Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BloombergSen Inc. (CIK 1484047) reported $1.31B across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CI ($267.8M, 20.38%), GOOG ($137.5M, 10.47%), HCA ($117.1M, 8.91%), PGR ($107.0M, 8.14%), CPAY ($95.0M, 7.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CI | THE CIGNA GROUP | $267.8M | 20.38% | 1.0M | Trimmed |
| 2 | GOOG | ALPHABET INC | $137.5M | 10.47% | 479,400 | Trimmed |
| 3 | HCA | HCA HEALTHCARE INC | $117.1M | 8.91% | 247,398 | Trimmed |
| 4 | PGR | PROGRESSIVE CORP | $107.0M | 8.14% | 539,864 | Trimmed |
| 5 | CPAY | CORPAY INC | $95.0M | 7.23% | 326,425 | Trimmed |
| 6 | AON | AON PLC | $82.0M | 6.24% | 254,006 | Trimmed |
| 7 | PINNACLE FINL PARTNERS INC | $66.7M | 5.08% | 774,438 | Trimmed | |
| 8 | SUNBELT RENTALS HOLDINGS INC | $66.4M | 5.05% | 1.0M | New | |
| 9 | BKNG | BOOKING HOLDINGS INC | $65.0M | 4.94% | 15,427 | Trimmed |
| 10 | CIGI | COLLIERS INTL GROUP INC | $60.4M | 4.60% | 565,314 | Trimmed |
| 11 | HURN | HURON CONSULTING GROUP INC | $55.6M | 4.23% | 436,065 | Added |
| 12 | WRB | BERKLEY W R CORP | $43.6M | 3.32% | 657,260 | Trimmed |
| 13 | NOW | SERVICENOW INC | $37.5M | 2.86% | 358,854 | New |
| 14 | MSFT | MICROSOFT CORP | $32.9M | 2.50% | 88,800 | Added |
| 15 | CBZ | CBIZ INC | $26.7M | 2.03% | 994,029 | Trimmed |
| 16 | UNH | UNITEDHEALTH GROUP INC | $18.2M | 1.38% | 67,235 | Trimmed |
| 17 | W | WAYFAIR INC | $6.0M | 0.46% | 79,785 | Added |
| 18 | CVNA | CARVANA CO | $5.4M | 0.41% | 17,188 | Added |
| 19 | FA | FIRST ADVANTAGE CORP NEW | $4.7M | 0.36% | 398,847 | Added |
| 20 | TDUP | THREDUP INC | $4.4M | 0.34% | 1.4M | Added |
| 21 | UBER | UBER TECHNOLOGIES INC | $2.5M | 0.19% | 35,405 | Added |
| 22 | DASH | DOORDASH INC | $2.4M | 0.18% | 15,870 | Added |
| 23 | TOST | TOAST INC | $1.8M | 0.14% | 67,438 | New |
| 24 | AFRM | AFFIRM HLDGS INC | $1.7M | 0.13% | 36,889 | Added |
| 25 | MEDP | MEDPACE HLDGS INC | $1.3M | 0.10% | 2,618 | Added |
Source: SEC Form 13F filings · as of 2026-03-31