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CIK: 0001533497
Total reported value
$1.1B
$1.1B
28 檔
82.4%
At the close of Q1 2026, Liberty Mutual Group Asset Management Inc. disclosed equity holdings valued at approximately $1.1B, spread across 28 reported holdings.
Liberty Mutual Group Asset Management Inc. executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 8 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRGY | Crescent Energy Inc-a | Stock-Energy | 39.82% | -36.17% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.17% | +1.66% | +15.39% | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 9.70% | +6.83% | +107.19% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 9.03% | +0.73% | +356.99% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 6.82% | +0.66% | -59.29% | |
| 6 | QXO | Qxo Inc | Stock-Industrials | 6.35% | -0.19% | — | |
| 7 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.38% | +0.42% | +121.29% | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.93% | +0.27% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.72% | +4.59% | — | |
| 10 | OBDC | Blue Owl Capital CORP | Stock-Financials | 2.36% | +0.17% | +208.58% | |
| 11 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.00% | +0.18% | — | |
| 12 | EWY | Ishares Msci South Korea ETF | ETF-Other | 1.00% | -1.00% | EXIT | |
| 13 | ARCC | Ares Capital CORP | Stock-Financials | 0.39% | +0.04% | -31.42% | |
| 14 | PL | Planet Labs Pbc | Stock-Industrials | 0.36% | -0.34% | — | |
| 15 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.29% | -0.29% | EXIT | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 0.26% | +0.48% | +45.00% | |
| 17 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.25% | +0.24% | — | |
| 18 | KORE | Kore Group Holdings Inc | Stock-Other | 0.23% | +0.03% | — | |
| 19 | MSDL | Morgan Stanley Direct Lendin | Stock-Other | 0.23% | +0.04% | -43.08% | |
| 20 | SMC | Summit Midstream CORP | Stock-Other | 0.21% | — | — | |
| 21 | NINE | Nine Energy Service Inc | Stock-Other | 0.18% | +0.14% | — | |
| 22 | CRCL | Circle Internet Group Inc | Stock-Financials | 0.15% | -0.10% | +80.05% | |
| 23 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 0.14% | -0.13% | — | |
| 24 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.02% | — | — | |
| 25 | RBRK | Rubrik Inc-a | Stock-Tech | 0.01% | +0.01% | — | |
| 26 | GCTS-WS | Concord Acq Cl A -cw28 | Stock-Other | — | +0.01% | — | |
| 27 | REPX | Riley Exploration Permian In | Stock-Other | — | — | — | |
| 28 | AM | Antero Midstream CORP | Stock-Energy | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRGY | Crescent Energy Inc-a | +10.4% | — | Unchanged |
| 2 | IEF | Ishares 7-10 Year Treasury B | +6.7% | +356.99% | Add |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | +4% | +107.19% | Add |
| 4 | USHY | Ishares Broad Usd High Yield | +2% | +121.29% | Add |
| 5 | OBDC | Blue Owl Capital CORP | +1.3% | +208.58% | Add |
| 6 | KORE | Kore Group Holdings Inc | +0.1% | — | Unchanged |
| 7 | CRCL | Circle Internet Group Inc | +0.1% | +80.05% | Add |
| 8 | OPEN | Opendoor Technologies Inc | — | — | Unchanged |
| 9 | GCTS-WS | Concord Acq Cl A -cw28 | — | — | Unchanged |
| 10 | REPX | Riley Exploration Permian In | — | — | Unchanged |
| 11 | AM | Antero Midstream CORP | — | — | Unchanged |
| 12 | SMC | Summit Midstream CORP | 0% | — | Unchanged |
| 13 | RBRK | Rubrik Inc-a | 0% | — | Unchanged |
| 14 | NOW | Servicenow Inc | -0.1% | +45.00% | Add |
| 15 | CCL1EUR | Carnival CORP LTD | -0.1% | — | Unchanged |
| 16 | AFRM | Affirm Holdings Inc | -0.2% | — | Unchanged |
| 17 | MSDL | Morgan Stanley Direct Lendin | -0.3% | -43.08% | Trim |
| 18 | ARCC | Ares Capital CORP | -0.4% | -31.42% | Trim |
| 19 | VOO | Vanguard S&p 500 ETF | -0.8% | +15.39% | Add |
| 20 | QXO | Qxo Inc | -1.1% | — | Unchanged |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -13.4% | -59.29% | Trim |
| 22 | DXJ | Wisdomtree Japan Hedged Eq | — | EXIT | Sold out |
| 23 | USIG | Ishares Broad Usd Investment | — | NEW | New buy |
| 24 | IGLB | Ishares 10+ Year Inv Gr CORP | — | EXIT | Sold out |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 26 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 27 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 28 | PL | Planet Labs Pbc | — | NEW | New buy |
| 29 | DDOG | Datadog Inc - Class A | — | EXIT | Sold out |
| 30 | HOOD | Robinhood Markets Inc - A | — | EXIT | Sold out |
| 31 | NINE | Nine Energy Service Inc | — | NEW | New buy |
| 32 | ABNB | Airbnb Inc-class A | — | EXIT | Sold out |
| 33 | RYTM | Rhythm Pharmaceuticals Inc | — | NEW | New buy |
| 34 | TTAN | Servicetitan Inc-a | — | EXIT | Sold out |
| 35 | BRZE | Braze Inc-a | — | EXIT | Sold out |
| 36 | FRSH | Freshworks Inc-cl A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Liberty Mutual Group Asset Management Inc. reported a total U.S. public equity portfolio value of $1.1B across 28 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including CRGY, VOO, SRLN) accounted for 82.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
USIG
市值: $36.6M
Top Position Liquidated / Trimmed
DXJ
前期市值: $135.7M
During Q1 2026, Liberty Mutual Group Asset Management Inc.'s top holdings by market value included CRGY (39.8%)、VOO (10.2%)、SRLN (9.7%). The largest single position, CRGY, represented 39.8% of total portfolio value.
In Q1 2026, Liberty Mutual Group Asset Management Inc. made 25 total portfolio adjustments, initiating 7 new buys, adding to 7 positions, trimming 3 holdings, and fully liquidating 8 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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