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Q3 2026 13F filing
Updated 10 days ago27 disclosed positions worth $8B
Portfolio value
$8B
Total holdings
27
New positions
1
Closed positions
2
Increased
8
Decreased
14
Turnover
11.1%
Filed
2026-10-26
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L Lennar Corporation - A (LEN) | $1.1B | 13.06M | 13.38% | — |
| 2 | B Becton Dickinson & Co (BDX) | $1.1B | 5.90M | 13.28% | — |
| 3 | ? N/A General Motors Co (GM) | $993.8M | 12.91M | 12.48% | — |
| 4 | T Toll Brothers, Inc. (TOL) | $756.5M | 5.61M | 9.50% | — |
| 5 | P PulteGroup Inc. (PHM) | $626.1M | 5.39M | 7.86% | — |
| 6 | I Icon Plc (ICLR) | $521.7M | 3.07M | 6.55% | — |
| 7 | D D R Horton, Inc. (DHI) | $513M | 3.75M | 6.44% | — |
| 8 | A Avantor Inc (AVTR) | $366.6M | 24.36M | 4.60% | — |
| 9 | A Arrow Electronics Inc (ARW) | $337.5M | 1.49M | 4.24% | — |
| 10 | O Oshkosh Corp (OSK) | $325.6M | 2.53M | 4.09% | — |
| 11 | A Avnet Inc (AVT) | $320.4M | 3.21M | 4.02% | — |
| 12 | B Baxter International Inc (BAX) | $297.5M | 12.40M | 3.74% | — |
| 13 | R SLB Ltd (SLB) | $182.7M | 3.75M | 2.29% | — |
| 14 | I Iqvia Hldgs Inc (IQV) | $146.5M | 544.9K | 1.84% | — |
| 15 | L Nov Inc (NOV) | $98.9M | 5.28M | 1.24% | — |
| 16 | L Lear Corporation (LEA) | $98.5M | 834.5K | 1.24% | — |
| 17 | M Meritage Homes Corp (MTH) | $86M | 1.37M | 1.08% | — |
| 18 | ? N/A Dnow Inc (DNOW) | $67.8M | 4.38M | 0.85% | — |
| 19 | V Vanguard 0-3M T-Bill ETF (VBIL) | $65M | 858.9K | 0.82% | — |
| 20 | L Lennar Corporation - B SHS (LEN/B) | $29.3M | 366.0K | 0.37% | — |
| 21 | A Agilent Technologies, Inc. (A) | $1.8M | 10.7K | 0.02% | — |
| 22 | R CRH Plc (CRH) | $1.4M | 17.5K | 0.02% | — |
| 23 | S Charles Schwab Corporation (SCHW) | $1M | 10.5K | 0.01% | — |
| 24 | U Union Pacific Corp (UNP) | $553K | 2.0K | 0.01% | — |
| 25 | J J P Morgan Chase (JPM) | $331K | 1.0K | 0.00% | — |
| 26 | G Genpact LTD (G) | $325K | 10.0K | 0.00% | — |
| 27 | B Bath & Body Works Inc (BBWI) | $159K | 10.0K | 0.00% | — |