Fund HoldingsBRUNI J V & CO /CO

Total Portfolio Value
$1.10B
Total Bought
$170.29M
Total Sold
$148.93M
Net Transaction
+$21.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Dell Technologies Inc(DELL)191,108243,898+52,79031,367105,2329.61%+73,866
Blackstone Inc(BX)0204,937+204,937024,1152.20%+24,115
Ares Management Corporation(ARES)0188,248+188,248020,9541.91%+20,954
Ryman Hospitality Pptys Inc(RHP)517,533509,964-7,56947,75365,5565.98%+17,803
Rocket Cos Inc(RKT)1,814,7972,612,387+797,59025,86141,1453.76%+15,284
Aercap Holdings NV(AER)268,965333,570+64,60536,89748,6284.44%+11,731
Citizens Finl Group Inc(CFG)971,020957,732-13,28858,23267,1086.13%+8,876
Equitable Hldgs Inc675,462766,929+91,46725,06633,6533.07%+8,586
Corebridge Finl Inc(CRBD)869,2631,010,345+141,08220,74128,9262.64%+8,186
The Cigna Group(CI)69,56594,763+25,19818,55626,1242.39%+7,568
Radian Group Inc(RDN)1,589,3041,575,667-13,63752,57459,3555.42%+6,781
Ally Finl Inc(ALLY)899,359887,801-11,55835,28240,7943.72%+5,513
Penske Automotive Grp Inc(PAG)175,216171,994-3,22226,19830,7782.81%+4,580
Capital One Finl Corp(COF)277,239274,554-2,68550,57755,0815.03%+4,504
Brookfield Corp(BN)2,102,4662,093,766-8,70085,08789,1738.14%+4,087
Affiliated Managers Group Inc249,765210,094-39,67169,11071,0966.49%+1,986
Iqvia Hldgs Inc(IQV)67,35066,918-43211,48612,9301.18%+1,444
Oaktree Specialty Lending(OCSL)2,497,8742,474,804-23,07028,22629,5492.70%+1,323
Simon Ppty Group Inc New(SPG)26,47524,746-1,7294,9385,5340.51%+596
Ares Capital Corp(ARCC)1,279,0401,266,283-12,75723,04823,4642.14%+416
Ballard Pwr Sys Inc New134,365129,818-4,5473255050.05%+180
Berkshire Hathaway Inc Del1,8441,812-328849070.08%+23
Brookfield Wealth Sol Ltd
CL A EXCHANGEAB
7,0056,828-1772902910.03%+1
Brookfield Asset Managmt Ltd(BAM)274,186270,666-3,52012,18812,1391.11%-48
Allison Transmission Hldgs(ALSN)157,283155,235-2,04818,41217,5011.60%-910
Nexstar Media Group Inc(NXST)176,332173,364-2,96831,88630,9612.83%-925
Check Point Software Tech Lt
ORD
174,020172,765-1,25524,85922,7072.07%-2,152
Kinder Morgan Inc Del(KMI)1,487,8541,418,976-68,87849,88845,3654.14%-4,523
NICE Ltd(NICE)279,906277,734-2,17230,86225,2322.30%-5,630
MasTec Inc(MTZ)50,64516,125-34,52016,2956,7090.61%-9,586
AES Corp(AES)863,98516,750-847,23512,1742460.02%-11,928
Primoris Svcs Corp(PRIM)437,022380,845-56,17762,51237,7493.45%-24,762
Taylor Morrison Home Corp(TMHC)793,011220,735-572,27646,18515,8361.45%-30,349
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