Junto Capital Management LP

Position in RACE — Ferrari N.V.

CIK 1595880 NEW YORK, NY

Position in RACE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,651,897

-$12,916,486 QoQ

Shares Held

68,903

-61.7% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#101

of 702 holders

Holding Since

Sep 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Junto Capital Management LP holds $134,349,147 across 3 Auto Manufacturers names. RACE ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GM	General Motors Co	976,798	$75,291,589
2	F	Ford Motor Co	2,403,285	$33,405,661
3	RACE	Ferrari N.V. This page	68,903	$25,651,897

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,651,897	68,903	-61.7%	Shares	Sole	2026-08-14
2022-12-31	$38,568,383	180,041	-12.8%	Shares	Sole	2023-02-14
2022-09-30	$38,213,600	206,560	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.