BOUSSARD & GAVAUDAN GESTION SAS
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P MidCap 400 as of 2026-06-30, active share 98.6%; sector active share 53.6% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
53 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.5% | $292,928,401 |
| Communication Services | 25.4% | $167,233,112 |
| Financial Services | 9.4% | $61,919,633 |
| Industrials | 8.8% | $57,932,166 |
| Basic Materials | 2.9% | $19,372,584 |
| Healthcare | 2.7% | $18,066,219 |
| Consumer Defensive | 2.5% | $16,455,437 |
| Technology | 1.5% | $9,646,467 |
| Consumer Cyclical | 1.3% | $8,662,157 |
| Utilities | 1.0% | $6,592,298 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 390,000 | $291,240,300 | 44.21% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
First | 2,652,642 | $70,719,435 | 10.73% | |
|
|
First | 326,439 | $66,933,052 | 10.16% | ||
| NSC |
Norfolk Southern Corp
Industrials
|
First | 135,885 | $42,748,062 | 6.49% | |
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
First | 11,679 | $24,215,120 | 3.68% | |
| PEN |
Penumbra Inc
Healthcare
|
First | 36,340 | $11,474,355 | 1.74% | |
| ROKU |
Roku, Inc
Communication Services
|
First | 76,221 | $10,529,168 | 1.60% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
First | 118,285 | $10,480,051 | 1.59% | |
| Q |
Qnity Electronics, Inc.
Technology
|
First | 56,678 | $9,256,084 | 1.40% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
First | 77,792 | $8,539,227 | 1.30% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
First | 82,971 | $8,401,643 | 1.28% | |
| RAC |
Rithm Acquisition Corp.
Financial Services
|
First | 768,000 | $8,033,280 | 1.22% | |
| OACC |
Oaktree Acquisition Corp. III Life Sciences
Financial Services
|
First | 720,000 | $7,704,000 | 1.17% | |
| ALUB |
Alussa Energy Acquisition Corp. II
Financial Services
|
First | 700,000 | $7,028,000 | 1.07% | |
| VGNT |
Versigent PLC
Consumer Cyclical
|
First | 142,349 | $5,980,081 | 0.91% | |
| BCSS |
Bain Capital GSS Investment Corp.
Financial Services
|
First | 500,000 | $5,135,000 | 0.78% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
First | 36,191 | $4,908,947 | 0.75% | |
| GFL |
GFL Environmental Inc.
Industrials
|
First | 128,989 | $4,745,505 | 0.72% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
First | 151,951 | $4,594,998 | 0.70% | |
| JBS |
Jbs N.V.
Consumer Defensive
|
First | 364,394 | $4,318,068 | 0.66% | |
| VSNT |
Versant Media Group, Inc.
Communication Services
|
First | 117,144 | $4,218,355 | 0.64% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
First | 53,551 | $4,006,150 | 0.61% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
First | 26,460 | $3,995,460 | 0.61% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
First | 206,671 | $3,598,142 | 0.55% | |
|
|
First | 101,035 | $3,362,444 | 0.51% | ||
| AEXA |
American Exceptionalism Acquisition Corp. A
Financial Services
|
First | 275,000 | $3,250,500 | 0.49% | |
| LLYVK |
Liberty Live Holdings, Inc.
Communication Services
|
First | 28,688 | $3,030,600 | 0.46% | |
|
|
First | 540,893 | $2,850,506 | 0.43% | ||
| TRIP |
TripAdvisor, Inc.
Consumer Cyclical
|
First | 195,622 | $2,681,977 | 0.41% | |
| ITGR |
Integer Holdings Corp
Healthcare
|
First | 28,153 | $2,630,897 | 0.40% | |
| PAII |
Pyrophyte Acquisition Corp. II
Financial Services
|
First | 240,000 | $2,448,000 | 0.37% | |
| GNK |
Genco Shipping & Trading Ltd
Industrials
|
First | 98,345 | $2,436,989 | 0.37% | |
| AYA |
Aya Gold & Silver Inc.
Basic Materials
|
First | 117,967 | $2,234,294 | 0.34% | |
| IACQ |
Irenic Acquisition Corp.
Financial Services
|
First | 200,000 | $1,998,000 | 0.30% | |
| RNW |
ReNew Energy Global plc
Utilities
|
First | 319,568 | $1,997,300 | 0.30% | |
| AXTA |
Axalta Coating Systems Ltd.
Basic Materials
|
First | 51,119 | $1,749,292 | 0.27% | |
| CXII |
Churchill Capital Corp XII
Financial Services
|
First | 100,000 | $1,065,000 | 0.16% | |
| KBON |
Karbon Capital Partners Corp.
Financial Services
|
First | 100,000 | $1,010,000 | 0.15% | |
|
|
First | 32,200 | $787,934 | 0.12% | ||
| WAT |
Waters Corp /De/
Healthcare
|
First | 1,783 | $668,696 | 0.10% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 17,585 | $585,404 | 0.09% | |
| RNA |
Atrium Therapeutics, Inc.
Healthcare
|
First | 32,845 | $441,765 | 0.07% | |
| OCTV |
Octave Intelligence plc
Technology
|
First | 19,410 | $316,383 | 0.05% | |
| ETHA |
iShares Ethereum Trust ETF
|
First | 26,473 | $314,763 | 0.05% | |
| KDKRW |
Kodiak AI, Inc.
Technology
|
First | 100,000 | $74,000 | 0.01% | |
|
|
First | 1,155 | $38,415 | 0.01% | ||
| FLD |
Fold Holdings, Inc.
Financial Services
|
First | 72,260 | $32,733 | 0.00% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
First | 1 | $99 | 0.00% | |
| OACCW |
Oaktree Acquisition Corp. III Life Sciences
Financial Services
|
First | 150,000 | $0 | 0.00% | |
| LOTWW |
Lotus Technology Inc.
Consumer Cyclical
|
First | 91,666 | $0 | 0.00% |
Showing the top 50 of 53 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.