BESSEMER GROUP INC
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 SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.7%
SPY
+78.1%
Annualised alpha
-5.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 30.6% | $16,782,711,401 |
| Industrials | 13.5% | $7,409,733,076 |
| Financial Services | 13.4% | $7,341,464,360 |
| Healthcare | 10.1% | $5,567,843,697 |
| Consumer Cyclical | 9.1% | $5,004,864,700 |
| Communication Services | 6.1% | $3,329,130,682 |
| Consumer Defensive | 5.1% | $2,805,319,721 |
| Energy | 4.5% | $2,447,169,977 |
| Utilities | 4.0% | $2,219,380,404 |
| Basic Materials | 1.9% | $1,047,808,236 |
| Real Estate | 1.2% | $666,320,858 |
| Unclassified | 0.5% | $278,965,764 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
112 positions ·
$1,047,808,236 total
· Basic Materials 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 112 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 3,277,118 | $344,490,640 | 32.88% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 464,011 | $230,038,087 | 21.95% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Added | 542,215 | $97,598,700 | 9.31% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
Added | 735,127 | $41,181,810 | 3.93% | |
| VALE |
Vale S.A.
Basic Materials
|
Added | 2,571,671 | $40,915,282 | 3.90% | |
| ESI |
Element Solutions Inc
Basic Materials
|
Reduced | 1,187,352 | $40,536,192 | 3.87% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
Added | 181,480 | $31,145,595 | 2.97% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
Added | 1,064,925 | $26,005,464 | 2.48% | |
| NGVT |
Ingevity Corp
Basic Materials
|
Added | 314,739 | $22,418,852 | 2.14% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
Added | 907,915 | $17,041,561 | 1.63% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
Reduced | 600,901 | $11,194,783 | 1.07% | |
| SXT |
Sensient Technologies Corp
Basic Materials
|
Added | 126,783 | $10,959,121 | 1.05% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
Added | 126,496 | $9,654,172 | 0.92% | |
| FUL |
Fuller H B Co
Basic Materials
|
Added | 130,110 | $8,025,184 | 0.77% | |
| SCL |
Stepan Co
Basic Materials
|
Added | 143,698 | $7,182,025 | 0.69% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 84,888 | $7,105,970 | 0.68% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 30,210 | $6,132,024 | 0.59% | |
| CENX |
Century Aluminum Co
Basic Materials
|
Added | 102,496 | $6,015,489 | 0.57% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 16,519 | $5,295,161 | 0.51% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Added | 114,666 | $5,251,700 | 0.50% | |
| WDFC |
Wd 40 Co
Basic Materials
|
Added | 24,522 | $5,001,016 | 0.48% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Added | 8,309 | $4,891,339 | 0.47% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Added | 158,922 | $4,850,298 | 0.46% | |
| MTRN |
MATERION Corp
Basic Materials
|
Reduced | 31,410 | $4,543,456 | 0.43% | |
| REX |
REX AMERICAN RESOURCES Corp
Basic Materials
|
Held | 95,152 | $4,336,075 | 0.41% | |
| DOW |
Dow Inc.
Basic Materials
|
Added | 101,546 | $4,229,387 | 0.40% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
Added | 42,854 | $3,991,848 | 0.38% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 14,768 | $3,928,579 | 0.37% | |
| BCPC |
Balchem Corp
Basic Materials
|
Reduced | 22,314 | $3,781,775 | 0.36% | |
| KALU |
Kaiser Aluminum Corp
Basic Materials
|
Reduced | 29,915 | $3,605,055 | 0.34% | |
| HWKN |
Hawkins Inc
Basic Materials
|
Added | 22,415 | $3,442,943 | 0.33% | |
| CGAU |
Centerra Gold Inc.
Basic Materials
|
Held | 191,423 | $3,405,414 | 0.33% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 10,700 | $3,108,239 | 0.30% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 11,294 | $3,075,354 | 0.29% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 43,960 | $2,583,966 | 0.25% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 23,601 | $2,554,806 | 0.24% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Reduced | 9,285 | $2,293,858 | 0.22% | |
| B |
Barrick Mining Corp
Basic Materials
|
Added | 54,336 | $2,216,363 | 0.21% | |
| OR |
OR Royalties Inc.
Basic Materials
|
Held | 55,100 | $2,094,902 | 0.20% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 9,808 | $1,658,530 | 0.16% | |
| ORLA |
Orla Mining Ltd.
Basic Materials
|
Held | 81,500 | $1,314,595 | 0.13% | |
| CC |
Chemours Co
Basic Materials
|
Reduced | 36,666 | $807,749 | 0.08% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Added | 10,031 | $763,958 | 0.07% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Added | 2,459 | $625,789 | 0.06% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
Reduced | 4,322 | $561,167 | 0.05% | |
| IFF |
International Flavors & Fragrances Inc
Basic Materials
|
Added | 6,990 | $507,121 | 0.05% | |
| RS |
Reliance, Inc.
Basic Materials
|
Added | 1,500 | $455,878 | 0.04% | |
| KWR |
Quaker Chemical Corp
Basic Materials
|
Added | 2,824 | $350,824 | 0.03% | |
| EXP |
Eagle Materials Inc
Basic Materials
|
Reduced | 1,806 | $342,143 | 0.03% | |
| ALB |
Albemarle Corp
Basic Materials
|
Added | 1,885 | $338,411 | 0.03% |