Liberty Mutual Group Asset Management Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Utilities | 26.1% | $113,430,697 |
| Unclassified | 19.2% | $83,707,689 |
| Industrials | 16.3% | $70,776,472 |
| Energy | 11.3% | $49,039,369 |
| Financial Services | 10.7% | $46,621,400 |
| Healthcare | 6.6% | $28,632,108 |
| Real Estate | 5.2% | $22,485,501 |
| Technology | 4.3% | $18,653,118 |
| Communication Services | 0.4% | $1,530,809 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRGY | Crescent Energy Co | −32,600,000 | 4,254,746 | $41,781,604 | |
| PL | Planet Labs PBC | −152,125 | 6,819 | $225,913 | |
| RYTM | Rhythm Pharmaceuticals, Inc. | −19,634 | 880 | $97,706 | |
| CRCL | Circle Internet Group, Inc. | −10,982 | 8,694 | $544,505 | |
| RBRK | Rubrik, Inc. | −128 | 2,448 | $196,524 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FRVO | Fervo Energy Co | 3,880,626 | $113,430,697 | |
| KARD | Kardigan, Inc. | 1,196,411 | $28,534,402 | |
| OPI | Office Properties Income Trust | 1,311,341 | $22,292,797 | |
| DDOG | Datadog, Inc. | 14,148 | $3,683,572 | |
| NAVN | Navan, Inc. | 148,227 | $3,389,950 | |
| HOOD | Robinhood Markets, Inc. | 33,367 | $3,346,042 | |
| TTAN | ServiceTitan, Inc. | 23,365 | $1,652,138 | |
| NBIS | Nebius Group N.V. | 5,543 | $1,530,809 | |
| FIG | Figma, Inc. | 60,241 | $1,089,758 | |
| BLND | Blend Labs, Inc. | 115,621 | $197,711 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CCL | Carnival Corp Ltd. | 140,416 | $3,633,964 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FRVO |
Fervo Energy Co
Utilities
|
NEW | 3,880,626 | $113,430,697 | 26.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 112,093 | $83,707,689 | 19.25% | |
| QXO |
QXO, Inc.
Industrials
|
Held | 4,082,787 | $70,550,559 | 16.22% | |
| CRGY |
Crescent Energy Co
Energy
|
Reduced | 4,254,746 | $41,781,604 | 9.61% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Held | 2,669,872 | $29,021,508 | 6.67% | |
| KARD |
Kardigan, Inc.
Healthcare
|
NEW | 1,196,411 | $28,534,402 | 6.56% | |
| OPI |
Office Properties Income Trust
Real Estate
|
NEW | 1,311,341 | $22,292,797 | 5.13% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 85,047 | $8,443,465 | 1.94% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Held | 69,374 | $5,657,449 | 1.30% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Held | 267,446 | $4,955,774 | 1.14% | |
| DDOG |
Datadog, Inc.
Technology
|
NEW | 14,148 | $3,683,572 | 0.85% | |
| NINE |
Nine Energy Service, Inc.
Energy
|
Held | 281,184 | $3,658,201 | 0.84% | |
| NAVN |
Navan, Inc.
Technology
|
NEW | 148,227 | $3,389,950 | 0.78% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
NEW | 33,367 | $3,346,042 | 0.77% | |
| MSDL |
Morgan Stanley Direct Lending Fund
Financial Services
|
Held | 204,770 | $3,096,122 | 0.71% | |
| SMC |
Summit Midstream Corp
Energy
|
Held | 84,840 | $2,416,243 | 0.56% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
NEW | 23,365 | $1,652,138 | 0.38% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
NEW | 5,543 | $1,530,809 | 0.35% | |
| FIG |
Figma, Inc.
Technology
|
NEW | 60,241 | $1,089,758 | 0.25% | |
| AM |
Antero Midstream Corp
Energy
|
Held | 32,312 | $735,098 | 0.17% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
Reduced | 8,694 | $544,505 | 0.13% | |
| REPX |
Riley Exploration Permian, Inc.
Energy
|
Held | 13,599 | $448,223 | 0.10% | |
| PL |
Planet Labs PBC
Industrials
|
Reduced | 6,819 | $225,913 | 0.05% | |
| BLND |
Blend Labs, Inc.
Technology
|
NEW | 115,621 | $197,711 | 0.05% | |
| RBRK |
Rubrik, Inc.
Technology
|
Reduced | 2,448 | $196,524 | 0.05% | |
| OPEN |
Opendoor Technologies Inc.
Real Estate
|
Held | 41,711 | $192,704 | 0.04% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
Reduced | 880 | $97,706 | 0.02% | |
| KORE |
KORE Group Holdings, Inc.
Communication Services
|
Held | 319,600 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.