BRUNI J V & CO /CO

CIK
1078841
City
COLORADO SPRINGS
State / Country
CO

Top Portfolio Positions

30 positions · $956,872,667 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
BN
BROOKFIELD Corp /ON/
Financial Services
2,102,466 $85,086,799 8.89%
AMG
Affiliated Managers Group, Inc.
Financial Services
249,765 $69,109,975 7.22%
PRIM
Primoris Services Corp
Industrials
437,022 $62,511,626 6.53%
CFG
Citizens Financial Group Inc/Ri
Financial Services
971,020 $58,232,069 6.09%
RDN
Radian Group Inc
Financial Services
1,589,304 $52,574,176 5.49%
COF
Capital One Financial Corp
Financial Services
277,239 $50,576,710 5.29%
KMI
Kinder Morgan, Inc.
Energy
1,487,854 $49,887,744 5.21%
RHP
Ryman Hospitality Properties, Inc.
Real Estate
517,533 $47,752,769 4.99%
TMHC
Taylor Morrison Home Corp
Consumer Cyclical
793,011 $46,184,960 4.83%
AER
AerCap Holdings N.V.
Industrials
268,965 $36,896,618 3.86%

Portfolio Trend

25 quarters · across all stocks

Holdings in PRIM

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $62,511,626 437,022
2025-12-31 $54,975,026 442,847
2025-09-30 $62,882,583 457,894
2025-06-30 $43,039,948 552,219
2025-03-31 $31,750,543 553,049
2024-12-31 $43,514,842 569,566
2024-09-30 $33,449,085 575,914
2024-06-30 $29,051,795 582,317
2024-03-31 $24,841,297 583,540
2023-12-31 $19,428,148 585,009
2023-09-30 $19,056,878 582,245
2023-06-30 $14,994,774 492,116
2023-03-31 $12,104,706 490,864
2022-12-31 $10,734,671 489,274
2022-09-30 $7,743,970 476,552
2022-06-30 $10,260,318 471,522
2022-03-31 $11,211,883 470,692
2021-12-31 $11,008,714 459,079
2021-09-30 $11,087,529 452,737
2021-06-30 $13,250,327 450,232
2021-03-31 $10,067,610 303,882