EdgeMarket › What Mbb Public Markets I Llc reported owning
What Mbb Public Markets I Llc 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
839.4MPositions
25Quarter
2026-03-31Shown below
24largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| PGR PROGRESSIVE CORP/OH/ | 176.5M | 21.0% | 890.6K | 219.28 | -13.2% |
| AER AerCap Holdings N.V. | 155.5M | 18.5% | 1.1M | 146.29 | +26.4% |
| AMZN AMAZON COM INC | 141.9M | 16.9% | 681.3K | 258.63 | +15.6% |
| FERG Ferguson Enterprises Inc. /DE/ | 123.1M | 14.7% | 527.8K | 242.24 | +5.1% |
| MDLN Medline Inc. | 108.6M | 12.9% | 2.4M | 34.26 | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 35.8M | 4.3% | 718.5K | 49.54 | +1.4% |
| EQT EQT Corp | 30.2M | 3.6% | 475.0K | 53.72 | +4.6% |
| GOOGL Alphabet Inc. | 25.9M | 3.1% | 90.0K | 344.82 | +73.0% |
| TECK TECK RESOURCES LTD | 16.7M | 2.0% | 323.2K | 69.20 | +121.3% |
| BG Bunge Global SA | 9.8M | 1.2% | 77.4K | 113.11 | +37.3% |
| KYTX Kyverna Therapeutics, Inc. | 5.3M | 0.6% | 614.5K | 8.42 | +145.5% |
| AVGO Broadcom Inc. | 3.1M | 0.4% | 10.0K | 368.45 | +26.5% |
| GTX Garrett Motion Inc. | 286.5K | 0.0% | 15.8K | 26.62 | +102.4% |
| IBP Installed Building Products, Inc. | 265.1K | 0.0% | 1.0K | 246.81 | -6.3% |
| ESI Element Solutions Inc | 254.1K | 0.0% | 7.4K | 35.31 | +41.0% |
| AMG AFFILIATED MANAGERS GROUP, INC. | 247.4K | 0.0% | 894 | 356.21 | +64.3% |
| IMXI International Money Express, Inc. | 224.0K | 0.0% | 14.2K | 14.12 | -2.9% |
| SAIA SAIA INC | 217.1K | 0.0% | 618 | 362.15 | +23.4% |
| AHCO AdaptHealth Corp. | 215.8K | 0.0% | 18.1K | 5.63 | -39.7% |
| VMD VIEMED HEALTHCARE, INC. | 215.4K | 0.0% | 23.4K | 8.85 | +29.0% |
| UNF UNIFIRST CORP | 214.9K | 0.0% | 854 | 290.25 | +66.9% |
| RUSHA RUSH ENTERPRISES INC \TX\ | 211.5K | 0.0% | 3.2K | 78.78 | +39.6% |
| HLMN Hillman Solutions Corp. | 180.1K | 0.0% | 21.6K | 8.36 | -13.6% |
| JBI Janus International Group, Inc. | 102.0K | 0.0% | 19.8K | 5.11 | -49.3% |
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 →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →