account_balance
Investment manager · 13F filer · SEC CIK 1838211
Venator Management LLC
Reported value$440Mas of Sep 30, 2026
Positions27 4 new, 4 sold out
Top 10 weight85.7%GOOG alone is 17%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
17.1%
AMZNAmazon.com Inc
12.9%
VVisa Inc.
12.1%Trimmed −4%
GOOGLAlphabet Inc.
10.8%
INTUIntuit Inc.
7.9%Added +37%
NFLXNetflix Inc
7.0%Added +6%
UBERUber Technologies, Inc
5.2%Trimmed −2%
BWINBaldwin Insurance Group, Inc.
4.8%Trimmed −15%
METAMeta Platforms, Inc.
4.2%−3%
NVRNVR Inc
3.9%
JPMJPMorgan Chase & Co
3.5%Trimmed −6%
BRK-B1.9%GOOGAlphabet Inc.
17.1%
AMZNAmazon.com Inc
12.9%
VVisa Inc.
12.1%−4%
GOOGLAlphabet Inc.
10.8%
INTUIntuit Inc.
7.9%
NFLXNetflix Inc
7.0%
UBERUber Technologies, Inc
5.2%
BWINBaldwin Insurance Group, Inc.
4.8%
METANVRJPM3.5%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
GOOG Alphabet Inc. 17.1% HeldAMZN Amazon.com Inc 12.9% HeldV Visa Inc. 12.1% Trimmed −4%GOOGL Alphabet Inc. 10.8% HeldINTU Intuit Inc. 7.9% Added +37%NFLX Netflix Inc 7.0% Added +6%UBER Uber Technologies, Inc 5.2% Trimmed −2%BWIN Baldwin Insurance Group, Inc. 4.8% Trimmed −15%META Meta Platforms, Inc. 4.2% Trimmed −3%NVR NVR Inc 3.9% Trimmed −4%JPM JPMorgan Chase & Co 3.5% Trimmed −6%BRK-B Berkshire Hathaway Inc 1.9% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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