運用会社レコード · ✦ 厳選 · アーカイブ済み四半期
Markel Group
Insurance holding company · Glen Allen, VA · CIK 1096343 · EDGARファイリング ↗
Buffett-style equity book inside an insurer.
$11.83B報告済み13F評価額
218ポジション
39.8%トップ10ウェイト
40.30実効保有
3.4%推定回転率
+3新規
−1解消銘柄
報告された13Fポートフォリオ価値は、米国の報告対象ロングポジションのみを対象とし、現金、債券、ショートポジションまたは米国外保有資産は含まれません。運用資産残高（AUM）ではありません。
セクターエクスポージャー
金融サービス
46.5% (-1.1pp)
資本財・サービス
14.3% (-0.3pp)
消費者循環株
10.7% (-0.1pp)
テクノロジー
9.4% (+0.6pp)
コミュニケーション・サービス
9.4% (+1.1pp)
消費者ディフェンシブ
4.1% (+0.0pp)
素材
2.8% (+0.0pp)
ヘルスケア
2.7% (-0.2pp)
不動産
0.2% (+0.0pp)
報告済み普通株式価値に占める比率；（±pp）前四半期比。
ポートフォリオ · Q2 2025
| # | 有価証券 | ウェイト | 時価 | 株数 | Δ株式数 | 保有中 | |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc. | 6.9% | $811.88M | 1.11K | 0.0% | Held | 5 |
| 2 | BRK-B Berkshire Hathaway Inc. | 6.3% | $744.19M | 1.53M | 0.0% | Held | 5 |
| 3 | BN Brookfield Corporation | 4.6% | $539.07M | 8.72M | 0.0% | Held | 5 |
| 4 | GOOG Alphabet Inc. | 4.1% | $487.80M | 2.75M | 0.0% | Held | 5 |
| 5 | DE Deere & Company | 3.8% | $446.40M | 877.90K | 0.0% | ▲ Add | 5 |
| 6 | AMZN Amazon.com, Inc. | 3.8% | $445.53M | 2.03M | 0.0% | Held | 5 |
| 7 | V Visa Inc. | 3.0% | $354.80M | 999.28K | 0.0% | Held | 5 |
| 8 | HD The Home Depot, Inc. | 2.9% | $337.31M | 920.00K | 0.0% | Held | 5 |
| 9 | ADI Analog Devices, Inc. | 2.4% | $277.93M | 1.17M | 0.0% | Held | 5 |
| 10 | MSFT Microsoft Corporation | 2.2% | $262.37M | 527.48K | +0.9% | ▲ Add | 5 |
| 11 | GS The Goldman Sachs Group… | 2.1% | $254.34M | 359.36K | 0.0% | Held | 5 |
| 12 | DIS The Walt Disney Company | 2.1% | $251.95M | 2.03M | 0.0% | Held | 5 |
| 13 | AAPL Apple Inc. | 2.1% | $251.80M | 1.23M | 0.0% | Held | 5 |
| 14 | WSO Watsco, Inc. | 2.1% | $249.59M | 565.17K | -4.3% | ▼ Trim | 5 |
| 15 | BLK BlackRock, Inc. | 2.0% | $231.04M | 220.20K | 0.0% | Held | 5 |
| 16 | META Meta Platforms, Inc. | 1.7% | $206.87M | 280.28K | +0.1% | ▲ Add | 5 |
| 17 | LPLA LPL Financial Holdings Inc. | 1.7% | $204.21M | 544.60K | +1.0% | ▲ Add | 5 |
| 18 | PGR The Progressive Corporation | 1.7% | $201.15M | 753.75K | 0.0% | Held | 5 |
| 19 | KKR KKR & Co. Inc. | 1.6% | $193.13M | 1.45M | 0.0% | Held | 5 |
| 20 | BX Blackstone Inc. | 1.6% | $183.83M | 1.23M | 0.0% | Held | 5 |
| 21 | RLI RLI Corp. | 1.5% | $172.93M | 2.39M | 0.0% | Held | 5 |
| 22 | MRSH Marsh & McLennan Companies… | 1.4% | $163.71M | 748.75K | +0.7% | ▲ Add | 5 |
| 23 | LOW Lowe's Companies, Inc. | 1.3% | $159.13M | 717.23K | +1.3% | ▲ Add | 5 |
| 24 | NVO Novo Nordisk A/S | 1.3% | $155.89M | 2.26M | +5.0% | ▲ Add | 5 |
| 25 | AXP American Express Company | 1.3% | $154.47M | 484.25K | 0.0% | Held | 5 |
| 26 | TXN Texas Instruments… | 1.3% | $150.32M | 724.00K | 0.0% | Held | 5 |
| 27 | APO Apollo Global Management… | 1.2% | $143.64M | 1.01M | 0.0% | Held | 5 |
| 28 | DEO Diageo plc | 1.2% | $137.82M | 1.37M | 0.0% | Held | 5 |
| 29 | CAT Caterpillar Inc. | 1.1% | $127.59M | 328.65K | +0.2% | ▲ Add | 5 |
| 30 | SCHW The Charles Schwab… | 1.1% | $124.52M | 1.36M | 0.0% | Held | 5 |
| 31 | BAM Brookfield Asset Management… | 1.0% | $121.28M | 2.19M | 0.0% | Held | 5 |
| 32 | MA Mastercard Incorporated | 1.0% | $116.63M | 207.54K | 0.0% | Held | 5 |
| 33 | GD General Dynamics Corporation | 1.0% | $114.04M | 391.00K | 0.0% | Held | 5 |
| 34 | MCO Moody's Corporation | 0.9% | $107.29M | 213.89K | 0.0% | Held | 5 |
| 35 | GOOGL Alphabet Inc. | 0.9% | $100.80M | 572.00K | +2.7% | ▲ Add | 5 |
| 36 | DG Dollar General Corporation | 0.8% | $99.42M | 869.25K | 0.0% | Held | 5 |
| 37 | HEI-A HEICO Corporation | 0.8% | $98.23M | 379.64K | 0.0% | Held | 5 |
| 38 | FNV Franco-Nevada Corporation | 0.8% | $93.35M | 569.50K | +8.4% | ▲ Add | 5 |
| 39 | JNJ Johnson & Johnson | 0.8% | $93.30M | 610.80K | 0.0% | Held | 5 |
| 40 | NVR NVR, Inc. | 0.7% | $87.87M | 11.90K | +0.1% | ▲ Add | 5 |
| 41 | LIN Linde plc | 0.7% | $87.55M | 186.60K | +3.1% | ▲ Add | 5 |
| 42 | ADM Archer-Daniels-Midland… | 0.7% | $83.07M | 1.57M | +1.4% | ▲ Add | 5 |
| 43 | ROL Rollins, Inc. | 0.7% | $82.90M | 1.47M | +0.5% | ▲ Add | 5 |
| 44 | MSCI MSCI Inc. | 0.7% | $82.39M | 142.85K | 0.0% | Held | 5 |
| 45 | ITW Illinois Tool Works Inc. | 0.7% | $80.97M | 327.50K | 0.0% | Held | 5 |
| 46 | SPGI S&P Global Inc. | 0.7% | $79.46M | 150.69K | 0.0% | Held | 5 |
| 47 | ECL Ecolab Inc. | 0.6% | $73.91M | 274.30K | 0.0% | Held | 5 |
| 48 | JPM JPMorgan Chase & Co. | 0.6% | $73.22M | 252.55K | 0.0% | Held | 5 |
| 49 | CG The Carlyle Group Inc. | 0.6% | $68.21M | 1.33M | 0.0% | Held | 5 |
| 50 | NSC Norfolk Southern Corporation | 0.5% | $60.54M | 236.50K | +3.0% | ▲ Add | 5 |
| 51 | SBUX Starbucks Corporation | 0.5% | $57.16M | 623.82K | 0.0% | Held | 5 |
| 52 | ODFL Old Dominion Freight Line… | 0.5% | $55.58M | 342.45K | +9.3% | ▲ Add | 5 |
| 53 | FDS FactSet Research Systems… | 0.4% | $52.21M | 116.72K | 0.0% | Held | 5 |
| 54 | ROK Rockwell Automation, Inc. | 0.4% | $51.45M | 154.90K | 0.0% | Held | 5 |
| 55 | VRSK Verisk Analytics, Inc. | 0.4% | $48.58M | 155.95K | 0.0% | Held | 5 |
| 56 | FDX FedEx Corporation | 0.4% | $48.42M | 213.00K | 0.0% | Held | 5 |
| 57 | THG The Hanover Insurance… | 0.4% | $47.73M | 281.00K | +0.4% | ▲ Add | 5 |
| 58 | ACN Accenture plc | 0.4% | $47.64M | 159.40K | 0.0% | Held | 5 |
| 59 | AON Aon plc | 0.4% | $46.31M | 129.80K | +0.3% | ▲ Add | 5 |
| 60 | TSN Tyson Foods, Inc. | 0.4% | $45.65M | 816.00K | +2.2% | ▲ Add | 5 |
| 61 | ITIC INVESTORS TITLE CO NC | 0.4% | $45.07M | 213.30K | 0.0% | Held | 5 |
| 62 | COST Costco Wholesale Corporation | 0.3% | $38.76M | 39.15K | 0.0% | Held | 5 |
| 63 | CMCSA Comcast Corporation | 0.3% | $34.33M | 961.88K | 0.0% | Held | 5 |
| 64 | YUM Yum! Brands, Inc. | 0.3% | $33.56M | 226.45K | +0.4% | ▲ Add | 5 |
| 65 | RTX RTX Corporation | 0.3% | $32.71M | 224.00K | 0.0% | Held | 5 |
| 66 | SHW The Sherwin-Williams Company | 0.3% | $32.33M | 94.17K | 0.0% | Held | 5 |
| 67 | NKE NIKE, Inc. | 0.3% | $31.78M | 447.40K | +0.5% | ▲ Add | 5 |
| 68 | HGTY Hagerty, Inc. | 0.3% | $31.42M | 3.11M | 0.0% | Held | 5 |
| 69 | ALL The Allstate Corporation | 0.3% | $31.11M | 154.55K | 0.0% | Held | 5 |
| 70 | TROW T. Rowe Price Group, Inc. | 0.3% | $30.30M | 314.00K | 0.0% | Held | 5 |
| 71 | FERG Ferguson plc | 0.2% | $29.29M | 134.50K | +9.3% | ▲ Add | 4 |
| 72 | LMT Lockheed Martin Corporation | 0.2% | $28.84M | 62.26K | +1.3% | ▲ Add | 5 |
| 73 | ABNB Airbnb, Inc. | 0.2% | $28.06M | 212.00K | +15.3% | ▲ Add | 4 |
| 74 | HCA HCA Healthcare, Inc. | 0.2% | $26.42M | 68.96K | +11.2% | ▲ Add | 5 |
| 75 | CSCO Cisco Systems, Inc. | 0.2% | $24.25M | 349.50K | +2.2% | ▲ Add | 5 |
| 76 | URI United Rentals, Inc. | 0.2% | $23.47M | 31.15K | 0.0% | Held | 5 |
| 77 | BF-A BROWN FORMAN CORP | 0.2% | $23.16M | 843.00K | 0.0% | Held | 5 |
| 78 | UNP Union Pacific Corporation | 0.2% | $22.38M | 97.28K | +13.4% | ▲ Add | 5 |
| 79 | PAYX Paychex, Inc. | 0.2% | $21.82M | 150.00K | 0.0% | Held | 5 |
| 80 | PM Philip Morris International… | 0.2% | $20.85M | 114.50K | 0.0% | Held | 5 |
| 81 | TMO Thermo Fisher Scientific… | 0.2% | $20.09M | 49.55K | +10.1% | ▲ Add | 5 |
| 82 | SPOT Spotify Technology S.A. | 0.2% | $19.87M | 25.90K | 0.0% | Held | 5 |
| 83 | CCK Crown Holdings, Inc. | 0.2% | $19.51M | 189.50K | 0.0% | Held | 5 |
| 84 | COF Capital One Financial… | 0.2% | $19.36M | 91.00K | 0.0% | Held | 5 |
| 85 | LAMR Lamar Advertising Company | 0.2% | $19.17M | 158.00K | +15.3% | ▲ Add | 5 |
| 86 | EFX Equifax Inc. | 0.2% | $18.90M | 72.85K | 0.0% | Held | 5 |
| 87 | APD Air Products and Chemicals… | 0.2% | $18.33M | 65.00K | 0.0% | Held | 5 |
| 88 | MMM 3M Company | 0.2% | $18.00M | 118.25K | -59.7% | ▼ Trim | 5 |
| 89 | CARR Carrier Global Corporation | 0.1% | $17.20M | 235.00K | 0.0% | Held | 5 |
| 90 | RNR RenaissanceRe Holdings Ltd. | 0.1% | $17.00M | 70.00K | 0.0% | Held | 5 |
| 91 | MAR Marriott International, Inc. | 0.1% | $16.46M | 60.25K | +15.9% | ▲ Add | 5 |
| 92 | WFC Wells Fargo & Company | 0.1% | $16.38M | 204.45K | 0.0% | Held | 5 |
| 93 | SEIC SEI Investments Company | 0.1% | $15.56M | 173.20K | 0.0% | Held | 5 |
| 94 | CHH Choice Hotels… | 0.1% | $14.65M | 115.50K | 0.0% | Held | 5 |
| 95 | TGT Target Corporation | 0.1% | $13.12M | 133.00K | 0.0% | Held | 5 |
| 96 | BF-B Brown-Forman Corporation | 0.1% | $12.76M | 474.19K | 0.0% | Held | 5 |
| 97 | PEP PepsiCo, Inc. | 0.1% | $12.70M | 96.21K | 0.0% | Held | 5 |
| 98 | SHOP Shopify Inc. | 0.1% | $11.85M | 102.75K | 0.0% | Held | 5 |
| 99 | UBER Uber Technologies, Inc. | 0.1% | $11.52M | 123.50K | +1.2% | ▲ Add | 5 |
| 100 | OTIS Otis Worldwide Corporation | 0.1% | $11.35M | 114.62K | 0.0% | Held | 5 |
| 101 | SMG The Scotts Miracle-Gro… | 0.1% | $11.08M | 168.00K | 0.0% | Held | 5 |
| 102 | BNY Bank of New York Mellon Corp | 0.1% | $11.07M | 121.50K | 0.0% | Held | 5 |
| 103 | HXL Hexcel Corporation | 0.1% | $10.68M | 189.00K | 0.0% | Held | 5 |
| 104 | KMX CarMax, Inc. | 0.1% | $9.17M | 136.50K | 0.0% | Held | 5 |
| 105 | HSY The Hershey Company | 0.1% | $9.04M | 54.50K | 0.0% | Held | 5 |
| 106 | TRU TransUnion | 0.1% | $8.89M | 101.05K | 0.0% | Held | 5 |
| 107 | SONY Sony Group Corporation | 0.1% | $8.72M | 335.00K | 0.0% | Held | 5 |
| 108 | UNH UnitedHealth Group… | 0.1% | $8.27M | 26.50K | -5.4% | ▼ Trim | 5 |
| 109 | NSP Insperity, Inc. | 0.1% | $7.92M | 131.73K | 0.0% | Held | 5 |
| 110 | IQV IQVIA Holdings Inc. | 0.1% | $7.82M | 49.64K | -15.5% | ▼ Trim | 5 |
| 111 | OI O-I Glass, Inc. | 0.1% | $6.98M | 473.70K | -45.8% | ▼ Trim | 5 |
| 112 | FIX Comfort Systems USA, Inc. | 0.1% | $6.97M | 13.00K | 0.0% | Held | 5 |
| 113 | CME CME Group Inc. | 0.1% | $6.20M | 22.50K | +136.8% | ▲ Add | 3 |
| 114 | EMN Eastman Chemical Company | 0.0% | $5.60M | 74.95K | 0.0% | Held | 5 |
| 115 | ADBE Adobe Inc. | 0.0% | $5.42M | 14.00K | 新規 | New | 1 |
| 116 | HII Huntington Ingalls… | 0.0% | $4.95M | 20.50K | +13.9% | ▲ Add | 3 |
| 117 | GHC Graham Holdings Company | 0.0% | $4.92M | 5.20K | 0.0% | Held | 5 |
| 118 | CE Celanese Corporation | 0.0% | $4.50M | 81.30K | 0.0% | Held | 5 |
| 119 | WRB W. R. Berkley Corporation | 0.0% | $4.46M | 60.75K | 0.0% | Held | 5 |
| 120 | CBOE Cboe Global Markets, Inc. | 0.0% | $4.43M | 19.00K | +216.7% | ▲ Add | 2 |
| 121 | GPK Graphic Packaging Holding… | 0.0% | $3.67M | 174.00K | -62.3% | ▼ Trim | 5 |
| 122 | AMAT Applied Materials, Inc. | 0.0% | $3.02M | 16.50K | 新規 | New | 1 |
| 123 | MGM MGM Resorts International | 0.0% | $3.01M | 87.50K | +2.3% | ▲ Add | 3 |
| 124 | AYI Acuity Brands, Inc. | 0.0% | $2.91M | 9.75K | 0.0% | Held | 3 |
| 125 | BALL Ball Corporation | 0.0% | $2.86M | 51.00K | 0.0% | Held | 5 |
| 126 | WTW Willis Towers Watson Public… | 0.0% | $2.64M | 8.63K | 0.0% | Held | 5 |
| 127 | DPZ Domino's Pizza, Inc. | 0.0% | $2.48M | 5.50K | 0.0% | Held | 4 |
| 128 | IT Gartner, Inc. | 0.0% | $2.30M | 5.70K | 0.0% | Held | 5 |
| 129 | INTU Intuit Inc. | 0.0% | $2.14M | 2.72K | 0.0% | Held | 5 |
| 130 | CSX CSX Corporation | 0.0% | $2.12M | 65.00K | 新規 | New | 1 |
| 131 | EXP Eagle Materials Inc. | 0.0% | $1.82M | 9.00K | +157.1% | ▲ Add | 2 |
| 132 | SYY Sysco Corporation | 0.0% | $1.82M | 24.00K | +166.7% | ▲ Add | 2 |
| 133 | BC Brunswick Corporation | 0.0% | $1.63M | 29.50K | 0.0% | Held | 4 |
| 134 | CSGP CoStar Group, Inc. | 0.0% | $1.50M | 18.60K | 0.0% | Held | 5 |
| 135 | EL The Estée Lauder Companies… | 0.0% | $1.21M | 15.00K | 0.0% | Held | 4 |
| 136 | ICE Intercontinental Exchange… | 0.0% | $939,366 | 5.12K | 0.0% | Held | 5 |
| 137 | BUD Anheuser-Busch InBev SA/NV | 0.0% | $755,920 | 11.00K | 0.0% | Held | 5 |
普通株（SH）ポジションのみ。オプション行はオプションタブに表示され、ネットアウトはされない。✂ = 分割調整済み前回株数との比較で算出した変化。「Held N+」= 当社データウィンドウ内の全四半期で保有、実際の保有期間はさらに長い可能性あり。
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 14.00K | n/a | 新規 | $5.42M | 0.0% | |
| AMAT Applied Materials, Inc. | 16.50K | n/a | 新規 | $3.02M | 0.0% | |
| CSX CSX Corporation | 65.00K | n/a | 新規 | $2.12M | 0.0% |
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| DE Deere & Company | 877.90K | 877.70K | 0.0% | $446.40M | 3.8% | ●●●●○○ |
| MSFT Microsoft Corporation | 527.48K | 522.73K | +0.9% | $262.37M | 2.2% | ●●●●○○ |
| META Meta Platforms, Inc. | 280.28K | 280.08K | +0.1% | $206.87M | 1.7% | ●●●●○○ |
| LPLA LPL Financial Holdings… | 544.60K | 539.10K | +1.0% | $204.21M | 1.7% | ●●●●○○ |
| MRSH Marsh & McLennan… | 748.75K | 743.50K | +0.7% | $163.71M | 1.4% | ●●●●○○ |
| LOW Lowe's Companies, Inc. | 717.23K | 708.23K | +1.3% | $159.13M | 1.3% | ●●●●○○ |
| NVO Novo Nordisk A/S | 2.26M | 2.15M | +5.0% | $155.89M | 1.3% | |
| CAT Caterpillar Inc. | 328.65K | 328.05K | +0.2% | $127.59M | 1.1% | ●●●●○○ |
| GOOGL Alphabet Inc. | 572.00K | 557.00K | +2.7% | $100.80M | 0.9% | ●●○○○○ |
| FNV Franco-Nevada… | 569.50K | 525.25K | +8.4% | $93.35M | 0.8% | ●●●●○○ |
| NVR NVR, Inc. | 11.90K | 11.88K | +0.1% | $87.87M | 0.7% | ●●●●○○ |
| LIN Linde plc | 186.60K | 181.00K | +3.1% | $87.55M | 0.7% | ●●●●○○ |
| ADM Archer-Daniels-Midland… | 1.57M | 1.55M | +1.4% | $83.07M | 0.7% | ●●●○○○ |
| ROL Rollins, Inc. | 1.47M | 1.46M | +0.5% | $82.90M | 0.7% | |
| NSC Norfolk Southern… | 236.50K | 229.50K | +3.0% | $60.54M | 0.5% | |
| ODFL Old Dominion Freight… | 342.45K | 313.20K | +9.3% | $55.58M | 0.5% | ●●●●○○ |
| AON Aon plc | 129.80K | 129.45K | +0.3% | $46.31M | 0.4% | ●●●●○○ |
| TSN Tyson Foods, Inc. | 816.00K | 798.50K | +2.2% | $45.65M | 0.4% | |
| THG The Hanover Insurance… | 281.00K | 280.00K | +0.4% | $47.73M | 0.4% | ●●●●○○ |
| YUM Yum! Brands, Inc. | 226.45K | 225.45K | +0.4% | $33.56M | 0.3% | ●●●●○○ |
| NKE NIKE, Inc. | 447.40K | 445.40K | +0.5% | $31.78M | 0.3% | ●●●●○○ |
| FERG Ferguson plc | 134.50K | 123.00K | +9.3% | $29.29M | 0.2% | ●●●●○○ |
| LMT Lockheed Martin… | 62.26K | 61.46K | +1.3% | $28.84M | 0.2% | ●●○○○○ |
| ABNB Airbnb, Inc. | 212.00K | 183.82K | +15.3% | $28.06M | 0.2% | ●●●●○○ |
| HCA HCA Healthcare, Inc. | 68.96K | 62.00K | +11.2% | $26.42M | 0.2% | ●●●●○○ |
| CSCO Cisco Systems, Inc. | 349.50K | 342.00K | +2.2% | $24.25M | 0.2% | |
| TMO Thermo Fisher… | 49.55K | 45.00K | +10.1% | $20.09M | 0.2% | ●●●●○○ |
| UNP Union Pacific… | 97.28K | 85.78K | +13.4% | $22.38M | 0.2% | |
| LAMR Lamar Advertising… | 158.00K | 137.00K | +15.3% | $19.17M | 0.2% | ●●●●○○ |
| MAR Marriott International… | 60.25K | 52.00K | +15.9% | $16.46M | 0.1% | ●●●●○○ |
| UBER Uber Technologies, Inc. | 123.50K | 122.00K | +1.2% | $11.52M | 0.1% | ●●●●○○ |
| CME CME Group Inc. | 22.50K | 9.50K | +136.8% | $6.20M | 0.1% | ●●●○○○ |
| HII Huntington Ingalls… | 20.50K | 18.00K | +13.9% | $4.95M | 0.0% | ●●●○○○ |
| CBOE Cboe Global Markets… | 19.00K | 6.00K | +216.7% | $4.43M | 0.0% | ●●○○○○ |
| MGM MGM Resorts… | 87.50K | 85.50K | +2.3% | $3.01M | 0.0% | ●●●○○○ |
| EXP Eagle Materials Inc. | 9.00K | 3.50K | +157.1% | $1.82M | 0.0% | ●●○○○○ |
| SYY Sysco Corporation | 24.00K | 9.00K | +166.7% | $1.82M | 0.0% | ●●○○○○ |
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| WSO Watsco, Inc. | 565.17K | 590.50K | -4.3% | $249.59M | 2.1% | |
| MMM 3M Company | 118.25K | 293.75K | -59.7% | $18.00M | 0.2% | |
| UNH UnitedHealth Group… | 26.50K | 28.01K | -5.4% | $8.27M | 0.1% | |
| GPK Graphic Packaging… | 174.00K | 461.23K | -62.3% | $3.67M | 0.0% | |
| IQV IQVIA Holdings Inc. | 49.64K | 58.73K | -15.5% | $7.82M | 0.1% | |
| OI O-I Glass, Inc. | 473.70K | 874.10K | -45.8% | $6.98M | 0.1% |
| 有価証券 | 株数 | 前期 | 変化 | 時価 | ウェイト | 連続記録 |
|---|---|---|---|---|---|---|
| CABO Cable One, Inc. | n/a | 11.90K | 退出 | $3.16M | 0.0% |
ポジション保有期間
30–1 四半期
122–4 四半期
1225–8 四半期
現在の各ポジションが当社データウィンドウ内で報告された連続四半期数。
類似運用者
| 運用会社 | 共通ポジション | 銘柄の重複 | 加重類似度 | |
|---|---|---|---|---|
| First Manhattan Co. Llc. | 88 | 11.3% | 0.5431 | 比較 ⇄ |
| Fayez Sarofim & Co | 77 | 21.9% | 0.4651 | 比較 ⇄ |
| Blair William & Co/Il | 121 | 6.2% | 0.4471 | 比較 ⇄ |
| Baird Financial Group, Inc. | 115 | 6.0% | 0.443 | 比較 ⇄ |
| Neuberger Berman Group LLC | 129 | 5.7% | 0.4397 | 比較 ⇄ |
| Chevy Chase Trust Holdings, LLC | 102 | 15.1% | 0.4098 | 比較 ⇄ |
| Brown Advisory Inc | 118 | 8.2% | 0.4098 | 比較 ⇄ |
| Aberdeen Group plc | 102 | 10.7% | 0.4012 | 比較 ⇄ |
報告済みロングポジションの類似性のみ。ヘッジおよび13F対象外資産は表示されません。 方法論
ファイリング記録
Jul 31 2026
13F-HR · 期間 Q2 2026
$13.13B · 205 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
May 01 2026
13F-HR · 期間 Q1 2026
$11.94B · 205 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Feb 06 2026
13F-HR · 期間 Q4 2025
$12.54B · 205 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Oct 31 2025
13F-HR · 期間 Q3 2025
$12.32B · 208 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Aug 01 2025
13F-HR · 期間 Q2 2025
$11.83B · 218 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
May 02 2025
13F-HR · 期間 Q1 2025
$11.26B · 217 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Feb 07 2025
13F-HR · 期間 Q4 2024
$11.34B · 214 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Nov 01 2024
13F-HR · 期間 Q3 2024
$11.11B · 216 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
Aug 02 2024
13F-HR · 期間 Q2 2024
$10.17B · 222 保有銘柄件数 · SECオリジナル提出書類を表示 ↗
出典: SEC EDGAR 上の当該マネージャーの13F情報テーブルから解析されたすべての保有銘柄；報告値のまま、単位：米ドル（整数）。変化は、分割調整済み株数をもとに、各四半期の最新承認バージョン（修正版を含む）を比較。
報告期間: Q2 2025 · 最新フィリング Jul 31, 2026 ·
変化の算出方法