BloombergSen Inc.: 13F holdings
CIK 14840472026Q2
| Positions | 29 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 29 (+0 vs prior quarter) |
|---|
| Reported value | $1.3bn (+2.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PGR PROGRESSIVE CORP | 521,399 | $113.9m | 8.5% |
| CPAY CORPAY INC | 315,268 | $105.1m | 7.8% |
| HCA HCA HEALTHCARE INC | 238,940 | $93.2m | 7.0% |
| AON PLC | 245,318 | $81.4m | 6.1% |
| PNFP PINNACLE FINL PARTNERS INC | 747,954 | $75.5m | 5.6% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 985,609 | $73.7m | 5.5% |
| BKNG BOOKING HOLDINGS INC | 372,486 | $66.4m | 5.0% |
| CIGI COLLIERS INTL GROUP INC | 551,865 | $51.8m | 3.9% |
| HURN HURON CONSULTING GROUP INC | 499,059 | $45.0m | 3.4% |
| NOW SERVICENOW INC | 346,581 | $34.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1484047")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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