Scout Investments, Inc. Top Holdings and 13F Report (2024) → The 2024 Gold Rush: Unleashing Market Potential (From Priority Gold) (Ad) About Scout Investments, Inc.Investment ActivityScout Investments, Inc. has $4.07 billion in total holdings as of March 31, 2024.Scout Investments, Inc. owns shares of 193 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 15.92% of the portfolio was purchased this quarter.About 23.38% of the portfolio was sold this quarter.This quarter, Scout Investments, Inc. has purchased 207 new stocks and bought additional shares in 37 stocks.Scout Investments, Inc. sold shares of 138 stocks and completely divested from 32 stocks this quarter.Largest Holdings Palantir Technologies $145,847,462EDWARDS LIFESCIENCES CORP $78,792,717First Horizon $76,404,639VIPER ENERGY INC $73,703,268Cboe Global Markets $71,458,905 Largest New Holdings this Quarter Super Micro Computer $54,513,641 HoldingOmnicom Group $36,714,983 HoldingHuntington Bancshares $35,428,301 HoldingShift4 Payments $34,108,311 HoldingEncompass Health $29,356,386 Holding Largest Purchases this Quarter Super Micro Computer 52,561 shares (about $54.51M)Omnicom Group 380,151 shares (about $36.71M)Huntington Bancshares 2,580,357 shares (about $35.43M)Shift4 Payments 525,957 shares (about $34.11M)Casey's General Stores 103,879 shares (about $32.76M) Largest Sales this Quarter Palantir Technologies 3,112,854 shares (about $71.16M)Quanta Services 141,645 shares (about $36.72M)Ally Financial 909,157 shares (about $35.99M)Citizens Financial Group 871,543 shares (about $31.06M)Arista Networks 98,538 shares (about $29.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScout Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPLTRPalantir Technologies$145,847,462$71,159,842 ▼-32.8%6,380,0293.6%Business ServicesEDWARDS LIFESCIENCES CORP$78,792,717$27,175,385 ▲52.6%835,9971.9%Common StockFHNFirst Horizon$76,404,639$10,503,805 ▼-12.1%5,107,2621.9%FinanceVIPER ENERGY INC$73,703,268$24,156,771 ▲48.8%1,934,4691.8%Common StockCBOECboe Global Markets$71,458,905$267,167 ▼-0.4%392,9121.8%Financial ServicesPWRQuanta Services$65,940,706$36,722,882 ▼-35.8%254,3421.6%ConstructionCNPCenterPoint Energy$58,957,005$7,004,365 ▼-10.6%2,074,4901.4%UtilitiesBMRNBioMarin Pharmaceutical$58,868,102$10,082,435 ▼-14.6%675,8681.4%MedicalCASYCasey's General Stores$56,467,313$32,760,320 ▲138.2%179,0511.4%Retail/WholesaleADCAgree Realty$55,318,350$7,130,326 ▲14.8%969,3071.4%FinanceSTAGSTAG Industrial$54,677,331$3,217,768 ▲6.3%1,452,6391.3%FinanceSMCISuper Micro Computer$54,513,641$54,513,641 ▲New Holding52,5611.3%Computer and TechnologyEVREvercore$51,976,566$6,997,897 ▼-11.9%274,6451.3%FinanceGTLSChart Industries$51,502,021$5,735,404 ▼-10.0%321,9481.3%Industrial ProductsCORCencora$49,836,384$8,445,465 ▲20.4%205,0881.2%MedicalHUBBHubbell$44,870,187$4,586,467 ▼-9.3%107,6541.1%Industrial ProductsAAgilent Technologies$40,673,539$2,689,221 ▼-6.2%279,4281.0%Computer and TechnologyPHParker-Hannifin$40,346,054$1,588,562 ▲4.1%73,2221.0%Industrial ProductsCRWDCrowdStrike$39,388,828$15,427,888 ▼-28.1%123,2481.0%Computer and TechnologyURIUnited Rentals$39,292,599$3,423,633 ▼-8.0%55,3301.0%ConstructionEXPEagle Materials$39,204,576$4,298,233 ▼-9.9%145,2991.0%ConstructionAPPLOVIN CORP-CLASS A$38,818,653$15,091,948 ▲63.6%561,4501.0%Common StockDHID.R. Horton$37,595,334$5,058,588 ▼-11.9%232,2420.9%ConstructionCNCCentene$36,721,169$2,957,610 ▼-7.5%472,2980.9%MedicalOMCOmnicom Group$36,714,983$36,714,983 ▲New Holding380,1510.9%Business ServicesANETArista Networks$36,267,951$29,536,765 ▼-44.9%120,9940.9%Computer and TechnologyMRVLMarvell Technology$36,200,474$32,002,161 ▲762.3%494,5420.9%Business ServicesPPLPPL$36,138,300$3,746,490 ▼-9.4%1,314,1200.9%UtilitiesAXSAXIS Capital$35,769,477$13,598,857 ▲61.3%550,2150.9%FinanceMAAMid-America Apartment Communities$35,749,899$4,119,944 ▼-10.3%277,7770.9%FinanceDALDelta Air Lines$35,555,402$3,787,970 ▼-9.6%737,3580.9%TransportationALLYAlly Financial$35,522,998$35,993,525 ▼-50.3%897,2720.9%FinanceHBANHuntington Bancshares$35,428,301$35,428,301 ▲New Holding2,580,3570.9%FinanceTXTTextron$34,741,302$1,434,144 ▼-4.0%364,4320.9%AerospaceMUSAMurphy USA$34,515,827$2,016,152 ▲6.2%80,8390.8%Oils/EnergyFOURShift4 Payments$34,108,311$34,108,311 ▲New Holding525,9570.8%Business ServicesCPRTCopart$33,802,605$7,766,166 ▲29.8%582,1010.8%Business ServicesNVRNVR$33,774,544$3,202,482 ▼-8.7%4,2080.8%ConstructionBCBrunswick$33,452,110$5,236,132 ▲18.6%348,9320.8%Consumer DiscretionaryDELLDell Technologies$33,178,564$23,205,852 ▼-41.2%277,3200.8%Computer and TechnologyBYDBoyd Gaming$32,985,132$13,431,818 ▲68.7%487,4410.8%Consumer DiscretionaryBAHBooz Allen Hamilton$31,947,433$3,291,543 ▼-9.3%214,3260.8%Business ServicesULTAUlta Beauty$30,737,068$1,264,334 ▲4.3%58,1030.8%Retail/WholesaleRBARB Global$30,474,795$2,682,668 ▼-8.1%397,2210.7%Business ServicesPSTGPure Storage$30,287,883$865,497 ▲2.9%581,7880.7%Computer and TechnologyNENoble$29,754,308$8,615,654 ▼-22.5%622,8660.7%Oils/EnergyTKO GROUP HOLDINGS INC$29,619,031$489,244 ▼-1.6%343,6880.7%Common StockEHCEncompass Health$29,356,386$29,356,386 ▲New Holding352,7140.7%MedicalWTMWhite Mountains Insurance Group$29,268,768$2,683,487 ▼-8.4%16,5350.7%FinanceXYLXylem$28,720,552$7,595,420 ▲36.0%223,2630.7%Industrial ProductsLVSLas Vegas Sands$28,540,216$6,654,041 ▼-18.9%536,6720.7%Consumer DiscretionaryEGPEastGroup Properties$28,166,591$2,517,497 ▼-8.2%159,7470.7%FinanceATOAtmos Energy$27,162,775$2,925,391 ▼-9.7%230,4860.7%UtilitiesMPWRMonolithic Power Systems$26,450,416$2,824,996 ▼-9.6%39,5680.6%Computer and TechnologyAMEAMETEK$26,424,757$2,443,067 ▼-8.5%146,4300.6%Computer and TechnologyTXRHTexas Roadhouse$26,295,896$1,423,128 ▲5.7%169,4760.6%Retail/WholesaleBLDRBuilders FirstSource$25,718,564$2,339,209 ▲10.0%125,2060.6%Retail/WholesaleTHOTHOR Industries$25,642,784$2,172,637 ▼-7.8%220,6970.6%ConstructionCLHClean Harbors$24,918,072$2,859,050 ▼-10.3%126,4620.6%Business ServicesOCOwens Corning$24,418,174$1,979,738 ▼-7.5%144,6660.6%ConstructionCFGCitizens Financial Group$24,340,052$31,061,791 ▼-56.1%682,9420.6%FinancePODDInsulet$24,308,268$15,593,292 ▲178.9%144,6060.6%MedicalTERTeradyne$24,234,552$6,509,309 ▼-21.2%214,5600.6%Computer and TechnologyITGartner$23,787,970$2,198,611 ▼-8.5%49,8240.6%Business ServicesU-HAUL HOLDING CO-NON VOTING$23,013,302$2,653,217 ▼-10.3%343,6360.6%Common StockKNSLKinsale Capital Group$22,442,279$13,499,100 ▼-37.6%43,7770.6%FinanceTTWOTake-Two Interactive Software$22,249,950$2,047,650 ▼-8.4%148,3330.5%Consumer DiscretionaryVMCVulcan Materials$22,244,031$1,669,920 ▼-7.0%82,4800.5%ConstructionEGEverest Group$21,979,370$2,055,877 ▼-8.6%55,2190.5%FinanceACGLArch Capital Group$21,850,238$1,896,232 ▼-8.0%236,7050.5%FinanceTSCOTractor Supply$21,544,963$6,037,651 ▼-21.9%83,4300.5%Retail/WholesaleLYVLive Nation Entertainment$21,309,863$1,409,263 ▼-6.2%204,4700.5%Consumer DiscretionaryNUENucor$21,038,800$4,847,200 ▼-18.7%105,1940.5%Basic MaterialsMLMMartin Marietta Materials$19,658,760$1,433,080 ▼-6.8%32,5250.5%ConstructionCARRCarrier Global$19,491,490$2,395,015 ▼-10.9%339,5730.5%Computer and TechnologyALGNAlign Technology$19,054,656$511,120 ▼-2.6%59,6110.5%MedicalLKQLKQ$19,018,444$8,080,648 ▲73.9%357,6240.5%Auto/Tires/TrucksCHXChampionX$18,957,124$18,957,124 ▲New Holding535,5120.5%ConstructionVRTVertiv$18,836,192$18,836,192 ▲New Holding234,2810.5%Computer and TechnologyHOODRobinhood Markets$18,563,335$18,563,335 ▲New Holding956,3800.5%FinanceROSTRoss Stores$18,525,381$2,542,412 ▲15.9%127,6820.5%Retail/WholesaleIBKRInteractive Brokers Group$18,335,413$18,335,413 ▲New Holding163,6360.5%FinanceFCXFreeport-McMoRan$17,933,857$10,932,851 ▲156.2%378,9110.4%Basic MaterialsMCHPMicrochip Technology$17,793,916$14,590,557 ▲455.5%198,2830.4%Computer and TechnologyBROBrown & Brown$17,705,267$1,087,891 ▼-5.8%205,1120.4%FinanceGWWW.W. Grainger$17,670,719$612,851 ▼-3.4%17,5020.4%Industrial ProductsCIENCiena$17,597,870$17,597,870 ▲New Holding357,7530.4%Computer and TechnologyPAYCPaycom Software$17,419,889$5,728,111 ▼-24.7%87,8550.4%Computer and TechnologyNXTNextracker$16,717,420$16,717,420 ▲New Holding297,4630.4%Oils/EnergyIBPInstalled Building Products$16,638,158$6,677,953 ▼-28.6%64,6770.4%ConstructionCHENIERE ENERGY INC$16,587,846$1,047,117 ▼-5.9%104,1100.4%Common StockBWXTBWX Technologies$16,381,749$1,522,997 ▼-8.5%160,7630.4%Computer and TechnologyWECWEC Energy Group$16,113,564$1,049,596 ▼-6.1%197,5670.4%UtilitiesAITApplied Industrial Technologies$16,113,379$1,017,930 ▼-5.9%82,4720.4%Industrial ProductsMTNVail Resorts$16,092,033$1,714,834 ▼-9.6%72,4540.4%Consumer DiscretionaryIRIngersoll Rand$15,979,155$1,929,227 ▲13.7%170,6810.4%Industrial ProductsORLYO'Reilly Automotive$15,618,209$1,334,861 ▲9.3%13,8180.4%Retail/WholesaleLULULululemon Athletica$15,426,489$10,460,491 ▼-40.4%40,0480.4%Consumer DiscretionaryJKHYJack Henry & Associates$15,209,975$5,539,098 ▲57.3%89,2290.4%Computer and TechnologyVCELVericel$15,142,677$962,621 ▼-6.0%286,2510.4%MedicalShowing largest 100 holdings. 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