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CIK: 0001078841
Total reported value
$1.1B
$1.1B
29 檔
24.0%
According to the latest 13F quarterly dataset, Bruni J V & Co /co managed an equity portfolio of $1.1B at the end of Q2 2024, spanning 29 distinct U.S. exchange-listed positions.
During Q2 2024, Bruni J V & Co /co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 7.75% | -0.74% | -0.36% | |
| 2 | RDN | Radian Group Inc | Stock-Financials | 6.44% | -0.07% | -0.02% | |
| 3 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 6.37% | +0.99% | -0.16% | |
| 4 | DFSEUR | Discover Financial Services | Stock-Other | 6.16% | — | -1.33% | |
| 5 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 6.05% | -3.37% | -0.30% | |
| 6 | AMG | Affiliated Managers Group | Stock-Financials | 5.98% | -0.73% | -0.44% | |
| 7 | ALLY | Ally Financial Inc | Stock-Financials | 4.54% | +0.04% | -0.44% | |
| 8 | CI | THE Cigna Group | Stock-Healthcare | 4.46% | +0.44% | — | |
| 9 | CFG | Citizens Financial Group | Stock-Financials | 4.40% | +0.05% | -0.18% | |
| 10 | KMI | Kinder Morgan, Inc. | Stock-Energy | 4.25% | -1.07% | +13.05% | |
| 11 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 4.02% | -0.50% | -0.12% | |
| 12 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 3.97% | +0.07% | -0.53% | |
| 13 | AES | Aes CORP | Stock-Utilities | 3.63% | -1.25% | +0.29% | |
| 14 | ARCC | Ares Capital CORP | Stock-Financials | 3.63% | -0.27% | -0.01% | |
| 15 | PRIM | Primoris Services CORP | Stock-Industrials | 3.62% | -3.08% | -0.21% | |
| 16 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 3.54% | -0.25% | -0.34% | |
| 17 | MTZ | Mastec Inc | Stock-Industrials | 3.11% | -1.09% | -2.15% | |
| 18 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.99% | — | +3.35% | |
| 19 | RKT | Rocket Cos Inc-class A | Stock-Financials | 2.78% | +1.06% | -0.70% | |
| 20 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.67% | -0.01% | -0.40% | |
| 21 | INTC | Intel CORP | Stock-Tech | 2.55% | — | +0.25% | |
| 22 | PWR | Quanta Services Inc | Stock-Industrials | 2.46% | — | -25.48% | |
| 23 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.83% | -0.16% | -0.20% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.19% | -0.53% | — | |
| 25 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.08% | — | +0.63% | |
| 26 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 0.18% | — | -1.01% | |
| 27 | BLDP | Ballard Power Systems Inc | Stock-Other | 0.17% | +0.02% | -0.80% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.01% | -2.45% | |
| 29 | BNT | Brookfield Wealth Solutions Ltd. | Stock-Other | 0.06% | — | -0.48% |
According to official SEC Form 13F filings, Bruni J V & Co /co reported a total U.S. public equity portfolio value of $1.1B across 29 disclosed positions in Q2 2024.
During Q2 2024, Bruni J V & Co /co's top holdings by market value included BN (7.8%)、RDN (6.4%)、RHP (6.4%). The largest single position, BN, represented 7.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BN, RDN, RHP) accounted for 24.0% of total reported equity market value during Q2 2024.
In Q2 2024, Bruni J V & Co /co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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