Sustainable Insight Capital Management, LLC

CIK

1580677

Location

NEW YORK, NY

Portfolio Value

Small $284,166,213

Diversification

Diversified

Filing Date

Global Rank

#3,507 / 8,607 ▲ 85 · as of Mar 2026

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+0.6%

Period ended 3 months ago

Filed May 14, 2026 · 59d

23 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.6%

SPY

+75.2%

Annualised alpha

+0.5%

Max drawdown

−16.7%

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

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

Top Position

11.4%

+2.5 pts

Top 5

36.3%

−1.6 pts

Top 10

56.7%

−2.3 pts

HHI

419

Diversified−25

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.6%	$121,121,768	17
Financial Services	11.8%	$33,393,637	12
Consumer Cyclical	11.6%	$33,040,497	6
Healthcare	8.8%	$24,989,431	12
Industrials	8.2%	$23,313,529	11
Communication Services	8.2%	$23,242,735	7
Consumer Defensive	4.1%	$11,729,244	7
Real Estate	2.3%	$6,432,769	8
Basic Materials	1.8%	$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
NVDA	Nvidia Corp	+15,900	109,056	$19,019,366
GOOGL	Alphabet Inc.	+12,400	36,213	$10,413,410
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
EQR	Equity 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	$185,759
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
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
KLAC	Kla Corp	634	$93,350
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 positions · $284,166,213 total · 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%	11.43%
AVGO	Broadcom Inc. Technology	Added	66,970	+2,760	$20,727,884	−6.7%	7.29%
NVDA	Nvidia Corp Technology	Added	109,056	+15,900	$19,019,366	+9.5%	6.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	74,475	+37,500	$15,510,908	+81.7%	5.46%
LLY	ELI LILLY & Co Healthcare	Added	16,781	+2,600	$15,434,660	+1.3%	5.43%
PLTR	Palantir Technologies Inc. Technology	Reduced	87,239	-34,600	$12,761,320	−41.1%	4.49%
MSFT	Microsoft Corp Technology	Added	33,897	+4,560	$12,547,652	−11.6%	4.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	30,563	+12,240	$11,361,795	+37.9%	4.00%
PANW	Palo Alto Networks Inc Technology	Reduced	68,453	-49,200	$10,974,384	−49.4%	3.86%
GOOGL	Alphabet Inc. Communication Services	Added	36,213	+12,400	$10,413,410	+39.7%	3.66%
MSCI	MSCI Inc. Financial Services	Reduced	11,060	-2,640	$5,961,450	−24.2%	2.10%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	33,827	-9,088	$5,867,293	−26.3%	2.06%
HUM	Humana Inc Healthcare	Added	30,797	+6,040	$5,339,891	−15.8%	1.88%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	25,177	-44,300	$5,287,925	−62.5%	1.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,657	+4,160	$4,899,823	+21.7%	1.72%
ADP	Automatic Data Processing Inc Technology	Added	22,889	+6,520	$4,650,587	+10.4%	1.64%
TDG	TransDigm Group INC Industrials	Added	3,853	+660	$4,465,472	+5.2%	1.57%
CPRT	Copart Inc Industrials	Added	132,937	+26,200	$4,413,508	+5.6%	1.55%
STLD	Steel Dynamics Inc Basic Materials	Added	23,237	+10,800	$4,182,660	+98.5%	1.47%
NFLX	Netflix Inc Communication Services	Added	43,240	+5,160	$4,157,526	+16.4%	1.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,154	+960	$4,139,170	+50.3%	1.46%
RACE	Ferrari N.V. Consumer Cyclical	NEW	10,425	NEW	$3,528,341	NEW	1.24%
TD	Toronto Dominion Bank Financial Services	Added	33,065	+3,552	$3,085,295	+11.0%	1.09%
WMT	Walmart Inc. Consumer Defensive	Added	22,891	+10,000	$2,844,893	+98.1%	1.00%
ALL	Allstate Corp Financial Services	Reduced	12,184	-5,900	$2,526,230	−32.9%	0.89%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	18,610	-8,800	$2,516,630	−33.4%	0.89%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	25,976	NEW	$2,493,436	NEW	0.88%
WTW	Willis Towers Watson PLC Financial Services	NEW	8,482	NEW	$2,465,717	NEW	0.87%
GL	Globe Life Inc. Financial Services	NEW	17,700	NEW	$2,463,309	NEW	0.87%
PH	Parker-Hannifin Corp Industrials	Added	2,405	+560	$2,153,052	+32.8%	0.76%
WYNN	Wynn Resorts Ltd Consumer Cyclical	Reduced	20,200	-9,100	$2,051,310	−41.8%	0.72%
JCI	Johnson Controls International plc Industrials	NEW	15,494	NEW	$2,028,939	NEW	0.71%
CSX	Csx Corp Industrials	Added	48,557	+4,000	$1,993,264	+23.4%	0.70%
GD	General Dynamics Corp Industrials	Added	5,720	+994	$1,963,218	+23.4%	0.69%
DOV	DOVER Corp Industrials	Added	8,807	+700	$1,835,819	+16.0%	0.65%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	10,832	+900	$1,798,870	+12.7%	0.63%
LRCX	Lam Research Corp Technology	Added	6,465	+600	$1,381,311	+37.6%	0.49%
MNST	Monster Beverage Corp Consumer Defensive	Added	18,582	+6,400	$1,346,451	+44.2%	0.47%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	16,985	+3,481	$1,336,040	+34.4%	0.47%
LYV	Live Nation Entertainment, Inc. Communication Services	NEW	8,700	NEW	$1,326,837	NEW	0.47%
CNI	Canadian National Railway Co Industrials	Added	12,540	+2,540	$1,288,735	+30.4%	0.45%
AMD	Advanced Micro Devices Inc Technology	Added	6,097	+1,200	$1,240,312	+18.3%	0.44%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	6,100	-1,000	$1,230,065	−17.1%	0.43%
SHOP	Shopify Inc. Technology	NEW	10,300	NEW	$1,221,786	NEW	0.43%
PLD	Prologis, Inc. Real Estate	Added	8,098	+6,300	$1,070,393	+366.3%	0.38%
ABBV	AbbVie Inc. Healthcare	Added	4,912	+1,400	$1,068,310	+33.1%	0.38%
HSY	Hershey Co Consumer Defensive	NEW	4,900	NEW	$1,018,661	NEW	0.36%
FNV	FRANCO NEVADA Corp Basic Materials	Added	4,056	+257	$1,002,034	+27.2%	0.35%
EQIX	Equinix Inc Real Estate	Added	1,008	+720	$988,081	+347.8%	0.35%
FSV	FirstService Corp Real Estate	Added	6,538	+2,469	$908,389	+43.5%	0.32%