Sims Investment Management, LLC
Sims Investment Management, LLC reported 39 holdings worth US$320M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Sims Investment Management, LLC reported 39 holdings worth US$320M as of Sep 30, 2026. Largest: Uber Technologies, Inc., Tesla, Inc. and Pursuit Attractions And Hospitality, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$320M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Uber Technologies, Inc. | 51,480 | US$3.53M | 1.1% |
| Tesla, Inc. | 5,619 | US$1.99M | 0.62% |
| Pursuit Attractions And Hospitality, Inc. | 36,758 | US$1.83M | 0.57% |
| Carnival Corporation Ltd. | 56,785 | US$1.39M | 0.44% |
| Meta Platforms, Inc. | 1,636 | US$1.19M | 0.37% |
| Unitedhealth Group Incorporated | 2,563 | US$941K | 0.29% |
| Berkshire Hathaway Inc. | 1,179 | US$587K | 0.18% |
| American Financial Group, Inc. | 3,654 | US$500K | 0.16% |
| Apple Inc | 1,541 | US$492K | 0.15% |
| Six Flags Entertainment Corporation | 43,000 | US$461K | 0.14% |
| Space Exploration Technologies Corp | 1,966 | US$297K | 0.09% |
| Microsoft Corp. | 569 | US$292K | 0.09% |
| Amazon.com, Inc. | 859 | US$211K | 0.07% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Gsi Technology, Inc. | 0 | US$0 | 0.00% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| Mgm Resorts International | 0 | US$0 | 0.00% |
| Wynn Resorts, Limited | 0 | US$0 | 0.00% |
| Truist Financial Corporation | 0 | US$0 | 0.00% |
| Cincinnati Financial Corporation | 0 | US$0 | 0.00% |
| Marathon Petroleum Corporation | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Xti Aerospace, Inc. | 0 | US$0 | 0.00% |
| Cvs Health Corporation | 0 | US$0 | 0.00% |
| Exp World Holdings, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| 3m Company | 0 | US$0 | 0.00% |
| Biglari Holdings Inc. | 0 | US$0 | 0.00% |
| Kinder Morgan, Inc. | 0 | US$0 | 0.00% |
| Penn Entertainment, Inc. | 0 | US$0 | 0.00% |
| Twilio Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Howmet Aerospace Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Dick's Sporting Goods Inc | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Paypal Holdings, Inc. | 0 | US$0 | 0.00% |
| Humana Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Arlo Technologies, Inc. | 0 | US$0 | 0.00% |
| Brc Inc. | 0 | US$0 | 0.00% |
| Ebay Inc. | 0 | US$0 | 0.00% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
| Ondas Inc | 0 | US$0 | 0.00% |
| Fifth Third Bancorp | 0 | US$0 | 0.00% |
| General Motors Company | 0 | US$0 | 0.00% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
| Abbvie Inc. | 0 | US$0 | 0.00% |
| Arch Capital Group Ltd. | 0 | US$0 | 0.00% |
| Caseys General Stores, Inc. | 0 | US$0 | 0.00% |
| Cme Group Inc. | 0 | US$0 | 0.00% |
| Evergy, Inc. | 0 | US$0 | 0.00% |
| Firstenergy Corp. | 0 | US$0 | 0.00% |
| State Street Corporation | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Compass, Inc. | 0 | US$0 | 0.00% |
| Brookfield Renewable Corporation | 0 | US$0 | 0.00% |
| Hasbro, Inc. | 0 | US$0 | 0.00% |
| Sysco Corporation | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Landbridge Company Llc | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Metlife, Inc. | 0 | US$0 | 0.00% |
| Textron Inc. | 0 | US$0 | 0.00% |
| Delta Air Lines, Inc. | 0 | US$0 | 0.00% |
| Virgin Galactic Holdings, Inc. | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| Blackstone Inc. | 0 | US$0 | 0.00% |
| Warner Bros. Discovery, Inc. - Series A | 0 | US$0 | 0.00% |
| Target Corporation | 0 | US$0 | 0.00% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Newsmax, Inc. | 0 | US$0 | 0.00% |
| Coeur Mining, Inc. | 0 | US$0 | 0.00% |
| Embraer S.a. | 0 | US$0 | 0.00% |
| Ramaco Resources, Inc. | 0 | US$0 | 0.00% |
| Norfolk Southern Corporation | 0 | US$0 | 0.00% |
| Rivian Automotive, Inc. | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| United Parcel Service, Inc. | 0 | US$0 | 0.00% |
| Nutrien Ltd. | 0 | US$0 | 0.00% |
| Super Micro Computer, Inc. | 0 | US$0 | 0.00% |
| T. Rowe Price Group, Inc. | 0 | US$0 | 0.00% |
| Prudential Financial, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Zoom Communications, Inc. | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Comfort Systems Usa, Inc. | 0 | US$0 | 0.00% |
Every holding of Sims Investment Management, LLC
Source
View original at SEC
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