Fund HoldingsBRUNI J V & CO /CO

Total Portfolio Value
$949.89M
Total Bought
$105.32M
Total Sold
$99.01M
Net Transaction
+$6.31M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Capital One Finl Corp(COF)0284,764+284,764060,5866.38%+60,586
Aercap Holdings NV(AER)0119,086+119,086013,9331.47%+13,933
Brookfield Corp(BN)1,460,2041,442,583-17,62176,52989,2249.39%+12,694
Primoris Svcs Corp(PRIM)553,049552,219-83031,75143,0404.53%+11,289
Affiliated Managers Group Inc297,598293,735-3,86350,00557,7986.08%+7,793
Citizens Finl Group Inc(CFG)957,842997,070+39,22839,24344,6194.70%+5,376
Equitable Hldgs Inc629,047674,394+45,34732,76737,8343.98%+5,066
Ryman Hospitality Pptys Inc(RHP)508,187521,810+13,62346,46951,4875.42%+5,018
Penske Automotive Grp Inc(PAG)184,106183,301-80526,50831,4933.32%+4,985
NICE Ltd(NICE)215,124225,390+10,26633,16638,0714.01%+4,905
Rocket Cos Inc(RKT)1,846,0881,854,871+8,78322,28226,3022.77%+4,020
Radian Group Inc(RDN)1,608,2991,587,336-20,96353,18657,1766.02%+3,989
Ally Finl Inc(ALLY)910,302910,750+44833,19935,4743.73%+2,275
Brookfield Asset Managmt Ltd(BAM)287,965284,681-3,28413,95215,7371.66%+1,785
Taylor Morrison Home Corp(TMHC)807,366804,026-3,34048,47449,3835.20%+909
Warner Bros Discovery Inc(WBD)1,146,9891,149,106+2,11712,30713,1691.39%+862
Kinder Morgan Inc Del(KMI)1,666,1841,634,303-31,88147,53648,0495.06%+512
Oaktree Specialty Lending Co(OCSL)1,935,6952,212,352+276,65729,73230,2213.18%+488
Ballard Pwr Sys Inc New589,466586,793-2,6736489330.10%+285
The Cigna Group(CI)107,025106,956-6935,21135,3583.72%+146
Brookfield Wealth Sol Ltd
CL A EXCHANGEAB
9,3597,550-1,8094884660.05%-22
Berkshire Hathaway Inc Del1,8891,857-321,0069020.09%-104
Intel Corp(INTC)642,439641,640-79914,59014,3731.51%-217
Simon Ppty Group Inc New(SPG)29,69629,182-5144,9324,6910.49%-241
Altice USA Inc702,930699,822-3,1081,8701,4980.16%-372
Quanta Svcs Inc44,56928,526-16,04311,32910,7851.14%-543
AES Corp(AES)2,014,5552,311,019+296,46425,02124,3122.56%-709
Ares Capital Corp(ARCC)1,340,1561,316,713-23,44329,69828,9153.04%-783
Check Point Software Tech Lt
ORD
139,082139,321+23931,70030,8253.25%-875
Iqvia Hldgs Inc(IQV)67,49367,843+35011,89910,6911.13%-1,208
Nexstar Media Group Inc(NXST)192,758192,689-6934,54633,3263.51%-1,221
MasTec Inc(MTZ)104,57854,110-50,46812,2059,2220.97%-2,983
Discover Finl Svcs281,9730-281,97348,1330-48,133
Page 1 of 1