Fund HoldingsBRUNI J V & CO /CO

Total Portfolio Value
$860.38M
Total Bought
$48.29M
Total Sold
$100.70M
Net Transaction
-$52.41M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Equitable Hldgs Inc0629,047+629,047032,7673.81%+32,767
Check Point Software Tech Lt
ORD
118,434139,082+20,64822,11231,7003.68%+9,588
The Cigna Group(CI)108,155107,025-1,13029,86635,2114.09%+5,345
Nexstar Media Group Inc(NXST)194,568192,758-1,81030,73634,5464.02%+3,810
AES Corp(AES)1,670,2592,014,555+344,29621,49625,0212.91%+3,525
NICE Ltd(NICE)183,475215,124+31,64931,16133,1663.85%+2,004
Intel Corp(INTC)649,771642,439-7,33213,02814,5901.70%+1,562
Radian Group Inc(RDN)1,632,3691,608,299-24,07051,77953,1866.18%+1,408
Rocket Cos Inc(RKT)1,860,0601,846,088-13,97220,94422,2822.59%+1,338
Kinder Morgan Inc Del(KMI)1,700,9451,666,184-34,76146,60647,5365.53%+930
Oaktree Specialty Lending Co(OCSL)1,929,4911,935,695+6,20429,48329,7323.46%+250
Berkshire Hathaway Inc Del1,8671,889+228461,0060.12%+160
Altice USA Inc710,572702,930-7,6421,7121,8700.22%+157
Ally Finl Inc(ALLY)918,830910,302-8,52833,08733,1993.86%+112
Warner Bros Discovery Inc(WBD)1,159,2861,146,989-12,29712,25412,3071.43%+54
Brookfield Wealth Sol Ltd
CL A EXCHANGEAB
10,4419,359-1,0826004880.06%-111
Ares Capital Corp(ARCC)1,363,4781,340,156-23,32229,84729,6983.45%-149
Ballard Pwr Sys Inc New598,890589,466-9,4249946480.08%-346
Simon Ppty Group Inc New(SPG)30,95229,696-1,2565,3304,9320.57%-398
Iqvia Hldgs Inc(IQV)67,70067,493-20713,30411,8991.38%-1,405
Taylor Morrison Home Corp(TMHC)816,652807,366-9,28649,98748,4745.63%-1,513
Brookfield Asset Managmt Ltd(BAM)293,445287,965-5,48015,90213,9521.62%-1,950
Citizens Finl Group Inc(CFG)967,550957,842-9,70842,34039,2434.56%-3,097
Penske Automotive Grp Inc(PAG)200,142184,106-16,03630,51026,5083.08%-4,002
Discover Finl Svcs303,333281,973-21,36052,54648,1335.59%-4,414
Quanta Svcs Inc53,29844,569-8,72916,84511,3291.32%-5,516
Affiliated Managers Group Inc301,845297,598-4,24755,81750,0055.81%-5,812
Ryman Hospitality Pptys Inc(RHP)511,209508,187-3,02253,34046,4695.40%-6,871
Brookfield Corp(BN)1,474,4581,460,204-14,25484,70876,5298.89%-8,178
MasTec Inc(MTZ)158,227104,578-53,64921,54112,2051.42%-9,336
Primoris Svcs Corp(PRIM)569,566553,049-16,51743,51531,7513.69%-11,764
LKQ Corp(LKQ)574,7420-574,74221,1220-21,122
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