account_balance
Investment manager · 13F filer · SEC CIK 1484047
BloombergSen Inc.
Reported value$894Mas of Jun 30, 2026
Positions28 1 new, 0 sold out
Top 10 weight82.8%PGR alone is 13%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PGRProgressive Corp
12.7%Trimmed −3%
CPAYCorpay, Inc.
11.8%Trimmed −3%
HCAHCA Healthcare, Inc.
10.4%Trimmed −3%
AONAon PLC
9.1%Trimmed −3%
PNFPPinnacle Financial Partners, Inc.
8.4%Trimmed −3%
SUNBSunbelt Rentals Holdings, Inc.
8.2%Trimmed −3%
BKNGBooking Holdings Inc.
7.4%Trimmed −3%
CIGIColliers International Group Inc.
5.8%Trimmed −2%
HURNHuron Consulting Group Inc.
5.0%Added +14%
NOWServiceNow, Inc.
3.8%−3%
CBZCBIZ, Inc.
3.8%Added +7%
UNHUnitedHealth Group Inc
3.0%−3%
PGRProgressive Corp
12.7%Trimmed −3%
CPAYCorpay, Inc.
11.8%Trimmed −3%
HCAHCA Healthcare, Inc.
10.4%Trimmed −3%
AONAon PLC
9.1%Trimmed −3%
PNFPPinnacle Financial Partners, Inc.
8.4%Trimmed −3%
SUNBSunbelt Rentals Holdings, Inc.
8.2%
BKNGBooking Holdings Inc.
7.4%
CIGIColliers International Group Inc.
5.8%
HURNHuron Consulting Group Inc.
5.0%
NOW3.8%CBZ3.8%UNH3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PGR Progressive Corp 12.7% Trimmed −3%CPAY Corpay, Inc. 11.8% Trimmed −3%HCA HCA Healthcare, Inc. 10.4% Trimmed −3%AON Aon PLC 9.1% Trimmed −3%PNFP Pinnacle Financial Partners, Inc. 8.4% Trimmed −3%SUNB Sunbelt Rentals Holdings, Inc. 8.2% Trimmed −3%BKNG Booking Holdings Inc. 7.4% Trimmed −3%CIGI Colliers International Group Inc. 5.8% Trimmed −2%HURN Huron Consulting Group Inc. 5.0% Added +14%NOW ServiceNow, Inc. 3.8% Trimmed −3%CBZ CBIZ, Inc. 3.8% Added +7%UNH UnitedHealth Group Inc 3.0% Trimmed −3%
What changed
Biggest moves since Mar 31, 2026
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