Bennett Selby Investments LP has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $223 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.6M, Alphabet Inc. with a value of $24.7M, Meta Platforms, Inc. with a value of $17.4M, Booking Holdings Inc. with a value of $15.7M, and Visa Inc. with a value of $14.3M.

Examining the 13F form we can see an decrease of $10.4M in the current position value, from $233M to 223M.

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

Portfolio value $223 Million
Consumer Cyclical: $52.9 Million
Financial Services: $47.8 Million
Technology: $47.5 Million
Communication Services: $46.2 Million
Industrials: $12.2 Million
Healthcare: $7.96 Million
ETFs: $5.76 Million
Consumer Defensive: $2.18 Million
Other: $238,000

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 71
  • Current Value $223 Million
  • Prior Value $233 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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