Bruni J V & CO Portfolio Holdings

Bruni J V & CO

  • $740 Million
  • Q1 2025

Bruni J V & CO has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $740 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Radian Group Inc with a value of $53.2M, Affiliated Managers Group, Inc. with a value of $50M, Taylor Morrison Home Corp with a value of $48.5M, Discover Financial Services with a value of $48.1M, and Kinder Morgan, Inc. with a value of $47.5M.

Examining the 13F form we can see an decrease of $13M in the current position value, from $753M to 740M.

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

Portfolio value $740 Million
Financial Services: $310 Million
Technology: $79.5 Million
Consumer Cyclical: $75 Million
Industrials: $55.9 Million
Real Estate: $51.4 Million
Communication Services: $48.7 Million
Energy: $47.5 Million
Healthcare: $47.1 Million
Other: $25 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Million 4.01% of portfolio
1,340,156
Q1 2025 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $740 Million
  • Prior Value $753 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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