BloombergSen Inc.
Top Portfolio Positions
28 positions ·
$1,176,552,447 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CI |
Cigna Group
Healthcare
|
1,004,056 | $267,831,938 | 22.76% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
247,398 | $117,078,629 | 9.95% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
539,864 | $107,022,639 | 9.10% | |
| CPAY |
Corpay, Inc.
Technology
|
326,425 | $94,986,410 | 8.07% | |
| AON |
Aon plc
Financial Services
|
254,006 | $81,988,056 | 6.97% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
774,438 | $66,710,089 | 5.67% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
1,020,516 | $66,425,386 | 5.65% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
15,427 | $64,952,603 | 5.52% | |
| CIGI |
Colliers International Group Inc.
Real Estate
|
565,314 | $60,426,413 | 5.14% | |
| HURN |
Huron Consulting Group Inc.
Industrials
|
436,065 | $55,593,926 | 4.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AON
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,988,056 | 254,006 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $92,719,220 | 262,750 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $100,942,092 | 283,084 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $102,042,992 | 286,027 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $115,546,532 | 289,525 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $105,810,690 | 294,606 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $101,930,729 | 294,606 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $86,490,429 | 294,606 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $101,808,627 | 305,072 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $90,542,433 | 311,121 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $115,701,149 | 356,860 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $126,434,332 | 366,264 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $120,196,430 | 381,225 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $116,092,951 | 386,796 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $129,903,020 | 484,948 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $140,854,403 | 522,302 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $174,326,671 | 535,352 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $161,684,749 | 537,945 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $154,149,196 | 539,417 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $119,015,413 | 498,473 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $131,754,773 | 572,573 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $122,120,186 | 578,029 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $119,247,382 | 578,029 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $123,694,461 | 642,235 | Shares | Sole | 2020-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||