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CIK: 0001078841
Total reported value
$1.1B
$1.1B
30 檔
27.8%
During the Q3 2024 filing period, Bruni J V & Co /co (CIK: 0001078841) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 30 reported positions.
During Q3 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 | 8.71% | -0.74% | -1.83% | |
| 2 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 6.76% | -3.37% | -1.48% | |
| 3 | RDN | Radian Group Inc | Stock-Financials | 6.32% | -0.07% | -1.72% | |
| 4 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 6.09% | +0.99% | -0.56% | |
| 5 | AMG | Affiliated Managers Group | Stock-Financials | 6.00% | -0.73% | -1.47% | |
| 6 | DFSEUR | Discover Financial Services | Stock-Other | 5.77% | — | -2.31% | |
| 7 | CFG | Citizens Financial Group | Stock-Financials | 4.43% | +0.05% | -1.32% | |
| 8 | KMI | Kinder Morgan, Inc. | Stock-Energy | 4.18% | -1.07% | -1.06% | |
| 9 | CI | THE Cigna Group | Stock-Healthcare | 4.14% | +0.44% | -0.91% | |
| 10 | PRIM | Primoris Services CORP | Stock-Industrials | 3.73% | -3.08% | -1.10% | |
| 11 | AES | Aes CORP | Stock-Utilities | 3.71% | -1.25% | +0.05% | |
| 12 | ALLY | Ally Financial Inc | Stock-Financials | 3.61% | +0.04% | -0.92% | |
| 13 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 3.56% | -0.50% | -0.70% | |
| 14 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 3.56% | +0.07% | -8.13% | |
| 15 | RKT | Rocket Cos Inc-class A | Stock-Financials | 3.28% | +1.06% | -5.90% | |
| 16 | ARCC | Ares Capital CORP | Stock-Financials | 3.22% | -0.27% | -1.30% | |
| 17 | MTZ | Mastec Inc | Stock-Industrials | 3.14% | -1.09% | -1.84% | |
| 18 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 2.78% | -0.25% | +1.31% | |
| 19 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.56% | — | -0.20% | |
| 20 | NICE | Nice LTD - Spon Adr | Stock-Tech | 2.55% | -0.92% | — | |
| 21 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.52% | -0.53% | +103.38% | |
| 22 | PWR | Quanta Services Inc | Stock-Industrials | 2.36% | — | -8.81% | |
| 23 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 2.00% | -0.16% | -1.50% | |
| 24 | INTC | Intel CORP | Stock-Tech | 1.72% | — | -0.66% | |
| 25 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.70% | -0.01% | -35.88% | |
| 26 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 1.07% | — | -0.61% | |
| 27 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 0.20% | — | -0.85% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | -0.01% | -3.14% | |
| 29 | BLDP | Ballard Power Systems Inc | Stock-Other | 0.12% | +0.02% | -1.20% | |
| 30 | BNT | Brookfield Wealth Solutions Ltd. | Stock-Other | 0.06% | — | — |
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 30 disclosed positions in Q3 2024.
During Q3 2024, Bruni J V & Co /co's top holdings by market value included BN (8.7%)、TMHC (6.8%)、RDN (6.3%). The largest single position, BN, represented 8.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including BN, TMHC, RDN) accounted for 27.8% of total reported equity market value during Q3 2024.
In Q3 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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