LOEWS CORP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HANESBRANDS INC | 30,700,000 | 31,900,000 | +1,200,000 | 140,606,000 | 210,221,000 | 1.75% | +69,615,000 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 53,000 | 110,000 | +57,000 | 20,614,880 | 35,543,200 | 0.30% | +14,928,320 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 12,500 | +12,500 | 0 | 9,954,375 | 0.08% | +9,954,375 |
| ALPHABET INC(GOOG) | 85,000 | 80,000 | -5,000 | 14,979,550 | 19,448,000 | 0.16% | +4,468,450 |
| BROOKFIELD CORP(BN) | 200,000 | 220,000 | +20,000 | 12,370,000 | 15,087,600 | 0.13% | +2,717,600 |
| TAYLOR MORRISON HOME CORP(TMHC) | 100,000 | 100,000 | 0 | 6,142,000 | 6,601,000 | 0.05% | +459,000 |
| JBS N.V.(JBS) | 1,330,000 | 1,330,000 | 0 | 19,431,300 | 19,856,900 | 0.16% | +425,600 |
| ALLY FINL INC(ALLY) | 360,000 | 360,000 | 0 | 14,022,000 | 14,112,000 | 0.12% | +90,000 |
| KINDER MORGAN INC DEL(KMI) | 650,000 | 675,000 | +25,000 | 19,110,000 | 19,109,250 | 0.16% | -750 |
| AMCOR PLC(AMCR) | 2,671,250 | 3,000,000 | +328,750 | 24,548,788 | 24,540,000 | 0.20% | -8,788 |
| AVANTOR INC(AVTR)(Call) | 30,000 | 30,000 | 0 | 403,800 | 374,400 | — | -29,400 |
| AVNET INC | 120,000 | 120,000 | 0 | 6,369,600 | 6,273,600 | 0.05% | -96,000 |
| ARROW ELECTRS INC | 20,000 | 20,000 | 0 | 2,548,600 | 2,420,000 | 0.02% | -128,600 |
| MAGNERA CORP | 360,500 | 360,500 | 0 | 4,354,840 | 4,225,060 | 0.04% | -129,780 |
| WELLS FARGO CO NEW(WFC) | 215,000 | 200,000 | -15,000 | 17,225,800 | 16,764,000 | 0.14% | -461,800 |
| FERGUSON ENTERPRISES INC(FERG) | 45,000 | 40,000 | -5,000 | 9,798,750 | 8,983,200 | 0.07% | -815,550 |
| COMCAST CORP NEW(CCZ) | 200,000 | 200,000 | 0 | 7,138,000 | 6,284,000 | 0.05% | -854,000 |
| JBG SMITH PPTYS(JBGS) | 707,843 | 496,520 | -211,323 | 12,245,684 | 11,047,570 | 0.09% | -1,198,114 |
| CHENIERE ENERGY INC(LNG) | 65,000 | 60,000 | -5,000 | 15,828,800 | 14,098,800 | 0.12% | -1,730,000 |
| VISTA GOLD CORP | 1,924,217 | 0 | -1,924,217 | 1,877,843 | 0 | — | -1,877,843 |
| LYONDELLBASELL INDUSTRIES N | 107,000 | 60,000 | -47,000 | 6,191,020 | 2,942,400 | 0.02% | -3,248,620 |
| META PLATFORMS INC(META) | 30,000 | 25,500 | -4,500 | 22,142,700 | 18,726,690 | 0.16% | -3,416,010 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 40,000 | 0 | -40,000 | 4,667,600 | 0 | — | -4,667,600 |
| CAPITAL ONE FINL CORP(COF) | 100,000 | 50,000 | -50,000 | 21,276,000 | 10,629,000 | 0.09% | -10,647,000 |
| AMENTUM HOLDINGS INC | 470,000 | 0 | -470,000 | 11,096,700 | 0 | — | -11,096,700 |
| APOLLO GLOBAL MGMT INC(APO) | 80,000 | 0 | -80,000 | 11,349,600 | 0 | — | -11,349,600 |
| AVANTOR INC(AVTR) | 2,150,000 | 1,400,000 | -750,000 | 28,939,000 | 17,472,000 | 0.15% | -11,467,000 |
| CNA FINL CORP(CNA) | 248,414,738 | 248,414,738 | 0 | 11,558,737,759 | 11,541,348,727 | 95.89% | -17,389,032 |
| UBER TECHNOLOGIES INC(UBER) | 440,000 | 0 | -440,000 | 41,052,000 | 0 | — | -41,052,000 |