Universe · entity
BRUNI J V & CO /CO
Institutional manager (13F) · CIK 1078841
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $958M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Brookfield Corp | $85M | 2,102,466 |
| 2 | Affiliated Managers Group Inc | $69M | 249,765 |
| 3 | Primoris Svcs Corp | $63M | 437,022 |
| 4 | Citizens Finl Group Inc | $58M | 971,020 |
| 5 | Radian Group Inc | $53M | 1,589,304 |
| 6 | Capital One Finl Corp | $51M | 277,239 |
| 7 | Kinder Morgan Inc Del | $50M | 1,487,854 |
| 8 | Ryman Hospitality Pptys Inc | $48M | 517,533 |
| 9 | Taylor Morrison Home Corp | $46M | 793,011 |
| 10 | Aercap Holdings NV | $37M | 268,965 |
| 11 | Ally Finl Inc | $35M | 899,359 |
| 12 | Nexstar Media Group Inc | $32M | 176,332 |
| 13 | Dell Technologies Inc | $31M | 191,108 |
| 14 | NICE Ltd | $31M | 279,906 |
| 15 | Oaktree Specialty Lending Co | $28M | 2,497,874 |
| 16 | Penske Automotive Grp Inc | $26M | 175,216 |
| 17 | Rocket Cos Inc | $26M | 1,814,797 |
| 18 | Equitable Hldgs Inc | $25M | 675,462 |
| 19 | Check Point Software Tech Lt | $25M | 174,020 |
| 20 | Ares Capital Corp | $23M | 1,279,040 |
| 21 | Corebridge Finl Inc | $21M | 869,263 |
| 22 | The Cigna Group | $19M | 69,565 |
| 23 | Allison Transmission Hldgs | $18M | 157,283 |
| 24 | MasTec Inc | $16M | 50,645 |
| 25 | Brookfield Asset Managmt Ltd | $12M | 274,186 |
| 26 | AES Corp | $12M | 863,985 |
| 27 | Iqvia Hldgs Inc | $11M | 67,350 |
| 28 | Simon Ppty Group Inc New | $5M | 26,475 |
| 29 | Berkshire Hathaway Inc Del | $884k | 1,844 |
| 30 | Ballard Pwr Sys Inc New | $325k | 134,365 |
| 31 | Brookfield Wealth Sol Ltd | $290k | 7,005 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.