BloombergSen Inc.
BloombergSen Inc. reported 31 holdings worth US$1.34B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
BloombergSen Inc. reported 31 holdings worth US$1.34B as of Jun 30, 2026. Largest: Progressive Corporation (the), Corpay, Inc. and Hca Healthcare, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 31
- Value as reported
- US$1.34B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Progressive Corporation (the) | 521K | US$114M | 8.5% |
| Corpay, Inc. | 315K | US$105M | 7.8% |
| Hca Healthcare, Inc. | 239K | US$93.2M | 7.0% |
| Pinnacle Financial Partners, Inc. | 748K | US$75.5M | 5.6% |
| Sunbelt Rentals Holdings, Inc. | 986K | US$73.7M | 5.5% |
| Booking Holdings Inc. Common Stock | 372K | US$66.4M | 5.0% |
| Colliers International Group Inc. | 552K | US$51.8M | 3.9% |
| Huron Consulting Group Inc. | 499K | US$45M | 3.4% |
| Servicenow, Inc. | 347K | US$34.4M | 2.6% |
| Cbiz, Inc. | 1.07M | US$34.3M | 2.6% |
| Unitedhealth Group Incorporated | 64,936 | US$27M | 2.0% |
| Microsoft Corp. | 57,548 | US$21.5M | 1.6% |
| The Cigna Group | 61,304 | US$16.9M | 1.3% |
| Thredup Inc. | 1.35M | US$9.26M | 0.69% |
| Wayfair Inc. | 83,942 | US$7.76M | 0.58% |
| First Advantage Corporation | 399K | US$7.2M | 0.54% |
| W.r. Berkley Corporation | 88,927 | US$6.27M | 0.47% |
| Carvana Co. | 77,979 | US$5.13M | 0.38% |
| Affirm Holdings, Inc. | 36,889 | US$3.01M | 0.22% |
| Doordash, Inc. | 15,870 | US$2.93M | 0.22% |
| Uber Technologies, Inc. | 35,405 | US$2.55M | 0.19% |
| Toast, Inc. | 82,479 | US$2.29M | 0.17% |
| Latham Group, Inc. | 329K | US$2.13M | 0.16% |
| Medpace Holdings, Inc. | 3,079 | US$1.63M | 0.12% |
| Zscaler Inc | 10,829 | US$1.53M | 0.11% |
| Root, Inc. | 25,566 | US$1.43M | 0.11% |
| Klaviyo, Inc. Series A | 67,071 | US$1.01M | 0.08% |
Source
View original at SEC
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