MBB PUBLIC MARKETS I LLC: 13F holdings
CIK 18923782026Q2
| Positions | 25 |
|---|
| Reported value | $926.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 25 (+1 vs prior quarter) |
|---|
| Reported value | $926.0m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PGR PROGRESSIVE CORP | 941,511 | $205.7m | 22.2% |
| AERCAP HOLDINGS NV | 1,224,242 | $178.5m | 19.3% |
| AMZN AMAZON COM INC | 735,480 | $175.3m | 18.9% |
| FERG FERGUSON ENTERPRISES INC | 557,772 | $132.4m | 14.3% |
| MDLN MEDLINE INC | 2,441,379 | $96.3m | 10.4% |
| VTEB VANGUARD MUN BD FDS | 1,614,405 | $81.7m | 8.8% |
| EQT EQT CORP | 475,000 | $25.3m | 2.7% |
| GOOGL ALPHABET INC | 40,000 | $14.3m | 1.5% |
| TECK TECK RESOURCES LTD | 120,228 | $7.1m | 0.8% |
| KYTX KYVERNA THERAPEUTICS INC | 614,477 | $5.5m | 0.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1892378")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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