BESSEMER GROUP INC

CIK

1054074

Location

WOODBRIDGE, NJ

Portfolio Value

Mid $2,805,319,721

Diversification

Diversified

Filing Date

Global Rank

#134 / 8,588 ▼ 4

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

-5.5%

Period ended 3 months ago

Filed May 6, 2026 · 42d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.8%

SPY

+78.1%

Annualised alpha

-5.5%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,130 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.9%

−0.0 pts

Top 5

24.9%

−2.0 pts

Top 10

34.4%

−2.4 pts

HHI

187

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$16,782,711,401	301
Industrials	13.5%	$7,409,733,076	306
Financial Services	13.4%	$7,341,464,360	348
Healthcare	10.1%	$5,567,843,697	277
Consumer Cyclical	9.1%	$5,004,864,700	255
Communication Services	6.1%	$3,329,130,682	82
Consumer Defensive	5.1%	$2,805,319,721	104
Energy	4.5%	$2,447,169,977	114
Utilities	4.0%	$2,219,380,404	72
Basic Materials	1.9%	$1,047,808,236	112
Real Estate	1.2%	$666,320,858	141
Unclassified	0.5%	$278,965,764	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+5,028,603	5,165,091	$145,035,748
MDLN	Medline Inc.	+3,495,136	3,504,006	$155,928,264
GFS	GLOBALFOUNDRIES Inc.	+2,813,548	2,813,582	$125,148,121
VALE	Vale S.A.	+2,546,742	2,571,671	$40,915,282
CP	Canadian Pacific Kansas City Ltd/Cn	+2,502,104	2,545,049	$200,193,545
IBKR	Interactive Brokers Group, Inc.	+2,390,247	3,922,736	$263,097,896
INTC	Intel Corp	+2,373,927	2,478,020	$109,355,016
NFLX	Netflix Inc	+2,313,092	3,622,325	$348,286,544
SARO	StandardAero, Inc.	+1,695,187	4,798,854	$123,954,394
WMB	Williams Companies, Inc.	+1,664,869	1,735,669	$126,321,986
NEOG	Neogen Corp	+1,564,653	1,565,625	$14,544,651
XPO	XPO, Inc.	+1,299,480	2,420,899	$470,985,896
KMI	Kinder Morgan, Inc.	+1,055,255	6,751,400	$226,374,436
NVDA	Nvidia Corp	+985,489	24,951,056	$4,351,464,161
IP	International Paper Co /New/	+966,591	3,313,516	$118,292,514
RMBS	Rambus Inc	+946,177	1,039,905	$89,463,020
CSCO	Cisco Systems, Inc.	+935,534	3,570,495	$277,034,703
CDE	Coeur Mining, Inc.	+899,819	907,915	$17,041,561
RRX	Regal Rexnord Corp	+894,527	916,054	$171,540,266
NEE	Nextera Energy Inc	+799,546	10,187,013	$946,169,762
ROL	Rollins Inc	+794,722	1,879,120	$100,363,793
LRCX	Lam Research Corp	+755,462	794,104	$169,668,254
MCD	Mcdonalds Corp	+754,596	1,325,880	$412,070,240
CAH	Cardinal Health Inc	+739,553	750,038	$158,490,523
SJM	J M SMUCKER Co	+722,922	726,112	$70,026,237
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	−8,302,803	76,214	$457,284
BSX	Boston Scientific Corp	−3,851,493	45,473	$2,853,427
DHR	Danaher Corp /De/	−2,060,465	36,441	$6,909,210
HDB	Hdfc Bank Ltd	−1,891,698	1,628,845	$40,525,658
TRU	TransUnion	−1,815,962	1,952,940	$135,123,912
ORLY	O Reilly Automotive Inc	−1,789,715	181,014	$16,709,399
APO	Apollo Global Management, Inc.	−1,528,182	8,466	$943,279
BN	BROOKFIELD Corp /ON/	−1,459,259	5,661,500	$229,120,899
KKR	KKR & Co. Inc.	−1,263,124	22,044	$2,039,068
UNH	Unitedhealth Group Inc	−1,253,060	444,104	$120,170,096
PNR	PENTAIR plc	−1,222,716	7,464	$650,185
BAH	Booz Allen Hamilton Holding Corp	−1,160,249	7,756	$605,198
QCOM	Qualcomm Inc/De	−1,080,186	40,132	$5,168,194
CDW	CDW Corp	−1,027,782	15,123	$1,830,182
MRK	Merck & Co., Inc.	−972,240	1,081,897	$130,141,384
CWK	Cushman & Wakefield Ltd.	−868,945	2,869	$35,173
IT	Gartner Inc	−759,968	20,382	$3,227,280
CRH	Crh Public Ltd Co	−740,440	3,277,118	$344,490,640
SMPL	Simply Good Foods Co	−686,986	3,877	$55,634
NOW	ServiceNow, Inc.	−674,367	1,123,795	$117,492,762
BX	Blackstone Inc.	−634,933	40,911	$4,704,352
MS	Morgan Stanley	−629,894	737,832	$121,425,009
SHW	Sherwin Williams Co	−592,553	16,519	$5,295,161
DG	Dollar General Corp	−573,885	1,120,430	$133,028,648
SPGI	S&P Global Inc.	−573,875	18,614	$7,917,276
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SMERY	Siemens Energy AG/ADR	60,862	$10,268,635
AZN	Astrazeneca PLC	42,779	$8,436,870
INDV	Indivior Pharmaceuticals, Inc.	113,543	$3,460,790
GRDN	Guardian Pharmacy Services, Inc.	78,656	$2,962,180
PNFP	Pinnacle Financial Partners, Inc.	32,812	$2,826,424
AESI	Atlas Energy Solutions Inc.	57,845	$758,926
NPFD	Nuveen Variable Rate Preferred & Income Fund	27,976	$507,764
SLRC	SLR Investment Corp.	29,396	$420,656
QGEN	Qiagen N.V.	8,112	$324,804
SUNB	Sunbelt Rentals Holdings, Inc.	4,372	$284,573
PRMB	Primo Brands Corp	12,978	$244,375
HTFL	Heartflow, Inc.	5,180	$126,029
AMCR	Amcor plc	2,284	$90,786
VKTX	Viking Therapeutics, Inc.	2,400	$78,096
EH	EHang Holdings Ltd	5,300	$51,463
VSNT	Versant Media Group, Inc.	1,338	$49,531
FROG	JFrog Ltd	765	$35,901
EVTL	Vertical Aerospace Ltd.	14,000	$30,940
ABR	Arbor Realty Trust Inc	3,809	$29,367
ESTC	Elastic N.V.	490	$24,495
TU	Telus Corp	1,387	$17,794
BTT	BlackRock Municipal 2030 Target Term Trust	754	$17,115
KMPR	KEMPER Corp	505	$15,432
COTY	Coty Inc.	7,114	$14,299
WAY	Waystar Holding Corp.	573	$13,815
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
OTF	Blue Owl Technology Finance Corp.	216,120	$3,142,384
GDOT	Green Dot Corp	236,786	$3,033,228
OS	OneStream, Inc.	59,759	$1,098,370
MNDY	monday.com Ltd.	6,636	$979,207
CPNG	Coupang, Inc.	32,937	$776,982
SGRY	Surgery Partners, Inc.	27,999	$432,584
DEC	Diversified Energy Co	27,000	$390,960
TTAN	ServiceTitan, Inc.	2,660	$283,290
ONDS	Ondas Inc.	25,637	$250,217
CNDT	CONDUENT Inc	75,000	$144,000
ERII	Energy Recovery, Inc.	10,313	$139,122
EQX	Equinox Gold Corp.	7,000	$98,280
EOS	Eaton Vance Enhanced Equity Income Fund II	3,500	$81,935
MAUTF	Montage Gold Corp.	10,000	$72,030
PIPR	Piper Sandler Companies	772	$65,562
EXAS	EXACT SCIENCES CORP	608	$61,747
PAAS	Pan American Silver Corp	1,000	$51,810
NRGV	Energy Vault Holdings, Inc.	9,492	$43,758
BDN	Brandywine Realty Trust	14,326	$41,831
LXEO	Lexeo Therapeutics, Inc.	2,380	$23,633
FGDL	Franklin Templeton Holdings Trust	371	$21,369
TGNA	TEGNA INC	1,078	$20,922
TRVI	Trevi Therapeutics, Inc.	1,560	$19,531
MVST	Microvast Holdings, Inc.	6,809	$19,065
HYLN	Hyliion Holdings Corp.	10,245	$18,850
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 positions · $2,805,319,721 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SOWG	Sow Good Inc. Consumer Defensive	Held	1	0	$0	—	0.00%
EPC	EDGEWELL PERSONAL CARE Co Consumer Defensive	Held	5	0	$106	+24.7%	0.00%
MAGN	Magnera Corp Consumer Defensive	Reduced	12	-22	$114	−77.8%	0.00%
HLF	Herbalife Ltd. Consumer Defensive	Held	10	0	$147	+14.8%	0.00%
NWL	Newell Brands Inc. Consumer Defensive	Held	50	0	$171	−8.1%	0.00%
NUS	Nu Skin Enterprises, Inc. Consumer Defensive	Held	30	0	$218	−24.3%	0.00%
FEDU	Four Seasons Education (Cayman) Inc. Consumer Defensive	Reduced	25	-4	$268	−22.5%	0.00%
NOMD	Nomad Foods Ltd Consumer Defensive	Reduced	41	-41	$394	−61.6%	0.00%
CVGW	Calavo Growers Inc Consumer Defensive	Held	17	0	$438	+18.7%	0.00%
SPB	Spectrum Brands Holdings, Inc. Consumer Defensive	Held	10	0	$737	+24.9%	0.00%
BGS	B&G Foods, Inc. Consumer Defensive	Reduced	207	-470	$995	−65.8%	0.00%
MGPI	Mgp Ingredients Inc Consumer Defensive	Reduced	57	-56	$1,048	−61.8%	0.00%
RLX	RLX Technology Inc. Consumer Defensive	Added	685	+522	$1,507	+297.6%	0.00%
CCU	United Breweries Co Inc Consumer Defensive	NEW	236	NEW	$2,678	NEW	0.00%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Added	168	+63	$3,804	+52.9%	0.00%
FIZZ	National Beverage Corp Consumer Defensive	NEW	117	NEW	$3,937	NEW	0.00%
VITL	Vital Farms, Inc. Consumer Defensive	Held	395	0	$5,577	−55.8%	0.00%
FDP	Fresh Del Monte Produce Inc Consumer Defensive	Reduced	218	-329	$8,776	−55.0%	0.00%
JBS	Jbs N.V. Consumer Defensive	Added	572	+133	$10,273	+62.3%	0.00%
LAUR	Laureate Education, Inc. Consumer Defensive	Reduced	300	-65	$10,451	−15.0%	0.00%
BRBR	Bellring Brands, Inc. Consumer Defensive	Reduced	782	-20,737	$12,582	−97.8%	0.00%
MZTI	Marzetti Co Consumer Defensive	Reduced	91	-4,686	$12,587	−98.4%	0.00%
COTY	Coty Inc. Consumer Defensive	NEW	7,114	NEW	$14,299	NEW	0.00%
JBSS	Sanfilippo John B & Son Inc Consumer Defensive	Held	182	0	$14,437	+12.4%	0.00%
POST	Post Holdings, Inc. Consumer Defensive	Added	147	+19	$14,531	+14.6%	0.00%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	971	+14	$16,545	+0.7%	0.00%
ANDE	Andersons, Inc. Consumer Defensive	Held	254	0	$18,231	+35.0%	0.00%
CENT	Central Garden & Pet Co Consumer Defensive	Held	504	0	$18,530	+14.4%	0.00%
FRPT	Freshpet, Inc. Consumer Defensive	Reduced	342	-16,021	$20,163	−98.0%	0.00%
TR	Tootsie Roll Industries Inc Consumer Defensive	Added	517	+148	$22,085	+68.3%	0.00%
UVV	Universal Corp /Va/ Consumer Defensive	Added	518	+208	$27,297	+66.9%	0.00%
MICC	Magnum Ice Cream Co N.V. Consumer Defensive	Added	1,969	+19	$29,435	−4.8%	0.00%
ALCO	Alico, Inc. Consumer Defensive	Held	738	0	$30,449	+13.4%	0.00%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	505	-5,266	$31,233	−85.0%	0.00%
IPAR	Interparfums Inc Consumer Defensive	Added	360	+31	$32,701	+17.2%	0.00%
FMX	Mexican Economic Development Inc Consumer Defensive	Held	312	0	$34,650	+9.9%	0.00%
INGR	Ingredion Inc Consumer Defensive	Added	308	+84	$34,697	+40.5%	0.00%
PPC	Pilgrims Pride Corp Consumer Defensive	Added	1,014	+682	$38,287	+195.8%	0.00%
SMPL	Simply Good Foods Co Consumer Defensive	Reduced	3,877	-686,986	$55,634	−99.6%	0.00%
UNFI	United Natural Foods Inc Consumer Defensive	Reduced	1,258	-647	$56,683	−11.6%	0.00%
GHC	Graham Holdings Co Consumer Defensive	Added	57	+48	$60,263	+509.5%	0.00%
OLLI	Ollie's Bargain Outlet Holdings, Inc. Consumer Defensive	Added	678	+90	$62,402	−3.2%	0.00%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Added	331	+53	$63,464	+48.9%	0.00%
ABEV	Ambev S.A. Consumer Defensive	Added	30,240	+7,043	$88,300	+54.1%	0.00%
PFGC	Performance Food Group Co Consumer Defensive	Added	1,685	+376	$144,335	+22.6%	0.01%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Reduced	3,879	-851	$163,925	−17.3%	0.01%
COCO	Vita Coco Company, Inc. Consumer Defensive	Held	4,483	0	$214,780	−9.6%	0.01%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Reduced	3,695	-6,739	$223,953	−71.8%	0.01%
CPB	CAMPBELL'S Co Consumer Defensive	Added	10,111	+960	$225,171	−11.7%	0.01%
KHC	Kraft Heinz Co Consumer Defensive	Added	10,167	+1,199	$228,654	+5.1%	0.01%