EdgeMarket › What Bruni J V & Co /Co reported owning
What Bruni J V & Co /Co reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
957.8MPositions
31Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BN BROOKFIELD Corp /ON/ | 85.1M | 8.9% | 2.1M | 41.69 | -2.4% |
| AMG AFFILIATED MANAGERS GROUP, INC. | 69.1M | 7.2% | 249.8K | 356.21 | +64.3% |
| PRIM Primoris Services Corp | 62.5M | 6.5% | 437.0K | 77.18 | -30.2% |
| CFG CITIZENS FINANCIAL GROUP INC/RI | 58.2M | 6.1% | 971.0K | 69.86 | +43.1% |
| RDN RADIAN GROUP INC | 52.6M | 5.5% | 1.6M | 36.59 | +5.4% |
| COF CAPITAL ONE FINANCIAL CORP | 50.6M | 5.3% | 277.2K | 217.91 | +1.5% |
| KMI KINDER MORGAN, INC. | 49.9M | 5.2% | 1.5M | 30.98 | +16.6% |
| RHP Ryman Hospitality Properties, Inc. | 47.8M | 5.0% | 517.5K | 128.50 | +35.1% |
| TMHC Taylor Morrison Home Corp | 46.2M | 4.8% | 793.0K | — | — |
| AER AerCap Holdings N.V. | 36.9M | 3.9% | 269.0K | 146.29 | +26.4% |
| ALLY Ally Financial Inc. | 35.3M | 3.7% | 899.4K | 42.93 | +12.3% |
| NXST NEXSTAR MEDIA GROUP, INC. | 31.9M | 3.3% | 176.3K | 186.14 | -8.1% |
| DELL Dell Technologies Inc. | 31.4M | 3.3% | 191.1K | 442.08 | +244.1% |
| NICE NICE Ltd. | 30.9M | 3.2% | 279.9K | 100.24 | -27.3% |
| OCSL Oaktree Specialty Lending Corp | 28.2M | 2.9% | 2.5M | 12.99 | -4.8% |
| PAG PENSKE AUTOMOTIVE GROUP, INC. | 26.2M | 2.7% | 175.2K | 216.87 | +19.0% |
| RKT Rocket Companies, Inc. | 25.9M | 2.7% | 1.8M | 13.93 | -21.6% |
| EQH Equitable Holdings, Inc. | 25.1M | 2.6% | 675.5K | 48.90 | -6.1% |
| CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD | 24.9M | 2.6% | 174.0K | 130.55 | -31.0% |
| ARCC ARES CAPITAL CORP | 23.0M | 2.4% | 1.3M | 19.92 | -10.6% |
| CRBG Corebridge Financial, Inc. | 20.7M | 2.2% | 869.3K | 31.95 | -6.6% |
| CI Cigna Group | 18.6M | 1.9% | 69.6K | 277.51 | -8.9% |
| ALSN Allison Transmission Holdings Inc | 18.4M | 1.9% | 157.3K | 133.23 | +52.6% |
| MTZ MASTEC INC | 16.3M | 1.7% | 50.6K | 266.26 | +54.3% |
| BAM Brookfield Asset Management Ltd. | 12.2M | 1.3% | 274.2K | 52.30 | -11.9% |
| AES AES CORP | 12.2M | 1.3% | 864.0K | 14.77 | +11.9% |
| IQV IQVIA HOLDINGS INC. | 11.5M | 1.2% | 67.3K | 259.82 | +35.3% |
| SPG SIMON PROPERTY GROUP INC. | 4.9M | 0.5% | 26.5K | 218.29 | +25.4% |
| unmapped CUSIP 084670702 | 883.6K | 0.1% | 1.8K | — | — |
| BLDP Ballard Power Systems Inc. | 325.2K | 0.0% | 134.4K | 2.40 | +26.3% |
| BNT Brookfield Wealth Solutions Ltd. | 290.0K | 0.0% | 7.0K | 41.81 | -2.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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