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Investing style at a glance · Q2 2026
- Very concentrated: 28 stocks, with 79.1% of the portfolio in the 10 largest.
- Biggest sector: Industrials (54.3% of the portfolio).
- Turnover this quarter: moderate — 4 new positions and 3 sold out (7 added to, 11 trimmed).
- Largest position: LEN at 11.8% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter (dashed = partial quarter)
Sector allocation
Q2 2026
- Industrials54.3%
- Health Care21.4%
- Unclassified11.5%
- Consumer Discretionary6.8%
- Information Technology3.4%
- Energy2.0%
- ETFs & Funds0.6%
- Financials0.0%
- Materials0.0%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| LEN | Lennar Corp (Class A) | Industrials | 11.32M | $1.02B | 11.8% | Added | +684.1K | +6.4% | +$61.91M |
| — | General Motors Co (GM) | Unclassified | 12.87M | $992.29M | 11.5% | Added | +347.4K | +2.8% | +$26.78M |
| TOL | Toll Brothers, Inc | Industrials | 5.63M | $927.56M | 10.7% | Reduced | -15.2K | -0.3% | -$2.50M |
| BDX | Becton Dickinson & Co | Health Care | 5.68M | $859.81M | 9.9% | New | +5.7M | — | +$859.81M |
| PHM | Pultegroup Inc | Industrials | 5.46M | $748.61M | 8.6% | Reduced | -41.2K | -0.7% | -$5.65M |
| DHI | Horton D R Inc | Industrials | 3.51M | $571.02M | 6.6% | Added | +38.9K | +1.1% | +$6.33M |
| ICLR | Icon plc | Health Care | 3.10M | $538.61M | 6.2% | Added | +1.1M | +54.8% | +$190.77M |
| ACN | Accenture plc (Class A) | Industrials | 3.38M | $421.19M | 4.9% | New | +3.4M | — | +$421.19M |
| OSK | Oshkosh Corp | Consumer Discretionary | 2.56M | $392.71M | 4.5% | Added | +27.7K | +1.1% | +$4.25M |
| ARW | Arrow Electronics, Inc | Industrials | 1.76M | $376.49M | 4.3% | Reduced | -131.7K | -6.9% | -$28.11M |
| AVT | Avnet Inc | Industrials | 3.77M | $335.11M | 3.9% | Reduced | -147.7K | -3.8% | -$13.11M |
| BAX | Baxter International Inc | Health Care | 14.29M | $304.56M | 3.5% | Reduced | -22.5K | -0.2% | -$478.85K |
| AVTR | Avantor, Inc | Information Technology | 24.64M | $243.91M | 2.8% | Added | +2.0M | +9.0% | +$20.23M |
| LEA | Lear Corp | Consumer Discretionary | 1.46M | $195.18M | 2.3% | Reduced | -241.4K | -14.2% | -$32.37M |
| SLB | SLB Limited | Energy | 3.80M | $176.77M | 2.0% | Reduced | -862.2K | -18.5% | -$40.09M |
| IQV | Iqvia Holdings Inc | Health Care | 768.04K | $148.40M | 1.7% | New | +768.0K | — | +$148.40M |
| MTH | Meritage Homes CORP | Industrials | 1.30M | $108.79M | 1.3% | Reduced | -157.4K | -10.8% | -$13.19M |
| NOV | NOV Inc | Industrials | 5.62M | $104.25M | 1.2% | Reduced | -131.3K | -2.3% | -$2.44M |
| DNOW | DNOW Inc | Industrials | 4.34M | $56.34M | 0.7% | Added | +3.5M | +426.8% | +$45.64M |
| VBIL | Vanguard 0-3m T-Bill ETF | ETFs & Funds | 662.00K | $50.10M | 0.6% | Reduced | -534.4K | -44.7% | -$40.45M |
| EPAM | EPAM Systems, Inc | Information Technology | 587.30K | $46.60M | 0.5% | New | +587.3K | — | +$46.60M |
| LEN.B | Lennar Corp (Class B) | Industrials | 364.06K | $32.30M | 0.4% | Held | 0 | 0.0% | $0 |
| CRH | CRH Public Ltd Co | Materials | 17.50K | $1.87M | 0.0% | Held | 0 | 0.0% | $0 |
| A | Agilent Technologies, Inc | Information Technology | 10.70K | $1.42M | 0.0% | Held | 0 | 0.0% | $0 |
| SCHW | Schwab Charles Corp | Financials | 12.50K | $1.15M | 0.0% | Held | 0 | 0.0% | $0 |
| JPM | Jpmorgan Chase & Co | Financials | 2.50K | $818.33K | 0.0% | Reduced | -1.5K | -37.5% | -$491.00K |
| UNP | Union Pacific Corp | Industrials | 2.03K | $552.70K | 0.0% | Held | 0 | 0.0% | $0 |
| G | Genpact LTD | Industrials | 10.00K | $275.00K | 0.0% | Held | 0 | 0.0% | $0 |
Column filters
| Ticker | Company | Sector | Shares sold | Value last quarter ↓ |
|---|---|---|---|---|
| — | Taylor Morrison Home Corp | Unclassified | -270.6K | $15.76M |
| TEX | Terex Corp | Industrials | -10.9K | $645.49K |
| STLA | Stellantis N.V. | Consumer Discretionary | -37.0K | $262.33K |
13F filings on record (4)
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