162.9% 0.39% +0.23
LNG Cheniere Energy Inc. Add +20.2% 0.59% +0.18
ORLY O'reilly Automotive Inc. Add +43.5% 0.56% +0.18
DAR Darling Ingredients Inc. Add +69.3% 0.53% +0.18
XPO Xpo Inc. Add +128.3% 0.33% +0.18
ROAD Construction Partners Inc. Class A New 0.17% +0.17
ADUS Addus Homecare Corp. New 0.17% +0.17
CECO Ceco Environmental Corp. New 0.15% +0.15
AXSM Axsome Therapeutics Inc. New 0.15% +0.15
HSIC Henry Schein Inc. Add +63.0% 0.40% +0.14
BKR Baker Hughes Co. Add +13.0% 0.47% +0.11
MCHP Microchip Technology Inc. Add +9.8% 0.53% +0.10
VRT Vertiv Holdings Co. Class A Add +2.9% 0.56% +0.10
CTVA Corteva Inc. Add +20.5% 0.45% +0.08
CIEN Ciena Corp. Add +11.3% 0.51% +0.08
KINIKSA PHARMACEUTICALS INTE New 0.07% +0.07
HBAN Huntington Bancshares Inc. Add +1.1% 0.92% +0.05
ICUI Icu Medical Inc. Add +7.7% 0.18% +0.04
LYV Live Nation Entertainment Inc. Add +9.7% 0.56% +0.04
OMC Omnicom Group Add +0.8% 0.92% +0.02
MORN Morningstar Inc. Add +0.8% 0.34% +0.02
KNX Knight-Swift Transportation Add +5.6% 0.34% +0.02
PD Pagerduty Inc. Add +0.1% 0.14% +0.01
CNC Centene Corp. Add +4.1% 0.88% −0.03
ULTA Ulta Beauty Inc. Add +6.5% 0.64% −0.11
BC Brunswick Corp. Add +1.9% 0.69% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2024 191$3.8BVNOM, ADC, CBOE, FHN, DAL
Q2 2024 194$3.7BPLTR, EW, FHN, VNOM, CNP
Q1 2024 193$4.1BPLTR, EDWARDS LIFESCIENCES CORP, FHN, VNOM, CBOE