Sustainable Insight Capital Management, LLC

CIK

1580677

Location

NEW YORK, NY

Portfolio Value

Small $296,993,088

Diversification

Diversified

Filing Date

Global Rank

#3,564 / 8,699 ▲ 53 · as of Mar 2026

Top Industry

Semiconductors 14.2%

3Y Alpha vs SPY

+119.7%

Period ended 5 months ago

Filed May 14, 2026 · 3mo

23 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+1287.4%

SPY

+75.8%

Annualised alpha

+119.6%

Max drawdown

−17.0%

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 12 quarters. Past performance does not predict future results.

Portfolio Concentration

85 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.9%

+2.4 pts

Top 5

35.9%

−0.5 pts

Top 10

57.1%

−1.2 pts

HHI

414

Diversified−15

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.8%	$121,171,480	17
Consumer Cyclical	12.6%	$37,498,720	6
Financial Services	11.2%	$33,393,637	12
Communication Services	10.6%	$31,561,675	7
Healthcare	8.4%	$24,989,431	12
Industrials	7.8%	$23,313,529	11
Consumer Defensive	3.9%	$11,729,244	7
Real Estate	2.2%	$6,432,769	8
Basic Materials	1.7%	$5,184,694	2
Energy	0.6%	$1,717,909	3

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
AMZN	Amazon Com Inc	+37,500	74,475	$15,510,908
AAPL	Apple Inc.	+33,800	127,987	$32,481,820
CPRT	Copart Inc	+26,200	132,937	$4,413,508
GOOGL	Alphabet Inc.	+22,200	65,213	$18,732,350
NVDA	Nvidia Corp	+15,900	109,056	$19,019,366
TSLA	Tesla, Inc.	+12,240	30,563	$11,361,795
STLD	Steel Dynamics Inc	+10,800	23,237	$4,182,660
WMT	Walmart Inc.	+10,000	22,891	$2,844,893
VMRK	Vivmark Residential	+9,100	12,428	$735,116
CCI	Crown Castle Inc.	+7,300	9,682	$787,243
ADP	Automatic Data Processing Inc	+6,520	22,889	$4,650,587
HDB	Hdfc Bank Ltd	+6,500	20,598	$512,478
MNST	Monster Beverage Corp	+6,400	18,582	$1,346,451
PLD	Prologis, Inc.	+6,300	8,098	$1,070,393
HUM	Humana Inc	+6,040	30,797	$5,339,891
KR	Kroger Co	+5,900	11,301	$817,740
NFLX	Netflix Inc	+5,160	43,240	$4,157,526
MSFT	Microsoft Corp	+4,560	33,897	$12,547,652
DG	Dollar General Corp	+4,200	6,635	$787,773
JPM	Jpmorgan Chase & Co	+4,160	16,657	$4,899,823
IBN	Icici Bank Ltd	+4,100	14,935	$386,816
CSX	Csx Corp	+4,000	48,557	$1,993,264
TD	Toronto Dominion Bank	+3,552	33,065	$3,085,295
CP	Canadian Pacific Kansas City Ltd/Cn	+3,481	16,985	$1,336,040
SBAC	Sba Communications Corp	+3,200	4,265	$734,049
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	−49,200	68,453	$10,974,384
TMUS	T-Mobile US, Inc.	−44,300	25,177	$5,287,925
PLTR	Palantir Technologies Inc.	−34,600	87,239	$12,761,320
CNQ	CANADIAN NATURAL RESOURCES Ltd	−10,950	11,942	$581,933
PSX	Phillips 66	−9,751	3,000	$546,540
WYNN	Wynn Resorts Ltd	−9,100	20,200	$2,051,310
MRSH	Marsh & Mclennan Companies, Inc.	−9,088	33,827	$5,867,293
HIG	Hartford Insurance Group, Inc.	−8,800	18,610	$2,516,630
SU	Suncor Energy Inc	−8,484	8,916	$589,436
ALL	Allstate Corp	−5,900	12,184	$2,526,230
MSCI	MSCI Inc.	−2,640	11,060	$5,961,450
TKO	TKO Group Holdings, Inc.	−1,000	6,100	$1,230,065
BKNG	Booking Holdings Inc.	−370	1,103	$4,643,982
META	Meta Platforms, Inc.	−40	555	$317,532
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
RACE	Ferrari N.V.	10,425	$3,528,341
ACGL	Arch Capital Group Ltd.	25,976	$2,493,436
WTW	Willis Towers Watson PLC	8,482	$2,465,717
GL	Globe Life Inc.	17,700	$2,463,309
JCI	Johnson Controls International plc	15,494	$2,028,939
LYV	Live Nation Entertainment, Inc.	8,700	$1,326,837
SHOP	Shopify Inc.	10,300	$1,221,786
HSY	Hershey Co	4,900	$1,018,661
KLAC	Kla Corp	634	$933,507
CHD	Church & Dwight Co Inc /De/	8,300	$774,556
MAA	Mid America Apartment Communities Inc.	5,800	$708,296
CSCO	Cisco Systems, Inc.	8,276	$642,134
MRK	Merck & Co., Inc.	4,412	$530,719
GILD	Gilead Sciences, Inc.	2,538	$353,721
JNJ	Johnson & Johnson	948	$231,729
SYK	Stryker Corp	674	$221,469
BSX	Boston Scientific Corp	3,329	$208,894
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ABT	Abbott Laboratories	51,431	$6,443,789
WFC	Wells Fargo & Company/Mn	40,882	$3,810,202
COF	Capital One Financial Corp	15,646	$3,791,964
AEP	American Electric Power Co Inc	21,015	$2,423,239
EXE	EXPAND ENERGY Corp	11,461	$1,264,835
NRG	Nrg Energy, Inc.	2,300	$366,252
KVUE	Kenvue Inc.	18,903	$326,076
INFY	Infosys Ltd	13,835	$246,539
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $296,993,088 total · filing declares 86 positions · $297,747,990 · as of Mar 31, 2026

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

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	127,987	+33,800	$32,481,820	+26.9%	10.94%
AVGO	Broadcom Inc. Technology	Added	66,970	+2,760	$20,727,884	−6.7%	6.98%
NVDA	Nvidia Corp Technology	Added	109,056	+15,900	$19,019,366	+9.5%	6.40%
GOOGL	Alphabet Inc. Communication Services	Added	65,213	+22,200	$18,732,350	+39.0%	6.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	74,475	+37,500	$15,510,908	+81.7%	5.22%
LLY	ELI LILLY & Co Healthcare	Added	16,781	+2,600	$15,434,660	+1.3%	5.20%
PLTR	Palantir Technologies Inc. Technology	Reduced	87,239	-34,600	$12,761,320	−41.1%	4.30%
MSFT	Microsoft Corp Technology	Added	33,897	+4,560	$12,547,652	−11.6%	4.22%
TSLA	Tesla, Inc. Consumer Cyclical	Added	30,563	+12,240	$11,361,795	+37.9%	3.83%
PANW	Palo Alto Networks Inc Technology	Reduced	68,453	-49,200	$10,974,384	−49.4%	3.70%
MSCI	MSCI Inc. Financial Services	Reduced	11,060	-2,640	$5,961,450	−24.2%	2.01%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	33,827	-9,088	$5,867,293	−26.3%	1.98%
HUM	Humana Inc Healthcare	Added	30,797	+6,040	$5,339,891	−15.8%	1.80%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	25,177	-44,300	$5,287,925	−62.5%	1.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,657	+4,160	$4,899,823	+21.7%	1.65%
ADP	Automatic Data Processing Inc Technology	Added	22,889	+6,520	$4,650,587	+10.4%	1.57%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	1,103	-370	$4,643,982	−41.1%	1.56%
TDG	TransDigm Group INC Industrials	Added	3,853	+660	$4,465,472	+5.2%	1.50%
CPRT	Copart Inc Industrials	Added	132,937	+26,200	$4,413,508	+5.6%	1.49%
STLD	Steel Dynamics Inc Basic Materials	Added	23,237	+10,800	$4,182,660	+98.5%	1.41%
NFLX	Netflix Inc Communication Services	Added	43,240	+5,160	$4,157,526	+16.4%	1.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,154	+960	$4,139,170	+50.3%	1.39%
RACE	Ferrari N.V. Consumer Cyclical	NEW	10,425	NEW	$3,528,341	NEW	1.19%
TD	Toronto Dominion Bank Financial Services	Added	33,065	+3,552	$3,085,295	+11.0%	1.04%
WMT	Walmart Inc. Consumer Defensive	Added	22,891	+10,000	$2,844,893	+98.1%	0.96%
ALL	Allstate Corp Financial Services	Reduced	12,184	-5,900	$2,526,230	−32.9%	0.85%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	18,610	-8,800	$2,516,630	−33.4%	0.85%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	25,976	NEW	$2,493,436	NEW	0.84%
WTW	Willis Towers Watson PLC Financial Services	NEW	8,482	NEW	$2,465,717	NEW	0.83%
GL	Globe Life Inc. Financial Services	NEW	17,700	NEW	$2,463,309	NEW	0.83%
PH	Parker-Hannifin Corp Industrials	Added	2,405	+560	$2,153,052	+32.8%	0.72%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Reduced	20,200	-9,100	$2,051,310	−41.8%	0.69%
JCI	Johnson Controls International plc Industrials	NEW	15,494	NEW	$2,028,939	NEW	0.68%
CSX	Csx Corp Industrials	Added	48,557	+4,000	$1,993,264	+23.4%	0.67%
GD	General Dynamics Corp Industrials	Added	5,720	+994	$1,963,218	+23.4%	0.66%
DOV	DOVER Corp Industrials	Added	8,807	+700	$1,835,819	+16.0%	0.62%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	10,832	+900	$1,798,870	+12.7%	0.61%
LRCX	Lam Research Corp Technology	Added	6,465	+600	$1,381,311	+37.6%	0.47%
MNST	Monster Beverage Corp Consumer Defensive	Added	18,582	+6,400	$1,346,451	+44.2%	0.45%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	16,985	+3,481	$1,336,040	+34.4%	0.45%
LYV	Live Nation Entertainment, Inc. Communication Services	NEW	8,700	NEW	$1,326,837	NEW	0.45%
CNI	Canadian National Railway Co Industrials	Added	12,540	+2,540	$1,288,735	+30.4%	0.43%
AMD	Advanced Micro Devices Inc Technology	Added	6,097	+1,200	$1,240,312	+18.3%	0.42%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	6,100	-1,000	$1,230,065	−17.1%	0.41%
SHOP	Shopify Inc. Technology	NEW	10,300	NEW	$1,221,786	NEW	0.41%
PLD	Prologis, Inc. Real Estate	Added	8,098	+6,300	$1,070,393	+366.3%	0.36%
ABBV	AbbVie Inc. Healthcare	Added	4,912	+1,400	$1,068,310	+33.1%	0.36%
HSY	Hershey Co Consumer Defensive	NEW	4,900	NEW	$1,018,661	NEW	0.34%
FNV	FRANCO NEVADA Corp Basic Materials	Added	4,056	+257	$1,002,034	+27.2%	0.34%
EQIX	Equinix Inc Real Estate	Added	1,008	+720	$988,081	+347.8%	0.33%

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.