Bruni J V & CO Portfolio Holdings

Bruni J V & CO

  • $844 Million
  • Q3 2025

Bruni J V & CO has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $844 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Primoris Services Corp with a value of $62.9M, Affiliated Managers Group, Inc. with a value of $60.8M, Capital One Financial Corp with a value of $60M, Radian Group Inc with a value of $57.1M, and Taylor Morrison Home Corp with a value of $52.7M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $814M to 844M.

Below you can find more details about Bruni J V & CO portfolio as well as his latest detailed transactions.

Portfolio value $844 Million
Financial Services: $363 Million
Industrials: $89.1 Million
Technology: $86.8 Million
Consumer Cyclical: $83.9 Million
Communication Services: $61.9 Million
Real Estate: $51.8 Million
Energy: $44.6 Million
Healthcare: $33.1 Million
Other: $30.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.28B
$62.9 Million 7.45% of portfolio
457,894
Q3 2025 Reduced 17.08%
$9.87B
$60.8 Million 7.2% of portfolio
254,989
Q3 2025 Reduced 13.19%
$77.2B
$60 Million 7.1% of portfolio
282,148
Q3 2025 Reduced 0.92%
$5.7B
$57.1 Million 6.77% of portfolio
1,577,782
Q3 2025 Reduced 0.6%
$6.47B
$52.7 Million 6.24% of portfolio
798,312
Q3 2025 Reduced 0.71%
$25.6B
$52.5 Million 6.22% of portfolio
987,605
Q3 2025 Reduced 0.95%
$5.22B
$46.6 Million 5.51% of portfolio
519,818
Q3 2025 Reduced 0.38%
$61.6B
$44.6 Million 5.28% of portfolio
1,575,828
Q3 2025 Reduced 3.58%
$7.07B
$37.8 Million 4.48% of portfolio
191,215
Q3 2025 Reduced 0.76%
$8.47B
$36.7 Million 4.34% of portfolio
253,230
Q3 2025 Added 12.35%
$2.27B
$35.7 Million 4.22% of portfolio
1,840,951
Q3 2025 Reduced 0.75%
$11.8B
$35.6 Million 4.21% of portfolio
907,798
Q3 2025 Reduced 0.32%
$16.8B
$34.3 Million 4.06% of portfolio
674,665
Q3 2025 Added 0.04%
$11.3B
$31.2 Million 3.69% of portfolio
179,287
Q3 2025 Reduced 2.19%
$9.23B
$30.5 Million 3.61% of portfolio
2,315,759
Q3 2025 Added 0.21%
$24.8B
$28.9 Million 3.42% of portfolio
139,438
Q3 2025 Added 0.08%
$55.9B
$22.4 Million 2.65% of portfolio
1,147,558
Q3 2025 Reduced 0.13%
$143B
$21.3 Million 2.52% of portfolio
633,387
Q3 2025 Reduced 1.29%
$82.8B
$20.2 Million 2.39% of portfolio
69,948
Q3 2025 Reduced 34.6%
$33.6B
$14.4 Million 1.71% of portfolio
119,267
Q3 2025 Added 0.15%
$41B
$12.9 Million 1.53% of portfolio
67,880
Q3 2025 Added 0.05%
$15B
$11.2 Million 1.33% of portfolio
52,589
Q3 2025 Reduced 2.81%
$59.8B
$5.27 Million 0.62% of portfolio
28,093
Q3 2025 Reduced 3.73%
$481M
$1.67 Million 0.2% of portfolio
693,226
Q3 2025 Reduced 0.94%
$662B
$933,000 0.11% of portfolio
1,857
Q2 2025 Reduced 1.69%
$904M
$551,000 0.07% of portfolio
202,767
Q3 2025 Reduced 65.44%
Oaktree Specialty Lending CO
-
$0 0.0% of portfolio
-
Q3 2025 Added 12.42%
Brookfield Wealth Sol LTD
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.82%
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.66%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.58%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $844 Million
  • Prior Value $814 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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