Universe · entity
BloombergSen Inc.
Institutional manager (13F) · CIK 1484047
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $893M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | HCA HEALTHCARE INC | $117M | 247,398 |
| 2 | PROGRESSIVE CORP | $107M | 539,864 |
| 3 | CORPAY INC | $95M | 326,425 |
| 4 | AON PLC | $82M | 254,006 |
| 5 | PINNACLE FINL PARTNERS INC | $67M | 774,438 |
| 6 | SUNBELT RENTALS HOLDINGS INC | $66M | 1,020,516 |
| 7 | BOOKING HOLDINGS INC | $65M | 15,427 |
| 8 | COLLIERS INTL GROUP INC | $60M | 565,314 |
| 9 | HURON CONSULTING GROUP INC | $56M | 436,065 |
| 10 | BERKLEY W R CORP | $44M | 657,260 |
| 11 | SERVICENOW INC | $38M | 358,854 |
| 12 | CBIZ INC | $27M | 994,029 |
| 13 | UNITEDHEALTH GROUP INC | $18M | 67,235 |
| 14 | THE CIGNA GROUP | $17M | 63,456 |
| 15 | WAYFAIR INC | $6M | 79,785 |
| 16 | CARVANA CO | $5M | 17,188 |
| 17 | FIRST ADVANTAGE CORP NEW | $5M | 398,847 |
| 18 | THREDUP INC | $4M | 1,351,246 |
| 19 | UBER TECHNOLOGIES INC | $3M | 35,405 |
| 20 | DOORDASH INC | $2M | 15,870 |
| 21 | TOAST INC | $2M | 67,438 |
| 22 | AFFIRM HLDGS INC | $2M | 36,889 |
| 23 | MEDPACE HLDGS INC | $1M | 2,618 |
| 24 | KLAVIYO INC | $1M | 61,595 |
| 25 | ZSCALER INC | $1M | 8,178 |
| 26 | ROOT INC | $1M | 25,566 |
| 27 | LATHAM GROUP INC | $1M | 192,637 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.