Liberty Mutual Group Asset Management Inc.
CIK
1533497
Location
Boston, MA
Portfolio Value
Small
$675,493,854
Diversification
Highly concentrated
Filing Date
Global Rank
#2,219
/ 8,607
▲ 632
· as of Mar 2026
Top Industry
Oil & Gas E&P
77.6%
3Y Alpha vs SPY
+4.3%
Period ended 3 months ago
Filed May 15, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+96.2%
SPY
+76.7%
Annualised alpha
+4.3%
Max drawdown
−29.2%
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
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
73.7%
+3.7 pts
Top 5
95.5%
+2.2 pts
Top 10
98.1%
+0.6 pts
HHI
5,610
Highly concentrated+381
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 74.6% | $503,642,734 |
| Industrials | 12.4% | $83,730,207 |
| Financial Services | 6.3% | $42,262,750 |
| Unclassified | 5.0% | $34,012,782 |
| Consumer Cyclical | 0.5% | $3,633,964 |
| Technology | 0.5% | $3,349,317 |
| Communication Services | 0.4% | $2,882,792 |
| Healthcare | 0.3% | $1,784,101 |
| Real Estate | 0.0% | $195,207 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DDOG | Datadog, Inc. | 22,926 | $3,117,706 | |
| HOOD | Robinhood Markets, Inc. | 23,065 | $2,608,651 | |
| ABNB | Airbnb, Inc. | 14,953 | $2,029,421 | |
| TTAN | ServiceTitan, Inc. | 13,031 | $1,387,801 | |
| BRZE | Braze, Inc. | 40,410 | $1,385,658 | |
| FRSH | Freshworks Inc. | 23,812 | $291,697 | |
| No positions match the current search. | ||||
19 positions ·
$675,493,854 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CRGY |
Crescent Energy Co
Energy
|
Held | 36,854,746 | $497,539,071 | 73.66% | |
| QXO |
QXO, Inc.
Industrials
|
Held | 4,082,787 | $79,287,723 | 11.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 52,300 | $34,012,782 | 5.04% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Added | 2,669,872 | $29,528,784 | 4.37% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Reduced | 267,446 | $4,819,376 | 0.71% | |
| PL |
Planet Labs PBC
Industrials
|
NEW | 158,944 | $4,442,484 | 0.66% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Held | 140,416 | $3,633,964 | 0.54% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 30,829 | $3,223,171 | 0.48% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Held | 69,374 | $3,178,715 | 0.47% | |
| KORE |
KORE Group Holdings, Inc.
Communication Services
|
Held | 319,600 | $2,882,792 | 0.43% | |
| MSDL |
Morgan Stanley Direct Lending Fund
Financial Services
|
Reduced | 204,770 | $2,858,589 | 0.42% | |
| SMC |
Summit Midstream Corp
Energy
|
Held | 84,840 | $2,565,561 | 0.38% | |
| NINE |
Nine Energy Service, Inc.
Energy
|
NEW | 281,184 | $2,305,706 | 0.34% | |
| CRCL |
Circle Internet Group, Inc.
Financial Services
|
Added | 19,676 | $1,877,286 | 0.28% | |
| RYTM |
Rhythm Pharmaceuticals, Inc.
Healthcare
|
NEW | 20,514 | $1,784,101 | 0.26% | |
| AM |
Antero Midstream Corp
Energy
|
Held | 32,312 | $736,713 | 0.11% | |
| REPX |
Riley Exploration Permian, Inc.
Energy
|
Held | 13,599 | $495,683 | 0.07% | |
| OPEN |
Opendoor Technologies Inc.
Real Estate
|
Held | 41,711 | $195,207 | 0.03% | |
| RBRK |
Rubrik, Inc.
Technology
|
Held | 2,576 | $126,146 | 0.02% |