Fund HoldingsBRUNI J V & CO /CO

Total Portfolio Value
$883.36M
Total Bought
$77.13M
Total Sold
$59.58M
Net Transaction
+$17.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Iqvia Hldgs Inc(IQV)067,700+67,700013,3041.51%+13,304
Primoris Svcs Corp(PRIM)575,914569,566-6,34833,44943,5154.93%+10,066
Kinder Morgan Inc Del(KMI)1,698,1391,700,945+2,80637,51246,6065.28%+9,094
NICE Ltd(NICE)131,568183,475+51,90722,84931,1613.53%+8,312
Brookfield Corp(BN)1,470,5981,474,458+3,86078,16284,7089.59%+6,545
Oaktree Specialty Lending Co(OCSL)1,531,2501,929,491+398,24124,97529,4833.34%+4,508
Warner Bros Discovery Inc(WBD)1,158,4391,159,286+8479,55712,2541.39%+2,697
Citizens Finl Group Inc(CFG)967,961967,550-41139,75442,3404.79%+2,586
Affiliated Managers Group Inc302,895301,845-1,05053,85555,8176.32%+1,962
Ares Capital Corp(ARCC)1,379,9471,363,478-16,46928,89629,8473.38%+950
Discover Finl Svcs369,257303,333-65,92451,80352,5465.95%+743
Ally Finl Inc(ALLY)911,265918,830+7,56532,43233,0873.75%+655
Brookfield Wealth Sol Ltd
CL A EXCHANGEAB
10,59310,441-1525636000.07%+37
Altice USA Inc715,580710,572-5,0081,7601,7120.19%-48
Ballard Pwr Sys Inc New602,638598,890-3,7481,0859940.11%-91
Berkshire Hathaway Inc Del2,4331,867-5661,1208460.10%-274
Check Point Software Tech Lt
ORD
117,344118,434+1,09022,62522,1122.50%-513
Nexstar Media Group Inc(NXST)193,000194,568+1,56831,91330,7363.48%-1,177
Ryman Hospitality Pptys Inc(RHP)509,611511,209+1,59854,65153,3406.04%-1,311
Penske Automotive Grp Inc(PAG)196,404200,142+3,73831,90030,5103.45%-1,390
LKQ Corp(LKQ)576,059574,742-1,31722,99621,1222.39%-1,875
Brookfield Asset Managmt Ltd(BAM)379,540293,445-86,09517,94815,9021.80%-2,047
Intel Corp(INTC)657,019649,771-7,24815,41413,0281.47%-2,386
Quanta Svcs Inc71,02653,298-17,72821,17616,8451.91%-4,332
Radian Group Inc(RDN)1,634,5951,632,369-2,22656,70451,7795.86%-4,925
MasTec Inc(MTZ)229,068158,227-70,84128,19821,5412.44%-6,657
The Cigna Group(CI)107,239108,155+91637,15229,8663.38%-7,286
Rocket Cos Inc(RKT)1,535,0841,860,060+324,97629,45820,9442.37%-8,514
Simon Ppty Group Inc New(SPG)90,47930,952-59,52715,2935,3300.60%-9,963
Taylor Morrison Home Corp(TMHC)862,947816,652-46,29560,63149,9875.66%-10,643
AES Corp(AES)1,660,9481,670,259+9,31133,31921,4962.43%-11,822
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