EdgeMarket › What Wilsey Asset Management Inc reported owning
What Wilsey Asset Management Inc 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
637.8MPositions
25Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GM General Motors Co | 45.7M | 7.2% | 613.6K | 87.93 | +54.9% |
| VZ VERIZON COMMUNICATIONS INC | 45.7M | 7.2% | 909.8K | 49.45 | +9.7% |
| JPM JPMORGAN CHASE & CO | 43.7M | 6.9% | 148.5K | 351.58 | +20.3% |
| MSFT MICROSOFT CORP | 41.2M | 6.5% | 111.3K | 483.24 | -4.4% |
| WFC WELLS FARGO & COMPANY/MN | 40.9M | 6.4% | 514.3K | 83.84 | +7.3% |
| ALL ALLSTATE CORP | 38.7M | 6.1% | 186.6K | 253.83 | +18.8% |
| SWK STANLEY BLACK & DECKER, INC. | 37.9M | 5.9% | 533.5K | 100.02 | +35.3% |
| ZBH ZIMMER BIOMET HOLDINGS, INC. | 36.4M | 5.7% | 403.0K | 100.98 | -4.5% |
| QCOM QUALCOMM INC/DE | 36.4M | 5.7% | 282.3K | 160.75 | +3.4% |
| CAG CONAGRA BRANDS INC. | 35.3M | 5.5% | 2.2M | 16.43 | -14.6% |
| MPT MEDICAL PROPERTIES TRUST INC | 34.0M | 5.3% | 7.3M | 4.12 | -4.8% |
| PFE PFIZER INC | 33.3M | 5.2% | 1.2M | 28.07 | +10.6% |
| CI Cigna Group | 32.3M | 5.1% | 121.0K | 277.51 | -8.9% |
| PDM Piedmont Realty Trust, Inc. | 32.1M | 5.0% | 4.9M | 9.65 | +22.3% |
| VICI VICI PROPERTIES INC. | 30.1M | 4.7% | 1.1M | 26.51 | -19.6% |
| MHK MOHAWK INDUSTRIES INC | 29.8M | 4.7% | 303.1K | 136.22 | +9.8% |
| TAP MOLSON COORS BEVERAGE CO | 29.1M | 4.6% | 675.7K | 42.94 | -16.3% |
| COST COSTCO WHOLESALE CORP /NEW | 12.6M | 2.0% | 12.7K | 947.74 | -4.7% |
| AAPL Apple Inc. | 481.2K | 0.1% | 1.9K | 309.35 | +36.9% |
| VIG Vanguard Div Appreciation ETF | 397.0K | 0.1% | 1.8K | 243.91 | +16.2% |
| ABBV AbbVie Inc. | 365.8K | 0.1% | 1.7K | 264.96 | +26.7% |
| LDOS Leidos Holdings, Inc. | 341.7K | 0.1% | 2.2K | 141.39 | -21.5% |
| NVDA NVIDIA CORP | 315.3K | 0.0% | 1.8K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 229.5K | 0.0% | 800 | 341.75 | +70.7% |
| LRCX LAM RESEARCH CORP | 213.7K | 0.0% | 1.0K | 314.00 | +216.7% |
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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