Bennett Selby Investments LP has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $238 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.9M, Alphabet Inc. with a value of $22.5M, Meta Platforms, Inc. with a value of $19.8M, Booking Holdings Inc. with a value of $16.6M, and Visa Inc. with a value of $15M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $223M to 238M.

Below you can find more details about Bennett Selby Investments LP portfolio as well as his latest detailed transactions.

Portfolio value $238 Million
Consumer Cyclical: $58.4 Million
Financial Services: $51.6 Million
Technology: $50.9 Million
Communication Services: $46.5 Million
Industrials: $12.7 Million
Healthcare: $8.3 Million
ETFs: $6.09 Million
Consumer Defensive: $2.8 Million
Other: $397,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $238 Million
  • Prior Value $223 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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