Position in CBZ
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$26,689,678
-$25,187,804 QoQ
Shares Held
994,029
-3.3% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026BloombergSen Inc. holds $31,380,118 across 2 Specialty Business Services names. CBZ ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBZ |
CBIZ, Inc.
This page
|
994,029 | $26,689,678 | |
| 2 | FA |
First Advantage Corp
|
398,847 | $4,690,440 |
All Filings in CBZ
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,689,678 | 994,029 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $51,877,482 | 1,028,295 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $58,671,736 | 1,107,850 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $80,269,449 | 1,119,362 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $77,557,746 | 1,022,380 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $85,130,367 | 1,040,332 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $70,003,940 | 1,040,332 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $77,088,601 | 1,040,332 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $83,820,416 | 1,067,776 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $68,157,443 | 1,088,951 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $53,359,064 | 1,028,113 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $46,851,181 | 879,339 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $43,126,922 | 871,427 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,676,851 | 633,444 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,553,339 | 667,446 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,707,983 | 718,418 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $20,334,842 | 484,509 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||