Bloombergsen
$1.1B Assets Reported
30 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CI | THE CIGNA GROUP | 1,004,056 | $268M | 23.4% |
| HCA | HCA HEALTHCARE INC | 247,398 | $117M | 10.2% |
| PGR | PROGRESSIVE CORP | 539,864 | $107M | 9.4% |
| CPAY | CORPAY INC | 326,425 | $95M | 8.3% |
| AON | AON PLC | 254,006 | $82M | 7.2% |
| PNFP | PINNACLE FINL PARTNERS INC | 774,438 | $67M | 5.8% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 1,020,516 | $66M | 5.8% |
| BKNG | BOOKING HOLDINGS INC | 15,427 | $65M | 5.7% |
| CIGI | COLLIERS INTL GROUP INC | 565,314 | $60M | 5.3% |
| HURN | HURON CONSULTING GROUP INC | 436,065 | $56M | 4.9% |
Track Bloombergsen's 13F portfolio: $1.1B in reported holdings, 30 positions. Top holdings, AUM, and quarterly changes on SentiSense.