BRUNI J V & CO /CO: 13F holdings
CIK 10788412026Q2
| Positions | 33 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 33 (+2 vs prior quarter) |
|---|
| Reported value | $1.1bn (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DELL Dell Technologies Inc | 243,898 | $105.2m | 9.6% |
| BN Brookfield Corp | 2,093,766 | $89.2m | 8.1% |
| AMG Affiliated Managers Group Inc | 210,094 | $71.1m | 6.5% |
| CFG Citizens Finl Group Inc | 957,732 | $67.1m | 6.1% |
| RHP Ryman Hospitality Pptys Inc | 509,964 | $65.6m | 6.0% |
| RDN Radian Group Inc | 1,575,667 | $59.4m | 5.4% |
| COF Capital One Finl Corp | 274,554 | $55.1m | 5.0% |
| Aercap Holdings NV | 333,570 | $48.6m | 4.4% |
| KMI Kinder Morgan Inc Del | 1,418,976 | $45.4m | 4.1% |
| RKT Rocket Cos Inc | 2,612,387 | $41.1m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1078841")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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