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CIK: 0001078841
Total reported value
$1.1B
$1.1B
31 檔
30.9%
According to the latest 13F quarterly dataset, Bruni J V & Co /co managed an equity portfolio of $1.1B at the end of Q3 2025, spanning 31 distinct U.S. exchange-listed positions.
In Q3 2025, Bruni J V & Co /co adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 9.83% | -0.74% | -1.58% | |
| 2 | PRIM | Primoris Services CORP | Stock-Industrials | 6.35% | -3.08% | -17.08% | |
| 3 | AMG | Affiliated Managers Group | Stock-Financials | 6.14% | -0.73% | -13.19% | |
| 4 | COF | Capital One Financial CORP | Stock-Financials | 6.05% | -0.25% | -0.92% | |
| 5 | RDN | Radian Group Inc | Stock-Financials | 5.77% | -0.07% | -0.60% | |
| 6 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 5.32% | -3.37% | -0.71% | |
| 7 | CFG | Citizens Financial Group | Stock-Financials | 5.30% | +0.05% | -0.95% | |
| 8 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 4.70% | +0.99% | -0.38% | |
| 9 | KMI | Kinder Morgan, Inc. | Stock-Energy | 4.50% | -1.07% | -3.58% | |
| 10 | NXST | Nexstar Media Group Inc | Stock-Comm Services | 3.82% | -0.50% | -0.77% | |
| 11 | NICE | Nice LTD - Spon Adr | Stock-Tech | 3.70% | -0.92% | +12.35% | |
| 12 | RKT | Rocket Cos Inc-class A | Stock-Financials | 3.60% | +1.06% | -0.75% | |
| 13 | ALLY | Ally Financial Inc | Stock-Financials | 3.59% | +0.04% | -0.32% | |
| 14 | EQH | Equitable Holdings Inc | Stock-Financials | 3.46% | +0.45% | +0.04% | |
| 15 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 3.28% | -0.25% | +12.42% | |
| 16 | PAG | Penske Automotive Group Inc | Stock-Consumer Disc | 3.15% | +0.07% | -2.19% | |
| 17 | AES | Aes CORP | Stock-Utilities | 3.08% | -1.25% | +0.21% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 2.91% | -0.53% | +0.08% | |
| 19 | ARCC | Ares Capital CORP | Stock-Financials | 2.63% | -0.27% | -3.22% | |
| 20 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 2.26% | — | -0.13% | |
| 21 | INTC | Intel CORP | Stock-Tech | 2.14% | — | -1.29% | |
| 22 | CI | THE Cigna Group | Stock-Healthcare | 2.04% | +0.44% | -34.60% | |
| 23 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.61% | -0.16% | -1.66% | |
| 24 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.46% | +0.59% | +0.15% | |
| 25 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.30% | -0.02% | +0.05% | |
| 26 | MTZ | Mastec Inc | Stock-Industrials | 1.13% | -1.09% | -2.81% | |
| 27 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.53% | -0.01% | -3.73% | |
| 28 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 0.17% | — | -0.94% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | — | |
| 30 | BLDP | Ballard Power Systems Inc | Stock-Other | 0.06% | +0.02% | -65.44% | |
| 31 | BNT | Brookfield Wealth Solutions Ltd. | Stock-Other | 0.05% | — | -10.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRIM | Primoris Services CORP | +2.7% | -17.08% | Trim |
| 2 | RKT | Rocket Cos Inc-class A | +1% | -0.75% | Trim |
| 3 | BN | Brookfield CORP | +0.9% | -1.58% | Trim |
| 4 | WBD | Warner Bros Discovery Inc | +0.8% | -0.13% | Add |
| 5 | CFG | Citizens Financial Group | +0.7% | -0.95% | Add |
| 6 | INTC | Intel CORP | +0.4% | -1.29% | Trim |
| 7 | AMG | Affiliated Managers Group | +0.3% | -13.19% | Trim |
| 8 | AES | Aes CORP | +0.2% | +0.21% | Add |
| 9 | PAG | Penske Automotive Group Inc | +0.1% | -2.19% | Trim |
| 10 | BAM | Brookfield Asset Mgmt-a | 0% | -1.66% | Trim |
| 11 | BNT | Brookfield Wealth Solutions Ltd. | 0% | -10.82% | Trim |
| 12 | BLDP | Ballard Power Systems Inc | 0% | -65.44% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Trim |
| 14 | SPG | Simon Property Group Inc | 0% | -3.73% | Trim |
| 15 | OPTU | Optimum Communications Inc-a | -0.1% | -0.94% | Trim |
| 16 | IQV | Iqvia Holdings Inc | -0.1% | +0.05% | Add |
| 17 | NICE | Nice LTD - Spon Adr | -0.2% | +12.35% | Add |
| 18 | OCSL | Oaktree Specialty Lending Co | -0.2% | +12.42% | Add |
| 19 | NXST | Nexstar Media Group Inc | -0.2% | -0.77% | Trim |
| 20 | ALLY | Ally Financial Inc | -0.3% | -0.32% | Trim |
| 21 | MTZ | Mastec Inc | -0.3% | -2.81% | Trim |
| 22 | TMHC | Taylor Morrison Home CORP | -0.3% | -0.71% | Trim |
| 23 | EQH | Equitable Holdings Inc | -0.4% | +0.04% | Add |
| 24 | RDN | Radian Group Inc | -0.4% | -0.60% | Trim |
| 25 | RHP | Ryman Hospitality Properties | -0.7% | -0.38% | Add |
| 26 | CHKP | Check Point Software Technologies Ltd. | -0.8% | +0.08% | Add |
| 27 | ARCC | Ares Capital CORP | -0.8% | -3.22% | Trim |
| 28 | KMI | Kinder Morgan, Inc. | -1% | -3.58% | Trim |
| 29 | CI | THE Cigna Group | -2.1% | -34.60% | Trim |
| 30 | COF | Capital One Financial CORP | — | NEW | New buy |
| 31 | DFSEUR | Discover Financial Services | — | EXIT | Sold out |
| 32 | AER | AerCap Holdings N.V. | — | NEW | New buy |
| 33 | PWR | Quanta Services Inc | — | EXIT | Sold out |
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 31 disclosed positions in Q3 2025.
During Q3 2025, Bruni J V & Co /co's top holdings by market value included BN (9.8%)、PRIM (6.3%)、AMG (6.1%). The largest single position, BN, represented 9.8% 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, PRIM, AMG) accounted for 30.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $60.0M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $48.1M
In Q3 2025, Bruni J V & Co /co made 33 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 20 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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