BAMCO INC /NY/

CIK

1017918

City

NEW YORK

State / Country

Stock

EFOR — Everforth Inc

Top Portfolio Positions

320 positions · $33,408,505,445 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	11,933,509	$4,436,281,970	13.28%
ACGL	Arch Capital Group Ltd. Financial Services	16,709,759	$1,603,969,766	4.80%
MSCI	MSCI Inc. Financial Services	2,699,389	$1,454,997,664	4.36%
MTN	Vail Resorts Inc Consumer Cyclical	10,087,066	$1,294,372,308	3.87%
GWRE	Guidewire Software, Inc. Technology	6,597,453	$986,715,070	2.95%
IT	Gartner Inc Technology	5,917,616	$936,995,317	2.80%
IDXX	Idexx Laboratories Inc /De Healthcare	1,633,367	$917,772,583	2.75%
H	Hyatt Hotels Corp Consumer Cyclical	6,341,673	$911,869,160	2.73%
FIGS	FIGS, Inc. Consumer Cyclical	59,959,449	$885,601,061	2.65%
FDS	Factset Research Systems Inc Financial Services	3,756,587	$815,141,813	2.44%

Portfolio Trend

25 quarters · across all stocks

Holdings in EFOR

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,063,568	1,060,800	-19.1%	Shares	Defined	2026-05-15
2025-12-31	$63,141,236	1,310,800	-0.8%	Shares	Defined	2026-02-17
2025-09-30	$62,581,548	1,321,680	-8.6%	Shares	Defined	2025-11-14
2025-06-30	$72,232,732	1,446,680	+2.1%	Shares	Defined	2025-08-14
2025-03-31	$89,279,173	1,416,680	-9.8%	Shares	Defined	2025-05-15
2024-12-31	$130,867,635	1,570,286	-17.1%	Shares	Defined	2025-02-14
2024-09-30	$176,596,266	1,894,200	-11.0%	Shares	Defined	2024-11-14
2024-06-30	$187,555,224	2,127,200	-4.5%	Shares	Defined	2024-08-14
2024-03-31	$233,321,472	2,227,200	0.0%	Shares	Defined	2024-05-15
2023-12-31	$214,189,824	2,227,200	+0.8%	Shares	Defined	2024-02-14
2023-09-30	$180,526,032	2,210,162	0.0%	Shares	Defined	2023-11-14
2023-06-30	$167,154,552	2,210,162	+3.7%	Shares	Defined	2023-08-14
2023-03-31	$176,168,199	2,130,981	+4.3%	Shares	Defined	2023-05-15
2022-12-31	$166,527,275	2,043,781	-2.1%	Shares	Defined	2023-02-14
2022-09-30	$188,634,632	2,087,359	0.0%	Shares	Defined	2022-11-14
2022-06-30	$188,384,149	2,087,359	+30.1%	Shares	Defined	2022-08-15
2022-03-31	$187,256,293	1,604,458	0.0%	Shares	Defined	2022-05-13
2021-12-31	$197,990,117	1,604,458	-1.4%	Shares	Defined	2022-02-14
2021-09-30	$184,046,421	1,626,714	+1.4%	Shares	Defined	2021-11-12
2021-06-30	$155,520,113	1,604,458	-3.1%	Shares	Defined	2021-08-13
2021-03-31	$157,967,516	1,655,150	-0.1%	Shares	Defined	2021-05-19
2020-12-31	$138,392,504	1,656,800	0.0%	Shares	Defined	2021-02-12
2020-09-30	$105,306,208	1,656,800	-5.9%	Shares	Defined	2020-11-13
2020-06-30	$117,363,468	1,760,100	-2.8%	Shares	Defined	2020-08-14
2020-03-31	$63,932,732	1,810,100	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.