Bruce G. Allen Investments, LLC Reduced Holdings in Q3 2025

Bruce G. Allen Investments, LLC

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGM
Federal Agricultural Mortgage Corp

Financial Services
-2
- 18.18%
$167.98 - $209.73 $336 - $419
9 $1.51M
EPAM
Epam Systems, Inc.

Technology
-3
- 50.0%
N/A
3 $452K
WSO
Watsco Inc

Industrials
-1
- 20.0%
$381.94 - $489.97 $382 - $490
4 $1.62M
LEG
Leggett & Platt Inc

Consumer Cyclical
-65
- 28.76%
$8.08 - $10.59 $525 - $688
161 $1.43M
OVV
Ovintiv Inc.

Energy
-18
- 27.69%
$38.53 - $43.17 $694 - $777
47 $1.9M
AVTR
Avantor, Inc.

Basic Materials
-10
- 2.3%
$11.18 - $14.21 $112 - $142
425 $5.3M
SON
Sonoco Products CO

Consumer Cyclical
-7
- 1.35%
$42.77 - $48.68 $299 - $341
513 $22.1M
STRL
Sterling Construction CO Inc

Industrials
-3
- 60.0%
$222.54 - $371.84 $668 - $1.12K
2 $679K
AMCR
Amcor PLC

Consumer Cyclical
-5
- 1.18%
$7.97 - $9.94 $39.9 - $49.7
418 $3.42M
ERIC
Ericsson Lm Telephone CO

Technology
-43
- 17.99%
$7.2 - $8.55 $310 - $368
196 $1.62M
SLM
Slm Corp

Financial Services
-1
- 1.39%
$27.68 - $34.4 $27.7 - $34.4
71 $1.97M
BYD
Boyd Gaming Corp

Consumer Cyclical
-6
- 28.57%
$79.66 - $87.38 $478 - $524
15 $1.3M
UI
Ubiquiti Inc.

Technology
-2
- 50.0%
$388.83 - $660.58 $778 - $1.32K
2 $1.32M
TFX
Teleflex Inc

Healthcare
-3
- 23.08%
$109.79 - $132.5 $329 - $398
10 $1.22M
FOUR
Shift4 Payments, Inc.

Technology
-2
- 28.57%
$77.4 - $106.81 $155 - $214
5 $387K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-10
- 38.46%
$24.0 - $31.51 $240 - $315
16 $432K
DV
Double Verify Holdings, Inc.

Technology
-15
- 35.71%
$11.86 - $16.27 $178 - $244
27 $323K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-2
- 66.67%
$184.09 - $279.47 $368 - $559
1 $247K
AVGO
Broadcom Inc.

Technology
-264
- 16.5%
$264.74 - $369.57 $69.9K - $97.6K
1.34K $441M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-84
- 7.65%
$90.62 - $107.71 $7.61K - $9.05K
1.01K $99.9M
WLK
Westlake Corp

Basic Materials
-4
- 9.3%
$75.43 - $90.6 $302 - $362
39 $3.01M
KBR
Kbr, Inc.

Industrials
-5
- 27.78%
$45.52 - $51.61 $228 - $258
13 $615K
ESNT
Essent Group Ltd.

Financial Services
-5
- 20.0%
$55.69 - $65.48 $278 - $327
20 $1.27M
AAL
American Airlines Group Inc.

Industrials
-21
- 51.22%
N/A
20 $225K
NXPI
Nxp Semiconductors N.V.

Technology
-16
- 4.27%
$205.16 - $239.07 $3.28K - $3.83K
359 $81.8M
INT
World Fuel Services Corp

Energy
-1
- 1.82%
N/A
54 $1.4M
DXC
Dxc Technology CO

Technology
-5
- 9.43%
$12.85 - $16.24 $64.3 - $81.2
48 $654K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-5
- 21.74%
$54.88 - $68.04 $274 - $340
18 $1.21M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-2
- 4.55%
$7.48 - $11.55 $15 - $23.1
42 $314K
NOK
Nokia Corp

Technology
-18
- 13.14%
$4.05 - $5.23 $72.9 - $94.1
119 $572K
AGO
Assured Guaranty LTD

Financial Services
-1
- 5.0%
$80.41 - $86.64 $80.4 - $86.6
19 $1.61M
MRVL
Marvell Technology, Inc.

Technology
-13
- 9.03%
$62.31 - $84.07 $810 - $1.09K
131 $11M
HPQ
Hp Inc

Technology
-57
- 11.11%
$24.45 - $29.35 $1.39K - $1.67K
456 $12.4M
CCJ
Cameco Corp

Energy
-7
- 14.29%
$70.47 - $86.89 $493 - $608
42 $3.52M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-1
- 20.0%
$158.03 - $197.08 $158 - $197
4 $670K
Bgc Group Inc Cl A
-1
- 0.83%
N/A
119 $1.13M
FA
First Advantage Corp

Industrials
-1
- 1.56%
$14.78 - $18.4 $14.8 - $18.4
63 $970K
ORCC
Owl Rock Capital Corp

Financial Services
-1
- 2.13%
N/A
46 $587K
PSMT
Pricesmart Inc

Consumer Defensive
-2
- 20.0%
$102.01 - $122.66 $204 - $245
8 $970K
STWD
Starwood Property Trust, Inc.

Real Estate
-1
- 1.27%
$19.37 - $20.97 $19.4 - $21
78 $1.51M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-1
- 3.7%
$19.13 - $22.22 $19.1 - $22.2
26 $512K
ASH
Ashland Global Holdings Inc

Basic Materials
-1
- 12.5%
$47.62 - $56.6 $47.6 - $56.6
7 $335K
CUZ
Cousins Properties Inc

Real Estate
-1
- 4.0%
$26.53 - $29.82 $26.5 - $29.8
24 $695K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1
- 2.56%
$13.69 - $15.48 $13.7 - $15.5
38 $520K
NWL
Newell Brands Inc.

Consumer Defensive
-3
- 2.14%
$4.76 - $6.39 $14.3 - $19.2
137 $718K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-1
- 2.63%
$11.79 - $13.23 $11.8 - $13.2
37 $454K
RWT
Redwood Trust Inc

Real Estate
-1
- 1.09%
$5.46 - $6.37 $5.46 - $6.37
91 $527K
BY
Byline Bancorp, Inc.

Financial Services
-1
- 4.55%
$25.49 - $29.44 $25.5 - $29.4
21 $582K
VRNT
Verint Systems Inc

Technology
-1
- 3.7%
N/A
26 $527K
Activity Summary
Buys All Purchases 226 New Holdings 36 Increased Positions 190 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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